Who owns iShares LifePath Target Date 2060 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ITDH from SEC Form 13F filings across 6 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, 6 institutions disclosed 15,098 shares of iShares LifePath Target Date 2060 ETF worth $638,214 — about 2.6% of shares outstanding; the largest disclosed holder is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
6
13F holders
$638,214
value, 2026 filers
2.6%
of shares outstanding (15,098 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 ITDH's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7,963 | $337,114 | 0.0% | 1.4% | 0.0% |
| 2 | Cyr Financial Inc. | 6,249 | $263,693 | 0.1% | 1.1% | +2.2% |
| 3 | Integrated Wealth Concepts LLCNEW | 808 | $34,096 | 0.0% | 0.1% | new |
| 4 | 10Elms LLPNEW | 54 | $2,279 | 0.0% | 0% | new |
| 5 | Farther Finance Advisors, LLC | 23 | $971 | 0.0% | 0% | +91.7% |
| 6 | JPMORGAN CHASE & CONEW | 1 | $61 | 0.0% | 0% | new |
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.