Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / IBDS DEC28 ETF
-
Number of holders
-
76
-
Total 13F shares, excl. options
-
5.61M
-
Shares change
-
+357K
-
Total reported value, excl. options
-
$159M
-
Value change
-
+$9.22M
-
Number of buys
-
46
-
Number of sells
-
-19
-
Price
-
$28.32
Significant Holders of ISHARES TR - IBDS DEC28 ETF (IBDT) as of Q1 2021
83 filings reported holding IBDT - ISHARES TR - IBDS DEC28 ETF as of Q1 2021.
ISHARES TR - IBDS DEC28 ETF (IBDT) has 76 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.61M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (734K shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (473K shares), Capital Investment Advisors, LLC (451K shares), SIGMA INVESTMENT COUNSELORS INC (447K shares), COMMONWEALTH EQUITY SERVICES, LLC (273K shares), PFG Private Wealth Management, LLC (205K shares), WELLS FARGO & COMPANY/MN (188K shares), CAPTRUST FINANCIAL ADVISORS (174K shares), ROYAL BANK OF CANADA (164K shares), and US BANCORP \DE\ (162K shares).
This table shows the top 76 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.