Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / IBONDS DEC 2030
-
Number of holders
-
26
-
Total 13F shares, excl. options
-
2,253,819
-
Shares change
-
+268,467
-
Total reported value, excl. options
-
$55,826,729
-
Value change
-
+$6,645,238
-
Number of buys
-
19
-
Number of sells
-
-4
-
Price
-
$24.77
Significant Holders of ISHARES TR - IBONDS DEC 2030 (IBDV) as of Q1 2021
27 filings reported holding IBDV - ISHARES TR - IBONDS DEC 2030 as of Q1 2021.
ISHARES TR - IBONDS DEC 2030 (IBDV) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,253,819 shares
.
Largest 10 shareholders include CONFLUENCE INVESTMENT MANAGEMENT LLC (720,678 shares), BANK OF AMERICA CORP /DE/ (523,390 shares), Capital Investment Advisors, LLC (206,654 shares), Krilogy Financial LLC (160,589 shares), 4Thought Financial Group Inc. (137,878 shares), STIFEL FINANCIAL CORP (93,508 shares), Bank of New York Mellon Corp (69,032 shares), ROYAL BANK OF CANADA (59,122 shares), BlackRock Inc. (50,000 shares), and Bradley & Co. Private Wealth Management, LLC (31,436 shares).
This table shows the top 26 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.