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ITDH Institutional Ownership

iShares LifePath Target Date 2060 ETF
1W: -0.7% 1M: -0.6% 3M: +0.7% YTD: +12.7% 1Y: +14.8%
$42.72
+0.31 (+0.74%)
 
Weekly Expected Move ±1.6%
$41 $42 $43 $43 $44
ETF AMEX · AUM $24.8M

Institutional Ownership — ITDH

7
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
2
New Positions
2
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (8 total)

# Holder Shares Value Change Change % Holding Period Filing
1 WEALTH ENHANCEMENT ADVISORY SERVICES, 7,963 340K — +0.0% 3Q SEC ↗
2 Cyr Financial Inc. 6,249 267K +134 +2.2% 4Q SEC ↗
3 Integrated Wealth Concepts LLC NEW 808 35K — +0.0% 1Q SEC ↗
4 10Elms LLP NEW 54 2K — +0.0% 1Q SEC ↗
5 Farther Finance Advisors, LLC 23 1K +11 +91.7% 2Q SEC ↗
6 JPMORGAN CHASE & CO 1 0K — +0.0% 2Q SEC ↗
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 0K -10,708 -100.0% 1Q SEC ↗
8 JANE STREET GROUP, LLC 0 0K -7,879 -100.0% 1Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
Integrated Wealth Concepts LLC 808 35K
10Elms LLP 54 2K
Sold Out (2)
HolderPrev SharesPrev Value
SUSQUEHANNA INTERNATIONAL GROUP, LL 10,708 457K
JANE STREET GROUP, LLC 7,879 337K
Biggest Increases (2)
HolderAddedChange %Total Shares
Cyr Financial Inc. +134 +2.2% 6,249
Farther Finance Advisors, LLC +11 +91.7% 23
Biggest Decreases (0)

None.

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