DOSSIER · 13F Holders · Q1 2026
ITDG

ISHARES LIFEPATH TARGET DATE 2055 ETF

5 institutions still hold ISHARES LIFEPATH TARGET DATE 2055 ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46438G760·5 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$104K
visible holders
Holders
5
filers reporting
Concentration
92.50%
Sunbelt Securities, Inc. #1
top holder share
AI Holders Summary · Q1 2026

5 institutions reported ITDG in Q1 2026. Sunbelt Securities, Inc. leads at 92.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Sunbelt Securities, Inc.
CIK 0001632932
$96K3K0.01%Q1 2026
02
Cheviot Value Management, LLC
CIK 0001427147
$5K1260.00%Q2 2026
03
10Elms LLP
CIK 0002056650
$2K590.00%Q2 2026
04
Capital Advisors, Ltd. LLC
CIK 0001597878
$030.00%Q1 2026
05
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025