Q4 2019 13F Holders as of 31 Dec 2019
-
Type / Class
-
Equity / IBDS DEC28 ETF
-
Total 13F shares
-
3,371,540
-
Share change
-
+273,201
-
Total reported value
-
$93,163,000
-
Price per share
-
$27.75
-
Number of holders
-
42
-
Value change
-
+$7,587,008
-
Number of buys
-
30
-
Number of sells
-
9
Institutional Holders of ISHARES TR - IBDS DEC28 ETF (IBDT) as of Q4 2019
As of 31 Dec 2019,
ISHARES TR - IBDS DEC28 ETF (IBDT) was held by
42 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,371,540 shares.
The largest 10 holders included
Motley Fool Wealth Management, LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, BANK OF AMERICA CORP /DE/, STIFEL FINANCIAL CORP, RAYMOND JAMES & ASSOCIATES, PFG Private Wealth Management, LLC, WELLS FARGO & COMPANY/MN, BENJAMIN F. EDWARDS & COMPANY, INC., ENVESTNET ASSET MANAGEMENT INC, and UNITED CAPITAL FINANCIAL ADVISERS, LLC.
This page lists
42
institutional shareholders reporting positions in this security
for the Q4 2019 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.