iShares Lfepth TRGT 2040ITDDETF
13F holders, Q1 2026 (March 31)9holders −2
3new positions
5sold out
$34.91avg. 13F price*
At the end of Q1 2026, 9 institutions reported holding iShares Lfepth TRGT 2040 (ITDD) in their 13F filings, down 2 from Q4 2025. 3 opened new positions and 5 sold out. The largest holders were Susquehanna International Group, LLP ($1.3M), Lanark Financial, Inc. ($163K) and McIlrath & Eck, LLC ($97K).
- Company
- iShares Lfepth TRGT 2040
- CUSIP
- 46438G794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.3M |
| Exits | 5 | $1.6M |
All 13F filers, Q4 2025 → Q1 2026: 39,469 shares bought and 45,848 shares sold, net −6,379 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Susquehanna International Group, LLP | 0.00% | New | 37,840 | $1.3M |
| Lanark Financial, Inc. | 0.01% | Add +11.7% | 4,679 | $163K |
| McIlrath & Eck, LLC | 0.01% | Add +8.2% | 2,789 | $97K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,613 | $91K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 1,177 | $41K |
| 10Elms LLP | 0.02% | New | 745 | $26K |
| Osaic Holdings, Inc. | 0.00% | No change | 643 | $22K |
| Hughes Financial Services, LLC | 0.00% | Add +286.7% | 232 | $8K |
| Harbour Investments, Inc. | 0.00% | New | 10 | $349 |
"% of holder's portfolio" is ITDD's weight in each manager's 13F, not the share of iShares Lfepth TRGT 2040 the manager owns.