iShares iBonds Dec 2055 Term Treasury ETF - Common Stock (IBGL) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2025 to Q3 2025

Type / Class
Equity / Common Stock
Symbol
IBGL
Shares outstanding
200,000
Price per share
$24.42
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
113,094
Total reported value
$2,805,704
% of total 13F portfolios
0%
Share change
-26,327
Value change
-$652,994
Number of holders
3
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares iBonds Dec 2055 Term Treasury ETF - Common Stock (IBGL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 25% -25% $1,253,000 50,000 0% BlackRock Portfolio Management LLC 30 Sep 2025

As of 30 Sep 2025, 3 institutional investors reported holding 113,094 shares of iShares iBonds Dec 2055 Term Treasury ETF - Common Stock (IBGL). This represents 57% of the company’s total 200,000 outstanding shares.

Top 4 Institutional Shareholders

The largest institutional shareholders of iShares iBonds Dec 2055 Term Treasury ETF - Common Stock (IBGL) together control 57% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 25% 50,000 0% 0% $1,240,430
CITADEL ADVISORS LLC 20% 39,093 -9.2% 0% $969,843
JANE STREET GROUP, LLC 12% 24,001 -47% 0% $595,431
RAYMOND JAMES FINANCIAL INC 0% 0 -100% $0

Institutional Holders of iShares iBonds Dec 2055 Term Treasury ETF - Common Stock (IBGL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 113,094 $2,805,704 -$652,994 $24.81 3
2025 Q2 139,421 $3,428,237 +$971,811 $24.59 4
2025 Q1 99,899 $2,528,234 +$2,528,234 $25.31 2