Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / IBDS DEC28 ETF
-
Number of holders
-
79
-
Total 13F shares, excl. options
-
7.13M
-
Shares change
-
+702K
-
Total reported value, excl. options
-
$204M
-
Value change
-
+$20.1M
-
Number of buys
-
48
-
Number of sells
-
-18
-
Price
-
$28.65
Significant Holders of ISHARES TR - IBDS DEC28 ETF (IBDT) as of Q3 2021
83 filings reported holding IBDT - ISHARES TR - IBDS DEC28 ETF as of Q3 2021.
ISHARES TR - IBDS DEC28 ETF (IBDT) has 79 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.13M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (922K shares), Capital Investment Advisors, LLC (627K shares), SIGMA INVESTMENT COUNSELORS INC (609K shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (487K shares), COMMONWEALTH EQUITY SERVICES, LLC (368K shares), MORGAN STANLEY (245K shares), PFG Private Wealth Management, LLC (233K shares), Matthew Goff Investment Advisor, LLC (222K shares), US BANCORP \DE\ (216K shares), and WELLS FARGO & COMPANY/MN (188K shares).
This table shows the top 79 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.