Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / IBONDS DEC 29
-
Number of holders
-
43
-
Total 13F shares, excl. options
-
3,220,057
-
Shares change
-
+586,516
-
Total reported value, excl. options
-
$86,364,000
-
Value change
-
+$15,741,100
-
Number of buys
-
29
-
Number of sells
-
-7
-
Price
-
$26.82
Significant Holders of ISHARES TR - IBONDS DEC 29 (IBDU) as of Q2 2021
46 filings reported holding IBDU - ISHARES TR - IBONDS DEC 29 as of Q2 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 3,220,057 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (536,675 shares), Capital Investment Advisors, LLC (357,661 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (343,720 shares), PFG Private Wealth Management, LLC (229,317 shares), MORGAN STANLEY (165,387 shares), Krilogy Financial LLC (148,348 shares), ROYAL BANK OF CANADA (145,049 shares), WELLS FARGO & COMPANY/MN (136,632 shares), US BANCORP \DE\ (113,374 shares), and 4Thought Financial Group Inc. (112,110 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.