Who Owns iShares LifePath Retirement ETF (IRTR)?Hedge Fund & Institutional Holders
Institutional Holders
5
as of Q4 2025
Total Institutional Value
$1097000212000135.0T
% of Float Held
—
QoQ Change in Holders
+2 / -0
Price History
IRTR — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Valmark Advisers, Inc. | New Position | +36K | +$1.1B |
| Geneos Wealth Management Inc. | New Position | +4K | +$135.0M |
| JANE STREET GROUP, LLC | Increased | +3K | +$-441.0M |
IRTR — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| AMERIFLEX GROUP, INC. | Decreased | -482 | -$15.6M |
| Sunbelt Securities, Inc. | Decreased | -190 | -$5.8M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Valmark Advisers, Inc. | 35,621 | $1.1B | 13.52% | Share |
| 2 | Sunbelt Securities, Inc. | 6,909 | $212.0M | 0.01% | Share |
| 3 | Geneos Wealth Management Inc. | 4,400 | $135.0M | 0.00% | Share |
| 4 | AMERIFLEX GROUP, INC. | 482 | $14.0M | 0.01% | Share |
| 5 | JANE STREET GROUP, LLC | 17,351 | $0 | 0.00% | Share |
IRTR Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 5 | $1.5B | +2 |
| Q3 2025 | 3 | $688.3M | -3 |
| Q2 2025 | 6 | $1.7B | +1 |
| Q1 2025 | 5 | $611.5M | +0 |
| Q4 2024 | 5 | $457.0M | +2 |
| Q3 2024 | 3 | $365.5M | +0 |
| Q2 2024 | 3 | $445.6M | +1 |
| Q1 2024 | 2 | $1.1B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 5 institutional investors hold IRTR (iShares LifePath Retirement ETF). The largest holder is Valmark Advisers, Inc. with $1.1B in shares. This quarter, 2 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own IRTR?
As of Q4 2025, 5 institutional investors report holding IRTR (iShares LifePath Retirement ETF) in their 13F filings.
Who is the largest institutional holder of IRTR?
The largest institutional holder of IRTR is Valmark Advisers, Inc. with $1.1B in shares.
Is institutional ownership of IRTR increasing or decreasing?
This quarter, 2 institutions opened new positions in IRTR and 0 closed their positions.