Q3 2016 13F Holders as of 30 Sep 2016
-
Type / Class
-
Equity / IBONDS DEC2021
-
Total 13F shares
-
1,706,160
-
Share change
-
+815,733
-
Total reported value
-
$44,330,198
-
Price per share
-
$25.98
-
Number of holders
-
29
-
Value change
-
+$21,190,599
-
Number of buys
-
24
-
Number of sells
-
4
Institutional Holders of ISHARES TR - IBONDS DEC2021 (IBMJ) as of Q3 2016
As of 30 Sep 2016,
ISHARES TR - IBONDS DEC2021 (IBMJ) was held by
29 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,706,160 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, UNITED CAPITAL FINANCIAL ADVISERS, LLC, ENVESTNET ASSET MANAGEMENT INC, UBS Group AG, Vigilant Capital Management, LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, MORGAN STANLEY, Legacy Private Trust Co., Trust Co, and LINCOLN NATIONAL CORP.
This page lists
29
institutional shareholders reporting positions in this security
for the Q3 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.