Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / IBONDS DEC2026
-
Total 13F shares
-
1,372,558
-
Share change
-
+28,416
-
Total reported value
-
$32,804,089
-
Price per share
-
$23.90
-
Number of holders
-
8
-
Value change
-
+$679,142
-
Number of buys
-
5
-
Number of sells
-
2
Institutional Holders of ISHARES TR - IBONDS DEC2026 (IBDR) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - IBONDS DEC2026 (IBDR) was held by
8 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,372,558 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, SHUFRO ROSE & CO LLC, MORGAN STANLEY, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, UBS Group AG, LPL Financial LLC, CAPITAL ADVISORS INC/OK, NewEdge Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, and MERCER GLOBAL ADVISORS INC /ADV.
This page lists
317
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.