Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / IBONDS DEC 28
-
Total 13F shares
-
1,577,695
-
Share change
-
+262,668
-
Total reported value
-
$43,548,000
-
Price per share
-
$27.60
-
Number of holders
-
33
-
Value change
-
+$7,251,124
-
Number of buys
-
23
-
Number of sells
-
5
Institutional Holders of ISHARES TR - IBONDS DEC 28 (IBMQ) as of Q4 2020
As of 31 Dec 2020,
ISHARES TR - IBONDS DEC 28 (IBMQ) was held by
33 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,577,695 shares.
The largest 10 holders included
Heartwood Wealth Advisors LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, CAPTRUST FINANCIAL ADVISORS, MORGAN STANLEY, US BANCORP \DE\, JANE STREET GROUP, LLC, ROYAL BANK OF CANADA, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, WELLS FARGO & COMPANY/MN, and BANK OF AMERICA CORP /DE/.
This page lists
33
institutional shareholders reporting positions in this security
for the Q4 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.