We are live on ! Find out more
IRTR icon

iShares LifePath Retirement ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Valmark Advisers
1
Valmark Advisers
Ohio
$1.14M – – –
Realta Investment Advisors
2
Realta Investment Advisors
Delaware
$301K +$297K +9,364 New
Jane Street
3
Jane Street
New York
$249K +$246K +7,763 New
Summit Financial
4
Summit Financial
New Jersey
$216K +$213K +6,732 New
Geneos Wealth Management
5
Geneos Wealth Management
Colorado
$175K +$57.7K +1,820 +50%
Aptus Capital Advisors
6
Aptus Capital Advisors
Alabama
$93.7K +$666 +21 +0.7%
AmeriFlex Group
7
AmeriFlex Group
Nevada
$15.5K – – –
Golden State Wealth Management
8
Golden State Wealth Management
California
$15.3K +$15.1K +475 New