Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / 3YRTB ETF
-
Total 13F shares
-
573,456
-
Share change
-
+50,203
-
Total reported value
-
$40,384,078
-
Price per share
-
$70.38
-
Number of holders
-
26
-
Value change
-
+$3,610,475
-
Number of buys
-
16
-
Number of sells
-
14
Institutional Holders of ISHARES TR - 3YRTB ETF (ISHG) as of Q1 2025
As of 31 Mar 2025,
ISHARES TR - 3YRTB ETF (ISHG) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
573,456 shares.
The largest 10 holders included
Checchi Capital Advisers, LLC, Plum Street Advisors, LLC, Bulltick Wealth Management, LLC, JANE STREET GROUP, LLC, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, DF DENT & CO INC, BANK OF AMERICA CORP /DE/, Family Firm, Inc., and LPL Financial LLC.
This page lists
26
institutional shareholders reporting positions in this security
for the Q1 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.