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Get Institutions for : 
Ishares Ibonds Dec 2030 Term Corporate Etf (IBDV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 129    35
Total shares held : 
 25,897,254  
% of shares held : 
 28.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   84  
Amount of shares held : 
 9,013,908  
% of shares held change : 
   10.02%  
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 :
37
 3,230,796
 12.48%
 
Increased Positions :
63
 6,421,897
 24.8%
 
Unchanged Positions :
15
 252,492
 0.97%
 
Decreased Positions :
14
-638,308
-2.46%
 
Closed Positions :
2
-477
-0%
 
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
   ADVISORS CAPITAL MANAGEMENT LLC 112 *New 2024-03-31 669,165 $14,320,000 669,165
   INSTRUMENTAL WEALTH LLC *New 2023-12-31 77,252 $1,653,000 77,252
   Quantum Financial Advisors LLC 41 *New 2024-03-31 72,082 $1,543,000 72,082
   MEITAV DASH INVESTMENTS LTD 131 *New 2024-03-31 53,760 $1,149,000 53,760
   ATRIA INVESTMENTS LLC 907 *New 2024-03-31 51,846 $1,109,000 51,846
   MULTIFINANCIAL SECURITIES CORP 1232 *New 2024-03-31 39,858 $853,000 39,858
   BB&T CORP 1730 *New 2024-03-31 34,820 $745,000 34,820
   MERCER GLOBAL ADVISORS INC /ADV 1383 *New 2024-03-31 19,225 $411,000 19,225
   MONTECITO BANK & TRUST 223 *New 2024-03-31 14,496 $310,000 14,496
   4J Wealth Management LLC 62 *New 2024-03-31 14,038 $300,000 14,038
   NEWMAN DIGNAN & SHEERAR, INC. 147 *New 2024-03-31 13,303 $285,000 13,303
   PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC 267 *New 2024-03-31 11,900 $255,000 11,900
   CHESLEY TAFT & ASSOCIATES LLC/IL 294 *New 2024-03-31 11,800 $253,000 11,800
   FULTON BREAKEFIELD BROENNIMAN LLC 158 *New 2024-03-31 11,769 $252,000 11,769
   Private Advisor Group LLC 2010 *New 2024-03-31 10,817 $231,000 10,817
   BANK OF NEW YORK MELLON CORP 3760 *New 2024-03-31 10,817 $231,000 10,817
   Safeguard Financial LLC 75 *New 2024-03-31 9,719 $208,000 9,719
   Trust Co 179 *New 2024-03-31 2,326 $50,000 2,326
   Global Retirement Partners LLC 1430 *New 2024-03-31 2,171 $46,000 2,171
   J P MORGAN CHASE & CO 4837 *New 2024-03-31 1,396 $30,000 1,396
   PHILLIPS FINANCIAL MANAGEMENT LLC 217 *New 2024-03-31 1,140 $24,000 1,140
   PRINCIPAL SECURITIES INC. 1944 *New 2024-03-31 1,024 $22,000 1,024
   Princeton Global Asset Management LLC 483 *New 2024-03-31 252 $5,000 252
   PNC FINANCIAL SERVICES GROUP INC 4345 *New 2024-03-31 65 $1,000 65
   PROEQUITIES INC. 6433 *New 2024-03-31 0 $0 0
  25 Records found
  1    
  Page 1 of 1
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