Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / IBONDS 27 ETF
-
Number of holders
-
89
-
Total 13F shares, excl. options
-
12,663,131
-
Shares change
-
+1,181,948
-
Total reported value, excl. options
-
$342,565,529
-
Value change
-
+$31,379,177
-
Number of buys
-
53
-
Number of sells
-
-29
-
Price
-
$27.05
Significant Holders of ISHARES TR - IBONDS 27 ETF (IBDS) as of Q2 2021
96 filings reported holding IBDS - ISHARES TR - IBONDS 27 ETF as of Q2 2021.
ISHARES TR - IBONDS 27 ETF (IBDS) has 89 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12,663,131 shares
.
Largest 10 shareholders include CAPITAL ADVISORS INC/OK (1,769,898 shares), BANK OF AMERICA CORP /DE/ (1,038,337 shares), TRUIST FINANCIAL CORP (1,002,580 shares), SIGMA INVESTMENT COUNSELORS INC (904,253 shares), MORGAN STANLEY (850,684 shares), WELLS FARGO & COMPANY/MN (700,640 shares), Capital Investment Advisors, LLC (642,136 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (426,181 shares), HighTower Advisors, LLC (364,192 shares), and ROYAL BANK OF CANADA (322,825 shares).
This table shows the top 89 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.