Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / IBONDS 2027 TERM
-
Total 13F shares
-
9,093
-
Share change
-
+9,093
-
Total reported value
-
$201,956
-
Price per share
-
$22.21
-
Number of holders
-
1
-
Value change
-
+$201,956
-
Number of buys
-
1
Institutional Holders of ISHARES TR - IBONDS 2027 TERM (IBHG) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - IBONDS 2027 TERM (IBHG) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
9,093 shares.
The largest 10 holders included
COMMONWEALTH EQUITY SERVICES, LLC, Commonwealth Financial Services, LLC, BANK OF AMERICA CORP /DE/, NewEdge Advisors, LLC, FLOW TRADERS U.S. LLC, Robertson Stephens Wealth Management, LLC, Straight Path Wealth Management, IFP Advisors, Inc, THOROUGHBRED FINANCIAL SERVICES, LLC, and MORGAN STANLEY.
This page lists
32
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.