iShares Lifepath Target 2065ITDIETF
13F holders, Q2 2024 (June 30)3holders
1new positions
1sold out
1famous investor
$30.11avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding iShares Lifepath Target 2065 (ITDI) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were Citadel Advisors ($454K), Heck Capital Advisors, LLC ($68K) and Roble, Belko & Company, Inc ($0). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Lifepath Target 2065
- CUSIP
- 46438G745
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $454K |
| Exits | 1 | $884K |
All 13F filers, Q1 2024 → Q2 2024: 15,243 shares bought and 30,000 shares sold, net −14,757 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Citadel Advisors | 0.00% | New | 15,076 | $454K |
| Heck Capital Advisors, LLC | 0.01% | Add +8.0% | 2,256 | $68K |
| Roble, Belko & Company, Inc | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is ITDI's weight in each manager's 13F, not the share of iShares Lifepath Target 2065 the manager owns.