Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / IBONDS DEC 27
-
Total 13F shares
-
9,486,772
-
Share change
-
+1,123,757
-
Total reported value
-
$241,518,403
-
Price per share
-
$25.46
-
Number of holders
-
91
-
Value change
-
+$28,618,386
-
Number of buys
-
59
-
Number of sells
-
16
Institutional Holders of ISHARES TR - IBONDS DEC 27 (IBMP) as of Q1 2023
As of 31 Mar 2023,
ISHARES TR - IBONDS DEC 27 (IBMP) was held by
91 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,486,772 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV, HighTower Advisors, LLC, US BANCORP \DE\, Heartwood Wealth Advisors LLC, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, HENGEHOLD CAPITAL MANAGEMENT LLC, and CI Private Wealth, LLC.
This page lists
91
institutional shareholders reporting positions in this security
for the Q1 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.