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Ishares Lfepth Trgt 2040 (ITDD)

CUSIP: 46438G794 | NYSE | 22 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Badgley Phelps Wealth Managers, LLC6,417
0.0% of portfolio›$245.5K
Lanark Financial, Inc.4,924
0.0% of portfolio›$188.4K
10Elms LLP1,674
0.0% of portfolio›$64.0K
Capital Advisors, Ltd. LLC1,408
0.0% of portfolio›$54.0K
Hughes Financial Services, LLC232
0.0% of portfolio›$9.0K
Harbour Investments, Inc.17
0.0% of portfolio›$650
StyleTurnoverLocationFiled
Badgley Phelps Wealth Managers, LLC
6,417$245.5K0.0%GrowthVery LowSeattle, WA2026-10-22
Lanark Financial, Inc.
4,924$188.4K0.0%CoreMediumBirmingham, AL2026-10-26
10Elms LLP
1,674$64.0K0.0%ETFVery LowTulsa, OK2026-11-06
Capital Advisors, Ltd. LLC
1,408$54.0K0.0%ETFLowShaker Heights, OH2026-10-27
Hughes Financial Services, LLC
232$9.0K0.0%ETFLowHerndon, VA2026-10-30
Harbour Investments, Inc.
17$6500.0%ETFLowMadison, WI2026-11-09