Who Owns ITDD?

iShares LifePath Target Date 2040 ETF — Institutional Ownership & 13F Holdings

$37.15

-0.02 (-0.04%)

Market Cap

$81.8M

Shares Outstanding

2,359,844

Institutional Holders

10

Total Inst. Value

$1.9M

% of Float Held

QoQ Holder Change

+7

Institutional data as of Q1 2025

New Positions

7

Closed Positions

1

Increased

0

Decreased

1

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1SUSQUEHANNA INTERNATIONAL GROUP, LLP$763K25,018
2JMAC ENTERPRISES LLCNew$428K14,033
3CITADEL ADVISORS LLCNew$401K13,159
4NBC SECURITIES, INC.New$127K4,184
5Sunbelt Securities, Inc.New$73K2,385
6Heck Capital Advisors, LLC$40K1,310
7OSAIC HOLDINGS, INC.New$21K673
8PRINCIPAL SECURITIES, INC.$16K554
9Parallel Advisors, LLCNew$40
10McIlrath & Eck, LLCNew$05

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
JMAC ENTERPRISES LLCNew+14K$428K
CITADEL ADVISORS LLCNew+13K$401K
NBC SECURITIES, INC.New+4K$127K
Sunbelt Securities, Inc.New+2K$73K
OSAIC HOLDINGS, INC.New+673$21K

Top Sellers

FundShares RemovedValue
SUSQUEHANNA INTERNATIONAL GROUP, LLP-7K$763K

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Frequently Asked Questions

How many institutional investors hold ITDD?

As of Q1 2025, 10 institutional investors report holding ITDD (iShares LifePath Target Date 2040 ETF) in their 13F filings.

Which hedge fund owns the most ITDD?

The largest institutional holder of ITDD is SUSQUEHANNA INTERNATIONAL GROUP, LLP with $763K in shares.

Are institutions buying or selling ITDD?

This quarter, 7 institutions opened new positions in ITDD 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.