Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / IBONDS DEC 29
-
Number of holders
-
50
-
Total 13F shares, excl. options
-
3,823,249
-
Shares change
-
+603,192
-
Total reported value, excl. options
-
$101,764,912
-
Value change
-
+$16,061,805
-
Number of buys
-
37
-
Number of sells
-
-7
-
Price
-
$26.62
Significant Holders of ISHARES TR - IBONDS DEC 29 (IBDU) as of Q3 2021
51 filings reported holding IBDU - ISHARES TR - IBONDS DEC 29 as of Q3 2021.
ISHARES TR - IBONDS DEC 29 (IBDU) has 50 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,823,249 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (568,937 shares), Capital Investment Advisors, LLC (433,598 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (345,651 shares), PFG Private Wealth Management, LLC (246,203 shares), Matthew Goff Investment Advisor, LLC (223,392 shares), MORGAN STANLEY (182,311 shares), Krilogy Financial LLC (151,202 shares), ROYAL BANK OF CANADA (148,241 shares), WELLS FARGO & COMPANY/MN (143,112 shares), and US BANCORP \DE\ (122,935 shares).
This table shows the top 50 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.