Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / IBDS DEC28 ETF
-
Number of holders
-
83
-
Total 13F shares, excl. options
-
7.88M
-
Shares change
-
+620K
-
Total reported value, excl. options
-
$223M
-
Value change
-
+$17.5M
-
Number of buys
-
48
-
Number of sells
-
-22
-
Price
-
$28.29
Significant Holders of ISHARES TR - IBDS DEC28 ETF (IBDT) as of Q4 2021
89 filings reported holding IBDT - ISHARES TR - IBDS DEC28 ETF as of Q4 2021.
ISHARES TR - IBDS DEC28 ETF (IBDT) has 83 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.88M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1.06M shares), SIGMA INVESTMENT COUNSELORS INC (697K shares), Capital Investment Advisors, LLC (695K shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (494K shares), WELLS FARGO & COMPANY/MN (430K shares), COMMONWEALTH EQUITY SERVICES, LLC (377K shares), MORGAN STANLEY (277K shares), Matthew Goff Investment Advisor, LLC (258K shares), US BANCORP \DE\ (220K shares), and Sandy Spring Bank (199K shares).
This table shows the top 83 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.