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Get Institutions for : 
Ishares Ibonds Dec 2027 Term Corporate Etf (IBDS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 260    39
Total shares held : 
 55,257,123  
% of shares held : 
 38.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   120  
Amount of shares held : 
 4,728,130  
% of shares held change : 
   3.31%  
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 :
47
 1,577,223
 2.85%
 
Increased Positions :
126
 6,739,424
 12.2%
 
Unchanged Positions :
42
 928,365
 1.68%
 
Decreased Positions :
45
-2,353,986
-4.26%
 
Closed Positions :
8
-1,234,531
-2.23%
 
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
   Sailer Financial LLC 5 *New 2024-03-31 456,590 $10,867,000 456,590
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1185 *New 2024-03-31 158,072 $3,762,000 158,072
   Foundation Wealth Management LLC 12 *New 2024-03-31 118,805 $2,828,000 118,805
   Quantum Financial Advisors LLC 33 *New 2024-03-31 90,701 $2,159,000 90,701
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 188 *New 2024-03-31 83,621 $1,990,000 83,621
   WEALTHTRUST AXIOM LLC 52 *New 2024-03-31 60,000 $1,428,000 60,000
   BFT FINANCIAL GROUP LLC 116 *New 2023-06-30 48,012 $1,127,000 48,012
   Horan Securities Inc. 18 *New 2024-03-31 39,564 $942,000 39,564
   PFG Investments LLC 450 *New 2024-03-31 26,544 $632,000 26,544
   Consolidated Portfolio Review Corp 143 *New 2024-03-31 26,444 $629,000 26,444
   Heartland Bank & Trust Co 74 *New 2024-03-31 24,803 $590,000 24,803
   FIRST NATIONAL TRUST CO 266 *New 2024-03-31 22,800 $543,000 22,800
   GAMMA Investing LLC 166 *New 2024-03-31 22,771 $542,000 22,771
   HARBOR INVESTMENT ADVISORY LLC 221 *New 2024-03-31 21,850 $520,000 21,850
   Integrated Advisors Network LLC 462 *New 2024-03-31 20,759 $494,000 20,759
   Resonant Capital Advisors LLC 206 *New 2024-03-31 19,204 $457,000 19,204
   Yoder Wealth Management Inc. 60 *New 2024-03-31 18,800 $447,000 18,800
   NEUBERGER BERMAN GROUP LLC 1525 *New 2024-03-31 18,415 $438,000 18,415
   Actinver Wealth Management Inc. 57 *New 2024-03-31 17,938 $427,000 17,938
   MONTECITO BANK & TRUST 205 *New 2024-03-31 16,605 $395,000 16,605
   Brookstone Capital Management 676 *New 2024-03-31 16,345 $389,000 16,345
   VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 53 *New 2024-03-31 14,974 $356,000 14,974
   Farther Finance Advisors LLC 482 *New 2024-03-31 14,403 $341,000 14,403
   Godshalk Welsh Capital Management Inc. 106 *New 2024-03-31 11,500 $274,000 11,500
   JAMES INVESTMENT RESEARCH INC 266 *New 2024-03-31 11,100 $264,000 11,100
   Mayflower Financial Advisors LLC 313 *New 2024-03-31 10,139 $241,000 10,139
   Evergreen Wealth Solutions LLC 106 *New 2024-03-31 9,779 $233,000 9,779
   Koshinski Asset Management Inc. 539 *New 2024-03-31 8,568 $204,000 8,568
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 443 *New 2024-03-31 8,464 $201,000 8,464
   Syntegra Private Wealth Group LLC 139 *New 2024-03-31 8,446 $201,000 8,446
   HM PAYSON & CO 451 *New 2023-12-31 5,574 $133,000 5,574
   MARYLAND CAPITAL ADVISORS INC. 90 *New 2024-03-31 3,999 $95,000 3,999
   CVA Family Office LLC 410 *New 2024-03-31 3,155 $75,000 3,155
   BARCLAYS PLC 3613 *New 2024-03-31 2,733 $65,000 2,733
   Trust Co 180 *New 2024-03-31 2,096 $50,000 2,096
   Atlantic Trust Group LLC 1706 *New 2024-03-31 2,010 $48,000 2,010
   NATIONAL BANK OF CANADA /FI/ 1677 *New 2024-03-31 1,544 $36,000 1,544
   CITIGROUP INC 3958 *New 2024-03-31 1,298 $31,000 1,298
   United Community Bank 303 *New 2024-03-31 861 $20,000 861
   JONES FINANCIAL COMPANIES LLLP 905 *New 2024-03-31 849 $20,000 849
   Colonial Trust Co / SC 670 *New 2024-03-31 800 $19,000 800
   Steward Partners Investment Advisory LLC 2571 *New 2024-03-31 696 $17,000 696
   Sutton Wealth Advisors Inc. 438 *New 2023-09-30 536 $12,000 536
   Ronald Blue Trust Inc. 1565 *New 2024-03-31 300 $7,000 300
   CAROLINAS WEALTH CONSULTING LLC 712 *New 2024-03-31 112 $3,000 112
  45 Records found
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