Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / IBONDS 25 TRM HG
-
Total 13F shares
-
10,979,025
-
Share change
-
-1,337,155
-
Total reported value
-
$254,922,774
-
Price per share
-
$23.22
-
Number of holders
-
140
-
Value change
-
-$31,064,201
-
Number of buys
-
62
-
Number of sells
-
64
Institutional Holders of ISHARES TR - IBONDS 25 TRM HG (IBHE) as of Q3 2025
As of 30 Sep 2025,
ISHARES TR - IBONDS 25 TRM HG (IBHE) was held by
140 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,979,025 shares.
The largest 10 holders included
LPL Financial LLC, OneDigital Investment Advisors LLC, MORGAN STANLEY, Arrow Financial Corp, Mid-American Wealth Advisory Group, Inc., RAYMOND JAMES FINANCIAL INC, WELLS FARGO & COMPANY/MN, Cetera Investment Advisers, Scissortail Wealth Management, LLC, and Keeler Thomas Management LLC.
This page lists
140
institutional shareholders reporting positions in this security
for the Q3 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.