Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
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Equity / IBONDS OCT 2028
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Number of holders
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26
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Total 13F shares, excl. options
-
2.36M
-
Shares change
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+111K
-
Total reported value, excl. options
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$62.3M
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Value change
-
+$2.95M
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Number of buys
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18
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Number of sells
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-6
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Price
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$26.46
Significant Holders of ISHARES TR - IBONDS OCT 2028 (IBIE) as of Q3 2025
28 filings reported holding IBIE - ISHARES TR - IBONDS OCT 2028 as of Q3 2025.
ISHARES TR - IBONDS OCT 2028 (IBIE) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.36M shares
.
Largest 10 shareholders include TRUE Private Wealth Advisors (1.63M shares), Quantum Financial Advisors, LLC (255K shares), Addison Advisors LLC (98.4K shares), BlackRock, Inc. (69.9K shares), North Star Investment Management Corp. (37.4K shares), Penobscot Investment Management Company, Inc. (33.5K shares), CITADEL ADVISORS LLC (33.4K shares), JIM SAULNIER & ASSOCIATES, LLC (27.1K shares), GOLDMAN SACHS GROUP INC (19.2K shares), and CENTRAL TRUST Co (18.5K shares).
This table shows the top 26 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.