Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / IBONDS DEC 28
-
Total 13F shares
-
2,132,618
-
Share change
-
+224,693
-
Total reported value
-
$58,058,000
-
Price per share
-
$27.22
-
Number of holders
-
34
-
Value change
-
+$6,117,922
-
Number of buys
-
21
-
Number of sells
-
5
Institutional Holders of ISHARES TR - IBONDS DEC 28 (IBMQ) as of Q3 2021
As of 30 Sep 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
2,132,618 shares.
The largest 10 holders included
Heartwood Wealth Advisors LLC, MORGAN STANLEY, CONFLUENCE INVESTMENT MANAGEMENT LLC, CAPTRUST FINANCIAL ADVISORS, ROYAL BANK OF CANADA, US BANCORP \DE\, HighTower Advisors, LLC, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, Praetorian Wealth Management, Inc., and WELLS FARGO & COMPANY/MN.
This page lists
34
institutional shareholders reporting positions in this security
for the Q3 2021 filing period.
| 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.