iShares Lifepth Targ DT 2055ITDGETF

13F holders, Q2 2026 (June 30)
3holders −1
1new positions
1sold out
$44.08avg. 13F price*

At the end of Q2 2026, 3 institutions reported holding iShares Lifepth Targ DT 2055 (ITDG) in their 13F filings, down 1 from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Cheviot Value Management, LLC ($5K), Capital Advisors, Ltd. LLC ($3K) and 10Elms LLP ($2K).

Company
iShares Lifepth Targ DT 2055
CUSIP
46438G760
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 2Q3 2024Q4 2024: 3Q4 2024Q1 2025: 4Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 4Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$2K
Exits1$236K

All 13F filers, Q1 2026 → Q2 2026: 116 shares bought and 6,381 shares sold, net −6,265 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Cheviot Value Management, LLC 0.00% No change 126 $5K
Capital Advisors, Ltd. LLC 0.00% Add +1900.0% 60 $3K
10Elms LLP 0.00% New 59 $2K

"% of holder's portfolio" is ITDG's weight in each manager's 13F, not the share of iShares Lifepth Targ DT 2055 the manager owns.