— Know what they know.
Not Investment Advice

ITDE Institutional Ownership

iShares LifePath Target Date 2045 ETF
1W: -0.6% 1M: -0.9% 3M: -0.1% YTD: +10.4% 1Y: +11.5%
$40.21
+0.28 (+0.70%)
 
Weekly Expected Move ±1.5%
$39 $40 $40 $41 $41
ETF AMEX · AUM $89.3M

Institutional Ownership — ITDE

8
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
3
New Positions
2
Increased
2
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (11 total)

# Holder Shares Value Change Change % Holding Period Filing
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 19,721 793K — +0.0% 1Q SEC ↗
2 JANE STREET GROUP, LLC NEW 13,700 551K — +0.0% 1Q SEC ↗
3 Sunbelt Securities, Inc. 1,678 67K -935 -35.8% 6Q SEC ↗
4 Capital Advisors, Ltd. LLC 1,619 65K +144 +9.8% 3Q SEC ↗
5 Clearstead Advisors, LLC NEW 1,500 60K — +0.0% 1Q SEC ↗
6 Geneos Wealth Management Inc. 1,250 50K — +0.0% 6Q SEC ↗
7 Farther Finance Advisors, LLC 20 1K +10 +100.0% 2Q SEC ↗
8 UBS Group AG 0 0K -105 -100.0% 2Q SEC ↗
9 BANK OF AMERICA CORP /DE 0 0K -6,400 -100.0% 1Q SEC ↗
10 MAI Capital Management 0 0K -1,447 -100.0% 6Q SEC ↗
11 OSAIC HOLDINGS, INC. 0 0K -339 -100.0% 8Q SEC ↗

Recent Activity

New Positions (3)
HolderSharesValue
SUSQUEHANNA INTERNATIONAL GROUP, LL 19,721 793K
JANE STREET GROUP, LLC 13,700 551K
Clearstead Advisors, LLC 1,500 60K
Sold Out (4)
HolderPrev SharesPrev Value
BANK OF AMERICA CORP /DE 6,400 257K
MAI Capital Management 1,447 58K
OSAIC HOLDINGS, INC. 339 14K
UBS Group AG 105 4K
Biggest Increases (2)
HolderAddedChange %Total Shares
Capital Advisors, Ltd. LLC +144 +9.8% 1,619
Farther Finance Advisors, LLC +10 +100.0% 20
Biggest Decreases (1)
HolderReducedChange %Total Shares
Sunbelt Securities, Inc. -935 -35.8% 1,678

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms