ITDI — ISHARES LIFEPATH TARGET DATE 2065 ETF

Ownership history in Cheviot Value Management, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Cheviot Value Management, LLC reported a position in ISHARES LIFEPATH TARGET DATE 2065 ETF (ITDI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q3)
Avg. % of fund
0.02%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 4,352 — 0% 0.02% $166K $36.47
2025 Q2 UNCHANGED 4,352 — 0% 0.02% $153K $33.93
2025 Q1 INITIATED 4,352 — — 0.02% $138K $30.54
% of Fund (quarterly)    ITDI price (monthly, adj. close)

Other funds also holding ITDI

As of 2025 Q4 — sorted by position size

Heck Capital Advisors, LLC 0.02% Orion Porfolio Solutions, LLC 3Y 7Y 0.0% McIlrath & Eck, LLC 3Y 7Y 0.0% Sunbelt Securities, Inc. 3Y 7Y 0.0% Financial Management Professionals, Inc. 3Y 7Y 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0%
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