iShares Target Date 2060ITDHETF
13F holders, Q3 2024 (September 30)3holders +1
1new positions
0sold out
$31.45avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding iShares Target Date 2060 (ITDH) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Heck Capital Advisors, LLC ($8K), UBS Group AG ($5K) and Hantz Financial Services, Inc. ($0).
- Company
- iShares Target Date 2060
- CUSIP
- 46438G752
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 168 shares bought, net +168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Heck Capital Advisors, LLC | 0.00% | No change | 263 | $8K |
| UBS Group AG | 0.00% | New | 165 | $5K |
| Hantz Financial Services, Inc. | 0.00% | Add +42.9% | 10 | $0 |
"% of holder's portfolio" is ITDH's weight in each manager's 13F, not the share of iShares Target Date 2060 the manager owns.