Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / IBONDS 2026 TERM
-
Number of holders
-
25
-
Total 13F shares, excl. options
-
1,495,574
-
Shares change
-
+724,636
-
Total reported value, excl. options
-
$33,482,435
-
Value change
-
+$16,392,447
-
Number of buys
-
19
-
Number of sells
-
-6
-
Price
-
$22.36
Significant Holders of ISHARES TR - IBONDS 2026 TERM (IBHF) as of Q4 2022
29 filings reported holding IBHF - ISHARES TR - IBONDS 2026 TERM as of Q4 2022.
ISHARES TR - IBONDS 2026 TERM (IBHF) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,495,574 shares
.
Largest 10 shareholders include ADVISOR GROUP HOLDINGS, INC. (296,983 shares), Robertson Stephens Wealth Management, LLC (236,101 shares), HighTower Advisors, LLC (229,790 shares), BANK OF AMERICA CORP /DE/ (186,629 shares), WELLS FARGO & COMPANY/MN (152,827 shares), LPL Financial LLC (83,904 shares), MORGAN STANLEY (71,383 shares), Royal Bank of Canada (44,500 shares), Summit Wealth Partners, LLC (37,538 shares), and THOROUGHBRED FINANCIAL SERVICES, LLC (28,818 shares).
This table shows the top 25 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.