ISHARES IBONDS DEC 2054 TERM TREASURY ETF - Common Stock (IBGK) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2024 to Q3 2025

Type / Class
Equity / Common Stock
Symbol
IBGK
Shares outstanding
149,813
Price per share
$23.83
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
69,396
Total reported value
$1,675,462
% of total 13F portfolios
0%
Share change
-7,228
Value change
-$174,338
Number of holders
6
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ISHARES IBONDS DEC 2054 TERM TREASURY ETF - Common Stock (IBGK) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 27% -33% $966,400 40,000 0% BlackRock Portfolio Management LLC 30 Nov 2025

As of 30 Sep 2025, 6 institutional investors reported holding 69,396 shares of ISHARES IBONDS DEC 2054 TERM TREASURY ETF - Common Stock (IBGK). This represents 46% of the company’s total 149,813 outstanding shares.

Top 7 Institutional Shareholders

The largest institutional shareholders of ISHARES IBONDS DEC 2054 TERM TREASURY ETF - Common Stock (IBGK) together control 46% 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. 27% 40,000 0% 0% $965,740
JANE STREET GROUP, LLC 10% 15,235 -32% 0% $367,826
CITADEL ADVISORS LLC 9.1% 13,639 +0.04% 0% $329,293
Tower Research Capital LLC (TRC) 0.2% 300 0% $7,243
Wealthspire Advisors, LLC 0.15% 221 0% $5,336
UBS Group AG 0% 1 0% $24
RAYMOND JAMES FINANCIAL INC 0% 0 -100% $0

Institutional Holders of ISHARES IBONDS DEC 2054 TERM TREASURY ETF - Common Stock (IBGK) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 69,396 $1,675,462 -$174,338 $24.14 6
2025 Q2 76,624 $1,830,440 -$118,631 $23.89 4
2025 Q1 81,590 $2,010,835 -$165,045 $24.65 3
2024 Q4 88,287 $2,102,334 -$58,722 $23.81 4
2024 Q3 90,753 $2,430,066 -$1,504,089 $26.78 2
2024 Q2 150,059 $3,762,490 +$3,762,489 $25.07 3