Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / IBONDS DEC 29
-
Total 13F shares
-
21,467,275
-
Share change
-
+3,902,899
-
Total reported value
-
$481,957,316
-
Price per share
-
$22.45
-
Number of holders
-
97
-
Value change
-
+$87,592,794
-
Number of buys
-
72
-
Number of sells
-
16
Institutional Holders of ISHARES TR - IBONDS DEC 29 (IBDU) as of Q2 2023
As of 30 Jun 2023,
ISHARES TR - IBONDS DEC 29 (IBDU) was held by
97 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
21,467,275 shares.
The largest 10 holders included
CAPITAL ADVISORS INC/OK, Aptus Capital Advisors, LLC, Capital Investment Advisors, LLC, Klingman & Associates, LLC, MORGAN STANLEY, SUMMITRY LLC, BANK OF AMERICA CORP /DE/, SIGMA INVESTMENT COUNSELORS INC, Raymond James Financial Services Advisors, Inc., and Gateway Advisory, LLC.
This page lists
99
institutional shareholders reporting positions in this security
for the Q2 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.