Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / IBONDS 25 TRM HG
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Number of holders
-
149
-
Total 13F shares, excl. options
-
14,301,427
-
Shares change
-
-1,236,353
-
Total reported value, excl. options
-
$332,597,768
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Value change
-
-$28,748,284
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Number of buys
-
73
-
Number of sells
-
63
-
Price
-
$23.26
Institutional Holders of ISHARES TR - IBONDS 25 TRM HG (IBHE) as of Q2 2025
As of 30 Jun 2025 ISHARES TR - IBONDS 25 TRM HG (IBHE) had 164 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 14,301,427 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, MORGAN STANLEY, SkyView Investment Advisors, LLC, OneDigital Investment Advisors LLC, Arrow Financial Corp, Mid-American Wealth Advisory Group, Inc., RAYMOND JAMES FINANCIAL INC, WELLS FARGO & COMPANY/MN, EP Wealth Advisors, LLC, and Scissortail Wealth Management, LLC.
This table shows 164 institutional shareholders of the security as of 30 Jun 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.