Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / IBONDS 29 TRM TS
-
Total 13F shares
-
40,615,221
-
Share change
-
+12,891,394
-
Total reported value
-
$891,310,172
-
Price per share
-
$21.94
-
Number of holders
-
203
-
Value change
-
+$282,918,860
-
Number of buys
-
145
-
Number of sells
-
34
Institutional Holders of ISHARES TR - IBONDS 29 TRM TS (IBTJ) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - IBONDS 29 TRM TS (IBTJ) was held by
203 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
40,615,221 shares.
The largest 10 holders included
MORGAN STANLEY, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, MERCER GLOBAL ADVISORS INC /ADV, TRUE Private Wealth Advisors, Brookstone Capital Management, RAYMOND JAMES FINANCIAL INC, UNITED CAPITAL FINANCIAL ADVISORS, LLC, Asset Advisors Investment Management, LLC, and UBS Group AG.
This page lists
203
institutional shareholders reporting positions in this security
for the Q4 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.