Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
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Equity / IBONDS OCT 2028
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Number of holders
-
7
-
Total 13F shares, excl. options
-
221K
-
Shares change
-
+176K
-
Total reported value, excl. options
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$5.66M
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Value change
-
+$4.5M
-
Number of buys
-
7
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Number of sells
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-1
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Price
-
$25.57
Significant Holders of ISHARES TR - IBONDS OCT 2028 (IBIE) as of Q1 2024
8 filings reported holding IBIE - ISHARES TR - IBONDS OCT 2028 as of Q1 2024.
ISHARES TR - IBONDS OCT 2028 (IBIE) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 221K shares
.
Largest 8 shareholders include Quantum Financial Advisors, LLC (146K shares), JANE STREET GROUP, LLC (26.8K shares), CITADEL ADVISORS LLC (21K shares), ARK & TLK INVESTMENTS, LLC (17.7K shares), Bradley & Co. Private Wealth Management, LLC (7.65K shares), BARRETT & COMPANY, INC. (1.75K shares), UBS Group AG (43 shares), and FLOW TRADERS U.S. LLC (0 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.