Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / IBONDS DEC 27
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
1,165,641
-
Shares change
-
+66,448
-
Total reported value, excl. options
-
$31,401,652
-
Value change
-
+$1,773,746
-
Number of buys
-
23
-
Number of sells
-
-8
-
Price
-
$26.94
Significant Holders of ISHARES TR - IBONDS DEC 27 (IBMP) as of Q1 2021
39 filings reported holding IBMP - ISHARES TR - IBONDS DEC 27 as of Q1 2021.
ISHARES TR - IBONDS DEC 27 (IBMP) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,165,641 shares
.
Largest 10 shareholders include CONFLUENCE INVESTMENT MANAGEMENT LLC (188,812 shares), US BANCORP \DE\ (171,227 shares), MORGAN STANLEY (136,016 shares), WELLS FARGO & COMPANY/MN (94,190 shares), Praetorian Wealth Management, Inc. (85,249 shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (46,647 shares), BANK OF AMERICA CORP /DE/ (46,297 shares), Prism Advisors, Inc. (43,608 shares), UBS Group AG (34,573 shares), and CITADEL ADVISORS LLC (32,455 shares).
This table shows the top 36 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.