Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / IBOND DEC 2030
-
Total 13F shares
-
5,314,654
-
Share change
-
+2,562,121
-
Total reported value
-
$100,441,362
-
Price per share
-
$18.90
-
Number of holders
-
39
-
Value change
-
+$48,342,077
-
Number of buys
-
27
-
Number of sells
-
11
Institutional Holders of ISHARES TR - IBOND DEC 2030 (IBTK) as of Q3 2023
As of 30 Sep 2023,
ISHARES TR - IBOND DEC 2030 (IBTK) was held by
39 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,314,654 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, CONFLUENCE INVESTMENT MANAGEMENT LLC, ATWOOD & PALMER INC, Krilogy Financial LLC, Seneca House Advisors, BANK OF AMERICA CORP /DE/, Cetera Advisors LLC, UBS Group AG, COUNTRY CLUB BANK /GFN, and LPL Financial LLC.
This page lists
39
institutional shareholders reporting positions in this security
for the Q3 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.