iShares LifePath Retirement ETF (IRTR) Institutional Ownership $30.14 -0.02 (-0.05%) As of 10:01 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for iShares LifePath Retirement ETF (NYSEARCA:IRTR)Number ofInstitutional Buyers(last 12 months)3TotalInstitutional Inflows(last 12 months)$1.28MNumber ofInstitutional Sellers(last 12 months)0 Get IRTR Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares LifePath Retirement ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. iShares LifePath Retirement ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/18/2025 Geneos Wealth Management Inc.4,400$131K0.0%+69.2%0.524% 7/23/2025 Valmark Advisers Inc.35,621$1.06M0.0%N/A4.681% 5/21/2025 Geneos Wealth Management Inc.2,600$74K0.0%N/A0.499% 2/18/2025 Sunbelt Securities Inc.3,334$94K0.0%N/A2.778% (Data available from 1/1/2016 forward) IRTR Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of IRTR shares? During the previous two years, the following institutional investors and hedge funds held shares of iShares LifePath Retirement ETF shares: Valmark Advisers Inc. ($1.06M), and Geneos Wealth Management Inc. ($131K), Sunbelt Securities Inc. ($94K).Learn more on iShares LifePath Retirement ETF's institutional investors. Which institutional investors have been buying iShares LifePath Retirement ETF's stock? The following institutional investors have purchased iShares LifePath Retirement ETF's stock in the last 24 months: Valmark Advisers Inc. ($35.62K), Geneos Wealth Management Inc. ($4.40K), and Sunbelt Securities Inc. ($3.33K). How much institutional buying is happening at iShares LifePath Retirement ETF? Institutional investors have bought a total of 43,355 shares in the last 24 months. This purchase volume represents approximately $1.28M in transactions. Related Companies Unlimited HFND Multi-Strategy Return Tracker ETF Major Shareholders ProShares Hedge Replication ETF Major Shareholders 3EDGE Dynamic US Equity ETF Major Shareholders Day Hagan Smart Sector International ETF Major Shareholders Simplify Macro Strategy ETF Major Shareholders PMV Adaptive Risk Parity ETF Major Shareholders Breakwave Dry Bulk Shipping ETF Major Shareholders FundX Conservative ETF Major Shareholders AXS Astoria Real Assets ETF Major Shareholders Blueprint Chesapeake Multi-Asset Trend ETF Major Shareholders This page (NYSEARCA:IRTR) was last updated on 8/29/2025 by MarketBeat.com Staff From Our PartnersMusk’s Project Colossus could mint millionairesI predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...Brownstone Research | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredBONUS GUIDE - Ben Stein Prepares For the Next Financial CrisisWith inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...Goldco Precious Metals | SponsoredThis is my Christian duty“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...Paradigm Press | SponsoredEveryone’s watching Nvidia right now. Here’s why I’m excited.So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...Timothy Sykes | SponsoredAlex’s “Next Magnificent Seven” stocksThe original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...The Oxford Club | SponsoredElon’s Secret Social Security BombshellTo All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...Banyan Hill Publishing | SponsoredOut of 18,347 Cryptocurrencies... This is the ONLY OneThe Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should b...Crypto 101 Media | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding iShares LifePath Retirement ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share iShares LifePath Retirement ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access