Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / IBONDS OCT 2029
-
Total 13F shares
-
430,185
-
Share change
-
+5,049
-
Total reported value
-
$11,357,189
-
Price per share
-
$26.41
-
Number of holders
-
14
-
Value change
-
+$129,803
-
Number of buys
-
11
-
Number of sells
-
4
Institutional Holders of ISHARES TR - IBONDS OCT 2029 (IBIF) as of Q2 2025
As of 30 Jun 2025,
ISHARES TR - IBONDS OCT 2029 (IBIF) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
430,185 shares.
The largest 10 holders included
Quantum Financial Advisors, LLC, Robertson Stephens Wealth Management, LLC, BlackRock, Inc., CENTRAL TRUST Co, ARK & TLK INVESTMENTS, LLC, Creative Planning, PARK AVENUE SECURITIES LLC, JIM SAULNIER & ASSOCIATES, LLC, MKT Advisors LLC, and FLOW TRADERS U.S. LLC.
This page lists
14
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.