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Get Institutions for : 
Ishares Ibonds Dec 2024 Term Treasury Etf (IBTE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 265    25
Total shares held : 
 89,609,567  
% of shares held : 
 9.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   86  
Amount of shares held : 
 6,943,203  
% of shares held change : 
   0.77%  
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 :
44
 4,910,480
 5.48%
 
Increased Positions :
124
 10,185,856
 11.37%
 
Unchanged Positions :
34
 494,575
 0.55%
 
Decreased Positions :
63
-6,547,290
-7.31%
 
Closed Positions :
19
-1,605,843
-1.79%
 
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
   CAPTRUST FINANCIAL ADVISORS 7 - 2024-03-31 21,426,891 $512,960,000 2,356,332
   BANK OF AMERICA CORP /DE/ 799 - 2024-03-31 5,349,392 $128,064,000 886,697
   LPL FINANCIAL CORP 543 - 2024-03-31 2,105,231 $50,399,000 419,125
   WELLS FARGO & CO/MN 709 - 2024-03-31 2,101,842 $50,318,000 39,741
   HILLSTRUST 3 - 2024-03-31 1,923,568 $46,050,000 331,911
   RENAISSANCE TECHNOLOGIES LLC 347 - 2024-03-31 1,802,701 $43,157,000 480,189
   Capital Investment Advisors LLC 39 - 2024-03-31 1,243,958 $29,780,000 62,159
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 32 - 2024-03-31 1,194,315 $28,592,000 32,208
   Ambassador Advisors LLC 2 - 2024-03-31 1,150,336 $27,539,000 2,272
   Equitable Holdings Inc. 78 - 2024-03-31 975,490 $23,353,000 69,216
   Financial Strategies Group Inc. 4 - 2024-03-31 915,760 $21,868,000 17,667
   Integrated Wealth Concepts LLC 72 - 2024-03-31 869,523 $20,816,000 112,947
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 265 - 2024-03-31 787,455 $18,852,000 92,188
   Connecticut Wealth Management LLC 25 - 2024-03-31 781,434 $18,708,000 149,043
   THRIVENT FINANCIAL FOR LUTHERANS 470 - 2024-03-31 770,586 $18,448,000 41,250
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 570 - 2024-03-31 718,919 $17,211,000 38,414
   Scissortail Wealth Management LLC 2 - 2024-03-31 684,927 $16,397,000 3,134
   Baltimore-Washington Financial Advisors Inc. 36 - 2024-03-31 684,323 $16,383,000 54,310
   MARINER WEALTH ADVISORS, LLC 375 - 2024-03-31 670,499 $16,052,000 8,246
   Day & Ennis LLC 3 - 2023-12-31 637,510 $15,211,000 9,452
   GUARANTY TRUST CO OF MISSOURI /MO/ 66 - 2024-03-31 503,370 $12,051,000 89,082
   Belpointe Asset Management LLC 16 - 2024-03-31 485,203 $11,616,000 454,703
   Krilogy Financial LLC 25 - 2024-03-31 454,867 $10,890,000 35,088
   Brookstone Capital Management 127 - 2024-03-31 436,238 $10,444,000 195,888
   Steward Partners Investment Advisory LLC 193 - 2024-03-31 419,939 $10,053,000 28,319
   IFP Advisors Inc 44 - 2023-12-31 417,532 $9,962,000 6,435
   FINANCIAL ENGINES ADVISORS L.L.C. 84 - 2024-03-31 389,851 $9,333,000 50,049
   Trinity Wealth Management LLC 10 - 2024-03-31 389,818 $9,332,000 159,933
   ENVESTNET ASSET MANAGEMENT INC 1622 - 2024-03-31 356,067 $8,524,000 158,192
   Sound View Wealth Advisors Group LLC 29 - 2024-03-31 346,871 $8,304,000 7,397
   Union Bankshares Corp 34 - 2024-03-31 340,929 $8,162,000 65,274
   Kestra Advisory Services LLC 374 - 2024-03-31 332,449 $7,959,000 37,843
   AMERIPRISE FINANCIAL INC 1990 - 2024-03-31 312,764 $7,490,000 7,842
   BB&T CORP 740 - 2024-03-31 305,387 $7,311,000 17,588
   Strategic Blueprint LLC 51 - 2024-03-31 292,286 $6,997,000 49,321
   CREATIVE PLANNING 513 - 2024-03-31 290,631 $6,958,000 15,589
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 77 - 2024-03-31 272,799 $6,531,000 213,537
   GOLDMAN SACHS GROUP INC/ 2361 - 2024-03-31 271,252 $6,494,000 271,252
   Keeler Thomas Management LLC 10 - 2024-03-31 269,264 $6,450,000 18,529
   MKT Advisors LLC 5 - 2024-03-31 266,978 $6,378,000 176,550
   Americana Partners LLC 58 - 2024-03-31 241,585 $5,784,000 49,893
   Baird Financial Group Inc. 626 - 2024-03-31 241,517 $5,782,000 150,227
   DAVIDSON D A & CO 268 - 2024-03-31 239,023 $5,722,000 1,717
   Atlantic Private Wealth LLC 4 - 2024-03-31 231,982 $5,554,000 46,837
   Lunt Capital Management Inc. 10 - 2024-03-31 225,066 $5,388,000 10,486
   Sargent Bickham Lagudis LLC - 2022-12-31 223,111 $5,321,000 30,892
   Essential Planning LLC. 11 - 2024-03-31 204,252 $4,873,000 35,080
   Pacific Sage Partners LLC 18 - 2024-03-31 196,440 $4,703,000 94,093
   LEAVELL T & ASSOCIATES INC 97 - 2024-03-31 195,081 $4,670,000 1,512
   Eldridge Investment Advisors Inc. 22 - 2024-03-31 188,470 $4,512,000 3,036
   Atria Wealth Solutions Inc. 365 - 2024-03-31 187,544 $4,490,000 11,275
   US BANCORP 611 - 2024-03-31 184,689 $4,421,000 141,757
   PSI Advisors LLC 16 - 2024-03-31 165,546 $3,963,000 67,173
   Archer Investment Corp 16 - 2024-03-31 160,501 $3,842,000 9,137
   MML INVESTORS SERVICES LLC 763 - 2024-03-31 157,342 $3,767,000 8,495
   CWM LLC 500 - 2024-03-31 139,568 $3,341,000 31,412
   PARK AVENUE SECURITIES LLC 271 - 2024-03-31 136,080 $3,258,000 44,723
   Accretive Wealth Partners LLC 14 - 2024-03-31 128,371 $3,065,000 27,044
   WEALTHSOURCE PARTNERS LLC 88 - 2023-12-31 121,975 $2,910,000 22,121
   Leo Wealth LLC 69 - 2024-03-31 108,129 $2,588,000 1,861
   Change Path LLC 181 - 2024-03-31 107,863 $2,582,000 18,769
   Probity Advisors Inc. 37 - 2024-03-31 103,411 $2,476,000 49,096
   Stratos Wealth Partners LTD. 391 - 2024-03-31 101,735 $2,436,000 1,886
   PHILLIPS FINANCIAL MANAGEMENT LLC 77 - 2024-03-31 99,288 $2,377,000 2,905
   Robertson Stephens Wealth Management LLC 138 - 2024-03-31 95,941 $2,297,000 12,496
   Lantz Financial LLC 39 - 2024-03-31 93,859 $2,247,000 9,087
   EVEXIA WEALTH LLC 31 - 2024-03-31 91,927 $2,198,000 8,540
   True Link Financial Advisors LLC 18 - 2024-03-31 91,193 $2,183,000 4,480
   Safeguard Financial LLC 16 - 2024-03-31 89,770 $2,149,000 17,182
   MULTIFINANCIAL SECURITIES CORP 813 - 2024-03-31 84,685 $2,027,000 63,224
   Endowment Wealth Management Inc. 16 - 2024-03-31 83,955 $2,010,000 32,712
   Private Advisor Group LLC 822 - 2024-03-31 81,045 $1,940,000 15,205
   Sigma Planning Corp 324 - 2024-03-31 80,521 $1,928,000 3,458
   Rinkey Investments 25 - 2024-03-31 77,106 $1,846,000 675
   BFT FINANCIAL GROUP LLC 85 - 2023-06-30 74,722 $1,778,000 22,952
   Beacon Pointe Advisors LLC 529 - 2024-03-31 70,874 $1,697,000 1,283
   KESTRA PRIVATE WEALTH SERVICES LLC 421 - 2024-03-31 69,900 $1,673,000 3,884
   VALMARK ADVISERS INC 195 - 2024-03-31 67,369 $1,613,000 13,649
   Cherry Tree Wealth Management LLC 51 - 2024-03-31 65,595 $1,570,000 2,299
   HOWLAND CAPITAL MANAGEMENT INC 112 - 2024-03-31 64,721 $1,549,000 392
   Crew Capital Management Ltd. 17 - 2024-03-31 60,358 $1,445,000 24,941
   Farther Finance Advisors LLC 205 - 2024-03-31 55,978 $1,335,000 67
   FINANCIAL NETWORK 1335 - 2024-03-31 49,764 $1,191,000 8,134
   GOULD ASSET MANAGEMENT LLC /CA/ 45 - 2024-03-31 49,415 $1,183,000 18,400
   COLDSTREAM CAPITAL MANAGEMENT INC 303 - 2024-03-31 46,317 $1,109,000 1,970
   Element Wealth LLC 33 - 2024-03-31 45,809 $1,097,000 4,563
   PARKSIDE FINANCIAL BANK & TRUST 102 - 2024-03-31 42,777 $1,024,000 41,863
   REGAL INVESTMENT ADVISORS, LLC 241 - 2024-03-31 42,699 $1,022,000 1,786
   Austin Private Wealth LLC 76 - 2024-03-31 40,491 $967,000 10,932
   POM Investment Strategies LLC 17 - 2024-03-31 37,187 $890,000 4,465
   Reliant Wealth Planning 7 - 2024-03-31 36,877 $883,000 497
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 582 - 2024-03-31 36,736 $879,000 24,175
   Wealth Advisory Solutions LLC 69 - 2024-03-31 33,746 $808,000 33,746
   Ruggaard & Associates LLC 30 - 2024-03-31 33,698 $807,000 3,483
   ARGI INVESTMENT SERVICES, LLC - 2022-12-31 33,407 $797,000 6,645
   Foundry Financial Group Inc. 29 - 2024-03-31 31,729 $760,000 7,332
   Snowden Capital Advisors LLC 587 - 2024-03-31 30,770 $737,000 4,342
   HPM Partners LLC 1437 - 2024-03-31 29,473 $706,000 3,738
   Ameritas Advisory Services LLC 466 - 2024-03-31 29,445 $703,000 29,445
   Conrad Siegel Investment Advisors Inc. 26 - 2024-03-31 28,852 $691,000 18,763
  100 Records found
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