Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / IBONDS DEC 26
-
Number of holders
-
65
-
Total 13F shares, excl. options
-
3,701,123
-
Shares change
-
+261,170
-
Total reported value, excl. options
-
$99,502,671
-
Value change
-
+$7,019,400
-
Number of buys
-
31
-
Number of sells
-
-16
-
Price
-
$26.88
Significant Holders of ISHARES TR - IBONDS DEC 26 (IBMO) as of Q3 2021
67 filings reported holding IBMO - ISHARES TR - IBONDS DEC 26 as of Q3 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 3,701,123 shares
.
Largest 10 shareholders include Azimuth Capital Management LLC (643,800 shares), WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC (254,151 shares), MORGAN STANLEY (236,485 shares), WELLS FARGO & COMPANY/MN (231,061 shares), HighTower Advisors, LLC (206,660 shares), UBS Group AG (201,153 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (161,349 shares), Praetorian Wealth Management, Inc. (150,901 shares), BANK OF AMERICA CORP /DE/ (146,986 shares), and Raymond James Financial Services Advisors, Inc. (130,349 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.