Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / IBONDS DEC 26
-
Number of holders
-
65
-
Total 13F shares, excl. options
-
3,439,953
-
Shares change
-
+717,497
-
Total reported value, excl. options
-
$92,791,316
-
Value change
-
+$19,356,534
-
Number of buys
-
45
-
Number of sells
-
-8
-
Price
-
$26.98
Significant Holders of ISHARES TR - IBONDS DEC 26 (IBMO) as of Q2 2021
67 filings reported holding IBMO - ISHARES TR - IBONDS DEC 26 as of Q2 2021.
ISHARES TR - IBONDS DEC 26 (IBMO) has 65 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,439,953 shares
.
Largest 10 shareholders include Azimuth Capital Management LLC (646,950 shares), WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC (217,103 shares), HighTower Advisors, LLC (208,380 shares), UBS Group AG (203,762 shares), WELLS FARGO & COMPANY/MN (186,177 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (184,493 shares), MORGAN STANLEY (181,483 shares), Praetorian Wealth Management, Inc. (145,350 shares), Raymond James Financial Services Advisors, Inc. (117,423 shares), and BANK OF AMERICA CORP /DE/ (109,438 shares).
This table shows the top 65 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.