Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / IBONDS DEC 2029
-
Number of holders
-
84
-
Total 13F shares, excl. options
-
6,128,631
-
Shares change
-
+2,018,747
-
Total reported value, excl. options
-
$152,985,799
-
Value change
-
+$50,243,437
-
Number of buys
-
59
-
Number of sells
-
-11
-
Price
-
$24.98
Significant Holders of ISHARES TR - IBONDS DEC 2029 (IBMR) as of Q4 2024
88 filings reported holding IBMR - ISHARES TR - IBONDS DEC 2029 as of Q4 2024.
ISHARES TR - IBONDS DEC 2029 (IBMR) has 84 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,128,631 shares
.
Largest 10 shareholders include Clearstead Advisors, LLC (862,163 shares), ENVESTNET ASSET MANAGEMENT INC (728,792 shares), MERCER GLOBAL ADVISORS INC /ADV (659,681 shares), HighTower Advisors, LLC (652,909 shares), UBS Group AG (255,202 shares), BANK OF AMERICA CORP /DE/ (184,250 shares), RAYMOND JAMES FINANCIAL INC (175,726 shares), WELLS FARGO & COMPANY/MN (164,187 shares), Kathmere Capital Management, LLC (156,982 shares), and Praetorian Wealth Management, Inc. (153,688 shares).
This table shows the top 84 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.