Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / IBONDS 29 TRM TS
-
Total 13F shares
-
5,580,824
-
Share change
-
+1,970,058
-
Total reported value
-
$121,546,836
-
Price per share
-
$21.78
-
Number of holders
-
73
-
Value change
-
+$42,905,417
-
Number of buys
-
57
-
Number of sells
-
10
Institutional Holders of ISHARES TR - IBONDS 29 TRM TS (IBTJ) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - IBONDS 29 TRM TS (IBTJ) was held by
73 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,580,824 shares.
The largest 10 holders included
ATWOOD & PALMER INC, HENGEHOLD CAPITAL MANAGEMENT LLC, WELLS FARGO & COMPANY/MN, Waycross Investment Management Co, BANK OF AMERICA CORP /DE/, CONFLUENCE INVESTMENT MANAGEMENT LLC, UBS Group AG, 1858 WEALTH MANAGEMENT, LLC, D.A. DAVIDSON & CO., and Altus Wealth Group LLC.
This page lists
73
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.