13FBOX
ISHARES TR LIFEPATH TGT2055 · 13F Institutional Holdings
Options Calculator Rankings
I

ISHARES TR LIFEPATH TGT2055

ITDG
Institutions
3
Combined AUM (Q2 2026)
$10,330
Combined Shares (Q2 2026)
245
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+119
2 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-8,976
2 · 2 Exit · ≈
⚖️ Net
-8,857
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$10,330
Institutions
3
New Buys
2
Adds
0
Reduces
0
Exits
2
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Cheviot Value Management, LLC
<0.01%<0.01%#2$5,312126$4,66912600.00%Unchanged
Capital Advisors, Ltd. LLC
<0.01%#3$2,53060$00+60New Buy
10Elms LLP
<0.01%#1$2,48859$00+59New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow