Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / IBONDS 2030 TERM
-
Total 13F shares
-
345,168
-
Share change
-
+60,964
-
Total reported value
-
$9,184,695
-
Price per share
-
$26.61
-
Number of holders
-
15
-
Value change
-
+$1,620,411
-
Number of buys
-
13
-
Number of sells
-
3
Institutional Holders of ISHARES TR - IBONDS 2030 TERM (IBHJ) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - IBONDS 2030 TERM (IBHJ) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
345,168 shares.
The largest 10 holders included
Marathon Mission, Inc., UBS Group AG, WRAPMANAGER INC, Freestone Capital Holdings, LLC, KESTRA PRIVATE WEALTH SERVICES, LLC, Aspen Wealth Management LLC, Ellis Investment Partners, LLC, Stockman Wealth Management, Inc., IFP Advisors, Inc, and Orion Capital Management LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q4 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.