Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / IBONDS OCT 2027
-
Number of holders
-
19
-
Total 13F shares, excl. options
-
661,608
-
Shares change
-
+31,335
-
Total reported value, excl. options
-
$17,360,786
-
Value change
-
+$811,799
-
Number of buys
-
12
-
Number of sells
-
-7
-
Price
-
$26.26
Significant Holders of ISHARES TR - IBONDS OCT 2027 (IBID) as of Q3 2025
23 filings reported holding IBID - ISHARES TR - IBONDS OCT 2027 as of Q3 2025.
ISHARES TR - IBONDS OCT 2027 (IBID) has 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 661,608 shares
.
Largest 10 shareholders include Quantum Financial Advisors, LLC (261,765 shares), Addison Advisors LLC (98,776 shares), BlackRock, Inc. (70,127 shares), High Note Wealth, LLC (51,679 shares), CITADEL ADVISORS LLC (32,681 shares), Creative Planning (32,447 shares), ARK & TLK INVESTMENTS, LLC (17,299 shares), CENTRAL TRUST Co (15,970 shares), LPL Financial LLC (15,808 shares), and MKT Advisors LLC (15,651 shares).
This table shows the top 19 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.