Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / IBONDS DEC 26
-
Number of holders
-
72
-
Total 13F shares, excl. options
-
4,762,648
-
Shares change
-
+1,051,635
-
Total reported value, excl. options
-
$127,990,625
-
Value change
-
+$28,239,244
-
Number of buys
-
48
-
Number of sells
-
-11
-
Price
-
$26.88
Significant Holders of ISHARES TR - IBONDS DEC 26 (IBMO) as of Q4 2021
75 filings reported holding IBMO - ISHARES TR - IBONDS DEC 26 as of Q4 2021.
ISHARES TR - IBONDS DEC 26 (IBMO) has 72 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,762,648 shares
.
Largest 10 shareholders include Azimuth Capital Management LLC (630,800 shares), MORGAN STANLEY (295,945 shares), WELLS FARGO & COMPANY/MN (295,287 shares), WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC (275,737 shares), ENVESTNET ASSET MANAGEMENT INC (274,026 shares), Karp Capital Management Corp (240,639 shares), HighTower Advisors, LLC (209,942 shares), UBS Group AG (205,491 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (174,386 shares), and BANK OF AMERICA CORP /DE/ (170,433 shares).
This table shows the top 72 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.