Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / 3YRTB ETF
-
Total 13F shares
-
542,736
-
Share change
-
-20,077
-
Total reported value
-
$36,563,987
-
Price per share
-
$67.37
-
Number of holders
-
29
-
Value change
-
-$1,549,237
-
Number of buys
-
17
-
Number of sells
-
9
Institutional Holders of ISHARES TR - 3YRTB ETF (ISHG) as of Q4 2024
As of 31 Dec 2024,
ISHARES TR - 3YRTB ETF (ISHG) was held by
29 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
542,736 shares.
The largest 10 holders included
Checchi Capital Advisers, LLC, Plum Street Advisors, LLC, Bulltick Wealth Management, LLC, JANE STREET GROUP, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, McLean Asset Management Corp, Family Firm, Inc., GOLDMAN SACHS GROUP INC, and LPL Financial LLC.
This page lists
29
institutional shareholders reporting positions in this security
for the Q4 2024 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.