Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / 3YRTB ETF
-
Total 13F shares
-
669,002
-
Share change
-
-57,163
-
Total reported value
-
$48,132,885
-
Price per share
-
$72.07
-
Number of holders
-
27
-
Value change
-
-$4,093,988
-
Number of buys
-
11
-
Number of sells
-
13
Institutional Holders of ISHARES TR - 3YRTB ETF (ISHG) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - 3YRTB ETF (ISHG) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
669,002 shares.
The largest 10 holders included
Checchi Capital Advisers, LLC, Miracle Mile Advisors, LLC, JANE STREET GROUP, LLC, Plum Street Advisors, LLC, ADE, LLC, AE Wealth Management LLC, Bulltick Wealth Management, LLC, McLean Asset Management Corp, BANK OF AMERICA CORP /DE/, and Family Firm, Inc..
This page lists
28
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.