Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / IBONDS OCT 2027
-
Number of holders
-
20
-
Total 13F shares, excl. options
-
630,273
-
Shares change
-
+181,508
-
Total reported value, excl. options
-
$16,516,003
-
Value change
-
+$4,752,404
-
Number of buys
-
13
-
Number of sells
-
-4
-
Price
-
$26.21
Significant Holders of ISHARES TR - IBONDS OCT 2027 (IBID) as of Q2 2025
20 filings reported holding IBID - ISHARES TR - IBONDS OCT 2027 as of Q2 2025.
ISHARES TR - IBONDS OCT 2027 (IBID) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 630,273 shares
.
Largest 10 shareholders include Quantum Financial Advisors, LLC (233,613 shares), Addison Advisors LLC (91,636 shares), BlackRock, Inc. (62,270 shares), CITADEL ADVISORS LLC (42,635 shares), High Note Wealth, LLC (34,229 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (32,967 shares), Creative Planning (25,371 shares), JANE STREET GROUP, LLC (20,996 shares), CENTRAL TRUST Co (17,607 shares), and ARK & TLK INVESTMENTS, LLC (17,299 shares).
This table shows the top 20 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.