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Ishares Lifepth Targ DT 2045 (ITDE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Capital Advisors, Ltd. LLC
INCREASED
Shares1,696 from 1,619
Change+77 (+5%)
Value$68.0K (+$3.0K)
Filed 2026-10-27
Clearstead Advisors, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$59.9K (-$144)
Filed 2026-11-06
Geneos Wealth Management Inc.
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$50.0K (-$112)
Filed 2026-11-09
Farther Finance Advisors, LLC
INCREASED
Shares34 from 20
Change+14 (+70%)
Value$1.4K (+$558)
Filed 2026-10-08
Susquehanna International Group, LLP
N/A
Shares— from 19,721
Change-19,721 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,700
Change-13,700 (-100%)
Value—
Status
Capital Advisors, Ltd. LLC
INCREASED1,6961,619+77+5%$65.0K$68.0K+$3.0K2026-10-27
Clearstead Advisors, LLC
UNCHANGED1,5001,50000%$60.1K$59.9K-$1442026-11-06
Geneos Wealth Management Inc.
UNCHANGED1,2501,25000%$50.1K$50.0K-$1122026-11-09
Farther Finance Advisors, LLC
INCREASED3420+14+70%$801$1.4K+$5582026-10-08
Susquehanna International Group, LLP
N/A—19,721-19,721-100%$790.1K———
Jane Street Group, LLC
N/A—13,700-13,700-100%$548.8K———
Showing 6 of 6 institutions