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Ishares Lifepath Retirement (IRTR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Valmark Advisers, Inc.
UNCHANGED
Shares35,621 from 35,621
Change0 (0%)
Value$1.1M (-$31.3K)
Filed 2026-11-06
Realta Investment Advisors
UNCHANGED
Shares9,364 from 9,364
Change0 (0%)
Value$292.5K (-$8.2K)
Filed 2026-10-14
Geneos Wealth Management Inc.
UNCHANGED
Shares5,460 from 5,460
Change0 (0%)
Value$170.6K (-$4.8K)
Filed 2026-11-09
UBS Group AG
NEW
Shares21
Change+21
Value$656
Filed 2026-11-10
Golden State Wealth Management, LLC
CLOSED
Shares0 from 475
Change-475 (-100%)
Value$0 (-$15.3K)
Filed 2026-11-02
Jane Street Group, LLC
N/A
Shares— from 7,763
Change-7,763 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,732
Change-6,732 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,918
Change-2,918 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 482
Change-482 (-100%)
Value—
Status
Valmark Advisers, Inc.
UNCHANGED35,62135,62100%$1.1M$1.1M-$31.3K2026-11-06
Realta Investment Advisors
UNCHANGED9,3649,36400%$300.8K$292.5K-$8.2K2026-10-14
Geneos Wealth Management Inc.
UNCHANGED5,4605,46000%$175.4K$170.6K-$4.8K2026-11-09
UBS Group AG
NEW21—+21——$656—2026-11-10
Golden State Wealth Management, LLC
CLOSED0475-475-100%$15.3K$0-$15.3K2026-11-02
Jane Street Group, LLC
N/A—7,763-7,763-100%$249.3K———
Summit Financial, LLC
N/A—6,732-6,732-100%$216.2K———
Aptus Capital Advisors, LLC
N/A—2,918-2,918-100%$93.7K———
Ameriflex Group, Inc.
N/A—482-482-100%$15.5K———
Showing 9 of 9 institutions