Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / IBONDS DEC 26
-
Total 13F shares
-
10,336,211
-
Share change
-
-130,593
-
Total reported value
-
$256,429,865
-
Price per share
-
$24.81
-
Number of holders
-
117
-
Value change
-
-$3,367,142
-
Number of buys
-
62
-
Number of sells
-
37
Institutional Holders of ISHARES TR - IBONDS DEC 26 (IBMO) as of Q3 2023
As of 30 Sep 2023,
ISHARES TR - IBONDS DEC 26 (IBMO) was held by
117 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,336,211 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, MERCER GLOBAL ADVISORS INC /ADV, ENVESTNET ASSET MANAGEMENT INC, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC, US BANCORP \DE\, Corient Private Wealth LLC, NewEdge Advisors, LLC, UBS Group AG, and LPL Financial LLC.
This page lists
119
institutional shareholders reporting positions in this security
for the Q3 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.