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Get Institutions for : 
Ishares Ibonds Dec 2028 Term Muni Bond Etf (IBMQ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 98    18
Total shares held : 
 9,535,831  
% of shares held : 
 10.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   41  
Amount of shares held : 
 2,640,181  
% of shares held change : 
   2.93%  
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 :
23
 1,108,449
 11.62%
 
Increased Positions :
41
 1,780,213
 18.67%
 
Unchanged Positions :
16
 136,759
 1.43%
 
Decreased Positions :
18
-211,465
-2.22%
 
Closed Positions :
5
-37,016
-0.39%
 
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/ 1781 - 2024-03-31 945,249 $23,886,000 46,182
   ENVESTNET ASSET MANAGEMENT INC 1125 - 2024-03-31 775,668 $19,601,000 50,008
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42 - 2024-03-31 753,826 $19,049,000 42,842
   MERCER GLOBAL ADVISORS INC /ADV 214 - 2024-03-31 702,542 $17,753,000 60,981
   Kathmere Capital Management LLC 17 - 2024-03-31 664,782 $16,799,000 51,920
   US BANCORP 351 - 2024-03-31 587,105 $14,836,000 45,789
   HENGEHOLD CAPITAL MANAGEMENT LLC 22 - 2024-03-31 379,157 $9,581,000 12,559
   HIGHTOWER ADVISORS, LLC 720 - 2024-03-31 363,321 $9,180,000 3,069
   UBS Group AG 1769 - 2024-03-31 315,465 $7,972,000 55,246
   HILLSTRUST 36 - 2024-03-31 277,351 $7,009,000 728
   Praetorian Wealth Management Inc. 18 - 2024-03-31 235,656 $5,955,000 14,807
   Heartwood Wealth Advisors LLC 29 - 2024-03-31 220,216 $5,565,000 15,436
   LPL FINANCIAL CORP 1759 - 2024-03-31 200,541 $5,068,000 28,687
   GATEWAY ADVISORY, LLC 28 - 2024-03-31 187,918 $4,749,000 10,826
   MORGAN STANLEY 3982 - 2024-03-31 161,901 $4,091,000 39,606
   Envision Financial Planning LLC 11 - 2024-03-31 126,280 $3,191,000 11,720
   Cypress Point Wealth Management LLC 15 - 2024-03-31 117,231 $2,962,000 231
   JANE STREET GROUP LLC 1788 - 2024-03-31 117,227 $2,962,000 62,757
   GUARANTY TRUST CO OF MISSOURI /MO/ 207 - 2024-03-31 95,385 $2,410,000 27,614
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 760 - 2024-03-31 88,542 $2,237,000 794
   ROYAL BANK OF CANADA 2711 - 2024-03-31 58,412 $1,476,000 1,072
   SENTINEL PENSION ADVISORS INC 50 - 2024-03-31 48,739 $1,232,000 182
   CFS Investment Advisory Services LLC 76 - 2024-03-31 46,536 $1,176,000 1,212
   Signature Wealth Management Group 64 - 2024-03-31 46,649 $1,170,000 8,935
   WOODMONT INVESTMENT COUNSEL LLC 135 - 2024-03-31 42,529 $1,075,000 7,279
   HOWLAND CAPITAL MANAGEMENT INC 134 - 2024-03-31 40,690 $1,028,000 12,290
   COMMONWEALTH EQUITY SERVICES LLC. 2210 - 2024-03-31 40,318 $1,019,000 1,743
   SANDY SPRING BANK 213 - 2024-03-31 39,419 $996,000 4,295
   COLONY GROUP, LLC 600 - 2024-03-31 39,120 $989,000 731
   Evergreen Private Wealth LLC 48 - 2024-03-31 36,471 $922,000 6,669
   Blue Square Asset Management LLC 44 - 2024-03-31 35,477 $897,000 448
   Cetera Investment Advisers 2177 - 2024-03-31 34,235 $865,000 10,003
   Glenview Trust Co 277 - 2024-03-31 32,515 $822,000 13,954
   COLONY GROUP LLC - 2023-09-30 33,085 $808,000 557
   FLOW TRADERS U.S. LLC 349 - 2024-03-31 31,811 $804,000 31,811
   ROOF EIDAM & MAYCOCK/ADV 68 - 2024-03-31 31,576 $798,000 27
   Capital Investment Advisors LLC 321 - 2024-03-31 30,757 $777,000 1,293
   Integrated Wealth Concepts LLC 914 - 2024-03-31 26,495 $670,000 17,247
   Kestra Advisory Services LLC 1573 - 2024-03-31 22,391 $566,000 8,139
   STIFEL FINANCIAL CORP 2531 - 2024-03-31 22,018 $556,000 1,173
   FF AdvisorsLLC 53 - 2024-03-31 21,605 $546,000 10,621
   SUMMIT INVESTMENT ADVISORS INC 795 - 2024-03-31 20,427 $516,000 4
   Evergreen Wealth Solutions LLC 67 - 2024-03-31 17,930 $453,000 431
   Beacon Pointe Advisors LLC 944 - 2024-03-31 17,493 $442,000 9,606
   Stratos Wealth Partners LTD. 954 - 2024-03-31 16,157 $408,000 15
   Archford Capital Strategies LLC 193 - 2024-03-31 15,728 $397,000 1,530
   WRAPMANAGER INC 143 - 2024-03-31 15,632 $395,000 557
   JANNEY MONTGOMERY SCOTT LLC 2179 - 2024-03-31 14,736 $372,000 5,144
   CAPTRUST FINANCIAL ADVISORS 1718 - 2024-03-31 12,893 $326,000 1,123
   Rockefeller Capital Management L.P. 1567 - 2024-03-31 12,601 $318,000 19
   JAMES INVESTMENT RESEARCH INC 262 - 2024-03-31 11,000 $278,000 1,000
   Parallel Advisors LLC 779 - 2024-03-31 9,716 $246,000 4,216
   ARROW FINANCIAL CORP 152 - 2024-03-31 9,448 $239,000 63
   FINANCIAL NETWORK 2528 - 2024-03-31 8,486 $214,000 8,486
   COMERICA BANK 2434 - 2024-03-31 5,353 $135,000 336
  55 Records found
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