Q1 2016 13F Holders as of 31 Mar 2016
-
Type / Class
-
Equity / IBONDS SEP2020
-
Total 13F shares
-
2,060,067
-
Share change
-
+229,358
-
Total reported value
-
$53,055,524
-
Price per share
-
$25.75
-
Number of holders
-
37
-
Value change
-
+$5,917,580
-
Number of buys
-
22
-
Number of sells
-
6
Institutional Holders of ISHARES TR - IBONDS SEP2020 (IBMI) as of Q1 2016
As of 31 Mar 2016,
ISHARES TR - IBONDS SEP2020 (IBMI) was held by
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,060,067 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, HighTower Advisors, LLC, WELLS FARGO & COMPANY/MN, Vigilant Capital Management, LLC, UBS Group AG, MORGAN STANLEY, UNITED CAPITAL FINANCIAL ADVISERS, LLC, ENVESTNET ASSET MANAGEMENT INC, LINCOLN NATIONAL CORP, and CONFLUENCE INVESTMENT MANAGEMENT LLC.
This page lists
37
institutional shareholders reporting positions in this security
for the Q1 2016 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.