iShares Lifepth Targ DT 2045ITDEETF
13F holders, Q1 2026 (March 31)6holders −2
1new positions
3sold out
$35.85avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding iShares Lifepth Targ DT 2045 (ITDE) in their 13F filings, down 2 from Q4 2025. 1 opened new positions and 3 sold out. The largest holders were Sunbelt Securities, Inc. ($60K), Capital Advisors, Ltd. LLC ($53K) and MAI Capital Management ($52K).
- Company
- iShares Lifepth Targ DT 2045
- CUSIP
- 46438G786
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $361 |
| Exits | 3 | $880K |
All 13F filers, Q4 2025 → Q1 2026: 869 shares bought and 25,248 shares sold, net −24,379 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Sunbelt Securities, Inc. | 0.00% | Reduce -35.8% | 1,678 | $60K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,475 | $53K |
| MAI Capital Management | 0.00% | Add +146.1% | 1,447 | $52K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,250 | $45K |
| Osaic Holdings, Inc. | 0.00% | No change | 339 | $12K |
| Farther Finance Advisors, LLC | 0.00% | New | 10 | $361 |
"% of holder's portfolio" is ITDE's weight in each manager's 13F, not the share of iShares Lifepth Targ DT 2045 the manager owns.