Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / IBONDS DEC25 ETF
-
Number of holders
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336
-
Total shares
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73.3M
-
Shares change
-
+5.62M
-
Total reported value, excl. options
-
$1.81B
-
Value change
-
+$140M
-
Number of buys
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211
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Number of sells
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-81
-
Price
-
$24.76
Significant Holders of ISHARES TR - IBONDS DEC25 ETF (IBDQ) as of Q4 2023
334 filings reported holding IBDQ - ISHARES TR - IBONDS DEC25 ETF as of Q4 2023.
ISHARES TR - IBONDS DEC25 ETF (IBDQ) has 336 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 73.3M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (6.78M shares), MORGAN STANLEY (3.86M shares), Granite Bay Wealth Management, LLC (3.36M shares), UBS Group AG (2.96M shares), NewEdge Advisors, LLC (2.47M shares), HM PAYSON & CO (2.12M shares), LPL Financial LLC (1.81M shares), MERCER GLOBAL ADVISORS INC /ADV (1.66M shares), CAPITAL ADVISORS INC/OK (1.66M shares), and ENVESTNET ASSET MANAGEMENT INC (1.64M shares).
This table shows the top 336 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.