IRTR Institutional Ownership
iShares LifePath Retirement ETF
1W: -0.8%
1M: -1.9%
3M: -2.4%
YTD: +1.6%
1Y: +2.4%
$31.27
+0.03 (+0.09%)
Weekly Expected Move ±0.9%
$31
$31
$31
$32
$32
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IRTR
8
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
4
New Positions
2
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Valmark Advisers, Inc. | 35,621 | 1M | — | +0.0% | 5Q | SEC ↗ |
| 2 | Realta Investment Advisors NEW | 9,364 | 293K | — | +0.0% | 1Q | SEC ↗ |
| 3 | JANE STREET GROUP, LLC NEW | 7,763 | 243K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Sunbelt Securities, Inc. | 6,910 | 216K | +1 | +0.0% | 6Q | SEC ↗ |
| 5 | Summit Financial, LLC NEW | 6,732 | 211K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Geneos Wealth Management Inc. | 5,460 | 171K | +1,820 | +50.0% | 6Q | SEC ↗ |
| 7 | Aptus Capital Advisors, LLC | 2,918 | 91K | +21 | +0.7% | 2Q | SEC ↗ |
| 8 | AMERIFLEX GROUP, INC. | 482 | 15K | — | +0.0% | 7Q | SEC ↗ |
| 9 | Golden State Wealth Management, LLC NEW | 475 | 15K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Realta Investment Advisors | 9,364 | 293K |
| JANE STREET GROUP, LLC | 7,763 | 243K |
| Summit Financial, LLC | 6,732 | 211K |
| Golden State Wealth Management, LLC | 475 | 15K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Geneos Wealth Management Inc. | +1,820 | +50.0% | 5,460 |
| Aptus Capital Advisors, LLC | +21 | +0.7% | 2,918 |
| Sunbelt Securities, Inc. | +1 | +0.0% | 6,910 |
Biggest Decreases (0)
None.