iShares Lifepath Target 2065ITDIETF

13F holders, Q4 2025 (December 31)
7holders −1
1new positions
2sold out
$37.61avg. 13F price*

At the end of Q4 2025, 7 institutions reported holding iShares Lifepath Target 2065 (ITDI) in their 13F filings, down 1 from Q3 2025. 1 opened new positions and 2 sold out. The largest holders were Susquehanna International Group, LLP ($761K), Orion Porfolio Solutions, LLC ($472K) and Heck Capital Advisors, LLC ($306K).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions1$20K
Exits2$388K

All 13F filers, Q3 2025 → Q4 2025: 11,717 shares bought and 10,435 shares sold, net +1,282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Susquehanna International Group, LLP 0.00% Add +94.0% 20,233 $761K
Orion Porfolio Solutions, LLC 0.00% No change 12,554 $472K
Heck Capital Advisors, LLC 0.02% Add +20.4% 8,143 $306K
McIlrath & Eck, LLC 0.00% New 536 $20K
Sunbelt Securities, Inc. 0.00% Reduce -18.9% 322 $12K
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.