Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / IBONDS DEC2026
-
Number of holders
-
230
-
Total 13F shares, excl. options
-
56,420,583
-
Shares change
-
+6,015,573
-
Total reported value, excl. options
-
$1,324,947,943
-
Value change
-
+$141,212,900
-
Number of buys
-
145
-
Number of sells
-
-71
-
Price
-
$23.47
Significant Holders of ISHARES TR - IBONDS DEC2026 (IBDR) as of Q2 2023
253 filings reported holding IBDR - ISHARES TR - IBONDS DEC2026 as of Q2 2023.
ISHARES TR - IBONDS DEC2026 (IBDR) has 230 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 56,420,583 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (5,735,422 shares), SHUFRO ROSE & CO LLC (3,000,113 shares), Houlihan Financial Resource Group, Ltd. (2,585,644 shares), MORGAN STANLEY (2,169,998 shares), AMERIPRISE FINANCIAL INC (1,799,954 shares), Royal Bank of Canada (1,672,948 shares), CAPITAL ADVISORS INC/OK (1,410,965 shares), HighTower Advisors, LLC (1,383,967 shares), UBS Group AG (1,372,223 shares), and MERCER GLOBAL ADVISORS INC /ADV (1,314,432 shares).
This table shows the top 230 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.