Free Trial

iShares LifePath Retirement ETF (IRTR) Institutional Ownership

iShares LifePath Retirement ETF logo
$29.87 +0.01 (+0.03%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$29.86 -0.01 (-0.02%)
As of 08/8/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares LifePath Retirement ETF (NYSEARCA:IRTR)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$1.23M
Number of
Institutional 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.

iShares LifePath Retirement ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/23/2025 Valmark Advisers Inc.35,621$1.06M0.0%N/A4.681%
5/21/2025Geneos Wealth Management Inc.2,600$74K0.0%N/A0.499%
2/18/2025Sunbelt 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 Sunbelt Securities Inc. ($94K), Geneos Wealth Management Inc. ($74K).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), Sunbelt Securities Inc. ($3.33K), and Geneos Wealth Management Inc. ($2.60K).

How much institutional buying is happening at iShares LifePath Retirement ETF?

Institutional investors have bought a total of 41,555 shares in the last 24 months. This purchase volume represents approximately $1.23M in transactions.



This page (NYSEARCA:IRTR) was last updated on 8/9/2025 by MarketBeat.com Staff
From Our Partners