Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / IBONDS DEC 29
-
Number of holders
-
43
-
Total 13F shares, excl. options
-
2,633,572
-
Shares change
-
+162,657
-
Total reported value, excl. options
-
$68,821,811
-
Value change
-
+$3,625,294
-
Number of buys
-
29
-
Number of sells
-
-14
-
Price
-
$26.13
Significant Holders of ISHARES TR - IBONDS DEC 29 (IBDU) as of Q1 2021
53 filings reported holding IBDU - ISHARES TR - IBONDS DEC 29 as of Q1 2021.
ISHARES TR - IBONDS DEC 29 (IBDU) has 43 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,633,572 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (461,168 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (333,831 shares), PFG Private Wealth Management, LLC (218,396 shares), Capital Investment Advisors, LLC (215,369 shares), Krilogy Financial LLC (153,371 shares), ROYAL BANK OF CANADA (139,368 shares), US BANCORP \DE\ (113,870 shares), 4Thought Financial Group Inc. (107,363 shares), WELLS FARGO & COMPANY/MN (88,809 shares), and Signature Wealth Management Group (86,719 shares).
This table shows the top 43 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.