iShares LifePath Retirement ETF (IRTR)

• Market cap: $11.9M
• 1 day: 0.39%
• 5 days: -0.11%
• 1 month: -2.52%
• 3 months: -2.11%
• 6 months: 1.65%
• Year to date: 0.39%
• 1 year: 5.52%
• 5 years: 14.81%
• 10 years: 14.81%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

0% more funds holding

Funds holding: 2 [Q2] → 2 (+0) [Q3]

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

5.19% less ownership

Funds ownership: 11.46% [Q2] → 6.27% (-5.19%) [Q3]

18% less capital invested

Capital invested by funds: $446K [Q2] → $366K (-$80.1K) [Q3]