ISHARES TR
IBNDS MAR23 ETF · CUSIP 46432FAN7
22
institutional holders
+0 vs Q3 2022
835.3k
shares reported held*
$20.3mreported value*
1 new
5 added
8 reduced
1 sold out
net bought ≈ $3.3m (+134.6k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $24.26.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 22 |
| Q4 2022 | 22 |
Biggest buyers
| Raymond James Financial Services Advisors, Inc. | Added | +164.8k |
| AMERIPRISE FINANCIAL INC | New | +61.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +16.6k |
| UBS Group AG | Added | +2.6k |
| LPL Financial LLC | Added | +1.1k |
| BANK OF AMERICA CORP /DE/ | Added | +863 |
Biggest sellers
| JANE STREET GROUP, LLC | Reduced | -52.2k |
| Klaas Financial Asset Advisors, LLC | Reduced | -35.0k |
| Wealthspire Advisors, LLC | Sold out | -9.8k |
| Redwood Financial Network Corp | Reduced | -6.5k |
| OSAIC HOLDINGS, INC. | Reduced | -6.1k |
| CITADEL ADVISORS LLC | Reduced | -1.8k |
| MORGAN STANLEY | Reduced | -1.1k |
| US BANCORP \DE\ | Reduced | -500 |
| Cetera Advisor Networks LLC | Reduced | -370 |
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 263.5k $6.4m | Added +164.8k |
| BlackRock Inc. 0.00% of their portfolio | 129.0k $3.1m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 95.5k $2.3m | Added +2.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 61.8k $1.5m | New |
| MORGAN STANLEY 0.00% of their portfolio | 49.9k $1.2m | Reduced -1.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 45.4k $1.1m | Reduced -52.2k |
| Klaas Financial Asset Advisors, LLC 0.22% of their portfolio | 35.8k $869.5k | Reduced -35.0k |
| Cetera Advisor Networks LLC 0.01% of their portfolio | 34.5k $836.9k | Reduced -370 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 28.5k $691.7k | Added +16.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 19.9k $481.7k | Reduced -1.8k |
| LPL Financial LLC 0.00% of their portfolio | 17.4k $421.2k | Added +1.1k |
| IFG Advisory, LLC 0.03% of their portfolio | 14.4k $348.0k | Unchanged |
| ASSET PLANNING CORPORATION 0.24% of their portfolio | 11.8k $285.3k | Unchanged |
| Redwood Financial Network Corp 0.24% of their portfolio | 8.8k $213.0k | Reduced -6.5k |
| BARRETT & COMPANY, INC. 0.12% of their portfolio | 7.6k $183.4k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 4.3k $105.2k | Added +863 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 3.2k $78.0k | Reduced -6.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 2.4k $57.1k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.1k $26.0k | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 708 $17.2k | Reduced -500 |
| Global Retirement Partners, LLC 0.00% of their portfolio | 40 $970 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |