Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / INVESTMENT GRADE
-
Total 13F shares
-
8,249,047
-
Share change
-
+3,650,988
-
Total reported value
-
$373,213,826
-
Price per share
-
$45.24
-
Number of holders
-
82
-
Value change
-
+$165,333,177
-
Number of buys
-
60
-
Number of sells
-
20
Institutional Holders of ISHARES TR - INVESTMENT GRADE (IGEB) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - INVESTMENT GRADE (IGEB) was held by
82 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,249,047 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, CWM, LLC, Hennion & Walsh Asset Management, Inc., LPL Financial LLC, WALLER FINANCIAL PLANNING GROUP, INC, BANK OF AMERICA CORP /DE/, MML INVESTORS SERVICES, LLC, OneDigital Investment Advisors LLC, Ameliora Wealth Management Ltd., and UNITED CAPITAL FINANCIAL ADVISERS, LLC.
This page lists
83
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.