- Type / Class
- Equity / IBONDS DEC 27
- Total 13F shares
- 13,317,588
- Share change
- +2,821,604
- Total reported value
- $338,425,669
- Price per share
- $25.42
- Number of holders
- 113
- Value change
- +$72,326,333
- Number of buys
- 75
- Number of sells
- 35
Quarterly Holders Quick Answers
What is CUSIP 46435U283?
CUSIP 46435U283 identifies IBMP - ISHARES TR - IBONDS DEC 27 in SEC institutional holdings data.
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- Back to full security ownership history for the broader multi-quarter picture.
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- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 46435U283:
Top shareholders of IBMP - ISHARES TR - IBONDS DEC 27 (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of ISHARES TR - IBONDS DEC 27 (IBMP) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - IBONDS DEC 27 (IBMP) was held by
113 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
13,317,588 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, MERCER GLOBAL ADVISORS INC /ADV, ENVESTNET ASSET MANAGEMENT INC, US BANCORP \DE\, HighTower Advisors, LLC, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC, WELLS FARGO & COMPANY/MN, Heartwood Wealth Advisors LLC, Kathmere Capital Management, LLC, and MORGAN STANLEY.
This page lists
113
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
103
Q4 2023 holders
113
Holder diff
10
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 Value $ | Q4 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.