Q2 2020 13F Holders as of 30 Jun 2020
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Type / Class
-
Equity / IBONDS DEC 28
-
Number of holders
-
27
-
Total 13F shares, excl. options
-
1,214,214
-
Shares change
-
+70,716
-
Total reported value, excl. options
-
$32,895,000
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Value change
-
+$1,923,452
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Number of buys
-
13
-
Number of sells
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10
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Price
-
$27.09
Institutional Holders of ISHARES TR - IBONDS DEC 28 (IBMQ) as of Q2 2020
As of 30 Jun 2020 ISHARES TR - IBONDS DEC 28 (IBMQ) had 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,214,214 shares of stock of the company.
Largest 10 holders included Heartwood Wealth Advisors LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, CAPTRUST FINANCIAL ADVISORS, MORGAN STANLEY, US BANCORP \DE\, JANE STREET GROUP, LLC, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, ROYAL BANK OF CANADA, CITADEL ADVISORS LLC, and WELLS FARGO & COMPANY/MN.
This table shows 27 institutional shareholders of the security as of 30 Jun 2020.
| 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.