ISHARES TR LIFEPATH TGT2060 13F Institutional Holdings

Institutions

Combined AUM (Q2 2026)

$638,214

Combined Shares (Q2 2026)

15,098

Overall Trend

Decrease

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+1,007

4 institutions added · 2 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-7,879

1 institutions reduced · 1 exits

Est. sell amount ≈ —

⚖️ Net Share Change

-6,872

—

Net Sell

💰 Est. Net Value

≈ —

—

est. price —

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	<0.01%	<0.01%	#3	$337,114	7,963	$297,219	7,963	00.00%	Unchanged
Cyr Financial Inc.	0.14%	0.13%	#1	$263,693	6,249	$226,683	6,115	+134+2.19%	Add
Integrated Wealth Concepts LLC	<0.01%	—	#4	$34,096	808	$0	0	+808	New Buy
10Elms LLP	<0.01%	—	#2	$2,279	54	$0	0	+54	New Buy
Farther Finance Advisors, LLC	<0.01%	<0.01%	#5	$971	23	$448	12	+11+91.67%	Add
JPMORGAN CHASE & CO	<0.01%	<0.01%	#6	$61	1	$52	1	00.00%	Unchanged

ISHARES TR LIFEPATH TGT2060

🧭 Institutional Sector Flow Heatmap