ITDG Institutional Ownership
iShares LifePath Target Date 2055 ETF
1W: -0.5%
1M: -0.5%
3M: +0.8%
YTD: +12.8%
1Y: +14.7%
$42.73
+0.38 (+0.90%)
Weekly Expected Move ±1.7%
$41
$42
$43
$43
$44
Overview
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Holdings
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Institutional Ownership — ITDG
4
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
2
New Positions
0
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sunbelt Securities, Inc. | 2,595 | $111K | +1,338 | +106.4% | 6Q | SEC ↗ |
| 2 | Cheviot Value Management, LLC | 126 | $5K | — | +0.0% | 3Q | SEC ↗ |
| 3 | Capital Advisors, Ltd. LLC NEW | 60 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 4 | 10Elms LLP NEW | 59 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 5 | LPL Financial LLC | 0 | $0K | -6,381 | -100.0% | 1Q | SEC ↗ |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -8,913 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Capital Advisors, Ltd. LLC | 60 | $3K |
| 10Elms LLP | 59 | $3K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 8,913 | $381K |
| LPL Financial LLC | 6,381 | $273K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Sunbelt Securities, Inc. | +1,338 | +106.4% | 2,595 |
Biggest Decreases (0)
None.