Security key
46436E841
- Type / Class
- Equity / IBONDS 27 TRM TS
- Total 13F shares
- 8,281,585
- Share change
- +969,238
- Total reported value
- $183,468,410
- Price per share
- $22.15
- Number of holders
- 76
- Value change
- +$21,443,664
- Number of buys
- 53
- Number of sells
- 17
Report period
Q2 2023
Institutions
76
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 46436E841
Recent filing periods:
Top shareholders of IBTH - ISHARES TR - IBONDS 27 TRM TS (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of ISHARES TR - IBONDS 27 TRM TS (IBTH) as of Q2 2023
As of 30 Jun 2023,
ISHARES TR - IBONDS 27 TRM TS (IBTH) was held by
76 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,281,585 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, CONFLUENCE INVESTMENT MANAGEMENT LLC, Raymond James Financial Services Advisors, Inc., FinTrust Capital Advisors, LLC, Stratos Wealth Partners, LTD., BANK OF AMERICA CORP /DE/, NewEdge Advisors, LLC, UBS Group AG, Snowden Capital Advisors LLC, and Royal Harbor Partners, LLC.
This page lists
76
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
67
Q2 2023 holders
76
Holder diff
9
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.