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Ishares Lifepth Targ DT 2050 (ITDF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Harbour Investments, Inc.
UNCHANGED
Shares10,571 from 10,571
Change0 (0%)
Value$439.3K (+$740)
Filed 2026-11-09
Sound Financial Strategies Group, LLC
UNCHANGED
Shares5,419 from 5,419
Change0 (0%)
Value$225.2K (+$380)
Filed 2026-10-30
10Elms LLP
INCREASED
Shares2,878 from 2,604
Change+274 (+11%)
Value$119.6K (+$11.6K)
Filed 2026-11-06
Farther Finance Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.1K (+$3)
Filed 2026-10-08
Creative Planning
CLOSED
Shares0 from 5,545
Change-5,545 (-100%)
Value$0 (-$230.0K)
Filed 2026-11-02
UBS Group AG
CLOSED
Shares0 from 767
Change-767 (-100%)
Value$0 (-$31.8K)
Filed 2026-11-10
Integrated Wealth Concepts LLC
N/A
Shares— from 29,061
Change-29,061 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 28,977
Change-28,977 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,054
Change-9,054 (-100%)
Value—
Status
Harbour Investments, Inc.
UNCHANGED10,57110,57100%$438.6K$439.3K+$7402026-11-09
Sound Financial Strategies Group, LLC
UNCHANGED5,4195,41900%$224.8K$225.2K+$3802026-10-30
10Elms LLP
INCREASED2,8782,604+274+11%$108.0K$119.6K+$11.6K2026-11-06
Farther Finance Advisors, LLC
UNCHANGED505000%$2.1K$2.1K+$32026-10-08
Creative Planning
CLOSED05,545-5,545-100%$230.0K$0-$230.0K2026-11-02
UBS Group AG
CLOSED0767-767-100%$31.8K$0-$31.8K2026-11-10
Integrated Wealth Concepts LLC
N/A—29,061-29,061-100%$1.2M———
Susquehanna International Group, LLP
N/A—28,977-28,977-100%$1.2M———
Jane Street Group, LLC
N/A—9,054-9,054-100%$375.7K———
Showing 9 of 9 institutions