Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / IBDS DEC28 ETF
-
Total 13F shares
-
29,598,261
-
Share change
-
+4,357,474
-
Total reported value
-
$725,198,914
-
Price per share
-
$24.50
-
Number of holders
-
154
-
Value change
-
+$106,760,404
-
Number of buys
-
98
-
Number of sells
-
36
Institutional Holders of ISHARES TR - IBDS DEC28 ETF (IBDT) as of Q2 2023
As of 30 Jun 2023,
ISHARES TR - IBDS DEC28 ETF (IBDT) was held by
154 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
29,598,261 shares.
The largest 10 holders included
Aptus Capital Advisors, LLC, BANK OF AMERICA CORP /DE/, CAPITAL ADVISORS INC/OK, Capital Investment Advisors, LLC, MORGAN STANLEY, ENVESTNET ASSET MANAGEMENT INC, Royal Bank of Canada, Klingman & Associates, LLC, MERCER GLOBAL ADVISORS INC /ADV, and Advisors Capital Management, LLC.
This page lists
154
institutional shareholders reporting positions in this security
for the Q2 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.