Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / IBONDS 28 TR HI
-
Total 13F shares
-
6,044,961
-
Share change
-
+1,821,913
-
Total reported value
-
$141,199,878
-
Price per share
-
$23.36
-
Number of holders
-
51
-
Value change
-
+$42,544,747
-
Number of buys
-
34
-
Number of sells
-
15
Institutional Holders of ISHARES TR - IBONDS 28 TR HI (IBHH) as of Q1 2025
As of 31 Mar 2025,
ISHARES TR - IBONDS 28 TR HI (IBHH) was held by
51 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,044,961 shares.
The largest 10 holders included
Baltimore-Washington Financial Advisors, Inc., LBMC INVESTMENT ADVISORS, LLC, NewEdge Advisors, LLC, Keeler Thomas Management LLC, Apollon Wealth Management, LLC, Commonwealth Financial Services, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, GAMMA Investing LLC, RAYMOND JAMES FINANCIAL INC, and LITTLEJOHN FINANCIAL SERVICES, INC..
This page lists
51
institutional shareholders reporting positions in this security
for the Q1 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.