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Get Institutions for : 
Ishares Ibonds Dec 2024 Term Corporate ETFA (IBDP)  
$25.07 0.00 (0.00%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 327    13
Total shares held : 
 77,665,192  
% of shares held : 
 19.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   83  
Amount of shares held : 
 4,700,839  
% of shares held change : 
   1.19%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.68  
Last Quarter's Ending Price : 
 $24.91  
Last Quarter's Average Price : 
 $24.79  
Change from last quarter's     
avg. price to the last closing  : 
0.28 (1.13%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
40
 2,498,200
 3.22%
 
Increased Positions :
152
 8,049,794
 10.36%
 
Unchanged Positions :
53
 844,791
 1.09%
 
Decreased Positions :
82
-4,792,109
-6.17%
 
Closed Positions :
27
-1,055,046
-1.36%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 698 - 2024-03-31 6,561,167 $164,357,000 -322,567
   MORGAN STANLEY 1371 - 2024-03-31 3,075,185 $77,033,000 -340,340
   UBS Group AG 594 - 2024-03-31 2,915,383 $73,030,000 9,830
   HM PAYSON & CO 25 - 2023-12-31 2,334,722 $58,158,000 395,877
   LPL FINANCIAL CORP 572 - 2024-03-31 1,821,628 $45,632,000 -154,770
   WELLS FARGO & CO/MN 752 - 2024-03-31 1,806,911 $45,263,000 -79,264
   Glenview Trust Co 24 - 2024-03-31 1,758,381 $44,047,000 -51,387
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 299 - 2024-03-31 1,629,214 $40,812,000 -172,884
   US BANCORP 223 - 2024-03-31 1,477,721 $37,017,000 -158,097
   ROYAL BANK OF CANADA 886 - 2024-03-31 1,324,411 $33,177,000 104,995
   COMMONWEALTH EQUITY SERVICES LLC. 343 - 2024-03-31 1,298,276 $32,522,000 161,024
   Motley Fool Wealth Management LLC 18 - 2024-03-31 1,042,766 $26,121,000 25,289
   Gratus Wealth Advisors LLC 7 - 2024-03-31 1,033,857 $25,888,000 78,270
   Kathmere Capital Management LLC 7 - 2024-03-31 1,023,541 $25,640,000 98,458
   AMERIPRISE FINANCIAL INC 1150 - 2024-03-31 1,018,064 $25,497,000 287,794
   SIGMA INVESTMENT COUNSELORS INC 14 - 2024-03-31 965,869 $24,195,000 -18,941
   GOLUB GROUP LLC 28 - 2024-03-31 951,960 $23,847,000 -204,968
   InterOcean Capital Group LLC 50 - 2024-03-31 921,558 $23,085,000 34,596
   CAPTRUST FINANCIAL ADVISORS 197 - 2024-03-31 911,313 $22,828,000 72,972
   RENAISSANCE TECHNOLOGIES LLC 629 - 2024-03-31 811,810 $20,336,000 134,291
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 249 - 2024-03-31 796,478 $19,952,000 49,932
   Sound View Wealth Advisors Group LLC 7 - 2024-03-31 778,378 $19,498,000 -28,120
   RAYMOND JAMES & ASSOCIATES 792 - 2024-03-31 773,579 $19,378,000 -1,408
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 313 - 2024-03-31 722,875 $18,108,000 38,610
   Goss Wealth Management LLC 142 - 2024-03-31 693,776 $17,379,000 -1,318,201
   AE Wealth Management LLC 143 - 2024-03-31 663,145 $16,612,000 -1,335,453
   RVW Wealth LLC 24 - 2024-03-31 660,417 $16,543,000 65,359
   Keeler Thomas Management LLC 3 - 2024-03-31 646,788 $16,217,000 44,163
   Mid-American Wealth Advisory Group Inc. 1 - 2024-03-31 638,642 $15,998,000 66,549
   MV Capital Management Inc. 12 - 2024-03-31 596,496 $14,942,000 -5,723
   SUMMIT ASSET MANAGEMENT, LLC 11 - 2024-03-31 581,404 $14,564,000 18,166
   BB&T CORP 509 - 2024-03-31 570,260 $14,285,000 46,639
   HOWLAND CAPITAL MANAGEMENT INC 43 - 2024-03-31 553,933 $13,876,000 -4,363
   MARINER WEALTH ADVISORS, LLC 415 - 2024-03-31 553,638 $13,869,000 -5,802
   CREATIVE PLANNING 330 - 2024-03-31 545,093 $13,655,000 93,748
   MERCER GLOBAL ADVISORS INC /ADV 253 - 2024-03-31 532,514 $13,339,000 -1,043,333
   STIFEL FINANCIAL CORP 703 - 2024-03-31 527,450 $13,213,000 -994,241
   GUARANTY TRUST CO OF MISSOURI /MO/ 65 - 2024-03-31 507,005 $12,700,000 34,738
   CWM LLC 254 - 2024-03-31 502,459 $12,587,000 115,622
   ARROW FINANCIAL CORP 19 - 2023-12-31 491,045 $12,232,000 33,167
   Advisor Group Holdings Inc. 596 - 2024-03-31 480,145 $12,028,000 89,159
   Ruggaard & Associates LLC 6 - 2024-03-31 464,046 $11,624,000 6,171
   NovaPoint Capital LLC 3 - 2024-03-31 460,925 $11,546,000 -21,216
   Asset Dedication LLC 20 - 2024-03-31 461,415 $11,539,000 -105,755
   LEAVELL T & ASSOCIATES INC 38 - 2024-03-31 430,028 $10,772,000 -17,563
   Matthew Goff Investment Advisor LLC 17 - 2024-03-31 413,848 $10,367,000 36,997
   Beacon Pointe Advisors LLC 175 - 2024-03-31 410,287 $10,278,000 -49,456
   Kestra Advisory Services LLC 304 - 2024-03-31 404,783 $10,140,000 35,643
   Capital Investment Advisors LLC 84 - 2024-03-31 396,936 $9,943,000 20,477
   WINDSOR CAPITAL MANAGEMENT, LLC 8 - 2024-03-31 390,510 $9,782,000 -42,864
   Strid Group LLC 10 - 2024-03-31 383,516 $9,607,000 7,266
   MCF Advisors LLC 22 - 2024-03-31 374,003 $9,369,000 -2,238
   BENJAMIN F. EDWARDS & COMPANY INC. 148 - 2024-03-31 366,072 $9,171,000 -675,056
   Global Retirement Partners LLC 64 - 2024-03-31 363,775 $9,113,000 51,424
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 54 - 2024-03-31 348,064 $8,719,000 -228,461
   Journey Advisory Group LLC 22 - 2024-03-31 345,047 $8,643,000 -78,995
   ENVESTNET ASSET MANAGEMENT INC 1640 - 2024-03-31 331,663 $8,308,000 -1,214,955
   Commonwealth Financial Services LLC 13 - 2024-03-31 329,551 $8,209,000 -865
   Merit Financial Group LLC 90 - 2024-03-31 318,277 $7,963,000 -6,084
   Atria Wealth Solutions Inc. 236 - 2024-03-31 316,315 $7,924,000 16,249
   Signature Wealth Management Group 3 - 2024-03-31 306,697 $7,680,000 -4,265
   HAMEL ASSOCIATES INC. 17 - 2024-03-31 296,005 $7,415,000 8,637
   Balentine LLC 38 - 2024-03-31 286,631 $7,180,000 176,802
   Houlihan Financial Resource Group Ltd. 7 - 2024-03-31 286,055 $7,166,000 29,612
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 111 *New 2024-03-31 282,893 $7,086,000 282,893
   EP WEALTH ADVISORS, INC. 138 - 2024-03-31 282,682 $7,081,000 -3,829
   MinichMacGregor Wealth Management LLC 19 - 2024-03-31 282,858 $7,069,000 17,739
   PFG Private Wealth Management LLC 7 - 2024-03-31 281,808 $7,059,000 -7,963
   FULTON BREAKEFIELD BROENNIMAN LLC 50 - 2024-03-31 272,074 $6,815,000 -17,752
   AMG NATIONAL TRUST BANK 77 - 2024-03-31 266,107 $6,666,000 15,750
   DEUTSCHE BANK AG 1141 - 2024-03-31 261,626 $6,554,000 91,000
   FinTrust Capital Advisors LLC 14 - 2024-03-31 260,548 $6,527,000 -5,069
   Scissortail Wealth Management LLC 15 - 2024-03-31 258,485 $6,475,000 -1,298
   MADDEN ADVISORY SERVICES, INC. 6 - 2024-03-31 257,962 $6,462,000 14,657
   Weaver Consulting Group 8 - 2024-03-31 255,713 $6,406,000 17,910
   LYELL WEALTH MANAGEMENT LP 59 - 2024-03-31 247,646 $6,204,000 -34,046
   SONATA CAPITAL GROUP INC 11 - 2024-03-31 224,880 $5,633,000 2,160
   New England Private Wealth Advisors LLC 31 *New 2024-03-31 222,535 $5,565,000 222,535
   Peloton Wealth Strategists 13 - 2024-03-31 220,550 $5,525,000 0
   Private Advisor Group LLC 433 - 2024-03-31 216,262 $5,417,000 14,515
   Leo Wealth LLC 34 - 2024-03-31 211,192 $5,290,000 7,062
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 278 - 2024-03-31 207,073 $5,187,000 -5,780
   JANE STREET GROUP LLC 1264 - 2024-03-31 201,553 $5,049,000 201,553
   SANDY SPRING BANK 99 - 2024-03-31 196,964 $4,934,000 -10,970
   Kesler Norman & Wride LLC 39 - 2024-03-31 196,083 $4,912,000 14,485
   Michael S. Ryan Inc. 8 - 2024-03-31 194,731 $4,878,000 -7,674
   IFP Advisors Inc 94 - 2023-12-31 193,461 $4,819,000 -2,498
   Paradigm Strategies in Wealth Management LLC 8 - 2024-03-31 189,756 $4,753,000 -137,726
   WEALTHSOURCE PARTNERS LLC 52 - 2023-12-31 190,019 $4,733,000 71,931
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 10 - 2024-03-31 179,637 $4,500,000 59,966
   HANSON MCCLAIN, INC. 210 - 2024-03-31 175,795 $4,404,000 -4,579
   POM Investment Strategies LLC 12 - 2024-03-31 174,964 $4,383,000 20,607
   BFT FINANCIAL GROUP LLC 30 - 2023-06-30 176,993 $4,358,000 113,415
   Krilogy Financial LLC 59 - 2024-03-31 169,885 $4,256,000 15,389
   H D Vest Advisory Services 350 - 2024-03-31 166,239 $4,164,000 65,393
   Cribstone Capital Management LLC 10 - 2022-12-31 168,728 $4,120,000 -45,927
   Integrated Wealth Concepts LLC 302 - 2024-03-31 160,078 $4,010,000 34,354
   RDL FINANCIAL INC 14 - 2024-03-31 156,219 $3,846,000 0
   SAVANT CAPITAL MANAGEMENT INC 222 - 2024-03-31 153,182 $3,837,000 -9,765
   HARBOR ADVISORY CORP /MA/ 29 - 2024-03-31 153,173 $3,837,000 0
  100 Records found
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