Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / IBONDS 29 TRM TS
-
Total 13F shares
-
2,232,873
-
Share change
-
+487,292
-
Total reported value
-
$49,501,496
-
Price per share
-
$22.17
-
Number of holders
-
36
-
Value change
-
+$10,816,736
-
Number of buys
-
28
-
Number of sells
-
4
Institutional Holders of ISHARES TR - IBONDS 29 TRM TS (IBTJ) as of Q1 2023
As of 31 Mar 2023,
ISHARES TR - IBONDS 29 TRM TS (IBTJ) was held by
36 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,232,873 shares.
The largest 10 holders included
HENGEHOLD CAPITAL MANAGEMENT LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, WELLS FARGO & COMPANY/MN, Altus Wealth Group LLC, UBS Group AG, FLOW TRADERS U.S. LLC, D.A. DAVIDSON & CO., STIFEL FINANCIAL CORP, Raymond James Financial Services Advisors, Inc., and Royal Bank of Canada.
This page lists
36
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.