Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / IBONDS DEC 29
-
Number of holders
-
54
-
Total 13F shares, excl. options
-
4,423,434
-
Shares change
-
+463,537
-
Total reported value, excl. options
-
$116,441,937
-
Value change
-
+$12,170,035
-
Number of buys
-
38
-
Number of sells
-
-15
-
Price
-
$26.32
Significant Holders of ISHARES TR - IBONDS DEC 29 (IBDU) as of Q4 2021
59 filings reported holding IBDU - ISHARES TR - IBONDS DEC 29 as of Q4 2021.
ISHARES TR - IBONDS DEC 29 (IBDU) has 54 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,423,434 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (644,016 shares), Capital Investment Advisors, LLC (505,178 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (349,166 shares), Matthew Goff Investment Advisor, LLC (268,222 shares), MORGAN STANLEY (212,005 shares), PFG Private Wealth Management, LLC (179,225 shares), Krilogy Financial LLC (151,450 shares), ROYAL BANK OF CANADA (150,642 shares), Sandy Spring Bank (137,555 shares), and Legacy CG, LLC (136,648 shares).
This table shows the top 54 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.