Stock ownership · SEC 13F · Q4 2025
ISHARES 7-10 YEAR TRSURY
Institutional ownership of ISHARES 7-10 YEAR TRSURY (CUSIP 464287440) - who holds it, how concentrated it is, and what moved last quarter.
- $26.7M
- Reported value
- 6
- Institutions
- 100%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, ISHARES 7-10 YEAR TRSURY ranks #293 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 6 institutions report $26.7M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 6
- institutions hold it
- $26.7M
- reported 13F value
- 100%
- held by top 5
- #293
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, ISHARES 7-10 YEAR TRSURY ranks #293 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 464287440 · Q4 2025 $27M reported
VALUE-MID · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-MID #293/775
- HOLDERS-FOCUS 6 filers
- CONC-DOM 100% top-5
- PHOTO-FINISH SCHWAB US DIVIDEND
- ACTIVITY-MID 6 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: SCHWAB US DIVIDEND
Read with: Ownership concentration guide - ISHARES 7-10 YEAR TRSURY's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · ISHARES 7-10 YEAR TRSURY
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a ISHARES 7-10 YEAR TRSURY position has risen from 4 to 6 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | WLTH Capital Management, LLC | 165,862 | $16.1M | 60.5% |
| 2 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 56,782 | $5.5M | 20.5% |
| 3 | SSA SWISS ADVISORS AG | 39,403 | $3.8M | 14.2% |
| 4 | ARWA LLC | 11,173 | $1.1M | 4.0% |
| 5 | BDFS Capital LLC | 2,179 | $210K | 0.8% |
| 6 | Strategic Investment Solutions, Inc. /IL | 12 | $1K | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ISHARES 7-10 YEAR TRSURY's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (6)
Complete exits (5)
Frequently Asked Questions
How many institutions hold ISHARES 7-10 YEAR TRSURY?▼
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How concentrated is ownership of ISHARES 7-10 YEAR TRSURY?▼
Who is the largest institutional holder of ISHARES 7-10 YEAR TRSURY?▼
Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for ISHARES 7-10 YEAR TRSURY: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($26.7M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (6 here).
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.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.