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Get Institutions for : 
Ishares Ibonds Dec 2026 Term Muni Bond Etf (IBMO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 131    19
Total shares held : 
 12,250,407  
% of shares held : 
 13.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   39  
Amount of shares held : 
 2,572,762  
% of shares held change : 
   2.86%  
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 :
23
 872,677
 7.12%
 
Increased Positions :
53
 2,170,072
 17.71%
 
Unchanged Positions :
22
 326,040
 2.66%
 
Decreased Positions :
33
-426,756
-3.48%
 
Closed Positions :
4
-43,231
-0.35%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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/ 1491 - 2024-03-31 1,428,738 $36,219,000 55,394
   MERCER GLOBAL ADVISORS INC /ADV 172 - 2024-03-31 950,930 $24,106,000 47,237
   ENVESTNET ASSET MANAGEMENT INC 1055 - 2024-03-31 855,493 $21,687,000 39,686
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 45 - 2024-03-31 724,213 $18,359,000 27,538
   MORGAN STANLEY 2830 - 2024-03-31 687,590 $17,430,000 135,640
   US BANCORP 327 - 2024-03-31 673,459 $17,072,000 -16,906
   Kathmere Capital Management LLC 18 - 2024-03-31 662,225 $16,787,000 53,472
   UBS Group AG 1298 - 2024-03-31 658,970 $16,705,000 256,668
   Goss Wealth Management LLC 166 - 2024-03-31 564,280 $14,305,000 13,657
   WELLS FARGO & CO/MN 1398 - 2024-03-31 493,123 $12,501,000 -167,633
   CI Private Wealth LLC 491 *New 2024-03-31 455,653 $11,551,000 455,653
   COVINGTON INVESTMENT ADVISORS INC. 29 *New 2024-03-31 306,280 $7,764,000 306,280
   LPL FINANCIAL CORP 1548 - 2024-03-31 277,524 $7,035,000 6,753
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 991 - 2024-03-31 255,529 $6,478,000 48,672
   Praetorian Wealth Management Inc. 13 - 2024-03-31 252,380 $6,398,000 15,437
   HILLSTRUST 44 - 2024-03-31 245,440 $6,222,000 482
   HIGHTOWER ADVISORS, LLC 877 - 2024-03-31 239,911 $6,082,000 -21,730
   Crumly & Associates Inc. 26 - 2024-03-31 227,826 $5,775,000 -76,737
   AMERIPRISE FINANCIAL INC 2196 - 2024-03-31 225,262 $5,710,000 212,544
   JANE STREET GROUP LLC 1260 *New 2024-03-31 200,631 $5,086,000 200,631
   LEAVELL T & ASSOCIATES INC 90 - 2024-03-31 195,976 $4,968,000 -7,000
   LBMC INVESTMENT ADVISORS, LLC 30 - 2024-03-31 186,620 $4,731,000 109,420
   Integrated Wealth Concepts LLC 271 - 2024-03-31 184,296 $4,672,000 43,193
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 601 - 2024-03-31 161,920 $4,105,000 2,651
   Cyndeo Wealth Partners LLC 96 - 2024-03-31 150,993 $3,828,000 50
   Paradiem LLC 50 *New 2024-03-31 135,772 $3,442,000 135,772
   Quantum Financial Advisors LLC 25 *New 2024-03-31 126,438 $3,205,000 126,438
   NEWMAN DIGNAN & SHEERAR, INC. 33 - 2024-03-31 119,874 $3,039,000 9
   GATEWAY ADVISORY, LLC 40 - 2024-03-31 119,494 $3,029,000 7,486
   Sound View Wealth Advisors Group LLC 68 - 2024-03-31 117,989 $2,991,000 -5,941
   GUARANTY TRUST CO OF MISSOURI /MO/ 198 - 2024-03-31 107,493 $2,725,000 32,916
   COMMONWEALTH EQUITY SERVICES LLC. 1592 - 2024-03-31 101,692 $2,578,000 10,656
   RAYMOND JAMES & ASSOCIATES 2028 - 2024-03-31 96,243 $2,440,000 57
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 394 - 2024-03-31 93,664 $2,374,000 -16,180
   Amplius Wealth Advisors LLC 50 *New 2024-03-31 88,181 $2,235,000 88,181
   ROYAL BANK OF CANADA 2455 - 2024-03-31 85,867 $2,176,000 5,230
   PFS INVESTMENTS INC. - 2023-06-30 84,830 $2,136,000 -3,899
   STIFEL FINANCIAL CORP 1742 *New 2024-03-31 76,277 $1,934,000 76,277
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 105 - 2024-03-31 72,889 $1,848,000 -20,407
   WJ Wealth Management LLC 32 - 2024-03-31 70,092 $1,777,000 2,055
   HOWLAND CAPITAL MANAGEMENT INC 104 - 2024-03-31 69,810 $1,770,000 29,930
   SONATA CAPITAL GROUP INC 31 *New 2024-03-31 69,530 $1,763,000 69,530
   CONFLUENCE INVESTMENT MANAGEMENT LLC 173 - 2024-03-31 69,218 $1,755,000 57,032
   REGIONS FINANCIAL CORP 399 - 2024-03-31 68,818 $1,745,000 -4,196
   SENTINEL PENSION ADVISORS INC 38 - 2024-03-31 67,045 $1,700,000 1,316
   Signature Wealth Management Group 48 - 2024-03-31 60,846 $1,535,000 5,319
   Advisor Group Holdings Inc. 1916 - 2024-03-31 59,430 $1,507,000 18,830
   Scissortail Wealth Management LLC 56 - 2024-03-31 57,635 $1,461,000 -2,801
   Beacon Pointe Advisors LLC 577 - 2024-03-31 55,961 $1,419,000 6,111
   Atwater Malick LLC 33 - 2024-03-31 51,758 $1,312,000 4,790
   Blue Square Asset Management LLC 40 - 2024-03-31 51,081 $1,295,000 -382
   JAMES INVESTMENT RESEARCH INC 127 - 2024-03-31 50,934 $1,291,000 650
   Glenview Trust Co 238 - 2024-03-31 49,824 $1,263,000 15,016
   WOODMONT INVESTMENT COUNSEL LLC 124 - 2024-03-31 49,776 $1,262,000 276
   CFS Investment Advisory Services LLC 75 - 2024-03-31 46,886 $1,189,000 33
   LINCOLN NATIONAL CORP 471 - 2024-03-31 46,459 $1,178,000 31,224
   Cetera Investment Advisers 1941 - 2024-03-31 45,881 $1,163,000 26,653
   Klingman & Associates LLC 85 - 2024-03-31 45,077 $1,143,000 -11,486
   RIA Advisory Group LLC 35 - 2024-03-31 44,995 $1,141,000 282
   VALMARK ADVISERS INC 250 - 2024-03-31 43,661 $1,107,000 6,156
   PHILLIPS FINANCIAL MANAGEMENT LLC 100 - 2024-03-31 43,603 $1,105,000 -7,551
   Foundry Financial Group Inc. 24 - 2024-03-31 43,133 $1,093,000 -1,680
   ATRIA INVESTMENTS LLC 921 *New 2024-03-31 42,442 $1,076,000 42,442
   BENJAMIN F. EDWARDS & COMPANY INC. 493 - 2024-03-31 41,247 $1,046,000 34,839
   COLONY GROUP, LLC 596 - 2024-03-31 39,365 $998,000 731
   Capital Investment Advisors LLC 291 - 2024-03-31 37,210 $943,000 479
   IFP Advisors Inc - 2023-12-31 36,789 $939,000 6,269
   Evergreen Private Wealth LLC 49 - 2024-03-31 36,277 $920,000 4,680
   SANDY SPRING BANK 228 - 2024-03-31 35,795 $907,000 -1,515
   Personal Resources Investment & Strategic Manageme 32 - 2024-03-31 35,665 $904,000 0
   ROOF EIDAM & MAYCOCK/ADV 58 - 2024-03-31 35,075 $889,000 27
   Garden State Investment Advisory Services LLC 67 - 2024-03-31 33,988 $862,000 -1
   Lido Advisors LLC 646 - 2024-03-31 33,081 $839,000 -4,933
   Granite Harbor Advisors Inc. 36 - 2024-03-31 32,752 $830,000 5,796
   COLONY GROUP LLC - 2023-09-30 33,409 $829,000 1,000
   Royal Harbor Partners LLC 31 - 2024-03-31 32,645 $828,000 -3,819
   COLDSTREAM CAPITAL MANAGEMENT INC 371 - 2024-03-31 32,494 $824,000 21,730
   SPINNAKER TRUST 151 - 2024-03-31 32,192 $816,000 20,246
   Sargent Bickham Lagudis LLC *New 2022-12-31 32,264 $813,000 32,264
   Snowden Capital Advisors LLC 556 *New 2024-03-31 31,700 $804,000 31,700
   WILEY BROS.-AINTREE CAPITAL LLC 193 *New 2024-03-31 30,545 $774,000 30,545
   Stonebridge Capital Advisors LLC 126 - 2024-03-31 30,208 $766,000 -5,273
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 234 *New 2024-03-31 29,251 $742,000 29,251
   CWM LLC 986 - 2024-03-31 27,846 $706,000 -15,607
   CREATIVE PLANNING 1627 - 2024-03-31 26,743 $678,000 -6,627
   MARINER WEALTH ADVISORS, LLC 1799 - 2024-03-31 26,619 $675,000 -5,394
   Lantz Financial LLC 104 - 2024-03-31 25,815 $654,000 5,016
   Apollon Wealth Management LLC 620 - 2024-03-31 24,000 $608,000 -11
   FINANCIAL NETWORK 1808 - 2024-03-31 23,385 $593,000 7,451
   LEGACY PRIVATE TRUST CO. 168 - 2024-03-31 22,565 $572,000 0
   Farther Finance Advisors LLC 366 - 2024-03-31 22,190 $561,000 22,190
   Catalytic Wealth RIA LLC 155 *New 2024-03-31 21,862 $554,000 21,862
   MULTIFINANCIAL SECURITIES CORP 1545 *New 2024-03-31 21,249 $539,000 21,249
   Stratos Wealth Partners LTD. 864 - 2024-03-31 20,457 $519,000 21
   Evergreen Wealth Solutions LLC 63 - 2024-03-31 19,719 $500,000 1,608
   Modern Wealth Management LLC 190 *New 2024-03-31 19,631 $496,000 19,631
   Archford Capital Strategies LLC 179 - 2024-03-31 18,990 $481,000 991
   JANNEY MONTGOMERY SCOTT LLC 2054 - 2024-03-31 17,997 $456,000 3,575
   PFG Private Wealth Management LLC 24 *New 2024-03-31 17,285 $438,000 17,285
   GOULD ASSET MANAGEMENT LLC /CA/ 101 - 2024-03-31 17,130 $434,000 0
  100 Records found
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