Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / IBONDS 29 TR HI
-
Total 13F shares
-
3,846,367
-
Share change
-
+386,416
-
Total reported value
-
$91,101,123
-
Price per share
-
$23.69
-
Number of holders
-
58
-
Value change
-
+$9,180,304
-
Number of buys
-
37
-
Number of sells
-
17
Institutional Holders of ISHARES TR - IBONDS 29 TR HI (IBHI) as of Q2 2025
As of 30 Jun 2025,
ISHARES TR - IBONDS 29 TR HI (IBHI) was held by
58 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,846,367 shares.
The largest 10 holders included
LBMC INVESTMENT ADVISORS, LLC, MORGAN STANLEY, Keeler Thomas Management LLC, COMMONWEALTH EQUITY SERVICES, LLC, Commonwealth Financial Services, LLC, BANK OF AMERICA CORP /DE/, LITTLEJOHN FINANCIAL SERVICES, INC., Bradley & Co. Private Wealth Management, LLC, Baltimore-Washington Financial Advisors, Inc., and SUMMIT INVESTMENT ADVISORS, INC..
This page lists
58
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.