Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / IBONDS 27 ETF
-
Number of holders
-
104
-
Total 13F shares, excl. options
-
14,282,433
-
Shares change
-
+253,876
-
Total reported value, excl. options
-
$379,338,346
-
Value change
-
+$6,400,189
-
Number of buys
-
54
-
Number of sells
-
-37
-
Price
-
$26.56
Significant Holders of ISHARES TR - IBONDS 27 ETF (IBDS) as of Q4 2021
112 filings reported holding IBDS - ISHARES TR - IBONDS 27 ETF as of Q4 2021.
ISHARES TR - IBONDS 27 ETF (IBDS) has 104 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14,282,433 shares
.
Largest 10 shareholders include CAPITAL ADVISORS INC/OK (1,840,461 shares), BANK OF AMERICA CORP /DE/ (1,229,570 shares), SIGMA INVESTMENT COUNSELORS INC (1,058,197 shares), TRUIST FINANCIAL CORP (1,027,572 shares), MORGAN STANLEY (884,232 shares), Capital Investment Advisors, LLC (816,114 shares), WELLS FARGO & COMPANY/MN (708,772 shares), HighTower Advisors, LLC (468,096 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (434,689 shares), and LPL Financial LLC (374,647 shares).
This table shows the top 104 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.