Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / IBONDS DEC 28
-
Number of holders
-
34
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Total 13F shares, excl. options
-
2,132,618
-
Shares change
-
+224,693
-
Total reported value, excl. options
-
$58,058,000
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Value change
-
+$6,117,922
-
Number of buys
-
21
-
Number of sells
-
-5
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Price
-
$27.22
Significant Holders of ISHARES TR - IBONDS DEC 28 (IBMQ) as of Q3 2021
35 filings reported holding IBMQ - ISHARES TR - IBONDS DEC 28 as of Q3 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 2,132,618 shares
.
Largest 10 shareholders include Heartwood Wealth Advisors LLC (447,431 shares), MORGAN STANLEY (243,667 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (240,582 shares), CAPTRUST FINANCIAL ADVISORS (178,626 shares), ROYAL BANK OF CANADA (151,823 shares), US BANCORP \DE\ (115,333 shares), HighTower Advisors, LLC (100,698 shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (86,258 shares), Praetorian Wealth Management, Inc. (85,645 shares), and WELLS FARGO & COMPANY/MN (70,982 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.