Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / IBONDS 29 TRM TS
-
Total 13F shares
-
2,479,475
-
Share change
-
+241,814
-
Total reported value
-
$53,631,283
-
Price per share
-
$21.63
-
Number of holders
-
37
-
Value change
-
+$5,196,422
-
Number of buys
-
29
-
Number of sells
-
9
Institutional Holders of ISHARES TR - IBONDS 29 TRM TS (IBTJ) as of Q2 2023
As of 30 Jun 2023,
ISHARES TR - IBONDS 29 TRM TS (IBTJ) was held by
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,479,475 shares.
The largest 10 holders included
HENGEHOLD CAPITAL MANAGEMENT LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, WELLS FARGO & COMPANY/MN, JANE STREET GROUP, LLC, Altus Wealth Group LLC, UBS Group AG, D.A. DAVIDSON & CO., STIFEL FINANCIAL CORP, Royal Bank of Canada, and Raymond James Financial Services Advisors, Inc..
This page lists
37
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.