iShares Lifepath Target 2065ITDIETF

13F holders, Q1 2025 (March 31)
7holders +2
3new positions
0sold out
1famous investor
$31.14avg. 13F price*

At the end of Q1 2025, 7 institutions reported holding iShares Lifepath Target 2065 (ITDI) in their 13F filings, up 2 from Q4 2024. 3 opened new positions and 0 sold out. The largest holders were Citadel Advisors ($283K), Susquehanna International Group, LLP ($258K) and Heck Capital Advisors, LLC ($140K). 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

0246810 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 2Q3 2024Q4 2024: 5Q4 2024Q1 2025: 7Q1 2025Q2 2025: 7Q2 2025Q3 2025: 8Q3 2025Q4 2025: 7Q4 2025Q1 2026: 9Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions3$679K
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 22,979 shares bought, net +22,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Citadel Advisors 0.00% New 9,121 $283K
Susquehanna International Group, LLP 0.00% New 8,303 $258K
Heck Capital Advisors, LLC 0.02% Add +29.0% 4,516 $140K
Cheviot Value Management, LLC 0.02% New 4,352 $138K
Sunbelt Securities, Inc. 0.00% Add +626.7% 218 $7K
Financial Management Professionals, Inc. 0.00% No change 31 $962
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.