Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / IBONDS DEC 2031
-
Total 13F shares
-
26,391,524
-
Share change
-
+6,205,474
-
Total reported value
-
$547,956,075
-
Price per share
-
$20.77
-
Number of holders
-
112
-
Value change
-
+$129,299,418
-
Number of buys
-
90
-
Number of sells
-
18
Institutional Holders of ISHARES TR - IBONDS DEC 2031 (IBDW) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - IBONDS DEC 2031 (IBDW) was held by
112 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
26,391,524 shares.
The largest 10 holders included
Raymond James Financial Services Advisors, Inc., BANK OF AMERICA CORP /DE/, MORGAN STANLEY, Gateway Advisory, LLC, Aptus Capital Advisors, LLC, Capital Investment Advisors, LLC, Venture Visionary Partners LLC, NewEdge Advisors, LLC, SUMMITRY LLC, and Lido Advisors, LLC.
This page lists
112
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.