Who owns iShares LifePath Target Date 2035 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ITDC from SEC Form 13F filings across 9 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 9 institutions disclosed 50,609 shares of iShares LifePath Target Date 2035 ETF worth $1.9M — about 1.8% of shares outstanding; the largest disclosed holder is Integrated Wealth Concepts LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
9
13F holders
$1.9M
value, 2026 filers
1.8%
of shares outstanding (50,609 sh)
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of ITDC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | 11,501 | $422,089 | 0.0% | 0.4% | 0.0% |
| 2 | LPL Financial LLCNEW | 10,645 | $390,674 | 0.0% | 0.4% | new |
| 3 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 7,982 | $292,940 | 0.0% | 0.3% | new |
| 4 | Cyr Financial Inc. | 7,330 | $269,012 | 0.1% | 0.3% | +1.0% |
| 5 | Creative Planning | 6,662 | $244,497 | 0.0% | 0.2% | -3.6% |
| 6 | OSAIC HOLDINGS, INC. | 5,758 | $211,318 | 0.0% | 0.2% | 0.0% |
| 7 | 10Elms LLPNEW | 666 | $24,442 | 0.0% | 0% | new |
| 8 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 53 | $1,946 | 0.0% | 0% | 0.0% |
| 9 | VANGUARD ADVISERS INC | 12 | $440 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.