iShares Lifepath Target 2065ITDIETF

13F holders, Q3 2025 (September 30)
8holders +1
1new positions
0sold out
1famous investor
$37.17avg. 13F price*

At the end of Q3 2025, 8 institutions reported holding iShares Lifepath Target 2065 (ITDI) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Orion Porfolio Solutions, LLC ($465K), Susquehanna International Group, LLP ($387K) and Heck Capital Advisors, LLC ($251K). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$465K
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 13,787 shares bought and 8,061 shares sold, net +5,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Orion Porfolio Solutions, LLC 0.00% New 12,554 $465K
Susquehanna International Group, LLP 0.00% Reduce -37.2% 10,432 $387K
Heck Capital Advisors, LLC 0.02% Add +14.7% 6,763 $251K
Citadel Advisors 0.00% Reduce -23.8% 6,008 $223K
Cheviot Value Management, LLC 0.02% No change 4,352 $166K
Sunbelt Securities, Inc. 0.00% Add +1223.3% 397 $15K
Financial Management Professionals, Inc. 0.00% No change 31 $1K
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.