Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / IBONDS DEC 2033
-
Number of holders
-
113
-
Total 13F shares, excl. options
-
19,754,034
-
Shares change
-
-209,300
-
Total reported value, excl. options
-
$504,868,286
-
Value change
-
-$3,999,967
-
Number of buys
-
91
-
Number of sells
-
-17
-
Price
-
$25.56
Significant Holders of ISHARES TR - IBONDS DEC 2033 (IBDY) as of Q1 2025
121 filings reported holding IBDY - ISHARES TR - IBONDS DEC 2033 as of Q1 2025.
ISHARES TR - IBONDS DEC 2033 (IBDY) has 113 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 19,754,034 shares
.
Largest 10 shareholders include Capital Investment Advisors, LLC (2,269,615 shares), First Interstate Bank (1,909,062 shares), BANK OF AMERICA CORP /DE/ (1,427,392 shares), SUMMITRY LLC (955,689 shares), SIGMA INVESTMENT COUNSELORS INC (866,769 shares), MORGAN STANLEY (862,944 shares), MV CAPITAL MANAGEMENT, INC. (801,952 shares), US BANCORP \DE\ (683,823 shares), Envision Financial Planning, LLC (650,671 shares), and Arrow Financial Corp (570,865 shares).
This table shows the top 113 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.