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Ishares Lifepath Retirement (IRTR)

CUSIP: 46438G844 | NYSE | 13 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Valmark Advisers, Inc.35,621
0.0% of portfolio›$1.1M
Realta Investment Advisors9,364
0.1% of portfolio›$292.5K
Geneos Wealth Management Inc.5,460
0.0% of portfolio›$170.6K
UBS Group AG21
0.0% of portfolio›$656
StyleTurnoverLocationFiled
Valmark Advisers, Inc.
35,621$1.1M0.0%ETFVery LowAkron, OH2026-11-06
Realta Investment Advisors
9,364$292.5K0.1%GrowthMediumWilmington, DE2026-10-14
Geneos Wealth Management Inc.
5,460$170.6K0.0%ETFLowEnglewood, CO2026-11-09
UBS Group AG
21$6560.0%CoreMediumZurich, Switzerland2026-11-10