Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / IBONDS OCT 2029
-
Number of holders
-
14
-
Total 13F shares, excl. options
-
430,185
-
Shares change
-
+5,049
-
Total reported value, excl. options
-
$11,357,189
-
Value change
-
+$129,802
-
Number of buys
-
11
-
Number of sells
-
-4
-
Price
-
$26.41
Significant Holders of ISHARES TR - IBONDS OCT 2029 (IBIF) as of Q2 2025
16 filings reported holding IBIF - ISHARES TR - IBONDS OCT 2029 as of Q2 2025.
ISHARES TR - IBONDS OCT 2029 (IBIF) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 430,185 shares
.
Largest 10 shareholders include Quantum Financial Advisors, LLC (186,178 shares), Robertson Stephens Wealth Management, LLC (68,450 shares), BlackRock, Inc. (61,822 shares), CENTRAL TRUST Co (25,419 shares), ARK & TLK INVESTMENTS, LLC (18,512 shares), Creative Planning (14,203 shares), PARK AVENUE SECURITIES LLC (12,985 shares), JIM SAULNIER & ASSOCIATES, LLC (11,987 shares), MKT Advisors LLC (11,553 shares), and FLOW TRADERS U.S. LLC (9,230 shares).
This table shows the top 14 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.