iShares Lifepth Targ DT 2050ITDFETF
13F holders, Q4 2024 (December 31)5holders +3
4new positions
1sold out
$31.27avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding iShares Lifepth Targ DT 2050 (ITDF) in their 13F filings, up 3 from Q3 2024. 4 opened new positions and 1 sold out. The largest holders were Root Financial Partners, LLC ($676K), Susquehanna International Group, LLP ($229K) and Principal Securities, Inc. ($33K).
- Company
- iShares Lifepth Targ DT 2050
- CUSIP
- 46438G778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $942K |
| Exits | 1 | $1K |
All 13F filers, Q3 2024 → Q4 2024: 30,115 shares bought and 76 shares sold, net +30,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Root Financial Partners, LLC | 0.08% | New | 21,606 | $676K |
| Susquehanna International Group, LLP | 0.00% | New | 7,333 | $229K |
| Principal Securities, Inc. | 0.00% | New | 1,055 | $33K |
| Sunbelt Securities, Inc. | 0.00% | New | 121 | $4K |
| UBS Group AG | 0.00% | Reduce -39.1% | 78 | $2K |
"% of holder's portfolio" is ITDF's weight in each manager's 13F, not the share of iShares Lifepth Targ DT 2050 the manager owns.