Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / IBONDS DEC 28
-
Number of holders
-
34
-
Total 13F shares, excl. options
-
1,816,233
-
Shares change
-
+237,354
-
Total reported value, excl. options
-
$49,330,358
-
Value change
-
+$6,441,419
-
Number of buys
-
21
-
Number of sells
-
-11
-
Price
-
$27.16
Significant Holders of ISHARES TR - IBONDS DEC 28 (IBMQ) as of Q1 2021
38 filings reported holding IBMQ - ISHARES TR - IBONDS DEC 28 as of Q1 2021.
ISHARES TR - IBONDS DEC 28 (IBMQ) has 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,816,233 shares
.
Largest 10 shareholders include Heartwood Wealth Advisors LLC (431,375 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (216,701 shares), CAPTRUST FINANCIAL ADVISORS (184,966 shares), ROYAL BANK OF CANADA (149,958 shares), MORGAN STANLEY (145,308 shares), US BANCORP \DE\ (114,615 shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (74,921 shares), WELLS FARGO & COMPANY/MN (60,582 shares), CITADEL ADVISORS LLC (57,791 shares), and Praetorian Wealth Management, Inc. (45,872 shares).
This table shows the top 34 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.