Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / IBONDS DEC25 ETF
-
Number of holders
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376
-
Total shares
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81M
-
Shares change
-
+2.74M
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Total reported value, excl. options
-
$2.03B
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Value change
-
+$69.2M
-
Number of buys
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227
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Number of sells
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-117
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Price
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$25.10
Significant Holders of ISHARES TR - IBONDS DEC25 ETF (IBDQ) as of Q3 2024
filings reported holding IBDQ - ISHARES TR - IBONDS DEC25 ETF as of Q3 2024.
ISHARES TR - IBONDS DEC25 ETF (IBDQ) has 376 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 81M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (6.49M shares), MORGAN STANLEY (3.68M shares), UBS Group AG (3.15M shares), HM PAYSON & CO (2.76M shares), MERCER GLOBAL ADVISORS INC /ADV (2.26M shares), ENVESTNET ASSET MANAGEMENT INC (2.17M shares), LPL Financial LLC (1.93M shares), AMERIPRISE FINANCIAL INC (1.65M shares), Sound View Wealth Advisors Group, LLC (1.6M shares), and Raymond James Financial Services Advisors, Inc. (1.52M shares).
This table shows the top 376 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.