- Type / Class
- Equity / IBONDS DEC 28
- Total 13F shares
- 1,577,695
- Share change
- +262,668
- Total reported value
- $43,548,000
- Price per share
- $27.60
- Number of holders
- 33
- Value change
- +$7,251,126
- Number of buys
- 23
- Number of sells
- 5
Quarterly Holders Quick Answers
What is CUSIP 46435U325?
CUSIP 46435U325 identifies IBMQ - ISHARES TR - IBONDS DEC 28 in SEC institutional holdings data.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 46435U325:
Top shareholders of IBMQ - ISHARES TR - IBONDS DEC 28 (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of ISHARES TR - IBONDS DEC 28 (IBMQ) as of Q4 2020
As of 31 Dec 2020,
ISHARES TR - IBONDS DEC 28 (IBMQ) was held by
33 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,577,695 shares.
The largest 10 holders included
Heartwood Wealth Advisors LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, CAPTRUST FINANCIAL ADVISORS, MORGAN STANLEY, US BANCORP \DE\, JANE STREET GROUP, LLC, ROYAL BANK OF CANADA, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, WELLS FARGO & COMPANY/MN, and BANK OF AMERICA CORP /DE/.
This page lists
33
institutional shareholders reporting positions in this security
for the Q4 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2020 vs Q3 2020 Across Filers
Q3 2020 holders
26
Q4 2020 holders
33
Holder diff
7
| Investor | Q3 2020 Shares | Q4 2020 Shares | Share Diff | Share Chg % | Q3 2020 Value $ | Q4 2020 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.