Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / 3YRTB ETF
-
Total 13F shares
-
291,041
-
Share change
-
+44,556
-
Total reported value
-
$23,451,245
-
Price per share
-
$80.49
-
Number of holders
-
26
-
Value change
-
+$3,581,528
-
Number of buys
-
11
-
Number of sells
-
9
Institutional Holders of ISHARES TR - 3YRTB ETF (ISHG) as of Q3 2021
As of 30 Sep 2021,
ISHARES TR - 3YRTB ETF (ISHG) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
291,041 shares.
The largest 10 holders included
Bank Julius Baer & Co. Ltd, Zurich, Karp Capital Management Corp, AE Wealth Management LLC, Family Firm, Inc., MORGAN STANLEY, JANE STREET GROUP, LLC, BANK OF AMERICA CORP /DE/, Crossmark Global Holdings, Inc., WISCONSIN CAPITAL MANAGEMENT LLC, and Evanson Asset Management, LLC.
This page lists
26
institutional shareholders reporting positions in this security
for the Q3 2021 filing period.
| 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.