Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / IBONDS DEC 28
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
2,391,856
-
Shares change
-
+222,529
-
Total reported value, excl. options
-
$65,163,000
-
Value change
-
+$6,062,423
-
Number of buys
-
21
-
Number of sells
-
-9
-
Price
-
$27.24
Significant Holders of ISHARES TR - IBONDS DEC 28 (IBMQ) as of Q4 2021
38 filings reported holding IBMQ - ISHARES TR - IBONDS DEC 28 as of Q4 2021.
ISHARES TR - IBONDS DEC 28 (IBMQ) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,391,856 shares
.
Largest 10 shareholders include Heartwood Wealth Advisors LLC (452,914 shares), MORGAN STANLEY (262,348 shares), HighTower Advisors, LLC (252,568 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (246,489 shares), CAPTRUST FINANCIAL ADVISORS (177,583 shares), ROYAL BANK OF CANADA (149,159 shares), US BANCORP \DE\ (124,048 shares), Praetorian Wealth Management, Inc. (93,448 shares), WELLS FARGO & COMPANY/MN (83,087 shares), and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (82,570 shares).
This table shows the top 37 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.