Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / IBONDS DEC 26
-
Number of holders
-
38
-
Total 13F shares, excl. options
-
836,301
-
Shares change
-
+196,303
-
Total reported value, excl. options
-
$22,300,000
-
Value change
-
+$5,243,212
-
Number of buys
-
22
-
Number of sells
-
-9
-
Price
-
$26.67
Significant Holders of ISHARES TR - IBONDS DEC 26 (IBMO) as of Q2 2020
39 filings reported holding IBMO - ISHARES TR - IBONDS DEC 26 as of Q2 2020.
ISHARES TR - IBONDS DEC 26 (IBMO) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 836,301 shares
.
Largest 10 shareholders include CONFLUENCE INVESTMENT MANAGEMENT LLC (141,567 shares), WELLS FARGO & COMPANY/MN (80,432 shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (60,520 shares), Praetorian Wealth Management, Inc. (52,278 shares), Lee Financial Co (51,300 shares), CENTRAL TRUST Co (42,750 shares), MORGAN STANLEY (40,517 shares), CITADEL ADVISORS LLC (39,086 shares), BANK OF AMERICA CORP /DE/ (30,198 shares), and Personal Resources Investment & Strategic Management, Inc. (26,625 shares).
This table shows the top 38 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.