Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / IBOND DEC 2030
-
Total 13F shares
-
3,548,337
-
Share change
-
+19,316
-
Total reported value
-
$69,713,970
-
Price per share
-
$19.65
-
Number of holders
-
32
-
Value change
-
+$173,987
-
Number of buys
-
26
-
Number of sells
-
10
Institutional Holders of ISHARES TR - IBOND DEC 2030 (IBTK) as of Q2 2023
As of 30 Jun 2023,
ISHARES TR - IBOND DEC 2030 (IBTK) was held by
32 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,548,337 shares.
The largest 10 holders included
CONFLUENCE INVESTMENT MANAGEMENT LLC, NOTTINGHAM ADVISORS, INC., WELLS FARGO & COMPANY/MN, Krilogy Financial LLC, COUNTRY CLUB BANK /GFN, Seneca House Advisors, BANK OF AMERICA CORP /DE/, Cetera Advisors LLC, UBS Group AG, and LPL Financial LLC.
This page lists
32
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.