iShares Lifepth Targ DT 2055ITDGETF
13F holders, Q1 2025 (March 31)4holders +1
2new positions
1sold out
1famous investor
$31.10avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding iShares Lifepth Targ DT 2055 (ITDG) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Citadel Advisors ($349K), Heck Capital Advisors, LLC ($12K) and Sunbelt Securities, Inc. ($2K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Lifepth Targ DT 2055
- CUSIP
- 46438G760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $349K |
| Exits | 1 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 11,208 shares bought and 39,755 shares sold, net −28,547 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Citadel Advisors | 0.00% | New | 11,207 | $349K |
| Heck Capital Advisors, LLC | 0.00% | No change | 390 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 60 | $2K |
| Morgan Stanley | 0.00% | New | 1 | $39 |
"% 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.