Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / IBONDS DEC 29
-
Total 13F shares
-
12,095,943
-
Share change
-
-1,350,465
-
Total reported value
-
$268,458,394
-
Price per share
-
$22.17
-
Number of holders
-
67
-
Value change
-
-$28,476,698
-
Number of buys
-
39
-
Number of sells
-
28
Institutional Holders of ISHARES TR - IBONDS DEC 29 (IBDU) as of Q4 2022
As of 31 Dec 2022,
ISHARES TR - IBONDS DEC 29 (IBDU) was held by
67 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,095,943 shares.
The largest 10 holders included
Aptus Capital Advisors, LLC, Klingman & Associates, LLC, Capital Investment Advisors, LLC, Raymond James Financial Services Advisors, Inc., BANK OF AMERICA CORP /DE/, SIGMA INVESTMENT COUNSELORS INC, MORGAN STANLEY, MB, LEVIS & ASSOCIATES, LLC, Sound View Wealth Advisors Group, LLC, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
69
institutional shareholders reporting positions in this security
for the Q4 2022 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.