Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / IBONDS 2027 TERM
-
Total 13F shares
-
7,313,416
-
Share change
-
+2,273,101
-
Total reported value
-
$163,253,049
-
Price per share
-
$22.32
-
Number of holders
-
77
-
Value change
-
+$50,742,369
-
Number of buys
-
55
-
Number of sells
-
15
Institutional Holders of ISHARES TR - IBONDS 2027 TERM (IBHG) as of Q1 2025
As of 31 Mar 2025,
ISHARES TR - IBONDS 2027 TERM (IBHG) was held by
77 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,313,416 shares.
The largest 10 holders included
LBMC INVESTMENT ADVISORS, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, WELLS FARGO & COMPANY/MN, HighTower Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Keeler Thomas Management LLC, Commonwealth Financial Services, LLC, Mutual Advisors, LLC, LPL Financial LLC, and GAMMA Investing LLC.
This page lists
77
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.