ISHARES TR - IBONDS 2027 TERM (IBHG) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2021 to Q4 2025

Type / Class
Equity / IBONDS 2027 TERM
Symbol
IBHG
Price per share
$22.31
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
11,737,647
Total reported value
$262,501,584
% of total 13F portfolios
0%
Share change
+2,040,101
Value change
+$46,019,713
Number of holders
116
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 116 institutional investors reported holding 11,737,647 shares of ISHARES TR - IBONDS 2027 TERM (IBHG).

Institutional Holders of ISHARES TR - IBONDS 2027 TERM (IBHG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 11,737,647 $262,501,584 +$46,019,713 $22.32 116
2025 Q3 9,530,416 $214,339,770 +$29,982,010 $22.49 94
2025 Q2 8,403,313 $189,362,420 +$25,251,423 $22.54 86
2025 Q1 7,313,416 $163,253,049 +$50,742,369 $22.32 77
2024 Q4 5,061,661 $112,648,849 +$31,889,950 $22.24 73
2024 Q3 3,417,473 $77,198,314 +$9,629,523 $22.60 48
2024 Q2 2,993,105 $65,936,636 +$19,358,423 $22.03 46
2024 Q1 2,112,975 $47,016,907 +$11,825,576 $22.26 45
2023 Q4 1,581,627 $35,135,165 +$7,191,884 $22.21 32
2023 Q3 1,269,587 $27,319,775 +$4,175,810 $21.53 27
2023 Q2 890,159 $19,426,037 +$1,888,779 $21.83 25
2023 Q1 795,599 $17,549,302 +$7,666,856 $21.98 22
2022 Q4 425,309 $9,155,717 -$507,625 $21.36 15
2022 Q3 426,518 $8,851,000 -$756,830 $20.71 9
2022 Q2 458,043 $9,664,000 +$1,108,019 $21.10 8
2022 Q1 405,516 $9,628,000 +$1,643,628 $23.75 5
2021 Q4 336,246 $8,322,000 -$1,015,771 $24.72 6
2021 Q3 377,009 $9,410,000 +$9,410,000 $24.96 5