Q1 2024 13F Holders as of 3/31/2024
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Type / Class
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Equity / IBONDS OCT 2027
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Number of holders
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7
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Total 13F shares, excl. options
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250K
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Shares change
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+143K
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Total reported value, excl. options
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$6.39M
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Value change
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+$3.65M
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Number of buys
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5
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Number of sells
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-4
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Price
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$25.57
Significant Holders of ISHARES TR - IBONDS OCT 2027 (IBID) as of Q1 2024
9 filings reported holding IBID - ISHARES TR - IBONDS OCT 2027 as of Q1 2024.
ISHARES TR - IBONDS OCT 2027 (IBID) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 250K shares
.
Largest 9 shareholders include Quantum Financial Advisors, LLC (153K shares), CITADEL ADVISORS LLC (32.6K shares), JANE STREET GROUP, LLC (31.1K shares), ARK & TLK INVESTMENTS, LLC (17.3K shares), BlackRock Inc. (10K shares), Bradley & Co. Private Wealth Management, LLC (3.93K shares), BARRETT & COMPANY, INC. (1.75K shares), BlackDiamond Wealth Management, LLC (0 shares), and UBS Group AG (0 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
* 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.