Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / IBONDS DEC 27
-
Total 13F shares
-
3,188,206
-
Share change
-
-388,942
-
Total reported value
-
$80,948,577
-
Price per share
-
$25.39
-
Number of holders
-
42
-
Value change
-
-$9,875,199
-
Number of buys
-
19
-
Number of sells
-
11
Institutional Holders of ISHARES TR - IBONDS DEC 27 (IBMP) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - IBONDS DEC 27 (IBMP) was held by
42 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,188,206 shares.
The largest 10 holders included
Heartwood Wealth Advisors LLC, Kathmere Capital Management, LLC, Praetorian Wealth Management, Inc., CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, Quantum Financial Advisors, LLC, Sound View Wealth Advisors Group, LLC, Paradiem, LLC, Cyndeo Wealth Partners, LLC, POSTROCK PARTNERS LLC, and Granite Harbor Advisors, Inc..
This page lists
42
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.