Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / IBONDS 25 TRM HG
-
Number of holders
-
13
-
Total 13F shares, excl. options
-
475,918
-
Shares change
-
+85,381
-
Total reported value, excl. options
-
$11,952,000
-
Value change
-
+$2,153,014
-
Number of buys
-
9
-
Number of sells
-
-3
-
Price
-
$25.1
Significant Holders of ISHARES TR - IBONDS 25 TRM HG (IBHE) as of Q1 2021
14 filings reported holding IBHE - ISHARES TR - IBONDS 25 TRM HG as of Q1 2021.
ISHARES TR - IBONDS 25 TRM HG (IBHE) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 475,918 shares
.
Largest 10 shareholders include HighTower Advisors, LLC (210,945 shares), WELLS FARGO & COMPANY/MN (86,058 shares), ROYAL BANK OF CANADA (55,300 shares), FLOW TRADERS U.S. LLC (42,794 shares), Bradley & Co. Private Wealth Management, LLC (17,479 shares), JANE STREET GROUP, LLC (14,340 shares), LPL Financial LLC (13,066 shares), VALLEY NATIONAL ADVISERS INC (12,339 shares), COMMONWEALTH EQUITY SERVICES, LLC (9,618 shares), and Raymond James Financial Services Advisors, Inc. (8,700 shares).
This table shows the top 13 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.