Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / CR 5 10 YR ETF
-
Total 13F shares
-
3,538,798
-
Share change
-
+394,716
-
Total reported value
-
$150,230,932
-
Price per share
-
$42.44
-
Number of holders
-
47
-
Value change
-
+$16,751,060
-
Number of buys
-
23
-
Number of sells
-
16
Institutional Holders of ISHARES TR - CR 5 10 YR ETF (IMTB) as of Q4 2024
As of 31 Dec 2024,
ISHARES TR - CR 5 10 YR ETF (IMTB) was held by
47 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,538,798 shares.
The largest 10 holders included
Mariner, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Destination Wealth Management, Octavia Wealth Advisors, LLC, BANK OF AMERICA CORP /DE/, Global Retirement Partners, LLC, PFG Advisors, TAP Consulting, LLC, MORGAN STANLEY, and LPL Financial LLC.
This page lists
47
institutional shareholders reporting positions in this security
for the Q4 2024 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.