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Ishares Lifepath Target 2030 (ITDB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
NEW
Shares11,714
Change+11,714
Value$405.5K
Filed 2026-11-06
Capital Advisors, Ltd. LLC
DECREASED
Shares2,717 from 3,607
Change-890 (-25%)
Value$94.0K (+$93.9K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares96 from 60
Change+36 (+60%)
Value$3.3K (+$1.2K)
Filed 2026-10-08
Harbour Investments, Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$623 (-$8)
Filed 2026-11-09
Rothschild Investment LLC
CLOSED
Shares0 from 4,500
Change-4,500 (-100%)
Value$0 (-$157.7K)
Filed 2026-11-10
Susquehanna International Group, LLP
N/A
Shares— from 25,107
Change-25,107 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 240
Change-240 (-100%)
Value—
Status
LPL Financial LLC
NEW11,714—+11,714——$405.5K—2026-11-06
Capital Advisors, Ltd. LLC
DECREASED2,7173,607-890-25%$126$94.0K+$93.9K2026-10-27
Farther Finance Advisors, LLC
INCREASED9660+36+60%$2.1K$3.3K+$1.2K2026-10-08
Harbour Investments, Inc.
UNCHANGED181800%$631$623-$82026-11-09
Rothschild Investment LLC
CLOSED04,500-4,500-100%$157.7K$0-$157.7K2026-11-10
Susquehanna International Group, LLP
N/A—25,107-25,107-100%$880.0K———
Osaic Holdings, Inc.
N/A—240-240-100%$8.4K———
Showing 7 of 7 institutions