Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / IBONDS 27 ETF
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
982,654
-
Shares change
-
+681,349
-
Total reported value, excl. options
-
$24,508,000
-
Value change
-
+$17,498,696
-
Number of buys
-
7
-
Number of sells
-
-1
-
Price
-
$24.94
Significant Holders of ISHARES TR - IBONDS 27 ETF (IBDS) as of Q4 2017
8 filings reported holding IBDS - ISHARES TR - IBONDS 27 ETF as of Q4 2017.
ISHARES TR - IBONDS 27 ETF (IBDS) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 982,654 shares
.
Largest 8 shareholders include UNITED CAPITAL FINANCIAL ADVISERS, LLC (530,214 shares), BANK OF AMERICA CORP /DE/ (370,376 shares), JANE STREET GROUP, LLC (53,223 shares), Exchange Capital Management, Inc. (18,965 shares), UBS Group AG (9,138 shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (665 shares), BlackRock Inc. (43 shares), and Lenox Wealth Management, Inc. (30 shares).
This table shows the top 8 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.