Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / IBONDS DEC 2033
-
Total 13F shares
-
18,056,480
-
Share change
-
+2,354,042
-
Total reported value
-
$476,446,469
-
Price per share
-
$26.40
-
Number of holders
-
95
-
Value change
-
+$62,127,311
-
Number of buys
-
70
-
Number of sells
-
16
Institutional Holders of ISHARES TR - IBONDS DEC 2033 (IBDY) as of Q3 2024
As of 30 Sep 2024,
ISHARES TR - IBONDS DEC 2033 (IBDY) was held by
95 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
18,056,480 shares.
The largest 10 holders included
FIRST INTERSTATE BANK, Capital Investment Advisors, LLC, Gateway Advisory, LLC, Aptus Capital Advisors, LLC, SUMMITRY LLC, MORGAN STANLEY, Envision Financial Planning, LLC, US BANCORP \DE\, MV CAPITAL MANAGEMENT, INC., and BANK OF AMERICA CORP /DE/.
This page lists
96
institutional shareholders reporting positions in this security
for the Q3 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.