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 Treasury Etf (IBTF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 215    47
Total shares held : 
 58,315,356  
% of shares held : 
 64.79%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   116  
Amount of shares held : 
 6,940,713  
% of shares held change : 
   7.71%  
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 :
55
 5,292,446
 9.08%
 
Increased Positions :
101
 11,927,646
 20.45%
 
Unchanged Positions :
27
 622,918
 1.07%
 
Decreased Positions :
32
-9,819,597
-16.84%
 
Closed Positions :
8
-459,782
-0.79%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   CAPTRUST FINANCIAL ADVISORS 14 - 2024-03-31 13,870,659 $322,215,000 1,281,959
   UBS Group AG 514 - 2024-03-31 3,919,471 $91,049,000 1,685,376
   MORGAN STANLEY 1286 - 2024-03-31 3,791,817 $88,084,000 129,792
   BANK OF AMERICA CORP /DE/ 1074 - 2024-03-31 3,167,253 $73,575,000 634,477
   WELLS FARGO & CO/MN 588 - 2024-03-31 3,046,614 $70,773,000 30,706
   GLOBALT Investments LLC / GA 8 - 2024-03-31 2,638,123 $61,284,000 -81,821
   COLONY GROUP LLC - 2023-09-30 2,645,525 $61,059,000 455,989
   COLONY GROUP, LLC 44 - 2024-03-31 2,586,368 $60,081,000 -78,968
   Capital Investment Advisors LLC 15 - 2024-03-31 2,233,569 $51,886,000 181,337
   Goss Wealth Management LLC 44 - 2024-03-31 2,111,002 $49,039,000 121,068
   HILLSTRUST 4 - 2024-03-31 1,938,883 $45,040,000 385,592
   GOLUB GROUP LLC 24 *New 2024-03-31 1,498,209 $34,803,000 1,498,209
   ROYAL BANK OF CANADA 867 - 2024-03-31 1,491,728 $34,653,000 -109,838
   LPL FINANCIAL CORP 701 - 2024-03-31 1,449,336 $33,668,000 238,040
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 425 - 2024-03-31 1,106,911 $25,714,000 116,044
   Rockefeller Capital Management L.P. 272 - 2024-03-31 1,067,983 $24,809,000 978,586
   Integrated Wealth Concepts LLC 84 - 2024-03-31 815,247 $18,938,000 237,776
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 39 - 2024-03-31 810,858 $18,836,000 112,431
   InterOcean Capital Group LLC 59 - 2024-03-31 706,251 $16,406,000 27,779
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 330 - 2024-03-31 679,300 $15,780,000 -68,501
   MV Capital Management Inc. 11 - 2024-03-31 667,991 $15,517,000 9,342
   MARINER WEALTH ADVISORS, LLC 403 - 2024-03-31 636,817 $14,793,000 42,604
   RENAISSANCE TECHNOLOGIES LLC 826 - 2024-03-31 591,539 $13,741,000 83,739
   STIFEL FINANCIAL CORP 718 - 2024-03-31 543,064 $12,615,000 -5,910
   FinTrust Capital Advisors LLC 6 - 2024-03-31 519,526 $12,069,000 -8,207
   Advisor Group Holdings Inc. 624 - 2024-03-31 489,259 $11,365,000 -817,949
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 410 - 2024-03-31 487,064 $11,314,000 39,072
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 85 - 2024-03-31 480,078 $11,152,000 104,029
   Krilogy Financial LLC 27 - 2024-03-31 452,006 $10,500,000 104,131
   ENVESTNET ASSET MANAGEMENT INC 1500 - 2024-03-31 451,528 $10,489,000 -7,342
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 101 *New 2024-03-31 426,491 $9,907,000 426,491
   Connecticut Wealth Management LLC 33 - 2024-03-31 424,865 $9,870,000 364,528
   Scissortail Wealth Management LLC 6 - 2024-03-31 409,975 $9,524,000 6,200
   Steward Partners Investment Advisory LLC 206 - 2024-03-31 405,914 $9,429,000 34,236
   Lido Advisors LLC 166 - 2024-03-31 400,251 $9,298,000 9,012
   RAYMOND JAMES & ASSOCIATES 1208 - 2024-03-31 397,847 $9,242,000 52,238
   GUARANTY TRUST CO OF MISSOURI /MO/ 80 - 2024-03-31 397,786 $9,241,000 -9,707
   FINANCIAL ENGINES ADVISORS L.L.C. 86 - 2024-03-31 374,529 $8,700,000 55,200
   Baltimore-Washington Financial Advisors Inc. 60 - 2024-03-31 356,145 $8,273,000 44,726
   THRIVENT FINANCIAL FOR LUTHERANS 671 - 2024-03-31 354,411 $8,233,000 26,302
   COMMONWEALTH EQUITY SERVICES LLC. 912 - 2024-03-31 332,996 $7,736,000 -3,083
   HM PAYSON & CO 82 *New 2023-12-31 317,239 $7,385,000 317,239
   Keeler Thomas Management LLC 8 - 2024-03-31 316,634 $7,363,000 48,188
   MOSELEY INVESTMENT MANAGEMENT INC 6 - 2024-03-31 307,736 $7,149,000 27,264
   Cetera Investment Advisers 807 - 2024-03-31 304,096 $7,064,000 107,253
   MKT Advisors LLC 4 - 2024-03-31 277,686 $6,417,000 184,771
   Snowden Capital Advisors LLC 115 - 2024-03-31 271,798 $6,314,000 29,828
   McGuire Investment Group LLC 36 *New 2024-03-31 255,859 $5,944,000 255,859
   GRADIENT INVESTMENTS LLC 127 - 2024-03-31 254,143 $5,904,000 -7,213
   J P MORGAN CHASE & CO 2365 - 2024-03-31 253,098 $5,879,000 251,474
   Sargent Bickham Lagudis LLC - 2022-12-31 215,717 $5,022,000 23,361
   LEVEL FOUR ADVISORY SERVICES LLC 86 - 2024-03-31 215,282 $5,012,000 8,550
   Strategic Blueprint LLC 73 - 2024-03-31 210,175 $4,882,000 91,981
   JANNEY MONTGOMERY SCOTT LLC 782 - 2024-03-31 204,367 $4,747,000 1,360
   Lunt Capital Management Inc. 12 - 2024-03-31 199,626 $4,637,000 8,573
   OPPENHEIMER ASSET MANAGEMENT INC 299 - 2024-03-31 198,923 $4,621,000 -22,740
   PARK AVENUE SECURITIES LLC 219 - 2024-03-31 191,330 $4,445,000 29,132
   MERCER GLOBAL ADVISORS INC /ADV 504 *New 2024-03-31 183,764 $4,269,000 183,764
   Atlantic Private Wealth LLC 8 - 2024-03-31 175,703 $4,082,000 40,191
   Private Advisor Group LLC 532 - 2024-03-31 174,203 $4,047,000 14,227
   Global Retirement Partners LLC 149 - 2024-03-31 168,457 $3,913,000 97,509
   Carmel Capital Partners LLC 7 *New 2024-03-31 166,021 $3,857,000 166,021
   TRANSCEND WEALTH COLLECTIVE LLC 81 - 2024-03-31 161,350 $3,748,000 48,050
   Sontag Advisory LLC 132 - 2024-03-31 159,296 $3,700,000 8,008
   Baird Financial Group Inc. 766 - 2024-03-31 156,842 $3,643,000 81,583
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 326 - 2024-03-31 156,646 $3,639,000 11,423
   Kerntke Otto McGlone Wealth Management Group 8 - 2024-03-31 155,638 $3,615,000 -30,442
   DAVIDSON D A & CO 374 - 2024-03-31 154,122 $3,580,000 87,264
   Leo Wealth LLC 52 - 2024-03-31 149,275 $3,467,000 7,939
   Royal Harbor Partners LLC 19 - 2024-03-31 146,616 $3,406,000 976
   LEAVELL T & ASSOCIATES INC 119 - 2024-03-31 143,971 $3,344,000 10,588
   BB&T CORP 1048 - 2024-03-31 141,784 $3,294,000 -4,598
   OneAscent Financial Services LLC 46 - 2024-03-31 141,491 $3,287,000 124,617
   AMERIPRISE FINANCIAL INC 2551 - 2024-03-31 139,391 $3,238,000 47,281
   CREATIVE PLANNING 789 - 2024-03-31 132,828 $3,086,000 5,651
   Altus Wealth Group LLC 15 - 2024-03-31 130,768 $3,038,000 -9,339
   Brookstone Capital Management 291 - 2024-03-31 129,505 $3,008,000 33,130
   SHELTON WEALTH MANAGEMENT LLC 13 - 2024-03-31 123,225 $2,863,000 40,298
   HANSON MCCLAIN, INC. 256 - 2024-03-31 122,467 $2,845,000 -42,114
   1858 WEALTH MANAGEMENT LLC 5 - 2024-03-31 120,651 $2,809,000 0
   CITADEL ADVISORS LLC 2158 - 2024-03-31 116,730 $2,712,000 116,730
   PARKSIDE FINANCIAL BANK & TRUST 52 - 2024-03-31 108,634 $2,524,000 107,995
   Probity Advisors Inc. 38 - 2024-03-31 105,805 $2,458,000 50,102
   WEALTHSOURCE PARTNERS LLC - 2023-12-31 103,636 $2,413,000 87,525
   SCS CAPITAL MANAGEMENT LLC 56 *New 2024-03-31 103,463 $2,403,000 103,463
   BFT FINANCIAL GROUP LLC - 2023-06-30 103,354 $2,391,000 19,806
   Sigma Planning Corp 266 - 2024-03-31 100,218 $2,328,000 41,823
   Accretive Wealth Partners LLC 19 - 2024-03-31 99,997 $2,314,000 7,003
   Lantz Financial LLC 40 - 2024-03-31 96,288 $2,237,000 8,956
   BOSTON FAMILY OFFICE LLC 106 - 2024-03-31 95,781 $2,225,000 -165
   SYNOVUS FINANCIAL CORP 325 - 2024-03-31 94,226 $2,189,000 -2,539
   Stratos Wealth Partners LTD. 425 - 2024-03-31 87,134 $2,024,000 3,456
   Essential Planning LLC. 17 - 2024-03-31 86,155 $2,006,000 4,297
   IFG Advisory LLC 185 - 2024-03-31 83,820 $1,947,000 10,122
   Atria Wealth Solutions Inc. 648 - 2024-03-31 82,852 $1,925,000 37,887
   HIGHTOWER ADVISORS, LLC 1440 - 2024-03-31 81,058 $1,885,000 -14,121
   CWM LLC 641 - 2024-03-31 78,560 $1,825,000 19,373
   VALMARK ADVISERS INC 181 - 2024-03-31 77,970 $1,811,000 42,677
   KESTRA PRIVATE WEALTH SERVICES LLC 412 - 2024-03-31 73,484 $1,707,000 9,617
   PHILLIPS FINANCIAL MANAGEMENT LLC 88 - 2024-03-31 72,367 $1,681,000 5,240
  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