Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / IBONDS DEC2026
-
Number of holders
-
97
-
Total 13F shares, excl. options
-
15,762,085
-
Shares change
-
+2,236,709
-
Total reported value, excl. options
-
$427,212,640
-
Value change
-
+$60,632,695
-
Number of buys
-
64
-
Number of sells
-
-14
-
Price
-
$27.10
Significant Holders of ISHARES TR - IBONDS DEC2026 (IBDR) as of Q4 2020
101 filings reported holding IBDR - ISHARES TR - IBONDS DEC2026 as of Q4 2020.
ISHARES TR - IBONDS DEC2026 (IBDR) has 97 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15,762,085 shares
.
Largest 10 shareholders include CAPITAL ADVISORS INC/OK (3,025,649 shares), BANK OF AMERICA CORP /DE/ (1,097,050 shares), MORGAN STANLEY (1,050,203 shares), TRUIST FINANCIAL CORP (823,079 shares), WELLS FARGO & COMPANY/MN (730,589 shares), SIGMA INVESTMENT COUNSELORS INC (698,661 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (656,253 shares), Capital Investment Advisors, LLC (563,066 shares), Brandywine Oak Private Wealth LLC (540,662 shares), and Mariner, LLC (526,716 shares).
This table shows the top 97 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.