Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / IBONDS 27 TRM TS
-
Total 13F shares
-
11,457,074
-
Share change
-
+3,973,198
-
Total reported value
-
$257,464,636
-
Price per share
-
$22.47
-
Number of holders
-
68
-
Value change
-
+$89,279,888
-
Number of buys
-
43
-
Number of sells
-
14
Institutional Holders of ISHARES TR - IBONDS 27 TRM TS (IBTH) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - IBONDS 27 TRM TS (IBTH) was held by
68 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,457,074 shares.
The largest 10 holders included
Brookstone Capital Management, Stratos Wealth Partners, LTD., Capital Investment Advisors, LLC, Stratos Wealth Advisors, LLC, MKT Advisors LLC, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, CHATHAM CAPITAL GROUP, INC., CONFLUENCE INVESTMENT MANAGEMENT LLC, Apella Capital, LLC, and Fulton Bank, N.A..
This page lists
68
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.