Q3 2018 13F Holders as of 30 Sep 2018
-
Type / Class
-
Equity / IBONDS DEC2026
-
Total 13F shares
-
5,352,989
-
Share change
-
+540,572
-
Total reported value
-
$124,601,000
-
Price per share
-
$23.28
-
Number of holders
-
41
-
Value change
-
+$12,581,726
-
Number of buys
-
26
-
Number of sells
-
10
Institutional Holders of ISHARES TR - IBONDS DEC2026 (IBDR) as of Q3 2018
As of 30 Sep 2018,
ISHARES TR - IBONDS DEC2026 (IBDR) was held by
41 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,352,989 shares.
The largest 10 holders included
CAPITAL ADVISORS INC/OK, BANK OF AMERICA CORP /DE/, CONFLUENCE INVESTMENT MANAGEMENT LLC, Motley Fool Wealth Management, LLC, UBS Group AG, UNITED CAPITAL FINANCIAL ADVISERS, LLC, ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
41
institutional shareholders reporting positions in this security
for the Q3 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.