iShares Lifepath Target 2065ITDIETF
13F holders, Q3 2024 (September 30)2holders −1
0new positions
1sold out
$32.15avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding iShares Lifepath Target 2065 (ITDI) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Heck Capital Advisors, LLC ($87K) and Roble, Belko & Company, Inc ($0).
- Company
- iShares Lifepath Target 2065
- CUSIP
- 46438G745
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $454K |
All 13F filers, Q2 2024 → Q3 2024: 456 shares bought and 15,076 shares sold, net −14,620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Heck Capital Advisors, LLC | 0.01% | Add +20.2% | 2,712 | $87K |
| 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.