Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / IBONDS DEC 28
-
Total 13F shares
-
1,104,453
-
Share change
-
+502,694
-
Total reported value
-
$28,959,000
-
Price per share
-
$26.22
-
Number of holders
-
21
-
Value change
-
+$13,171,927
-
Number of buys
-
19
-
Number of sells
-
2
Institutional Holders of ISHARES TR - IBONDS DEC 28 (IBMQ) as of Q1 2020
As of 31 Mar 2020,
ISHARES TR - IBONDS DEC 28 (IBMQ) was held by
21 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,104,453 shares.
The largest 10 holders included
Heartwood Wealth Advisors LLC, JANE STREET GROUP, LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, MORGAN STANLEY, CAPTRUST FINANCIAL ADVISORS, CITADEL ADVISORS LLC, RAYMOND JAMES & ASSOCIATES, UBS Group AG, STIFEL FINANCIAL CORP, and Peloton Wealth Strategists.
This page lists
21
institutional shareholders reporting positions in this security
for the Q1 2020 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.