Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / IBONDS 28 TRM TS
-
Total 13F shares
-
3,017,390
-
Share change
-
+1,403,005
-
Total reported value
-
$67,851,615
-
Price per share
-
$22.49
-
Number of holders
-
37
-
Value change
-
+$31,566,703
-
Number of buys
-
28
-
Number of sells
-
5
Institutional Holders of ISHARES TR - IBONDS 28 TRM TS (IBTI) as of Q1 2023
As of 31 Mar 2023 ISHARES TR - IBONDS 28 TRM TS (IBTI) had 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,017,390 shares of stock of the company.
Largest 10 holders included WELLS FARGO & COMPANY/MN, CONFLUENCE INVESTMENT MANAGEMENT LLC, Stratos Wealth Partners, LTD., NOTTINGHAM ADVISORS, INC., Raymond James Financial Services Advisors, Inc., PARK AVENUE SECURITIES LLC, MB, LEVIS & ASSOCIATES, LLC, Thrivent Financial for Lutherans, UBS Group AG, and BANK OF AMERICA CORP /DE/.
This table shows 38 institutional shareholders of the security as of 31 Mar 2023.
| 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.