Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / IBONDS DEC 2033
-
Total 13F shares
-
1,281,982
-
Share change
-
+35,269
-
Total reported value
-
$31,556,466
-
Price per share
-
$24.56
-
Number of holders
-
12
-
Value change
-
+$943,427
-
Number of buys
-
6
-
Number of sells
-
2
Institutional Holders of ISHARES TR - IBONDS DEC 2033 (IBTO) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - IBONDS DEC 2033 (IBTO) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,281,982 shares.
The largest 10 holders included
CONFLUENCE INVESTMENT MANAGEMENT LLC, CHATHAM CAPITAL GROUP, INC., NovaPoint Capital, LLC, Mechanics Bank Trust Department, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, Jaffetilchin Investment Partners, LLC, SIGNATUREFD, LLC, Clayton Financial Group LLC, Noble Wealth Management PBC, and Blue Trust, Inc..
This page lists
12
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.