Vault-13

ISHARES TR ITDC

LIFEPATH TGT2035 · ETP · CUSIP 46438G810

9 institutional holders -1 vs Q1 2026
50,60950.6k shares reported held*
$1.9mreported value*
3 new 1 added 1 reduced 3 sold out net sold ≈ $1.4m (-36.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $36.70.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q4 23: 2Q1 24: 3Q2 24: 2Q3 24: 3Q4 24: 6Q1 25: 9Q2 25: 8Q3 25: 9Q4 25: 8Q1 26: 10Q2 26: 99Q4 23Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20232
Q1 20243
Q2 20242
Q3 20243
Q4 20246
Q1 20259
Q2 20258
Q3 20259
Q4 20258
Q1 202610
Q2 20269

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 24: 2 bought or addedQ3 24: 0 cut or sold outQ4 24: 5 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 7 bought or addedQ1 25: 1 cut or sold outQ2 25: 3 bought or addedQ2 25: 4 cut or sold outQ2 25Q3 25: 5 bought or addedQ3 25: 3 cut or sold outQ4 25: 4 bought or addedQ4 25: 7 cut or sold outQ4 25Q1 26: 6 bought or addedQ1 26: 4 cut or sold outQ2 26: 4 bought or addedQ2 26: 4 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202420
Q4 202451
Q1 202571
Q2 202534
Q3 202553
Q4 202547
Q1 202664
Q2 202644

Biggest buyers

LPL Financial LLC New +10,645+10.6k
COMMONWEALTH EQUITY SERVICES, LLC New +7,982+8.0k
10Elms LLP New +666+666
Cyr Financial Inc. Added +70+70

Biggest sellers

SCOTIA CAPITAL INC. Sold out -31,754-31.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -18,212-18.2k
JANE STREET GROUP, LLC Sold out -5,991-6.0k
Creative Planning Reduced -251-251

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 11,50111.5k $422.1k $422.1k 0.00% Unchanged
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 10,64510.6k $390.7k $390.7k 0.00% New
3 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 7,9828.0k $292.9k $292.9k 0.00% New
4 Cyr Financial Inc. 0.14% of their portfolio HENNEPIN, IL 7,3307.3k $269.0k $269.0k 0.14% Added +70 +70
5 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 6,6626.7k $244.5k $244.5k 0.00% Reduced -251 -251
6 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5,7585.8k $211.3k $211.3k 0.00% Unchanged
7 10Elms LLP 0.01% of their portfolio TULSA, OK 666666 $24.4k $24.4k 0.01% New
8 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.00% of their portfolio LONG BEACH, CA 5353 $1.9k $1.9k 0.00% Unchanged
9 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 1212 $440 $440 0.00% Unchanged