4 institutions reported holding $10,800 of ISHARES LIFEPATH TARGET DATE 2055 ETF (ITDG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cheviot Value Management, LLC ($5,312), Capital Advisors, Ltd. LLC ($3,000), 10Elms LLP ($2,488), LPL Financial LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cheviot Value Management, LLC | $5,312 | 126 | Hold |
| 2 | Capital Advisors, Ltd. LLC | $3,000 | 60 | Added |
| 3 | 10Elms LLP | $2,488 | 59 | New |
| 4 | LPL Financial LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30