Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / IBONDS DEC 2033
-
Total 13F shares
-
10,653,848
-
Share change
-
+700,598
-
Total reported value
-
$261,150,689
-
Price per share
-
$24.51
-
Number of holders
-
74
-
Value change
-
+$17,219,545
-
Number of buys
-
45
-
Number of sells
-
22
Institutional Holders of ISHARES TR - IBONDS DEC 2033 (IBTO) as of Q2 2025
As of 30 Jun 2025,
ISHARES TR - IBONDS DEC 2033 (IBTO) was held by
74 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,653,848 shares.
The largest 10 holders included
GLOBALT Investments LLC / GA, Federation des caisses Desjardins du Quebec, Atlantic Union Bankshares Corp, Krilogy Financial LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, MORGAN STANLEY, CHATHAM CAPITAL GROUP, INC., ENVESTNET ASSET MANAGEMENT INC, Cetera Investment Advisers, and Headland Capital, LLC.
This page lists
74
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.