Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / IBONDS DEC 29
-
Total 13F shares
-
4,404,498
-
Share change
-
+452,546
-
Total reported value
-
$115,943,452
-
Price per share
-
$26.32
-
Number of holders
-
53
-
Value change
-
+$11,880,701
-
Number of buys
-
37
-
Number of sells
-
15
Institutional Holders of ISHARES TR - IBONDS DEC 29 (IBDU) as of Q4 2021
As of 31 Dec 2021,
ISHARES TR - IBONDS DEC 29 (IBDU) was held by
53 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,404,498 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, Capital Investment Advisors, LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, Matthew Goff Investment Advisor, LLC, MORGAN STANLEY, PFG Private Wealth Management, LLC, Krilogy Financial LLC, ROYAL BANK OF CANADA, Sandy Spring Bank, and Legacy CG, LLC.
This page lists
54
institutional shareholders reporting positions in this security
for the Q4 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.