DOSSIER · 13F Holders · Q3 2026
ITDG

ISHARES LIFEPATH TARGET DATE 2055 ETF

6 institutions still hold ISHARES LIFEPATH TARGET DATE 2055 ETF as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46438G760·6 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$143K
visible holders
Holders
6
filers reporting
Concentration
67.42%
Sunbelt Securities, Inc. #1
top holder share
AI Holders Summary · Q3 2026

6 institutions reported ITDG in Q3 2026. Sunbelt Securities, Inc. leads at 67.4% 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
UBS Group AG
CIK 0001610520
$32K7590.00%Q3 2026
03
Cheviot Value Management, LLC
CIK 0001427147
$5K1260.00%Q3 2026
04
10Elms LLP
CIK 0002056650
$5K1160.00%Q3 2026
05
Capital Advisors, Ltd. LLC
CIK 0001597878
$4K900.00%Q3 2026
06
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025