Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / IBONDS 29 TR HI
-
Number of holders
-
53
-
Total 13F shares, excl. options
-
3,452,835
-
Shares change
-
+1,472,416
-
Total reported value, excl. options
-
$80,159,145
-
Value change
-
+$34,172,648
-
Number of buys
-
38
-
Number of sells
-
-8
-
Price
-
$23.22
Significant Holders of ISHARES TR - IBONDS 29 TR HI (IBHI) as of Q1 2025
55 filings reported holding IBHI - ISHARES TR - IBONDS 29 TR HI as of Q1 2025.
ISHARES TR - IBONDS 29 TR HI (IBHI) has 53 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,452,835 shares
.
Largest 10 shareholders include LBMC INVESTMENT ADVISORS, LLC (463,248 shares), Keeler Thomas Management LLC (355,929 shares), MORGAN STANLEY (329,483 shares), COMMONWEALTH EQUITY SERVICES, LLC (310,446 shares), Commonwealth Financial Services, LLC (305,633 shares), BANK OF AMERICA CORP /DE/ (288,514 shares), LITTLEJOHN FINANCIAL SERVICES, INC. (200,815 shares), Bradley & Co. Private Wealth Management, LLC (120,041 shares), RAYMOND JAMES FINANCIAL INC (108,701 shares), and Lido Advisors, LLC (78,069 shares).
This table shows the top 53 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.