Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / IBONDS DEC2026
-
Number of holders
-
106
-
Total 13F shares, excl. options
-
17,414,441
-
Shares change
-
+1,509,002
-
Total reported value, excl. options
-
$458,786,120
-
Value change
-
+$39,298,778
-
Number of buys
-
75
-
Number of sells
-
-20
-
Price
-
$26.36
Significant Holders of ISHARES TR - IBONDS DEC2026 (IBDR) as of Q1 2021
114 filings reported holding IBDR - ISHARES TR - IBONDS DEC2026 as of Q1 2021.
ISHARES TR - IBONDS DEC2026 (IBDR) has 106 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 17,414,441 shares
.
Largest 10 shareholders include CAPITAL ADVISORS INC/OK (3,324,727 shares), MORGAN STANLEY (1,284,679 shares), BANK OF AMERICA CORP /DE/ (1,202,406 shares), WELLS FARGO & COMPANY/MN (903,051 shares), TRUIST FINANCIAL CORP (884,721 shares), SIGMA INVESTMENT COUNSELORS INC (862,197 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (687,728 shares), Capital Investment Advisors, LLC (654,880 shares), Mariner, LLC (550,222 shares), and US BANCORP \DE\ (439,318 shares).
This table shows the top 106 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.