Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / IBONDS DEC25 ETF
-
Total 13F shares
-
77,822,560
-
Share change
-
+6,069,916
-
Total reported value
-
$1,925,611,005
-
Price per share
-
$24.76
-
Number of holders
-
344
-
Value change
-
+$151,560,394
-
Number of buys
-
215
-
Number of sells
-
84
Institutional Holders of ISHARES TR - IBONDS DEC25 ETF (IBDQ) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - IBONDS DEC25 ETF (IBDQ) was held by
344 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
77,822,560 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, MORGAN STANLEY, Granite Bay Wealth Management, LLC, UBS Group AG, NewEdge Advisors, LLC, HM PAYSON & CO, LPL Financial LLC, MERCER GLOBAL ADVISORS INC /ADV, CAPITAL ADVISORS INC/OK, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
344
institutional shareholders reporting positions in this security
for the Q4 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.