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Get Institutions for : 
Ishares Ibonds Dec 2025 Term Muni Bond Etf (IBMN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 147    6
Total shares held : 
 18,279,147  
% of shares held : 
 20.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 4,235,861  
% of shares held change : 
   4.71%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 3,498,093
 19.14%
 
Increased Positions :
60
 2,702,283
 14.78%
 
Unchanged Positions :
26
 446,016
 2.44%
 
Decreased Positions :
45
-1,822,939
-9.97%
 
Closed Positions :
10
-141,576
-0.77%
 
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
   COLONY GROUP, LLC 48 - 2024-03-31 2,253,383 $59,625,000 -81,963
   COLONY GROUP LLC 19 - 2023-09-30 2,201,352 $57,411,000 136,971
   BANK OF AMERICA CORP /DE/ 1359 - 2024-03-31 1,655,031 $43,792,000 56,997
   MERCER GLOBAL ADVISORS INC /ADV 169 - 2024-03-31 934,373 $24,724,000 32,287
   ENVESTNET ASSET MANAGEMENT INC 1060 - 2024-03-31 814,014 $21,539,000 21,651
   MORGAN STANLEY 2670 - 2024-03-31 756,850 $20,026,000 -272,492
   US BANCORP 313 - 2024-03-31 715,074 $18,921,000 -108,737
   Kathmere Capital Management LLC 19 - 2024-03-31 634,147 $16,780,000 53,108
   Goss Wealth Management LLC 176 - 2024-03-31 511,797 $13,542,000 -88,210
   WELLS FARGO & CO/MN 1358 - 2024-03-31 499,012 $13,204,000 41,582
   UBS Group AG 1521 - 2024-03-31 432,060 $11,432,000 -175,960
   LPL FINANCIAL CORP 1382 - 2024-03-31 350,416 $9,272,000 -13,968
   Amplius Wealth Advisors LLC 25 *New 2024-03-31 332,542 $8,799,000 332,542
   LEAVELL T & ASSOCIATES INC 57 - 2024-03-31 306,401 $8,107,000 -16,250
   COVINGTON INVESTMENT ADVISORS INC. 26 - 2024-03-31 305,593 $8,086,000 25,570
   JANE STREET GROUP LLC 1027 - 2024-03-31 261,645 $6,923,000 -951,093
   COMMONWEALTH EQUITY SERVICES LLC. 973 - 2024-03-31 254,475 $6,733,000 9,943
   Integrated Wealth Concepts LLC 226 - 2024-03-31 246,395 $6,520,000 33,600
   Praetorian Wealth Management Inc. 16 - 2024-03-31 239,267 $6,331,000 11,263
   HILLSTRUST 45 - 2024-03-31 226,495 $5,993,000 640
   BB&T CORP 820 - 2024-03-31 226,408 $5,991,000 13,189
   HIGHTOWER ADVISORS, LLC 899 - 2024-03-31 211,807 $5,604,000 -14,199
   LBMC INVESTMENT ADVISORS, LLC 29 - 2024-03-31 193,860 $5,130,000 91,189
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1209 - 2024-03-31 163,703 $4,332,000 1,775
   RAYMOND JAMES & ASSOCIATES 1732 - 2024-03-31 151,539 $4,010,000 13,422
   Cyndeo Wealth Partners LLC 94 - 2024-03-31 146,545 $3,878,000 830
   ROYAL BANK OF CANADA 2113 - 2024-03-31 139,720 $3,697,000 3,452
   Quantum Financial Advisors LLC 23 *New 2024-03-31 137,917 $3,649,000 137,917
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 638 - 2024-03-31 134,897 $3,569,000 -23,116
   Paradiem LLC 58 - 2024-03-31 114,986 $3,043,000 37,792
   NEWMAN DIGNAN & SHEERAR, INC. 32 - 2024-03-31 115,001 $3,043,000 -24,020
   Cypress Point Wealth Management LLC 14 - 2024-03-31 113,000 $2,990,000 0
   Sound View Wealth Advisors Group LLC 69 - 2024-03-31 112,771 $2,984,000 -5,672
   GATEWAY ADVISORY, LLC 41 - 2024-03-31 107,498 $2,844,000 2,541
   GUARANTY TRUST CO OF MISSOURI /MO/ 201 - 2024-03-31 98,659 $2,611,000 29,161
   New England Private Wealth Advisors LLC 48 - 2024-03-31 96,972 $2,560,000 100
   WOODMONT INVESTMENT COUNSEL LLC 83 - 2024-03-31 94,650 $2,504,000 -10,000
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 93 - 2024-03-31 91,484 $2,421,000 -8,656
   SONATA CAPITAL GROUP INC 27 - 2024-03-31 89,785 $2,376,000 27,325
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 398 - 2024-03-31 89,058 $2,356,000 -17,173
   Beacon Pointe Advisors LLC 456 - 2024-03-31 89,023 $2,356,000 -10,859
   BFT FINANCIAL GROUP LLC 62 - 2023-06-30 89,258 $2,351,000 979
   SENTINEL PENSION ADVISORS INC 32 - 2024-03-31 83,144 $2,200,000 44
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1199 - 2024-03-31 82,662 $2,187,000 72,284
   STIFEL FINANCIAL CORP 1670 - 2024-03-31 80,759 $2,137,000 -51,933
   Steward Partners Investment Advisory LLC 575 - 2024-03-31 78,375 $2,074,000 -6,791
   REGIONS FINANCIAL CORP 373 - 2024-03-31 76,109 $2,014,000 -4,175
   MARINER WEALTH ADVISORS, LLC 1140 - 2024-03-31 71,236 $1,885,000 -9,576
   Advisor Group Holdings Inc. 1737 - 2024-03-31 70,951 $1,877,000 19,409
   Leo Wealth LLC 92 - 2024-03-31 70,548 $1,867,000 41
   CAPTRUST FINANCIAL ADVISORS 847 - 2024-03-31 67,899 $1,797,000 -7,914
   Atwater Malick LLC 31 - 2024-03-31 63,049 $1,668,000 5,752
   HOWLAND CAPITAL MANAGEMENT INC 107 - 2024-03-31 62,890 $1,664,000 525
   ATRIA INVESTMENTS LLC 755 - 2024-03-31 59,135 $1,565,000 3,672
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2060 - 2024-03-31 57,764 $1,528,000 -448,990
   Signature Wealth Management Group 50 - 2024-03-31 57,422 $1,515,000 160
   AMERIPRISE FINANCIAL INC 2939 - 2024-03-31 55,268 $1,462,000 -2,695
   Scissortail Wealth Management LLC 57 - 2024-03-31 54,830 $1,451,000 -2,660
   Stonebridge Capital Advisors LLC 111 - 2024-03-31 52,268 $1,383,000 -38,307
   Foundry Financial Group Inc. 21 - 2024-03-31 50,522 $1,337,000 -1,349
   Lido Advisors LLC 494 - 2024-03-31 49,526 $1,310,000 -4,725
   Blue Square Asset Management LLC 39 - 2024-03-31 49,109 $1,299,000 -398
   RIA Advisory Group LLC 32 - 2024-03-31 47,102 $1,246,000 47,102
   CREATIVE PLANNING 1200 - 2024-03-31 46,553 $1,232,000 -6,198
   CFS Investment Advisory Services LLC 79 - 2024-03-31 43,280 $1,145,000 -3,042
   VALMARK ADVISERS INC 245 - 2024-03-31 43,120 $1,141,000 3,347
   LINCOLN NATIONAL CORP 488 - 2024-03-31 41,839 $1,107,000 19,321
   PHILLIPS FINANCIAL MANAGEMENT LLC 101 - 2024-03-31 40,804 $1,080,000 -7,109
   Stratos Wealth Partners LTD. 626 - 2024-03-31 38,430 $1,017,000 133
   Cetera Investment Advisers 2063 *New 2024-03-31 37,304 $987,000 37,304
   SANDY SPRING BANK 222 - 2024-03-31 35,415 $937,000 -1,950
   Capital Investment Advisors LLC 295 - 2024-03-31 34,714 $919,000 447
   ROOF EIDAM & MAYCOCK/ADV 57 - 2024-03-31 34,477 $912,000 27
   IFP Advisors Inc 395 - 2023-12-31 34,048 $904,000 4,650
   Sargent Bickham Lagudis LLC 137 *New 2022-12-31 31,525 $831,000 31,525
   Royal Harbor Partners LLC 32 - 2024-03-31 31,245 $827,000 -1,794
   Garden State Investment Advisory Services LLC 74 - 2024-03-31 31,078 $822,000 3
   Granite Harbor Advisors Inc. 37 - 2024-03-31 30,905 $818,000 5,569
   Apollon Wealth Management LLC 539 - 2024-03-31 29,500 $781,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 559 - 2024-03-31 29,185 $772,000 -18,630
   CONFLUENCE INVESTMENT MANAGEMENT LLC 206 - 2024-03-31 29,090 $770,000 -32,365
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 230 - 2024-03-31 28,295 $749,000 28,295
   SAVANT CAPITAL MANAGEMENT INC 631 - 2024-03-31 27,809 $736,000 418
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 34 - 2022-12-31 26,855 $708,000 0
   REFRAME WEALTH LLC 34 - 2022-12-31 26,855 $708,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC 434 - 2024-03-31 26,059 $690,000 15,583
   Lantz Financial LLC 102 - 2024-03-31 25,482 $674,000 4,794
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 298 - 2024-03-31 25,268 $669,000 -3,048
   Peloton Wealth Strategists 68 - 2024-03-31 25,000 $662,000 0
   BANK OF MONTREAL /CAN/ 1908 *New 2024-03-31 24,101 $638,000 24,101
   GOLDMAN SACHS GROUP INC/ 3817 - 2024-03-31 23,629 $625,000 -173,664
   IHT Wealth Management LLC 566 - 2024-03-31 23,469 $621,000 78
   FINANCIAL NETWORK 1800 - 2024-03-31 22,562 $597,000 884
   SPINNAKER TRUST 181 - 2024-03-31 22,365 $592,000 7,631
   Kades & Cheifetz LLC 52 - 2024-03-31 21,254 $562,000 70
   Catalytic Wealth RIA LLC 153 *New 2024-03-31 20,991 $555,000 20,991
   4J Wealth Management LLC 42 - 2024-03-31 20,843 $552,000 23
   Archford Capital Strategies LLC 173 - 2024-03-31 19,242 $509,000 106
   Modern Wealth Management LLC 185 *New 2024-03-31 19,227 $508,000 19,227
   DEUTSCHE BANK AG 2271 *New 2024-03-31 18,900 $500,000 18,900
  100 Records found
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