Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
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Equity / IBONDS DEC 29
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Number of holders
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156
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Total 13F shares, excl. options
-
32,721,366
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Shares change
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+7,264,005
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Total reported value, excl. options
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$754,788,984
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Value change
-
+$167,882,056
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Number of buys
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119
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Number of sells
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23
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Price
-
$23.07
Institutional Holders of ISHARES TR - IBONDS DEC 29 (IBDU) as of Q4 2023
As of 31 Dec 2023 ISHARES TR - IBONDS DEC 29 (IBDU) had 156 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 32,721,366 shares of stock of the company.
Largest 10 holders included CAPITAL ADVISORS INC/OK, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, Capital Investment Advisors, LLC, Aptus Capital Advisors, LLC, ROYAL BANK OF CANADA, Klingman & Associates, LLC, SIGMA INVESTMENT COUNSELORS INC, HighTower Advisors, LLC, and SUMMITRY LLC.
This table shows 156 institutional shareholders of the security as of 31 Dec 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.