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Get Institutions for : 
Ishares Ibonds Dec 2028 Term Corporate Etf (IBDT)  
$24.44 0.04 (0.16%) as of 4:30 Thu 4/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 234    39
Total shares held : 
 45,947,825  
% of shares held : 
 64.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   132  
Amount of shares held : 
 8,976,998  
% of shares held change : 
   12.56%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $23.87  
Last Quarter's Ending Price : 
 $25.09  
Last Quarter's Average Price : 
 $24.29  
Change from last quarter's     
avg. price to the last closing  : 
0.15 (0.62%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
45
 1,546,680
 3.37%
 
Increased Positions :
120
 9,693,823
 21.1%
 
Unchanged Positions :
42
 660,500
 1.44%
 
Decreased Positions :
27
-1,562,348
-3.4%
 
Closed Positions :
6
-701,157
-1.53%
 
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/ 706 - 2024-03-31 6,488,897 $161,606,000 603,506
   MORGAN STANLEY 1591 - 2024-03-31 2,408,865 $59,993,000 259,688
   CAPITAL ADVISORS INC/OK 19 - 2024-03-31 2,274,962 $56,658,000 201,487
   Capital Investment Advisors LLC 13 - 2024-03-31 2,193,336 $54,625,000 204,590
   MERCER GLOBAL ADVISORS INC /ADV 116 - 2024-03-31 1,675,317 $41,723,000 425,691
   ENVESTNET ASSET MANAGEMENT INC 739 - 2024-03-31 1,673,510 $41,679,000 305,200
   ROYAL BANK OF CANADA 818 - 2024-03-31 1,512,652 $37,673,000 214,598
   UBS Group AG 926 - 2024-03-31 1,395,368 $34,752,000 268,309
   WOODMONT INVESTMENT COUNSEL LLC 5 - 2024-03-31 1,280,669 $31,895,000 101,190
   LPL FINANCIAL CORP 757 - 2024-03-31 1,206,501 $30,048,000 212,632
   Klingman & Associates LLC 14 - 2024-03-31 1,095,765 $27,290,000 22,849
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 418 - 2024-03-31 1,060,451 $26,411,000 388,920
   Gratus Wealth Advisors LLC 8 - 2024-03-31 1,046,455 $25,575,000 989,168
   AMERIPRISE FINANCIAL INC 1164 - 2024-03-31 1,009,445 $25,201,000 94,575
   SIGMA INVESTMENT COUNSELORS INC 11 - 2024-03-31 1,009,430 $25,140,000 27,535
   WELLS FARGO & CO/MN 1015 - 2024-03-31 986,023 $24,557,000 249,176
   HIGHTOWER ADVISORS, LLC 431 - 2024-03-31 912,726 $22,730,000 59,053
   Kathmere Capital Management LLC 10 - 2024-03-31 891,363 $22,199,000 63,809
   GATEWAY ADVISORY, LLC 5 - 2024-03-31 779,959 $19,425,000 39,009
   CI Private Wealth LLC 416 - 2024-03-31 693,322 $17,267,000 693,322
   RVW Wealth LLC 25 - 2024-03-31 647,711 $16,131,000 12,756
   STIFEL FINANCIAL CORP 638 - 2024-03-31 627,182 $15,620,000 20,974
   COMMONWEALTH EQUITY SERVICES LLC. 665 - 2024-03-31 525,606 $13,090,000 104,047
   ARROW FINANCIAL CORP 16 - 2024-03-31 517,012 $12,876,000 15,291
   MV Capital Management Inc. 18 - 2024-03-31 502,604 $12,517,000 86,286
   HENGEHOLD CAPITAL MANAGEMENT LLC 18 - 2024-03-31 438,100 $10,911,000 15,839
   BB&T CORP 614 - 2024-03-31 414,800 $10,331,000 43,562
   JANNEY MONTGOMERY SCOTT LLC 588 - 2024-03-31 336,526 $8,381,000 72,955
   Kestra Advisory Services LLC 361 - 2024-03-31 333,937 $8,317,000 115,208
   BENJAMIN F. EDWARDS & COMPANY INC. 166 - 2024-03-31 307,847 $7,667,000 26,877
   RAYMOND JAMES & ASSOCIATES 1304 - 2024-03-31 307,757 $7,665,000 52,473
   WINDSOR CAPITAL MANAGEMENT, LLC 16 - 2024-03-31 279,300 $6,956,000 89,652
   Keeler Thomas Management LLC 9 - 2024-03-31 269,363 $6,711,000 7,521
   PFG Private Wealth Management LLC 8 - 2024-03-31 263,347 $6,559,000 4,097
   Peloton Wealth Strategists 10 - 2024-03-31 258,000 $6,425,000 14,350
   HAMEL ASSOCIATES INC. 23 - 2024-03-31 235,015 $5,853,000 29,375
   LYELL WEALTH MANAGEMENT LP 61 - 2024-03-31 233,301 $5,810,000 74,135
   Platte River Wealth Advisors LLC 20 - 2024-03-31 229,454 $5,715,000 31,109
   GUARANTY TRUST CO OF MISSOURI /MO/ 121 - 2024-03-31 221,594 $5,519,000 34,655
   SANDY SPRING BANK 91 - 2024-03-31 219,494 $5,466,000 7,325
   CAPTRUST FINANCIAL ADVISORS 473 - 2024-03-31 215,989 $5,379,000 66,563
   Lido Advisors LLC 250 - 2024-03-31 216,001 $5,379,000 75,693
   Snowden Capital Advisors LLC 166 - 2024-03-31 204,264 $5,087,000 81,156
   Signature Wealth Management Group 6 - 2024-03-31 203,699 $4,980,000 1,114
   HOWLAND CAPITAL MANAGEMENT INC 72 - 2024-03-31 188,993 $4,707,000 75,908
   Michael S. Ryan Inc. 9 - 2024-03-31 187,378 $4,667,000 4,481
   Praetorian Wealth Management Inc. 23 - 2024-03-31 179,983 $4,482,000 6,166
   Probity Advisors Inc. 19 - 2024-03-31 178,218 $4,439,000 80,420
   IFP Advisors Inc 106 - 2023-12-31 165,240 $4,146,000 142,021
   MCF Advisors LLC 29 - 2024-03-31 156,800 $3,905,000 6,738
   Beacon Pointe Advisors LLC 356 - 2024-03-31 155,756 $3,879,000 47,473
   Krilogy Financial LLC 66 - 2024-03-31 155,376 $3,870,000 4,339
   EP WEALTH ADVISORS, INC. 194 - 2024-03-31 155,063 $3,862,000 7,925
   Guidance Point Advisors LLC 13 - 2024-03-31 154,550 $3,849,000 7,237
   Houlihan Financial Resource Group Ltd. 20 - 2024-03-31 152,469 $3,797,000 39,550
   Venture Visionary Partners LLC 128 - 2024-03-31 147,346 $3,670,000 12,337
   MONECO Advisors LLC 39 - 2024-03-31 144,365 $3,595,000 24,710
   JANE STREET GROUP LLC 1596 - 2024-03-31 142,930 $3,560,000 99,054
   Cherry Tree Wealth Management LLC 31 - 2024-03-31 138,902 $3,459,000 38,251
   Great Diamond Partners LLC 36 - 2024-03-31 137,261 $3,418,000 4,055
   Cribstone Capital Management LLC 13 - 2022-12-31 138,788 $3,371,000 127,906
   4Thought Financial Group Inc. 13 - 2024-03-31 134,304 $3,345,000 21,322
   CWM LLC 505 - 2024-03-31 132,518 $3,300,000 18,464
   Parallel Advisors LLC 179 - 2024-03-31 125,245 $3,119,000 45,211
   SPINNAKER TRUST 95 - 2024-03-31 123,053 $3,065,000 30,767
   Evergreen Private Wealth LLC 29 - 2024-03-31 119,146 $2,967,000 17,082
   HARBOR ADVISORY CORP /MA/ 36 - 2024-03-31 110,188 $2,744,000 21,959
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 19 - 2024-03-31 110,168 $2,744,000 49,562
   LFA - Lugano Financial Advisors SA 18 - 2024-03-31 102,431 $2,551,000 41,773
   WRAPMANAGER INC 35 - 2024-03-31 101,955 $2,539,000 5,706
   Cetera Investment Advisers 1383 - 2024-03-31 101,666 $2,532,000 92,698
   Kesler Norman & Wride LLC 61 - 2024-03-31 101,127 $2,519,000 4,094
   PRECEDENT WEALTH PARTNERS LLC 16 - 2024-03-31 99,458 $2,477,000 16,166
   Glenview Trust Co 188 - 2024-03-31 98,257 $2,447,000 51,028
   FF AdvisorsLLC 20 - 2024-03-31 94,968 $2,365,000 26,683
   LifePlan Financial LLC 8 - 2024-03-31 94,941 $2,364,000 3,471
   ATRIA INVESTMENTS LLC 598 - 2024-03-31 91,667 $2,283,000 5,767
   FULTON BREAKEFIELD BROENNIMAN LLC 65 - 2024-03-31 89,524 $2,230,000 17,026
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 768 - 2024-03-31 87,276 $2,174,000 35,054
   Asset Dedication LLC 113 - 2024-03-31 80,910 $1,996,000 62,938
   MULTIFINANCIAL SECURITIES CORP 848 - 2024-03-31 74,743 $1,861,000 57,159
   Laurel Wealth Advisors LLC 73 - 2024-03-31 74,173 $1,847,000 21,773
   ASSOCIATED BANC-CORP 174 - 2024-03-31 74,108 $1,846,000 8,317
   COLDSTREAM CAPITAL MANAGEMENT INC 222 - 2024-03-31 72,492 $1,805,000 11,456
   Evergreen Wealth Solutions LLC 13 - 2024-03-31 67,395 $1,678,000 3,593
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 476 - 2024-03-31 61,330 $1,528,000 3,041
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1444 - 2024-03-31 60,681 $1,511,000 12,327
   Global Retirement Partners LLC 285 - 2024-03-31 59,799 $1,489,000 31,331
   MEITAV DASH INVESTMENTS LTD 122 - 2024-03-31 58,996 $1,467,000 14,427
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 116 - 2024-03-31 57,980 $1,444,000 14,053
   Scissortail Wealth Management LLC 58 - 2024-03-31 57,755 $1,438,000 3,699
   Stratos Wealth Partners LTD. 526 - 2024-03-31 56,766 $1,414,000 8,513
   Stonebrook Private Inc. 57 - 2024-03-31 56,432 $1,405,000 23,888
   Foundation Wealth Management LLC 19 - 2024-03-31 55,492 $1,382,000 4,416
   SEGMENT WEALTH MANAGEMENT, LLC 123 - 2024-03-31 54,555 $1,359,000 11,920
   Foundry Financial Group Inc. 23 - 2024-03-31 45,917 $1,144,000 20,200
   HALLMARK CAPITAL MANAGEMENT INC 124 - 2024-03-31 45,135 $1,124,000 8,579
   Masso Torrence Wealth Management Inc. 36 - 2024-03-31 44,193 $1,101,000 6,662
   CHESLEY TAFT & ASSOCIATES LLC/IL 185 - 2024-03-31 41,300 $1,029,000 15,400
   Ironwood Wealth Management llc 67 - 2024-03-31 41,170 $1,025,000 6,540
  100 Records found
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