Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / IBONDS OCT 2028
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
319K
-
Shares change
-
+99.8K
-
Total reported value, excl. options
-
$8.11M
-
Value change
-
+$2.54M
-
Number of buys
-
7
-
Number of sells
-
-2
-
Price
-
$25.41
Significant Holders of ISHARES TR - IBONDS OCT 2028 (IBIE) as of Q4 2024
11 filings reported holding IBIE - ISHARES TR - IBONDS OCT 2028 as of Q4 2024.
ISHARES TR - IBONDS OCT 2028 (IBIE) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 319K shares
.
Largest 10 shareholders include Quantum Financial Advisors, LLC (179K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (28.3K shares), CITADEL ADVISORS LLC (22.9K shares), ARK & TLK INVESTMENTS, LLC (17.7K shares), BlackRock, Inc. (15.6K shares), JANE STREET GROUP, LLC (15.5K shares), Bradley & Co. Private Wealth Management, LLC (13.8K shares), JIM SAULNIER & ASSOCIATES, LLC (12.8K shares), CENTRAL TRUST Co (11.5K shares), and BARRETT & COMPANY, INC. (1.75K shares).
This table shows the top 10 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.