# ISHARES TR LIFEP RETIR ETF

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.

## Summary

- Issuer: ISHARES TR
- Class: LIFEP RETIR ETF
- CUSIP: 46438G844
- 13F holders: 8
- 13F value: $2.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Valmark Advisers, Inc.](https://search.stillhousedata.com/firm/108050) | AKRON, OH | $1.1M | 35,621 |
| [Realta Investment Advisors](https://search.stillhousedata.com/firm/134952) | WILMINGTON, DE | $301K | 9,364 |
| [Sunbelt Securities, Inc.](https://search.stillhousedata.com/firm/42180) | HOUSTON, TX | $212K | 6,910 |
| Geneos Wealth Management Inc. | ENGLEWOOD, CO | $175K | 5,460 |
| [Aptus Capital Advisors, LLC](https://search.stillhousedata.com/firm/167626) | FAIRHOPE, AL | $89K | 2,897 |
| [Golden State Wealth Management, LLC](https://search.stillhousedata.com/firm/167995) | SANTA ANA, CA | $15K | 475 |
| [AMERIFLEX GROUP, INC.](https://search.stillhousedata.com/firm/305585) | LAS VEGAS, NV | $15K | 482 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46438G844.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.