Q4 2018 13F Holders as of 31 Dec 2018
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Type / Class
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Equity / IBDS DEC28 ETF
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Number of holders
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10
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Total 13F shares, excl. options
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1.63M
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Shares change
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+1.29M
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Total reported value, excl. options
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$40.7M
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Value change
-
+$32.3M
-
Number of buys
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10
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Number of sells
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-1
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Price
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$24.95
Significant Holders of ISHARES TR - IBDS DEC28 ETF (IBDT) as of Q4 2018
11 filings reported holding IBDT - ISHARES TR - IBDS DEC28 ETF as of Q4 2018.
ISHARES TR - IBDS DEC28 ETF (IBDT) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.63M shares
.
Largest 10 shareholders include STIFEL FINANCIAL CORP (733K shares), BlackRock Inc. (300K shares), BENJAMIN F. EDWARDS & COMPANY, INC. (221K shares), ENVESTNET ASSET MANAGEMENT INC (118K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (117K shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (109K shares), CITADEL ADVISORS LLC (16.8K shares), UBS Group AG (10.9K shares), WELLS FARGO & COMPANY/MN (2.35K shares), and ROYAL BANK OF CANADA (984 shares).
This table shows the top 10 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.