Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / IBONDS 2027 TERM
-
Number of holders
-
46
-
Total 13F shares, excl. options
-
2,993,105
-
Shares change
-
+880,130
-
Total reported value, excl. options
-
$65,936,636
-
Value change
-
+$19,358,423
-
Number of buys
-
35
-
Number of sells
-
-12
-
Price
-
$22.03
Significant Holders of ISHARES TR - IBONDS 2027 TERM (IBHG) as of Q2 2024
53 filings reported holding IBHG - ISHARES TR - IBONDS 2027 TERM as of Q2 2024.
ISHARES TR - IBONDS 2027 TERM (IBHG) has 46 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,993,105 shares
.
Largest 10 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (427,910 shares), HighTower Advisors, LLC (331,608 shares), Commonwealth Financial Services, LLC (324,153 shares), LPL Financial LLC (259,468 shares), LBMC INVESTMENT ADVISORS, LLC (195,106 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (162,015 shares), BANK OF AMERICA CORP /DE/ (117,845 shares), MORGAN STANLEY (107,326 shares), Lido Advisors, LLC (78,254 shares), and JANE STREET GROUP, LLC (76,306 shares).
This table shows the top 46 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.