Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Ibonds Dec 2025 Term Corporate ETFA (IBDQ)  
$24.80 0.01 (0.04%) as of 4:30 Fri 5/24


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 309    23
Total shares held : 
 70,625,156  
% of shares held : 
 22.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   116  
Amount of shares held : 
 4,522,614  
% of shares held change : 
   1.45%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.30  
Last Quarter's Ending Price : 
 $24.76  
Last Quarter's Average Price : 
 $24.50  
Change from last quarter's     
avg. price to the last closing  : 
0.30 (1.22%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
39
 1,217,075
 1.72%
 
Increased Positions :
154
 9,687,172
 13.72%
 
Unchanged Positions :
55
 987,891
 1.4%
 
Decreased Positions :
61
-4,405,863
-6.24%
 
Closed Positions :
16
-1,975,770
-2.8%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 665 - 2024-03-31 7,267,162 $180,298,000 489,883
   MORGAN STANLEY 1336 - 2024-03-31 3,268,890 $81,101,000 -594,697
   UBS Group AG 603 - 2024-03-31 2,861,149 $70,985,000 -102,558
   MERCER GLOBAL ADVISORS INC /ADV 84 - 2024-03-31 2,391,368 $59,330,000 731,221
   HM PAYSON & CO 28 - 2023-12-31 2,124,122 $52,593,000 414,869
   ENVESTNET ASSET MANAGEMENT INC 677 - 2024-03-31 1,977,723 $49,067,000 338,201
   CAPITAL ADVISORS INC/OK 34 - 2024-03-31 1,803,360 $44,741,000 147,980
   AMERIPRISE FINANCIAL INC 881 - 2024-03-31 1,708,259 $42,430,000 116,986
   LPL FINANCIAL CORP 606 - 2024-03-31 1,673,431 $41,518,000 -132,873
   WELLS FARGO & CO/MN 812 - 2024-03-31 1,555,030 $38,580,000 26,485
   Goss Wealth Management LLC 59 - 2024-03-31 1,547,419 $38,391,000 -921,760
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 318 - 2024-03-31 1,528,694 $37,927,000 91,642
   ROYAL BANK OF CANADA 881 - 2024-03-31 1,350,690 $33,512,000 380,989
   US BANCORP 234 - 2024-03-31 1,340,314 $33,253,000 53,739
   Gratus Wealth Advisors LLC 6 - 2024-03-31 1,076,626 $26,614,000 87,412
   STIFEL FINANCIAL CORP 455 - 2024-03-31 1,042,747 $25,871,000 59,938
   Kathmere Capital Management LLC 8 - 2024-03-31 1,011,562 $25,097,000 72,581
   Sound View Wealth Advisors Group LLC 3 - 2024-03-31 1,005,183 $24,939,000 165,610
   SIGMA INVESTMENT COUNSELORS INC 13 - 2024-03-31 976,169 $24,219,000 4,421
   CAPTRUST FINANCIAL ADVISORS 213 - 2024-03-31 823,299 $20,426,000 107,327
   MARINER WEALTH ADVISORS, LLC 326 - 2024-03-31 819,582 $20,334,000 -48,916
   COMMONWEALTH EQUITY SERVICES LLC. 509 - 2024-03-31 769,177 $19,083,000 89,011
   Glenview Trust Co 66 - 2024-03-31 754,267 $18,713,000 93,927
   RVW Wealth LLC 19 - 2024-03-31 732,358 $18,170,000 -20,613
   RAYMOND JAMES & ASSOCIATES 828 - 2024-03-31 719,164 $17,842,000 44,309
   BB&T CORP 456 - 2024-03-31 712,877 $17,686,000 9,932
   BENJAMIN F. EDWARDS & COMPANY INC. 88 - 2024-03-31 712,257 $17,671,000 83,078
   Capital Investment Advisors LLC 69 - 2024-03-31 659,879 $16,372,000 31,729
   Keeler Thomas Management LLC 2 - 2024-03-31 655,094 $16,265,000 44,376
   HOWLAND CAPITAL MANAGEMENT INC 39 - 2024-03-31 654,271 $16,232,000 70,856
   SUMMIT ASSET MANAGEMENT, LLC 12 - 2024-03-31 586,460 $14,550,000 18,644
   MV Capital Management Inc. 13 - 2024-03-31 568,775 $14,111,000 -20,610
   MCF Advisors LLC 15 - 2024-03-31 556,516 $13,807,000 1,249
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 359 - 2024-03-31 540,152 $13,401,000 63,025
   CREATIVE PLANNING 347 - 2024-03-31 523,885 $12,998,000 122,296
   BUFFINGTON MOHR MCNEAL 14 - 2024-03-31 516,120 $12,805,000 23,684
   ARROW FINANCIAL CORP 18 - 2024-03-31 512,829 $12,723,000 16,867
   Journey Advisory Group LLC 16 - 2024-03-31 487,082 $12,085,000 471,082
   CWM LLC 262 - 2024-03-31 482,027 $11,959,000 83,245
   GUARANTY TRUST CO OF MISSOURI /MO/ 68 - 2024-03-31 470,009 $11,661,000 16,817
   Beacon Pointe Advisors LLC 167 - 2024-03-31 430,114 $10,671,000 -2,064
   Kestra Advisory Services LLC 300 - 2024-03-31 424,133 $10,523,000 85,724
   Strid Group LLC 9 - 2024-03-31 412,093 $10,224,000 115,646
   WINDSOR CAPITAL MANAGEMENT, LLC 9 - 2024-03-31 390,792 $9,696,000 -42,286
   Global Retirement Partners LLC 61 - 2024-03-31 374,989 $9,303,000 54,469
   RENAISSANCE TECHNOLOGIES LLC 1059 - 2024-03-31 357,201 $8,862,000 112,191
   Signature Wealth Management Group 2 - 2024-03-31 343,778 $8,498,000 -3,091
   Commonwealth Financial Services LLC 14 - 2024-03-31 330,733 $8,189,000 -864
   Advisor Group Holdings Inc. 797 - 2024-03-31 319,528 $7,929,000 -104,141
   LYELL WEALTH MANAGEMENT LP 45 - 2024-03-31 310,508 $7,704,000 12,280
   PFG Private Wealth Management LLC 4 - 2024-03-31 301,791 $7,487,000 -15,054
   HAMEL ASSOCIATES INC. 16 - 2024-03-31 300,855 $7,464,000 11,114
   LEAVELL T & ASSOCIATES INC 66 - 2024-03-31 297,651 $7,385,000 4,421
   Day & Ennis LLC 9 - 2023-12-31 290,332 $7,189,000 248,479
   Kesler Norman & Wride LLC 17 - 2024-03-31 285,635 $7,087,000 23,247
   FULTON BREAKEFIELD BROENNIMAN LLC 48 - 2024-03-31 284,781 $7,065,000 -8,883
   Atria Wealth Solutions Inc. 262 - 2024-03-31 279,459 $6,933,000 582
   Peloton Wealth Strategists 9 - 2024-03-31 274,785 $6,817,000 7,875
   TLWM 11 - 2024-03-31 265,041 $6,576,000 -1,318
   Houlihan Financial Resource Group Ltd. 8 - 2024-03-31 263,582 $6,539,000 28,742
   HANSON MCCLAIN, INC. 161 - 2024-03-31 259,988 $6,450,000 -53,512
   Scissortail Wealth Management LLC 18 - 2024-03-31 248,835 $6,174,000 -427
   InterOcean Capital Group LLC 98 - 2024-03-31 246,671 $6,120,000 5,129
   TRUENORTH, INC. 10 - 2024-03-31 243,228 $6,034,000 -72,468
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 254 - 2024-03-31 239,058 $5,931,000 69
   Platte River Wealth Advisors LLC 19 - 2024-03-31 231,933 $5,754,000 -36,953
   SANDY SPRING BANK 85 - 2024-03-31 230,262 $5,713,000 117
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 121 *New 2024-03-31 229,790 $5,701,000 229,790
   FinTrust Capital Advisors LLC 15 - 2024-03-31 227,603 $5,647,000 -1,853
   IFP Advisors Inc 82 - 2023-12-31 223,764 $5,540,000 15,049
   New England Private Wealth Advisors LLC 33 *New 2024-03-31 213,072 $5,271,000 213,072
   Leo Wealth LLC 36 - 2024-03-31 204,977 $5,085,000 17,125
   Laurel Wealth Advisors LLC 33 - 2024-03-31 200,618 $4,977,000 31,434
   Praetorian Wealth Management Inc. 20 - 2024-03-31 193,308 $4,796,000 -896
   EP WEALTH ADVISORS, INC. 172 - 2024-03-31 192,959 $4,787,000 -2,240
   AVIANCE CAPITAL PARTNERS, LLC 36 - 2024-03-31 185,855 $4,611,000 -1,452
   MADDEN ADVISORY SERVICES, INC. 11 - 2024-03-31 184,489 $4,577,000 26,730
   Iron Financial LLC 11 - 2024-03-31 183,252 $4,546,000 243
   Cribstone Capital Management LLC 8 - 2022-12-31 184,733 $4,493,000 -39,567
   Asset Dedication LLC 62 - 2024-03-31 180,635 $4,458,000 78,996
   JANNEY MONTGOMERY SCOTT LLC 806 - 2024-03-31 178,080 $4,418,000 -10,681
   Private Advisor Group LLC 505 - 2024-03-31 174,032 $4,318,000 27,246
   OGOREK ANTHONY JOSEPH /NY/ /ADV 19 - 2024-03-31 173,804 $4,312,000 1,295
   H D Vest Advisory Services 343 - 2024-03-31 171,606 $4,258,000 100,123
   MML INVESTORS SERVICES LLC 721 - 2024-03-31 167,608 $4,158,000 7,056
   Round Rock Advisors LLC 21 - 2024-03-31 164,856 $4,090,000 41,486
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 70 - 2024-03-31 162,938 $4,042,000 -77,946
   Krilogy Financial LLC 63 - 2024-03-31 160,052 $3,971,000 9,731
   HARBOR ADVISORY CORP /MA/ 27 - 2024-03-31 158,086 $3,922,000 0
   SAX WEALTH ADVISORS LLC 28 - 2024-03-31 156,503 $3,883,000 23,324
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 12 - 2024-03-31 154,889 $3,843,000 47,103
   SPINNAKER TRUST 84 - 2024-03-31 153,589 $3,811,000 26,837
   CONFLUENCE INVESTMENT MANAGEMENT LLC 137 - 2024-03-31 150,343 $3,730,000 1,303
   Cetera Investment Advisers 1172 - 2024-03-31 142,724 $3,541,000 94,290
   4Thought Financial Group Inc. 11 - 2024-03-31 138,359 $3,433,000 20,616
   ATRIA INVESTMENTS LLC 453 - 2024-03-31 137,597 $3,414,000 1,021
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 961 - 2024-03-31 136,006 $3,374,000 13,139
   WEALTHSOURCE PARTNERS LLC 72 - 2023-12-31 132,858 $3,290,000 105,966
   DEUTSCHE BANK AG 1403 - 2024-03-31 132,111 $3,278,000 60,979
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 174 - 2024-03-31 127,793 $3,171,000 -18,402
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us