Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / IBONDS 29 TRM TS
-
Total 13F shares
-
23,205,130
-
Share change
-
+6,914,991
-
Total reported value
-
$505,388,067
-
Price per share
-
$21.77
-
Number of holders
-
164
-
Value change
-
+$150,806,101
-
Number of buys
-
116
-
Number of sells
-
34
Institutional Holders of ISHARES TR - IBONDS 29 TRM TS (IBTJ) as of Q1 2025
As of 31 Mar 2025,
ISHARES TR - IBONDS 29 TRM TS (IBTJ) was held by
164 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
23,205,130 shares.
The largest 10 holders included
TRUE Private Wealth Advisors, WELLS FARGO & COMPANY/MN, ATWOOD & PALMER INC, RAYMOND JAMES FINANCIAL INC, STIFEL FINANCIAL CORP, UBS Group AG, BANK OF AMERICA CORP /DE/, HENGEHOLD CAPITAL MANAGEMENT LLC, Journey Advisory Group, LLC, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
165
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.