ISHARES TR - IBDS DEC28 ETF (IBDT)

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / IBDS DEC28 ETF
Number of holders
178
Total 13F shares, excl. options
35,801,877
Shares change
+6,081,380
Total reported value, excl. options
$860,583,812
Value change
+$146,241,637
Number of buys
120
Number of sells
28
Price
$24.03

Institutional Holders of ISHARES TR - IBDS DEC28 ETF (IBDT) as of Q3 2023

As of 30 Sep 2023 ISHARES TR - IBDS DEC28 ETF (IBDT) had 178 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions held a total of 35,801,877 shares of stock of the company.
Largest 10 holders included BANK OF AMERICA CORP /DE/, Aptus Capital Advisors, LLC, CAPITAL ADVISORS INC/OK, MORGAN STANLEY, Capital Investment Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, Royal Bank of Canada, MERCER GLOBAL ADVISORS INC /ADV, Klingman & Associates, LLC, and UBS Group AG.
This table shows 178 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.