Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / IBONDS 27 ETF
-
Number of holders
-
70
-
Total 13F shares, excl. options
-
6,807,328
-
Shares change
-
-2,759,942
-
Total reported value, excl. options
-
$183,543,321
-
Value change
-
-$66,948,644
-
Number of buys
-
48
-
Number of sells
-
-25
-
Price
-
$26.96
Significant Holders of ISHARES TR - IBONDS 27 ETF (IBDS) as of Q2 2020
80 filings reported holding IBDS - ISHARES TR - IBONDS 27 ETF as of Q2 2020.
ISHARES TR - IBONDS 27 ETF (IBDS) has 70 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,807,328 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (773,372 shares), TRUIST FINANCIAL CORP (719,445 shares), Brandywine Oak Private Wealth LLC (462,108 shares), MORGAN STANLEY (450,922 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (401,181 shares), SIGMA INVESTMENT COUNSELORS INC (334,534 shares), WELLS FARGO & COMPANY/MN (328,215 shares), Capital Investment Advisors, LLC (276,614 shares), UBS Group AG (230,252 shares), and TLWM (229,414 shares).
This table shows the top 70 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.