Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / IBONDS SEP2020
-
Total 13F shares
-
778,688
-
Share change
-
+489,109
-
Total reported value
-
$19,768,786
-
Price per share
-
$25.39
-
Number of holders
-
19
-
Value change
-
+$12,426,630
-
Number of buys
-
15
-
Number of sells
-
3
Institutional Holders of ISHARES TR - IBONDS SEP2020 (IBMI) as of Q1 2015
As of 31 Mar 2015,
ISHARES TR - IBONDS SEP2020 (IBMI) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
778,688 shares.
The largest 10 holders included
HighTower Advisors, LLC, UBS Group AG, UNITED CAPITAL FINANCIAL ADVISERS, LLC, Vigilant Capital Management, LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, NewSquare Capital Management LLC, WELLS FARGO & COMPANY/MN, ROYAL BANK OF CANADA, BANK OF AMERICA CORP /DE/, and COLONY GROUP LLC.
This page lists
19
institutional shareholders reporting positions in this security
for the Q1 2015 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.