Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / IBONDS OCT 2028
-
Number of holders
-
14
-
Total 13F shares, excl. options
-
417K
-
Shares change
-
+98.1K
-
Total reported value, excl. options
-
$11M
-
Value change
-
+$2.6M
-
Number of buys
-
9
-
Number of sells
-
-3
-
Price
-
$26.26
Significant Holders of ISHARES TR - IBONDS OCT 2028 (IBIE) as of Q1 2025
15 filings reported holding IBIE - ISHARES TR - IBONDS OCT 2028 as of Q1 2025.
ISHARES TR - IBONDS OCT 2028 (IBIE) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 417K shares
.
Largest 10 shareholders include Quantum Financial Advisors, LLC (208K shares), BlackRock, Inc. (35.2K shares), GOLDMAN SACHS GROUP INC (34.6K shares), FLOW TRADERS U.S. LLC (28.1K shares), JIM SAULNIER & ASSOCIATES, LLC (19.3K shares), CENTRAL TRUST Co (18.7K shares), ARK & TLK INVESTMENTS, LLC (17.7K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (14.3K shares), Bradley & Co. Private Wealth Management, LLC (13.8K shares), and Creative Planning (11.4K shares).
This table shows the top 14 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.