Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / 3YRTB ETF
-
Total 13F shares
-
5,375,281
-
Share change
-
+4,801,825
-
Total reported value
-
$411,440,308
-
Price per share
-
$76.56
-
Number of holders
-
61
-
Value change
-
+$367,764,409
-
Number of buys
-
49
-
Number of sells
-
7
Institutional Holders of ISHARES TR - 3YRTB ETF (ISHG) as of Q2 2025
As of 30 Jun 2025,
ISHARES TR - 3YRTB ETF (ISHG) was held by
61 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,375,281 shares.
The largest 10 holders included
Summit Trail Advisors, LLC, Rock Creek Group, LP, MORGAN STANLEY, Checchi Capital Advisers, LLC, Proficio Capital Partners LLC, Royal Bank of Canada, MinichMacGregor Wealth Management, LLC, Inlight Wealth Management, LLC, Octavia Wealth Advisors, LLC, and Cerity Partners LLC.
This page lists
61
institutional shareholders reporting positions in this security
for the Q2 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.