Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / IBONDS DEC 27
-
Total 13F shares
-
10,388,837
-
Share change
-
+542,980
-
Total reported value
-
$254,312,909
-
Price per share
-
$24.48
-
Number of holders
-
103
-
Value change
-
+$13,129,496
-
Number of buys
-
55
-
Number of sells
-
33
Institutional Holders of ISHARES TR - IBONDS DEC 27 (IBMP) as of Q3 2023
As of 30 Sep 2023 ISHARES TR - IBONDS DEC 27 (IBMP) had 103 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 10,388,837 shares of stock of the company.
Largest 10 holders included MERCER GLOBAL ADVISORS INC /ADV, ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/, US BANCORP \DE\, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC, HighTower Advisors, LLC, WELLS FARGO & COMPANY/MN, Heartwood Wealth Advisors LLC, Corient Private Wealth LLC, and HENGEHOLD CAPITAL MANAGEMENT LLC.
This table shows 103 institutional shareholders of the security as of 30 Sep 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.