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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 280    48
Total shares held : 
 62,928,278  
% of shares held : 
 69.92%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   111  
Amount of shares held : 
 10,530,183  
% of shares held change : 
   11.7%  
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 :
52
 3,075,712
 4.89%
 
Increased Positions :
123
 10,053,368
 15.98%
 
Unchanged Positions :
45
 1,847,482
 2.94%
 
Decreased Positions :
60
-2,502,072
-3.98%
 
Closed Positions :
4
-96,825
-0.15%
 
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/ 672 - 2024-03-31 7,403,312 $176,569,000 526,616
   AMERIPRISE FINANCIAL INC 482 - 2024-03-31 4,913,300 $117,219,000 3,503,030
   MORGAN STANLEY 1402 - 2024-03-31 3,110,191 $74,178,000 149,210
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 159 - 2024-03-31 2,371,798 $56,567,000 153,172
   MERCER GLOBAL ADVISORS INC /ADV 101 - 2024-03-31 2,043,307 $48,733,000 498,627
   CAPITAL ADVISORS INC/OK 32 - 2024-03-31 1,886,483 $44,993,000 152,746
   ENVESTNET ASSET MANAGEMENT INC 716 - 2024-03-31 1,836,669 $43,805,000 279,537
   WELLS FARGO & CO/MN 885 - 2024-03-31 1,347,192 $32,131,000 211,877
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 366 - 2024-03-31 1,324,997 $31,601,000 74,308
   Gratus Wealth Advisors LLC 4 - 2024-03-31 1,146,549 $27,116,000 104,439
   SIGMA INVESTMENT COUNSELORS INC 15 - 2024-03-31 1,001,495 $23,886,000 40,074
   BB&T CORP 374 - 2024-03-31 984,526 $23,481,000 126,225
   Kathmere Capital Management LLC 11 - 2024-03-31 927,909 $22,131,000 71,290
   WOODMONT INVESTMENT COUNSEL LLC 11 - 2024-03-31 896,473 $21,381,000 99,995
   GOLUB GROUP LLC 30 - 2024-03-31 888,820 $21,198,000 30,641
   BENJAMIN F. EDWARDS & COMPANY INC. 83 - 2024-03-31 789,914 $18,840,000 89,215
   Venture Visionary Partners LLC 25 - 2024-03-31 689,184 $16,437,000 151,271
   Keeler Thomas Management LLC 1 - 2024-03-31 682,894 $16,299,000 54,511
   Capital Investment Advisors LLC 70 - 2024-03-31 665,451 $15,871,000 60,420
   RAYMOND JAMES & ASSOCIATES 913 - 2024-03-31 639,548 $15,253,000 47,483
   COMMONWEALTH EQUITY SERVICES LLC. 614 - 2024-03-31 621,037 $14,812,000 83,207
   SUMMIT ASSET MANAGEMENT, LLC 14 - 2024-03-31 603,385 $14,391,000 26,261
   BUFFINGTON MOHR MCNEAL 12 - 2024-03-31 569,706 $13,587,000 25,950
   ARROW FINANCIAL CORP 17 - 2024-03-31 538,657 $12,847,000 15,744
   HOWLAND CAPITAL MANAGEMENT INC 47 - 2024-03-31 528,611 $12,607,000 111,374
   HM PAYSON & CO 71 - 2023-12-31 517,959 $12,379,000 515,809
   CWM LLC 263 - 2024-03-31 501,161 $11,953,000 90,475
   CAPTRUST FINANCIAL ADVISORS 329 - 2024-03-31 453,466 $10,815,000 196,553
   Glenview Trust Co 99 - 2024-03-31 443,227 $10,571,000 107,604
   CREATIVE PLANNING 397 - 2024-03-31 430,090 $10,258,000 133,365
   WJ Wealth Management LLC 9 - 2024-03-31 416,352 $9,930,000 88,446
   GATEWAY ADVISORY, LLC 9 - 2024-03-31 404,036 $9,636,000 20,853
   GUARANTY TRUST CO OF MISSOURI /MO/ 79 - 2024-03-31 397,030 $9,469,000 12,312
   Kestra Advisory Services LLC 323 - 2024-03-31 396,933 $9,467,000 85,678
   Beacon Pointe Advisors LLC 186 - 2024-03-31 387,468 $9,241,000 28,945
   Global Retirement Partners LLC 63 - 2024-03-31 387,194 $9,235,000 58,363
   WINDSOR CAPITAL MANAGEMENT, LLC 10 - 2024-03-31 359,636 $8,577,000 4,722
   HAMEL ASSOCIATES INC. 14 - 2024-03-31 315,364 $7,521,000 11,259
   LYELL WEALTH MANAGEMENT LP 50 - 2024-03-31 286,398 $6,831,000 34,125
   Atria Wealth Solutions Inc. 263 - 2024-03-31 285,517 $6,810,000 325
   Strid Group LLC 11 - 2024-03-31 281,779 $6,720,000 145,421
   MCF Advisors LLC 24 - 2024-03-31 272,144 $6,491,000 28,650
   FULTON BREAKEFIELD BROENNIMAN LLC 53 - 2024-03-31 265,265 $6,327,000 4,140
   Peloton Wealth Strategists 11 - 2024-03-31 265,035 $6,321,000 13,230
   IFP Advisors Inc - 2023-12-31 262,037 $6,263,000 116,483
   SANDY SPRING BANK 90 - 2024-03-31 230,349 $5,494,000 2,659
   MARINER WEALTH ADVISORS, LLC 700 - 2024-03-31 224,709 $5,359,000 50,910
   Laurel Wealth Advisors LLC 31 - 2024-03-31 216,290 $5,159,000 44,070
   JANNEY MONTGOMERY SCOTT LLC 758 - 2024-03-31 212,496 $5,068,000 991
   SPINNAKER TRUST 78 - 2024-03-31 199,597 $4,760,000 57,871
   Praetorian Wealth Management Inc. 21 - 2024-03-31 197,666 $4,714,000 6,611
   Houlihan Financial Resource Group Ltd. 15 - 2024-03-31 190,105 $4,534,000 21,962
   Asset Dedication LLC 63 - 2024-03-31 185,767 $4,404,000 148,908
   OGOREK ANTHONY JOSEPH /NY/ /ADV 20 - 2024-03-31 177,567 $4,234,000 1,356
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 95 - 2024-03-31 175,177 $4,178,000 156,146
   Round Rock Advisors LLC 20 - 2024-03-31 171,627 $4,093,000 66,795
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 311 - 2024-03-31 165,106 $3,938,000 2,179
   Kesler Norman & Wride LLC 43 - 2024-03-31 163,484 $3,899,000 39,491
   Leo Wealth LLC 46 - 2024-03-31 162,165 $3,868,000 16,777
   SAX WEALTH ADVISORS LLC 29 - 2024-03-31 162,195 $3,868,000 40,306
   Krilogy Financial LLC 68 - 2024-03-31 161,865 $3,860,000 7,787
   InterOcean Capital Group LLC 117 - 2024-03-31 159,905 $3,814,000 9,981
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 13 - 2024-03-31 157,797 $3,763,000 42,428
   4Thought Financial Group Inc. 12 - 2024-03-31 143,789 $3,429,000 22,957
   ATRIA INVESTMENTS LLC 452 - 2024-03-31 143,574 $3,424,000 16,511
   Cetera Investment Advisers 1238 - 2024-03-31 133,914 $3,194,000 85,192
   Michael S. Ryan Inc. 11 - 2024-03-31 132,032 $3,149,000 1,762
   Parallel Advisors LLC 177 - 2024-03-31 131,092 $3,127,000 51,349
   LEAVELL T & ASSOCIATES INC 125 - 2024-03-31 129,007 $3,077,000 9,838
   EP WEALTH ADVISORS, INC. 220 - 2024-03-31 126,752 $3,023,000 5,503
   Probity Advisors Inc. 30 - 2024-03-31 125,070 $2,983,000 53,044
   Evergreen Private Wealth LLC 31 - 2024-03-31 123,771 $2,952,000 16,441
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 80 - 2024-03-31 122,606 $2,924,000 10,306
   SONATA CAPITAL GROUP INC 18 - 2024-03-31 122,200 $2,914,000 22,990
   WRAPMANAGER INC 32 - 2024-03-31 115,715 $2,760,000 2,807
   ASSOCIATED BANC-CORP 152 - 2024-03-31 111,044 $2,648,000 8,166
   BENJAMIN EDWARDS INC 53 - 2024-03-31 103,208 $2,461,000 800
   PRECEDENT WEALTH PARTNERS LLC 18 - 2024-03-31 102,661 $2,448,000 16,909
   Rockefeller Capital Management L.P. 918 - 2024-03-31 101,931 $2,431,000 73,655
   Cribstone Capital Management LLC - 2022-12-31 103,526 $2,417,000 58,945
   Private Advisor Group LLC 737 - 2024-03-31 98,328 $2,345,000 42,564
   LifePlan Financial LLC 11 - 2024-03-31 98,298 $2,344,000 3,438
   MADDEN ADVISORY SERVICES, INC. 26 - 2024-03-31 97,907 $2,335,000 22,597
   J P MORGAN CHASE & CO 2897 - 2024-03-31 95,250 $2,272,000 1,950
   Sowell Financial Services LLC 214 - 2024-03-31 91,012 $2,171,000 2,583
   Foundry Financial Group Inc. 17 - 2024-03-31 89,062 $2,124,000 11,315
   MULTIFINANCIAL SECURITIES CORP 800 - 2024-03-31 86,364 $2,060,000 45,376
   MONECO Advisors LLC 87 - 2024-03-31 86,258 $2,057,000 19,079
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1245 - 2024-03-31 85,422 $2,037,000 11,463
   Scissortail Wealth Management LLC 47 - 2024-03-31 85,166 $2,031,000 3,780
   COLDSTREAM CAPITAL MANAGEMENT INC 201 - 2024-03-31 83,524 $1,992,000 22,043
   Wick Capital Partners LLC 12 - 2024-03-31 83,106 $1,982,000 27,331
   SMITH MOORE & CO. 98 - 2024-03-31 82,099 $1,958,000 47,022
   Sightline Wealth Advisors LLC 18 - 2024-03-31 80,018 $1,908,000 1,265
   MML INVESTORS SERVICES LLC 1065 - 2024-03-31 79,495 $1,896,000 7,707
   MOSELEY INVESTMENT MANAGEMENT INC 26 - 2024-03-31 79,075 $1,886,000 30,060
   FIRST NATIONAL TRUST CO 169 - 2024-03-31 78,277 $1,867,000 14,156
   HILLTOP HOLDINGS INC. 128 - 2024-03-31 77,882 $1,857,000 5,973
   McGlone Suttner Wealth Management Inc. 29 - 2024-03-31 76,638 $1,828,000 20,968
   Paradigm Strategies in Wealth Management LLC 14 - 2024-03-31 74,800 $1,784,000 2,328
  100 Records found
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