Q1 2018 13F Holders as of 31 Mar 2018
-
Type / Class
-
Equity / IBONDS DEC2026
-
Total 13F shares
-
3,301,710
-
Share change
-
-48,843
-
Total reported value
-
$78,156,901
-
Price per share
-
$23.67
-
Number of holders
-
32
-
Value change
-
-$1,601,606
-
Number of buys
-
22
-
Number of sells
-
8
Institutional Holders of ISHARES TR - IBONDS DEC2026 (IBDR) as of Q1 2018
As of 31 Mar 2018,
ISHARES TR - IBONDS DEC2026 (IBDR) was held by
32 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,301,710 shares.
The largest 10 holders included
CONFLUENCE INVESTMENT MANAGEMENT LLC, BANK OF AMERICA CORP /DE/, UNITED CAPITAL FINANCIAL ADVISERS, LLC, Motley Fool Wealth Management, LLC, UBS Group AG, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, COMMONWEALTH EQUITY SERVICES, LLC, Lenox Wealth Management, Inc., and CENTRAL TRUST Co.
This page lists
32
institutional shareholders reporting positions in this security
for the Q1 2018 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.