Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / IBONDS 29 TR HI
-
Total 13F shares
-
7,279,009
-
Share change
-
+3,514,414
-
Total reported value
-
$173,599,921
-
Price per share
-
$23.85
-
Number of holders
-
65
-
Value change
-
+$83,822,129
-
Number of buys
-
49
-
Number of sells
-
11
Institutional Holders of ISHARES TR - IBONDS 29 TR HI (IBHI) as of Q3 2025
As of 30 Sep 2025,
ISHARES TR - IBONDS 29 TR HI (IBHI) was held by
65 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,279,009 shares.
The largest 10 holders included
MORGAN STANLEY, LBMC INVESTMENT ADVISORS, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, NewEdge Advisors, LLC, Keeler Thomas Management LLC, BANK OF AMERICA CORP /DE/, Commonwealth Financial Services, LLC, COMMONWEALTH EQUITY SERVICES, LLC, LITTLEJOHN FINANCIAL SERVICES, INC., and Baltimore-Washington Financial Advisors, Inc..
This page lists
65
institutional shareholders reporting positions in this security
for the Q3 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.