Who Owns IRTR?
iShares LifePath Retirement ETF — Institutional Ownership & 13F Holdings
$32.11
+0.54 (+1.71%)
Market Cap
$29.7M
Shares Outstanding
952,900
Institutional Holders
5
Total Inst. Value
$612K
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
1
Closed Positions
1
Increased
2
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $356K | 12,487 |
| 2 | Sunbelt Securities, Inc. | $167K | 5,872 |
| 3 | Geneos Wealth Management Inc.New | $74K | 2,600 |
| 4 | AMERIFLEX GROUP, INC. | $14K | 482 |
| 5 | UBS Group AG | $143 | 5 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CITADEL ADVISORS LLC | +2K | $356K |
| Sunbelt Securities, Inc. | +3K | $167K |
| Geneos Wealth Management Inc.New | +3K | $74K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| UBS Group AG | -2K | $143 |
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Frequently Asked Questions
How many institutional investors hold IRTR?
As of Q1 2025, 5 institutional investors report holding IRTR (iShares LifePath Retirement ETF) in their 13F filings.
Which hedge fund owns the most IRTR?
The largest institutional holder of IRTR is CITADEL ADVISORS LLC with $356K in shares.
Are institutions buying or selling IRTR?
This quarter, 1 institutions opened new positions in IRTR and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.