Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / IBONDS DEC 27
-
Number of holders
-
44
-
Total 13F shares, excl. options
-
1,921,562
-
Shares change
-
+266,258
-
Total reported value, excl. options
-
$51,970,000
-
Value change
-
+$7,214,058
-
Number of buys
-
29
-
Number of sells
-
-6
-
Price
-
$27.04
Significant Holders of ISHARES TR - IBONDS DEC 27 (IBMP) as of Q4 2021
47 filings reported holding IBMP - ISHARES TR - IBONDS DEC 27 as of Q4 2021.
ISHARES TR - IBONDS DEC 27 (IBMP) has 44 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,921,562 shares
.
Largest 10 shareholders include MORGAN STANLEY (244,097 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (204,005 shares), HighTower Advisors, LLC (188,213 shares), US BANCORP \DE\ (187,858 shares), WELLS FARGO & COMPANY/MN (185,916 shares), Praetorian Wealth Management, Inc. (133,129 shares), WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC (86,345 shares), BANK OF AMERICA CORP /DE/ (62,347 shares), ROYAL BANK OF CANADA (53,491 shares), and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (47,310 shares).
This table shows the top 44 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.