Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / IBONDS DEC 27
-
Number of holders
-
38
-
Total 13F shares, excl. options
-
1,420,175
-
Shares change
-
+253,434
-
Total reported value, excl. options
-
$38,548,000
-
Value change
-
+$6,888,296
-
Number of buys
-
25
-
Number of sells
-
-6
-
Price
-
$27.14
Significant Holders of ISHARES TR - IBONDS DEC 27 (IBMP) as of Q2 2021
41 filings reported holding IBMP - ISHARES TR - IBONDS DEC 27 as of Q2 2021.
ISHARES TR - IBONDS DEC 27 (IBMP) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,420,175 shares
.
Largest 10 shareholders include CONFLUENCE INVESTMENT MANAGEMENT LLC (194,381 shares), HighTower Advisors, LLC (177,473 shares), US BANCORP \DE\ (172,689 shares), MORGAN STANLEY (166,650 shares), Praetorian Wealth Management, Inc. (118,004 shares), WELLS FARGO & COMPANY/MN (92,689 shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (48,489 shares), BANK OF AMERICA CORP /DE/ (46,040 shares), Prism Advisors, Inc. (44,715 shares), and UBS Group AG (40,449 shares).
This table shows the top 38 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.