Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / IBONDS 29 TRM TS
-
Total 13F shares
-
1,692,182
-
Share change
-
+536,942
-
Total reported value
-
$36,533,498
-
Price per share
-
$21.59
-
Number of holders
-
27
-
Value change
-
+$11,611,733
-
Number of buys
-
17
-
Number of sells
-
9
Institutional Holders of ISHARES TR - IBONDS 29 TRM TS (IBTJ) as of Q4 2022
As of 31 Dec 2022,
ISHARES TR - IBONDS 29 TRM TS (IBTJ) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,692,182 shares.
The largest 10 holders included
HENGEHOLD CAPITAL MANAGEMENT LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, WELLS FARGO & COMPANY/MN, D.A. DAVIDSON & CO., Parcion Private Wealth LLC, STIFEL FINANCIAL CORP, Raymond James Financial Services Advisors, Inc., JANE STREET GROUP, LLC, Equitable Holdings, Inc., and CITADEL ADVISORS LLC.
This page lists
27
institutional shareholders reporting positions in this security
for the Q4 2022 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.