DOSSIER · 13F Holders · Q3 2026
ITDH

ISHARES LIFEPATH TARGET DATE 2060 ETF USD

7 institutions still hold ISHARES LIFEPATH TARGET DATE 2060 ETF USD as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46438G752·7 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$697K
visible holders
Holders
7
filers reporting
Concentration
48.77%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q3 2026

7 institutions reported ITDH in Q3 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 48.8% 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
$340K8K0.00%Q3 2026
02
Cyr Financial Inc.
CIK 0002010666
$270K6K0.13%Q3 2026
03
10Elms LLP
CIK 0002056650
$57K1K0.02%Q3 2026
04
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$28K6670.00%Q3 2026
05
Farther Finance Advisors, LLC
CIK 0001992825
$2K380.00%Q3 2026
06
JPMORGAN CHASE & CO
CIK 0000019617
$6210.00%Q3 2026
07
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025