Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / IBONDS DEC 2034
-
Total 13F shares
-
4,138,032
-
Share change
-
+1,024,531
-
Total reported value
-
$106,369,648
-
Price per share
-
$25.71
-
Number of holders
-
46
-
Value change
-
+$26,336,175
-
Number of buys
-
34
-
Number of sells
-
8
Institutional Holders of ISHARES TR - IBONDS DEC 2034 (IBTP) as of Q2 2025
As of 30 Jun 2025,
ISHARES TR - IBONDS DEC 2034 (IBTP) was held by
46 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,138,032 shares.
The largest 10 holders included
Atlantic Union Bankshares Corp, CONFLUENCE INVESTMENT MANAGEMENT LLC, LPL Financial LLC, D.A. DAVIDSON & CO., Royal Bank of Canada, Cetera Investment Advisers, Kestra Advisory Services, LLC, Atlantic Private Wealth, LLC, COMMONWEALTH EQUITY SERVICES, LLC, and Accretive Wealth Partners, LLC.
This page lists
46
institutional shareholders reporting positions in this security
for the Q2 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.