Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / IBONDS DEC 27
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
1,627,970
-
Shares change
-
+207,795
-
Total reported value, excl. options
-
$43,968,000
-
Value change
-
+$5,610,033
-
Number of buys
-
20
-
Number of sells
-
-9
-
Price
-
$27.01
Significant Holders of ISHARES TR - IBONDS DEC 27 (IBMP) as of Q3 2021
42 filings reported holding IBMP - ISHARES TR - IBONDS DEC 27 as of Q3 2021.
ISHARES TR - IBONDS DEC 27 (IBMP) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,627,970 shares
.
Largest 10 shareholders include MORGAN STANLEY (225,171 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (198,622 shares), US BANCORP \DE\ (187,200 shares), HighTower Advisors, LLC (183,192 shares), Praetorian Wealth Management, Inc. (126,851 shares), WELLS FARGO & COMPANY/MN (98,428 shares), WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC (49,090 shares), BANK OF AMERICA CORP /DE/ (48,773 shares), JANE STREET GROUP, LLC (47,682 shares), and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (47,310 shares).
This table shows the top 40 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.