Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / IBONDS DEC 2033
-
Total 13F shares
-
5,374,324
-
Share change
-
+1,043,776
-
Total reported value
-
$130,483,765
-
Price per share
-
$24.29
-
Number of holders
-
41
-
Value change
-
+$24,892,245
-
Number of buys
-
31
-
Number of sells
-
9
Institutional Holders of ISHARES TR - IBONDS DEC 2033 (IBTO) as of Q1 2024
As of 31 Mar 2024,
ISHARES TR - IBONDS DEC 2033 (IBTO) was held by
41 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,374,324 shares.
The largest 10 holders included
Federation des caisses Desjardins du Quebec, Atlantic Union Bankshares Corp, Krilogy Financial LLC, UBS Group AG, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, Cetera Investment Advisers, Avantax Planning Partners, Inc., GOLDMAN SACHS GROUP INC, and RAYMOND JAMES & ASSOCIATES.
This page lists
41
institutional shareholders reporting positions in this security
for the Q1 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.