Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / IBONDS DEC 26
-
Number of holders
-
57
-
Total 13F shares, excl. options
-
2,723,376
-
Shares change
-
+808,002
-
Total reported value, excl. options
-
$73,059,584
-
Value change
-
+$21,655,970
-
Number of buys
-
36
-
Number of sells
-
-14
-
Price
-
$26.83
Significant Holders of ISHARES TR - IBONDS DEC 26 (IBMO) as of Q1 2021
63 filings reported holding IBMO - ISHARES TR - IBONDS DEC 26 as of Q1 2021.
ISHARES TR - IBONDS DEC 26 (IBMO) has 57 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,723,376 shares
.
Largest 10 shareholders include Azimuth Capital Management LLC (650,950 shares), WELLS FARGO & COMPANY/MN (174,273 shares), WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC (163,826 shares), MORGAN STANLEY (154,965 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (153,172 shares), HighTower Advisors, LLC (140,046 shares), Praetorian Wealth Management, Inc. (117,479 shares), US BANCORP \DE\ (101,380 shares), BANK OF AMERICA CORP /DE/ (92,285 shares), and MERCER GLOBAL ADVISORS INC /ADV (80,552 shares).
This table shows the top 57 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.