- Type / Class
- Equity / IBONDS DEC 28
- Total 13F shares
- 1,907,925
- Share change
- +92,552
- Total reported value
- $52,306,000
- Price per share
- $27.41
- Number of holders
- 34
- Value change
- +$2,545,851
- Number of buys
- 24
- Number of sells
- 6
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 Q2 2021
As of 30 Jun 2021,
ISHARES TR - IBONDS DEC 28 (IBMQ) was held by
34 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,907,925 shares.
The largest 10 holders included
Heartwood Wealth Advisors LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, CAPTRUST FINANCIAL ADVISORS, MORGAN STANLEY, ROYAL BANK OF CANADA, US BANCORP \DE\, Praetorian Wealth Management, Inc., CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, WELLS FARGO & COMPANY/MN, and UBS Group AG.
This page lists
34
institutional shareholders reporting positions in this security
for the Q2 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2021 vs Q1 2021 Across Filers
Q1 2021 holders
34
Q2 2021 holders
34
Holder diff
0
| Investor | Q1 2021 Shares | Q2 2021 Shares | Share Diff | Share Chg % | Q1 2021 Value $ | Q2 2021 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.