iShares LifePath Retirement ETF (IRTR)

• Market cap: $13.7M
• 1 day: -0.69%
• 5 days: -0.76%
• 1 month: -0.80%
• 3 months: -1.95%
• 6 months: 0.56%
• Year to date: 1.53%
• 1 year: 4.38%
• 5 years: 16.11%
• 10 years: 16.11%

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

100% more funds holding

Funds holding: 2 [Q3] → 4 (+2) [Q4]

25% more capital invested

Capital invested by funds: $366K [Q3] → $457K (+$91.5K) [Q4]

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

2.41% less ownership

Funds ownership: 6.27% [Q3] → 3.85% (-2.41%) [Q4]