Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / CR 5 10 YR ETF
-
Number of holders
-
41
-
Total 13F shares, excl. options
-
3,200,990
-
Shares change
-
+611,663
-
Total reported value, excl. options
-
$136,381,827
-
Value change
-
+$26,031,939
-
Number of buys
-
22
-
Number of sells
-
-12
-
Price
-
$42.60
Significant Holders of ISHARES TR - CR 5 10 YR ETF (IMTB) as of Q2 2024
46 filings reported holding IMTB - ISHARES TR - CR 5 10 YR ETF as of Q2 2024.
ISHARES TR - CR 5 10 YR ETF (IMTB) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,200,990 shares
.
Largest 10 shareholders include Mariner, LLC (1,131,572 shares), FinTrust Capital Advisors, LLC (502,655 shares), Destination Wealth Management (414,024 shares), Royal Bank of Canada (339,386 shares), PFG Advisors (135,630 shares), TAP Consulting, LLC (114,088 shares), BANK OF AMERICA CORP /DE/ (85,622 shares), MORGAN STANLEY (81,994 shares), LPL Financial LLC (68,175 shares), and UBS Group AG (51,891 shares).
This table shows the top 41 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.