iShares Lifepath Target 2065ITDIETF
13F holders, Q4 2024 (December 31)5holders +3
3new positions
0sold out
$31.33avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding iShares Lifepath Target 2065 (ITDI) in their 13F filings, up 3 from Q3 2024. 3 opened new positions and 0 sold out. The largest holders were Heck Capital Advisors, LLC ($110K), Financial Management Professionals, Inc. ($972) and Sunbelt Securities, Inc. ($943).
- Company
- iShares Lifepath Target 2065
- CUSIP
- 46438G745
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 853 shares bought, net +853 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Heck Capital Advisors, LLC | 0.01% | Add +29.1% | 3,501 | $110K |
| Financial Management Professionals, Inc. | 0.00% | New | 31 | $972 |
| Sunbelt Securities, Inc. | 0.00% | New | 30 | $943 |
| WR Wealth Planners, LLC | 0.00% | New | 3 | $94 |
| 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.