Who owns ITDG?
Ishares Lifepath Target Date 2055 ETF · iShares
3 institutions reported holding ITDG, worth $11K, in Form 13F filings for June 30, 2026.
Top 3 institutional holders of ITDG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cheviot Value Management, LLC | Beverly Hills, CA | $5K | 126 | No change |
| Capital Advisors, Ltd. LLC | Shaker Heights, OH | $3K | 60 | +57 shares |
| 10Elms LLP | Tulsa, OK | $2K | 59 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: ITDG vs TDOT, ITDG vs INYY, ITDG vs MFMO, ITDG vs OPPG.
Frequently asked questions
Who owns ITDG?
3 institutional managers reported holding ITDG in Form 13F filings for June 30, 2026, worth $11K in total. The largest reported position was held by Cheviot Value Management, LLC, at $5K.
Did institutions buy or sell ITDG last quarter?
Reported 13F value fell 95.5% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ITDG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.