ITDI · iShares LifePath Target Date 2065 ETF ETF
$43.45
+0.05 (+0.13%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $700,046
Total Shares: 16,599
Institutional Ownership Trend
11 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+63.5 pts
Top 5
100.0%
+0.1 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+6,814
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
1
Decreased
0
Sold Out
8
Unchanged
0
Holder count:
-8
Institutional value:
-33.1%
Shares held:
-41.2%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +6,295 | 16,599 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Heck Capital Advisors, LLC | 9,525 | $352,615 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,551 | $279,538 | |
| Mid McIlrath & Eck, LLC | 575 | $21,286 | |
| Mid Sunbelt Securities, Inc. | 260 | $9,625 | |
| Small Financial Management Professionals, Inc. | 31 | $1,147 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC ITDI | $700,046 | 100.00% | 16,599 | Shares | 2026-09-02 |