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Ishares Lfepth Trgt 2040 (ITDD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Badgley Phelps Wealth Managers, LLC
NEW
Shares6,417
Change+6,417
Value$245.5K
Filed 2026-10-22
Lanark Financial, Inc.
INCREASED
Shares4,924 from 4,679
Change+245 (+5%)
Value$188.4K (+$8.0K)
Filed 2026-10-26
10Elms LLP
INCREASED
Shares1,674 from 1,584
Change+90 (+6%)
Value$64.0K (+$3.0K)
Filed 2026-11-06
Capital Advisors, Ltd. LLC
INCREASED
Shares1,408 from 1,322
Change+86 (+7%)
Value$54.0K (+$3.0K)
Filed 2026-10-27
Hughes Financial Services, LLC
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$9.0K (+$12)
Filed 2026-10-30
Harbour Investments, Inc.
DECREASED
Shares17 from 329
Change-312 (-95%)
Value$650 (-$12.0K)
Filed 2026-11-09
Cerity Partners LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 951
Change-951 (-100%)
Value—
Status
Badgley Phelps Wealth Managers, LLC
NEW6,417—+6,417——$245.5K—2026-10-22
Lanark Financial, Inc.
INCREASED4,9244,679+245+5%$180.3K$188.4K+$8.0K2026-10-26
10Elms LLP
INCREASED1,6741,584+90+6%$61.0K$64.0K+$3.0K2026-11-06
Capital Advisors, Ltd. LLC
INCREASED1,4081,322+86+7%$51.0K$54.0K+$3.0K2026-10-27
Hughes Financial Services, LLC
UNCHANGED23223200%$8.9K$9.0K+$122026-10-30
Harbour Investments, Inc.
DECREASED17329-312-95%$12.7K$650-$12.0K2026-11-09
Cerity Partners LLC
N/A—6,000-6,000-100%$231.2K———
Osaic Holdings, Inc.
N/A—951-951-100%$36.7K———
Showing 8 of 8 institutions