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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
   Amplius Wealth Advisors LLC 25 *New 2024-03-31 332,542 $8,799,000 332,542
   Quantum Financial Advisors LLC 23 *New 2024-03-31 137,917 $3,649,000 137,917
   Cetera Investment Advisers 2063 *New 2024-03-31 37,304 $987,000 37,304
   Sargent Bickham Lagudis LLC 137 *New 2022-12-31 31,525 $831,000 31,525
   BANK OF MONTREAL /CAN/ 1908 *New 2024-03-31 24,101 $638,000 24,101
   Catalytic Wealth RIA LLC 153 *New 2024-03-31 20,991 $555,000 20,991
   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
   MULTIFINANCIAL SECURITIES CORP 1813 *New 2024-03-31 13,545 $358,000 13,545
   Prime Capital Investment Advisors LLC 890 *New 2024-03-31 8,337 $221,000 8,337
   BerganKDV Wealth Management LLC 344 *New 2023-06-30 2,527 $67,000 2,527
   FMR LLC 5203 *New 2024-03-31 1 $0 1
  12 Records found
  1    
  Page 1 of 1
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