Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / IBONDS DEC2026
-
Total 13F shares
-
3,399,359
-
Share change
-
+876,535
-
Total reported value
-
$83,418,000
-
Price per share
-
$24.54
-
Number of holders
-
30
-
Value change
-
+$21,506,918
-
Number of buys
-
17
-
Number of sells
-
4
Institutional Holders of ISHARES TR - IBONDS DEC2026 (IBDR) as of Q4 2017
As of 31 Dec 2017,
ISHARES TR - IBONDS DEC2026 (IBDR) was held by
30 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,399,359 shares.
The largest 10 holders included
CONFLUENCE INVESTMENT MANAGEMENT LLC, UNITED CAPITAL FINANCIAL ADVISERS, LLC, ENVESTNET ASSET MANAGEMENT INC, Motley Fool Wealth Management, LLC, BANK OF AMERICA CORP /DE/, UBS Group AG, WELLS FARGO & COMPANY/MN, COMMONWEALTH EQUITY SERVICES, LLC., MORGAN STANLEY, and Lenox Wealth Management, Inc..
This page lists
30
institutional shareholders reporting positions in this security
for the Q4 2017 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.