Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / IBONDS 2027 TERM
-
Total 13F shares
-
764,304
-
Share change
-
+277,432
-
Total reported value
-
$17,627,196
-
Price per share
-
$22.32
-
Number of holders
-
20
-
Value change
-
+$6,755,579
-
Number of buys
-
14
-
Number of sells
-
3
Institutional Holders of ISHARES TR - IBONDS 2027 TERM (IBHG) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - IBONDS 2027 TERM (IBHG) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
764,304 shares.
The largest 10 holders included
Ironwood Financial, llc, EVEXIA WEALTH LLC, Carr Financial Group Corp, Centennial Advisors, LLC, BridgePort Financial Solutions, LLC, Rialto Wealth Management, LLC, REBALANCE, LLC, Tempus Wealth Planning, LLC, Stratos Wealth Partners, LTD., and Austin Private Wealth, LLC.
This page lists
20
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.