Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / IBONDS 27 ETF
-
Number of holders
-
95
-
Total 13F shares, excl. options
-
13,897,059
-
Shares change
-
+1,233,928
-
Total reported value, excl. options
-
$375,425,266
-
Value change
-
+$33,742,099
-
Number of buys
-
59
-
Number of sells
-
-24
-
Price
-
$26.98
Significant Holders of ISHARES TR - IBONDS 27 ETF (IBDS) as of Q3 2021
100 filings reported holding IBDS - ISHARES TR - IBONDS 27 ETF as of Q3 2021.
ISHARES TR - IBONDS 27 ETF (IBDS) has 95 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13,897,059 shares
.
Largest 10 shareholders include CAPITAL ADVISORS INC/OK (1,820,687 shares), BANK OF AMERICA CORP /DE/ (1,075,831 shares), SIGMA INVESTMENT COUNSELORS INC (1,002,807 shares), TRUIST FINANCIAL CORP (951,178 shares), MORGAN STANLEY (933,136 shares), Capital Investment Advisors, LLC (733,869 shares), WELLS FARGO & COMPANY/MN (680,319 shares), HighTower Advisors, LLC (452,726 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (428,566 shares), and LPL Financial LLC (352,726 shares).
This table shows the top 95 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.