Stock ownership · SEC 13F · Q4 2025

ISHARES 20 PLS YEAR

Who owns ISHARES 20 PLS YEAR (CUSIP 464287432)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$69.9M
Reported value
11
Institutions
96%
Top-5 share

The verdict

As of Q4 2025, 11 institutions collectively report $69.9M in ISHARES 20 PLS YEAR, a stock that is reported by a below-average share of institutions; ownership here is dominated by its top few institutional owners.

11
institutions hold it
$69.9M
reported 13F value
96%
held by top 5
#113
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$69.9M

Institutional 13F value

Institutions

11

Reporting holders

Top-5 concentration

96%

Held by 5 largest

New buyers

10

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%96%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 33.0%

ISHARES 20 PLS YEAR is more widely held than about 33% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of ISHARES 20 PLS YEAR
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a ISHARES 20 PLS YEAR position has risen from 8 to 11 over the last 8 quarters of 13F filings.

5101520 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 11
Distinct 13F filers holding ISHARES 20 PLS YEAR, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Bell Investment Advisors, Inc 430,551 $37.5M 53.7%
2 Nolet Wealth Management, LLC 127,885 $11.1M 15.9%
3 BEACON ADVISORS HOLDINGS, LLC 101,241 $8.8M 12.6%
4 Diesslin Group, Inc. 85,428 $7.4M 10.7%
5 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 26,310 $2.3M 3.3%
6 Tempo Wealth, LLC 20,765 $1.8M 2.6%
7 Westshore Wealth, LLC 5,748 $501K 0.7%
8 ARWA LLC 3,448 $301K 0.4%
9 Strategic Investment Solutions, Inc. /IL 372 $32K 0.0%
10 MidFirst Bank 259 $23K 0.0%
11 Anchor Investment Management, LLC 47 $4K 0.0%

Latest Quarter Activity · Q4 2025

What the data says about ISHARES 20 PLS YEAR

This stock’s institutional ownership is top-heavy, concentrated in a small set of large positions.

  • See how ISHARES 20 PLS YEAR's holder count and reported value have shifted quarter over quarter. Biggest movers
  • Check where this stock ranks among the most widely held names before treating one position as a signal. Most-held stocks
  • Review the gaps in 13F reporting before drawing conclusions from it. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold ISHARES 20 PLS YEAR?
ISHARES 20 PLS YEAR is held by 11 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of ISHARES 20 PLS YEAR?
Institutions report $69.9M of ISHARES 20 PLS YEAR as of Q4 2025.
How concentrated is ownership of ISHARES 20 PLS YEAR?
The top five institutional holders account for 96% of the reported institutional value in ISHARES 20 PLS YEAR, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of ISHARES 20 PLS YEAR?
Bell Investment Advisors, Inc is the largest reported holder of ISHARES 20 PLS YEAR with $37.5M across 430,551 shares as of Q4 2025.
Where does this ISHARES 20 PLS YEAR data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.