DOSSIER · 13F Holders · Q2 2026
ITDH

ISHARES LIFEPATH TARGET DATE 2060 ETF USD

8 institutions still hold ISHARES LIFEPATH TARGET DATE 2060 ETF USD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46438G752·8 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$930K
visible holders
Holders
8
filers reporting
Concentration
36.24%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported ITDH in Q2 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 36.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$337K8K0.00%Q2 2026
02
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$292K8K0.00%Q1 2026
03
Cyr Financial Inc.
CIK 0002010666
$264K6K0.14%Q2 2026
04
Integrated Wealth Concepts LLC
CIK 0001737109
$34K8080.00%Q2 2026
05
10Elms LLP
CIK 0002056650
$2K540.00%Q2 2026
06
Farther Finance Advisors, LLC
CIK 0001992825
$971230.00%Q2 2026
07
JPMORGAN CHASE & CO
CIK 0000019617
$6110.00%Q2 2026
08
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025