| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 27% | -33% | $966,400 | 40,000 | 0% | BlackRock Portfolio Management LLC | 30 Nov 2025 |
As of 31 Dec 2025, 3 institutional investors reported holding 74,044 shares of ISHARES IBONDS DEC 2054 TERM TREASURY ETF - Common Stock (IBGK). This represents 49% of the company’s total 149,813 outstanding shares.
The largest institutional shareholders of ISHARES IBONDS DEC 2054 TERM TREASURY ETF - Common Stock (IBGK) together control 49% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 27% | 40,000 | 0% | 0% | $943,800 |
| CITADEL ADVISORS LLC | 16% | 24,438 | +79% | 0% | $576,615 |
| RAYMOND JAMES FINANCIAL INC | 6.4% | 9,606 | 0% | $226,654 | |
| Wealthspire Advisors, LLC | 0% | 0 | -100% | $0 | |
| UBS Group AG | 0% | 0 | -100% | $0 | |
| Tower Research Capital LLC (TRC) | 0% | 0 | -100% | $0 | |
| JANE STREET GROUP, LLC | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 74,044 | $1,747,069 | +$101,028 | $23.60 | 3 |
| 2025 Q3 | 69,396 | $1,675,462 | -$174,338 | $24.14 | 6 |
| 2025 Q2 | 76,624 | $1,830,440 | -$118,631 | $23.89 | 4 |
| 2025 Q1 | 81,590 | $2,010,835 | -$165,045 | $24.65 | 3 |
| 2024 Q4 | 88,287 | $2,102,334 | -$58,723 | $23.81 | 4 |
| 2024 Q3 | 90,753 | $2,430,066 | -$1,504,089 | $26.78 | 2 |
| 2024 Q2 | 150,059 | $3,762,490 | +$3,762,490 | $25.07 | 3 |