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Ishares Lifepth Targ DT 2055 (ITDG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
UBS Group AG
NEW
Shares759
Change+759
Value$32.2K
Filed 2026-11-10
Cheviot Value Management, LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$5.3K (+$34)
Filed 2026-11-09
10Elms LLP
INCREASED
Shares116 from 59
Change+57 (+97%)
Value$4.9K (+$2.4K)
Filed 2026-11-06
Capital Advisors, Ltd. LLC
INCREASED
Shares90 from 60
Change+30 (+50%)
Value$4 (+$1)
Filed 2026-10-27
Status
UBS Group AG
NEW759—+759——$32.2K—2026-11-10
Cheviot Value Management, LLC
UNCHANGED12612600%$5.3K$5.3K+$342026-11-09
10Elms LLP
INCREASED11659+57+97%$2.5K$4.9K+$2.4K2026-11-06
Capital Advisors, Ltd. LLC
INCREASED9060+30+50%$3$4+$12026-10-27
Showing 4 of 4 institutions