iShares Target Date 2060ITDHETF
13F holders, Q2 2026 (June 30)5holders
1new positions
1sold out
$42.28avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding iShares Target Date 2060 (ITDH) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($337K), Cyr Financial Inc. ($264K) and 10Elms LLP ($2K).
- Company
- iShares Target Date 2060
- CUSIP
- 46438G752
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 1 | $292K |
All 13F filers, Q1 2026 → Q2 2026: 199 shares bought and 7,879 shares sold, net −7,680 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 7,963 | $337K |
| Cyr Financial Inc. | 0.14% | Add +2.2% | 6,249 | $264K |
| 10Elms LLP | 0.00% | New | 54 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +91.7% | 23 | $971 |
| JPMorgan Chase & Co. | 0.00% | No change | 1 | $61 |
"% of holder's portfolio" is ITDH's weight in each manager's 13F, not the share of iShares Target Date 2060 the manager owns.