Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / 20+ YEAR TR BD
-
Total 13F shares
-
6,096,118
-
Share change
-
+2,679,681
-
Total reported value
-
$167,414,107
-
Price per share
-
$27.47
-
Number of holders
-
66
-
Value change
-
+$73,269,244
-
Number of buys
-
53
-
Number of sells
-
15
Institutional Holders of ISHARES TR - 20+ YEAR TR BD (TLTW) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - 20+ YEAR TR BD (TLTW) was held by
66 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,096,118 shares.
The largest 10 holders included
TRAPHAGEN INVESTMENT ADVISORS LLC, MML INVESTORS SERVICES, LLC, WealthShield Partners, LLC, JANE STREET GROUP, LLC, FRANKLIN RESOURCES INC, Tortoise Investment Management, LLC, Tortoise Investment Management, LLC, Fortress Wealth Group, LLC, LPL Financial LLC, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
67
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.