13FBOX
ISHARES TR LIFEPATH TGT2050 · 13F Institutional Holdings
Options Calculator Rankings
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ISHARES TR LIFEPATH TGT2050

ITDF
Institutions
9
Combined AUM (Q2 2026)
$3.8M
Combined Shares (Q2 2026)
92,048
Overall Trend
Increase
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)
+65,098
6 institutions added · 4 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-8,097
2 institutions reduced · 2 exits
Est. sell amount
⚖️ Net Share Change
+57,001
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$3.8M
Institutions
9
New Buys
4
Adds
2
Reduces
0
Exits
2
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Integrated Wealth Concepts LLC
0.01%#3$1.2M29,061$00+29,061New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#6$1.2M28,977$00+28,977New Buy
HARBOUR INVESTMENTS, INC.
0.01%0.01%#4$438,59110,571$387,21610,57100.00%Unchanged
JANE STREET GROUP, LLC
<0.01%<0.01%#7$375,6509,054$309,4508,448+606+7.17%Add
Creative Planning
<0.01%<0.01%#5$230,0475,545$203,1005,54500.00%Unchanged
Sound Financial Strategies Group, LLC
0.14%#1$224,8345,419$00+5,419New Buy
10Elms LLP
0.05%0.05%#2$108,0432,604$85,5712,336+268+11.47%Add
UBS Group AG
<0.01%#9$31,823767$00+767New Buy
Farther Finance Advisors, LLC
<0.01%<0.01%#8$2,07550$1,8515000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow