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ITDI Institutional Ownership

iShares LifePath Target Date 2065 ETF
1W: -0.6% 1M: -0.5% 3M: +0.7% YTD: +12.9% 1Y: +14.8%
$42.73
+0.36 (+0.85%)
 
Weekly Expected Move ±1.7%
$41 $42 $43 $43 $44
ETF AMEX · AUM $27.2M

Institutional Ownership — ITDI

6
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
0
New Positions
3
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 CITADEL ADVISORS LLC 16,599 709K +6,295 +61.1% 2Q SEC ↗
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,561 665K +8,010 +106.1% 6Q SEC ↗
3 Heck Capital Advisors, LLC 11,832 506K +2,307 +24.2% 10Q SEC ↗
4 McIlrath & Eck, LLC 575 25K +39 +7.3% 2Q SEC ↗
5 Sunbelt Securities, Inc. 260 11K -62 -19.3% 6Q SEC ↗
6 Financial Management Professionals, In 31 1K — +0.0% 7Q SEC ↗
7 VANGUARD ADVISERS INC 3 0K — +0.0% 2Q SEC ↗
8 HARBOUR INVESTMENTS, INC. 1 0K — +0.0% 2Q SEC ↗
9 Orion Porfolio Solutions, LLC 0 0K -12,554 -100.0% 2Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (1)
HolderPrev SharesPrev Value
Orion Porfolio Solutions, LLC 12,554 536K
Biggest Increases (4)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +8,010 +106.1% 15,561
CITADEL ADVISORS LLC +6,295 +61.1% 16,599
Heck Capital Advisors, LLC +2,307 +24.2% 11,832
McIlrath & Eck, LLC +39 +7.3% 575
Biggest Decreases (1)
HolderReducedChange %Total Shares
Sunbelt Securities, Inc. -62 -19.3% 260

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