ISHARES TR LIFEP RETIR ETF is a security (CUSIP 46438G844) tracked across SEC portfolio filings. 8 institutional managers reported $2.0M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Valmark Advisers, Inc. | AKRON, OH | $1.1M | 35,621 |
| Realta Investment Advisors | WILMINGTON, DE | $301K | 9,364 |
| Sunbelt Securities, Inc. | HOUSTON, TX | $212K | 6,910 |
| Geneos Wealth Management Inc. | ENGLEWOOD, CO | $175K | 5,460 |
| Aptus Capital Advisors, LLC | FAIRHOPE, AL | $89K | 2,897 |
| Golden State Wealth Management, LLC | SANTA ANA, CA | $15K | 475 |
| AMERIFLEX GROUP, INC. | LAS VEGAS, NV | $15K | 482 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |