Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / IBONDS 29 TRM TS
-
Total 13F shares
-
7,685,845
-
Share change
-
+2,105,021
-
Total reported value
-
$165,249,064
-
Price per share
-
$21.50
-
Number of holders
-
92
-
Value change
-
+$45,209,046
-
Number of buys
-
68
-
Number of sells
-
16
Institutional Holders of ISHARES TR - IBONDS 29 TRM TS (IBTJ) as of Q1 2024
As of 31 Mar 2024,
ISHARES TR - IBONDS 29 TRM TS (IBTJ) was held by
92 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,685,845 shares.
The largest 10 holders included
ATWOOD & PALMER INC, HENGEHOLD CAPITAL MANAGEMENT LLC, WELLS FARGO & COMPANY/MN, Journey Advisory Group, LLC, Waycross Investment Management Co, BANK OF AMERICA CORP /DE/, CONFLUENCE INVESTMENT MANAGEMENT LLC, UBS Group AG, FAGAN ASSOCIATES, INC., and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
92
institutional shareholders reporting positions in this security
for the Q1 2024 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.