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iShares LifePath Retirement ETF (IRTR) Institutional Ownership

iShares LifePath Retirement ETF logo
$31.63 +0.15 (+0.48%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares LifePath Retirement ETF (NYSEARCA:IRTR)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$1.41M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$23.26K
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IRTR Institutional Buying and Selling by Quarter

iShares LifePath Retirement ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Geneos Wealth Management Inc.3,640$111K0.0%-17.3%0.219%
2/12/2026Jane Street Group LLC17,351$535K0.0%+20.7%1.112%
11/19/2025Sunbelt Securities Inc.7,099$218K0.0%+112.9%0.645%
11/13/2025Ameriflex Group Inc.964$30K0.0%+100.0%0.088%
8/18/2025Geneos 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%
5/21/2025Geneos Wealth Management Inc.2,600$74K0.0%N/A0.499%
2/18/2025Sunbelt Securities Inc.3,334$94K0.0%N/A2.778%


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), Jane Street Group LLC ($535K), Sunbelt Securities Inc. ($218K), and Geneos Wealth Management Inc. ($111K), Ameriflex Group Inc. ($30K).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. ($7.10K), Geneos Wealth Management Inc. ($4.40K), Jane Street Group LLC ($2.98K), and Ameriflex Group Inc. ($482.00).

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

Institutional investors have bought a total of 47,246 shares in the last 24 months. This purchase volume represents approximately $1.41M in transactions.

Which of iShares LifePath Retirement ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares LifePath Retirement ETF stock in the last 24 months: Geneos Wealth Management Inc. ($760.00).

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

Institutional investors have sold a total of 760 shares in the last 24 months. This volume of shares sold represents approximately $23.26K in transactions.


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This page (NYSEARCA:IRTR) was last updated on 5/5/2026 by MarketBeat.com Staff.
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