Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / IBONDS 29 TRM TS
-
Total 13F shares
-
18,806,920
-
Share change
-
+4,599,237
-
Total reported value
-
$412,720,046
-
Price per share
-
$21.94
-
Number of holders
-
130
-
Value change
-
+$100,945,955
-
Number of buys
-
91
-
Number of sells
-
18
Institutional Holders of ISHARES TR - IBONDS 29 TRM TS (IBTJ) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - IBONDS 29 TRM TS (IBTJ) was held by
130 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
18,806,920 shares.
The largest 10 holders included
Brookstone Capital Management, Asset Advisors Investment Management, LLC, UBS Group AG, HENGEHOLD CAPITAL MANAGEMENT LLC, ATWOOD & PALMER INC, Journey Advisory Group, LLC, BENJAMIN EDWARDS INC, CWM, LLC, Denver PWM, LLC, and MKT Advisors LLC.
This page lists
131
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.