Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / IBONDS 24 TRM HG
-
Number of holders
-
85
-
Total 13F shares, excl. options
-
7,048,231
-
Shares change
-
+1,083,461
-
Total reported value, excl. options
-
$163,093,422
-
Value change
-
+$25,170,635
-
Number of buys
-
58
-
Number of sells
-
-19
-
Price
-
$23.13
Significant Holders of ISHARES TR - IBONDS 24 TRM HG (IBHD) as of Q1 2023
91 filings reported holding IBHD - ISHARES TR - IBONDS 24 TRM HG as of Q1 2023.
ISHARES TR - IBONDS 24 TRM HG (IBHD) has 85 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,048,231 shares
.
Largest 10 shareholders include NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1,393,190 shares), Arrow Financial Corp (388,629 shares), Raymond James Financial Services Advisors, Inc. (381,587 shares), WELLS FARGO & COMPANY/MN (378,327 shares), MORGAN STANLEY (346,753 shares), BANK OF AMERICA CORP /DE/ (314,256 shares), HighTower Advisors, LLC (258,604 shares), TMD Wealth Management, LLC (253,430 shares), Royal Bank of Canada (250,535 shares), and LPL Financial LLC (210,619 shares).
This table shows the top 85 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.