Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / IBONDS 25 TRM HG
-
Total 13F shares
-
14,301,427
-
Share change
-
-1,236,353
-
Total reported value
-
$332,597,768
-
Price per share
-
$23.26
-
Number of holders
-
149
-
Value change
-
-$28,748,250
-
Number of buys
-
73
-
Number of sells
-
63
Institutional Holders of ISHARES TR - IBONDS 25 TRM HG (IBHE) as of Q2 2025
As of 30 Jun 2025,
ISHARES TR - IBONDS 25 TRM HG (IBHE) was held by
149 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
14,301,427 shares.
The largest 10 holders included
LPL Financial LLC, MORGAN STANLEY, SkyView Investment Advisors, LLC, OneDigital Investment Advisors LLC, Arrow Financial Corp, Mid-American Wealth Advisory Group, Inc., RAYMOND JAMES FINANCIAL INC, WELLS FARGO & COMPANY/MN, EP Wealth Advisors, LLC, and Scissortail Wealth Management, LLC.
This page lists
149
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.