Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / IBONDS DEC 28
-
Total 13F shares
-
10,162,357
-
Share change
-
+2,694,504
-
Total reported value
-
$260,054,425
-
Price per share
-
$25.59
-
Number of holders
-
101
-
Value change
-
+$69,446,143
-
Number of buys
-
65
-
Number of sells
-
27
Institutional Holders of ISHARES TR - IBONDS DEC 28 (IBMQ) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - IBONDS DEC 28 (IBMQ) was held by
101 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,162,357 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, ENVESTNET ASSET MANAGEMENT INC, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC, WELLS FARGO & COMPANY/MN, MERCER GLOBAL ADVISORS INC /ADV, Kathmere Capital Management, LLC, US BANCORP \DE\, HENGEHOLD CAPITAL MANAGEMENT LLC, HighTower Advisors, LLC, and Raymond James Financial Services Advisors, Inc..
This page lists
101
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 |
* 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.