As of 30 Sep 2025, 140 institutional investors reported holding 10,979,025 shares of ISHARES TR - IBONDS 25 TRM HG (IBHE).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 0 | $0 | -$2,159,780 | $23.15 | 0 |
| 2025 Q3 | 10,979,025 | $254,922,774 | -$31,064,201 | $23.22 | 140 |
| 2025 Q2 | 14,301,427 | $332,597,768 | -$28,748,250 | $23.26 | 149 |
| 2025 Q1 | 15,505,346 | $360,335,487 | -$5,059,591 | $23.24 | 146 |
| 2024 Q4 | 15,738,572 | $365,154,173 | +$38,614,365 | $23.20 | 136 |
| 2024 Q3 | 13,551,502 | $315,678,014 | -$14,488,532 | $23.30 | 110 |
| 2024 Q2 | 14,461,828 | $336,535,053 | +$60,684,669 | $23.28 | 111 |
| 2024 Q1 | 11,854,162 | $276,993,207 | +$48,852,746 | $23.38 | 100 |
| 2023 Q4 | 25,213 | $582,423 | +$92,862 | $23.10 | 1 |
| 2023 Q3 | 7,966,491 | $182,449,582 | +$60,662,409 | $22.93 | 69 |
| 2023 Q2 | 4,794,725 | $110,226,455 | -$9,828,864 | $23.00 | 60 |
| 2023 Q1 | 4,955,489 | $113,599,394 | +$55,724,125 | $22.91 | 55 |
| 2022 Q4 | 2,571,847 | $57,983,089 | +$28,207,873 | $22.51 | 40 |
| 2022 Q3 | 1,487,851 | $33,052,000 | +$9,588,325 | $22.18 | 25 |
| 2022 Q2 | 1,037,589 | $23,288,000 | +$1,094,246 | $22.43 | 21 |
| 2022 Q1 | 982,998 | $23,706,000 | +$1,852,881 | $24.10 | 22 |
| 2021 Q4 | 902,178 | $22,394,000 | +$1,423,255 | $24.83 | 21 |
| 2021 Q3 | 844,807 | $21,136,000 | +$4,248,843 | $25.01 | 20 |
| 2021 Q2 | 674,988 | $17,019,000 | +$5,019,962 | $25.22 | 14 |
| 2021 Q1 | 475,918 | $11,952,000 | +$2,153,021 | $25.10 | 13 |
| 2020 Q4 | 370,613 | $9,249,000 | +$10,699 | $24.96 | 8 |
| 2020 Q3 | 370,342 | $8,935,000 | +$3,495,122 | $24.14 | 8 |
| 2020 Q2 | 225,361 | $5,287,000 | -$17,559,922 | $23.46 | 4 |
| 2020 Q1 | 974,014 | $21,434,000 | +$11,596,440 | $22.01 | 5 |
| 2019 Q4 | 447,035 | $11,368,000 | -$951,435 | $25.43 | 5 |
| 2019 Q3 | 484,437 | $12,251,000 | -$2,867,554 | $25.29 | 3 |
| 2019 Q2 | 597,830 | $15,145,000 | +$15,144,983 | $25.33 | 3 |