Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / IBDS DEC28 ETF
-
Number of holders
-
60
-
Total 13F shares, excl. options
-
4,259,903
-
Shares change
-
+589,219
-
Total reported value, excl. options
-
$122,874,885
-
Value change
-
+$17,091,931
-
Number of buys
-
43
-
Number of sells
-
-16
-
Price
-
$28.84
Significant Holders of ISHARES TR - IBDS DEC28 ETF (IBDT) as of Q2 2020
65 filings reported holding IBDT - ISHARES TR - IBDS DEC28 ETF as of Q2 2020.
ISHARES TR - IBDS DEC28 ETF (IBDT) has 60 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,259,903 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (582,697 shares), Motley Fool Wealth Management, LLC (502,929 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (450,319 shares), Brandywine Oak Private Wealth LLC (429,242 shares), Capital Investment Advisors, LLC (240,136 shares), WELLS FARGO & COMPANY/MN (177,652 shares), PFG Private Wealth Management, LLC (159,786 shares), CAPTRUST FINANCIAL ADVISORS (142,582 shares), RAYMOND JAMES & ASSOCIATES (127,373 shares), and ENVESTNET ASSET MANAGEMENT INC (102,842 shares).
This table shows the top 60 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.