ISHARES TR LIFEPATH TGT2040 is a security (CUSIP 46438G794) tracked across SEC portfolio filings. 10 institutional managers reported $1.7M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $1.3M | 37,840 |
| LANARK FINANCIAL, INC. | BIRMINGHAM, AL | $180K | 4,679 |
| McIlrath & Eck, LLC | ARLINGTON, WA | $97K | 2,789 |
| Sunbelt Securities, Inc. | HOUSTON, TX | $91K | 2,613 |
| 10Elms LLP | TULSA, OK | $26K | 745 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $22K | 643 |
| Hughes Financial Services, LLC | HERNDON, VA | $9K | 232 |
| HARBOUR INVESTMENTS, INC. | MADISON, WI | $349 | 10 |
| Capital Advisors, Ltd. LLC | SHAKER HEIGHTS, OH | $51 | 1,322 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |