iShares Lifepth Targ DT 2055ITDGETF

13F holders, Q4 2025 (December 31)
4holders +1
3new positions
2sold out
$38.36avg. 13F price*

At the end of Q4 2025, 4 institutions reported holding iShares Lifepth Targ DT 2055 (ITDG) in their 13F filings, up 1 from Q3 2025. 3 opened new positions and 2 sold out. The largest holders were Susquehanna International Group, LLP ($336K), Sunbelt Securities, Inc. ($47K) and Capital Advisors, Ltd. LLC ($11K).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions3$352K
Exits2$395K

All 13F filers, Q3 2025 → Q4 2025: 9,311 shares bought and 10,644 shares sold, net −1,333 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Susquehanna International Group, LLP 0.00% New 8,913 $336K
Sunbelt Securities, Inc. 0.00% Add +15.8% 1,257 $47K
Capital Advisors, Ltd. LLC 0.00% New 101 $11K
Cheviot Value Management, LLC 0.00% New 126 $5K

"% 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.