Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / IBONDS DEC 2032
-
Total 13F shares
-
6,252,450
-
Share change
-
+1,692,724
-
Total reported value
-
$144,497,652
-
Price per share
-
$23.11
-
Number of holders
-
49
-
Value change
-
+$39,196,906
-
Number of buys
-
40
-
Number of sells
-
8
Institutional Holders of ISHARES TR - IBONDS DEC 2032 (IBTM) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - IBONDS DEC 2032 (IBTM) was held by
49 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,252,450 shares.
The largest 10 holders included
Krilogy Financial LLC, UBS Group AG, CONFLUENCE INVESTMENT MANAGEMENT LLC, RAYMOND JAMES & ASSOCIATES, TRUIST FINANCIAL CORP, Hartford Financial Management Inc., MORGAN STANLEY, Stratos Wealth Advisors, LLC, PARK AVENUE SECURITIES LLC, and JAMES INVESTMENT RESEARCH INC.
This page lists
49
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.