iShares Lifepth Targ DT 2055ITDGETF
13F holders, Q1 2026 (March 31)4holders
1new positions
1sold out
$37.05avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding iShares Lifepth Targ DT 2055 (ITDG) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($236K), Sunbelt Securities, Inc. ($96K) and Cheviot Value Management, LLC ($5K).
- Company
- iShares Lifepth Targ DT 2055
- CUSIP
- 46438G760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $236K |
| Exits | 1 | $336K |
All 13F filers, Q4 2025 → Q1 2026: 7,719 shares bought and 9,011 shares sold, net −1,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| LPL Financial LLC | 0.00% | New | 6,381 | $236K |
| Sunbelt Securities, Inc. | 0.01% | Add +106.4% | 2,595 | $96K |
| Cheviot Value Management, LLC | 0.00% | No change | 126 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -97.0% | 3 | $0 |
"% 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.