Q1 2024 13F Holders as of 3/31/2024
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Type / Class
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Equity / IBONDS DEC25 ETF
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Number of holders
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359
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Total shares
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76.7M
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Shares change
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-48.3K
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Total reported value, excl. options
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$1.9B
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Value change
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-$1.08M
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Number of buys
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227
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Number of sells
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-99
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Price
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$24.81
Significant Holders of ISHARES TR - IBONDS DEC25 ETF (IBDQ) as of Q1 2024
1 filings reported holding IBDQ - ISHARES TR - IBONDS DEC25 ETF as of Q1 2024.
ISHARES TR - IBONDS DEC25 ETF (IBDQ) has 359 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 76.7M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (7.27M shares), MORGAN STANLEY (3.27M shares), UBS Group AG (2.86M shares), HM PAYSON & CO (2.51M shares), MERCER GLOBAL ADVISORS INC /ADV (2.39M shares), ENVESTNET ASSET MANAGEMENT INC (1.98M shares), CAPITAL ADVISORS INC/OK (1.8M shares), AMERIPRISE FINANCIAL INC (1.71M shares), LPL Financial LLC (1.67M shares), and WELLS FARGO & COMPANY/MN (1.56M shares).
This table shows the top 359 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.