Ishrs Ibnds Oct 2033 TRMIBIJETF
13F holders, Q4 2025 (December 31)10holders −1
1new positions
2sold out
1famous investor
$25.85avg. 13F price*
At the end of Q4 2025, 10 institutions reported holding Ishrs Ibnds Oct 2033 TRM (IBIJ) in their 13F filings, down 1 from Q3 2025. 1 opened new positions and 2 sold out. The largest holders were Quantum Financial Advisors, LLC ($3.4M), ARK & TLK Investments, LLC ($1.4M) and Jim Saulnier & Associates, LLC ($1.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishrs Ibnds Oct 2033 TRM
- Filed as
- ISHARES TR (Q4 2025)
- CUSIP
- 46438G851
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $533K |
| Exits | 2 | $911K |
All 13F filers, Q3 2025 → Q4 2025: 44,548 shares bought and 45,801 shares sold, net −1,253 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Quantum Financial Advisors, LLC | 0.38% | Add +2.2% | 131,761 | $3.4M |
| ARK & TLK Investments, LLC | 0.38% | Reduce -17.6% | 52,770 | $1.4M |
| Jim Saulnier & Associates, LLC | 0.62% | Add +2.0% | 46,126 | $1.2M |
| Citadel Advisors | 0.00% | Add +64.9% | 31,068 | $803K |
| Jane Street Group, LLC | 0.00% | New | 20,626 | $533K |
| Bradley & Co. Private Wealth Management, LLC | 0.25% | Add +71.9% | 18,209 | $471K |
| Mendota Financial Group, LLC | 0.09% | No change | 4,598 | $119K |
| CENTRAL TRUST Co | 0.00% | Add +14.3% | 2,171 | $56K |
| Osaic Holdings, Inc. | 0.00% | No change | 625 | $16K |
| UBS Group AG | 0.00% | Add +381.8% | 53 | $1K |
"% of holder's portfolio" is IBIJ's weight in each manager's 13F, not the share of Ishrs Ibnds Oct 2033 TRM the manager owns.