Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / IBONDS DEC 28
-
Number of holders
-
21
-
Total 13F shares, excl. options
-
1,104,453
-
Shares change
-
+502,694
-
Total reported value, excl. options
-
$28,959,000
-
Value change
-
+$13,171,933
-
Number of buys
-
19
-
Number of sells
-
-2
-
Price
-
$26.22
Significant Holders of ISHARES TR - IBONDS DEC 28 (IBMQ) as of Q1 2020
22 filings reported holding IBMQ - ISHARES TR - IBONDS DEC 28 as of Q1 2020.
ISHARES TR - IBONDS DEC 28 (IBMQ) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,104,453 shares
.
Largest 10 shareholders include Heartwood Wealth Advisors LLC (388,857 shares), JANE STREET GROUP, LLC (256,545 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (202,464 shares), MORGAN STANLEY (74,301 shares), CAPTRUST FINANCIAL ADVISORS (33,476 shares), CITADEL ADVISORS LLC (24,821 shares), RAYMOND JAMES & ASSOCIATES (20,213 shares), UBS Group AG (17,408 shares), STIFEL FINANCIAL CORP (16,368 shares), and Peloton Wealth Strategists (14,000 shares).
This table shows the top 21 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.