Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / IBONDS DEC 27
-
Total 13F shares
-
9,814,997
-
Share change
-
+336,273
-
Total reported value
-
$246,016,556
-
Price per share
-
$25.06
-
Number of holders
-
99
-
Value change
-
+$8,419,130
-
Number of buys
-
54
-
Number of sells
-
27
Institutional Holders of ISHARES TR - IBONDS DEC 27 (IBMP) as of Q2 2023
As of 30 Jun 2023 ISHARES TR - IBONDS DEC 27 (IBMP) had 99 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 9,814,997 shares of stock of the company.
Largest 10 holders included ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV, HighTower Advisors, LLC, US BANCORP \DE\, Heartwood Wealth Advisors LLC, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, Corient Private Wealth LLC, and HENGEHOLD CAPITAL MANAGEMENT LLC.
This table shows 99 institutional shareholders of the security as of 30 Jun 2023.
| 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.