Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / IBONDS DEC 2029
-
Total 13F shares
-
12,886
-
Share change
-
-1
-
Total reported value
-
$329,882
-
Price per share
-
$25.60
-
Number of holders
-
1
-
Value change
-
-$26
-
Number of sells
-
1
Institutional Holders of ISHARES TR - IBONDS DEC 2029 (IBMR) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - IBONDS DEC 2029 (IBMR) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
12,886 shares.
The largest 10 holders included
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC, HighTower Advisors, LLC, Crumly & Associates Inc., Gateway Advisory, LLC, Cypress Point Wealth Management, LLC, Raymond James Financial Services Advisors, Inc., Sound View Wealth Advisors Group, LLC, Praetorian Wealth Management, Inc., RAYMOND JAMES & ASSOCIATES, and Klingman & Associates, LLC.
This page lists
37
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.