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Get Institutions for : 
Ishares Ibonds Dec 2025 Term Treasury Etf (IBTF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 215    47
Total shares held : 
 58,315,356  
% of shares held : 
 64.79%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   116  
Amount of shares held : 
 6,940,713  
% of shares held change : 
   7.71%  
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 :
55
 5,292,446
 9.08%
 
Increased Positions :
101
 11,927,646
 20.45%
 
Unchanged Positions :
27
 622,918
 1.07%
 
Decreased Positions :
32
-9,819,597
-16.84%
 
Closed Positions :
8
-459,782
-0.79%
 
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 14 - 2024-03-31 13,870,659 $322,215,000 1,281,959
   UBS Group AG 514 - 2024-03-31 3,919,471 $91,049,000 1,685,376
   MORGAN STANLEY 1286 - 2024-03-31 3,791,817 $88,084,000 129,792
   BANK OF AMERICA CORP /DE/ 1074 - 2024-03-31 3,167,253 $73,575,000 634,477
   WELLS FARGO & CO/MN 588 - 2024-03-31 3,046,614 $70,773,000 30,706
   COLONY GROUP LLC - 2023-09-30 2,645,525 $61,059,000 455,989
   Capital Investment Advisors LLC 15 - 2024-03-31 2,233,569 $51,886,000 181,337
   Goss Wealth Management LLC 44 - 2024-03-31 2,111,002 $49,039,000 121,068
   HILLSTRUST 4 - 2024-03-31 1,938,883 $45,040,000 385,592
   LPL FINANCIAL CORP 701 - 2024-03-31 1,449,336 $33,668,000 238,040
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 425 - 2024-03-31 1,106,911 $25,714,000 116,044
   Rockefeller Capital Management L.P. 272 - 2024-03-31 1,067,983 $24,809,000 978,586
   Integrated Wealth Concepts LLC 84 - 2024-03-31 815,247 $18,938,000 237,776
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 39 - 2024-03-31 810,858 $18,836,000 112,431
   InterOcean Capital Group LLC 59 - 2024-03-31 706,251 $16,406,000 27,779
   MV Capital Management Inc. 11 - 2024-03-31 667,991 $15,517,000 9,342
   MARINER WEALTH ADVISORS, LLC 403 - 2024-03-31 636,817 $14,793,000 42,604
   RENAISSANCE TECHNOLOGIES LLC 826 - 2024-03-31 591,539 $13,741,000 83,739
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 410 - 2024-03-31 487,064 $11,314,000 39,072
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 85 - 2024-03-31 480,078 $11,152,000 104,029
   Krilogy Financial LLC 27 - 2024-03-31 452,006 $10,500,000 104,131
   Connecticut Wealth Management LLC 33 - 2024-03-31 424,865 $9,870,000 364,528
   Scissortail Wealth Management LLC 6 - 2024-03-31 409,975 $9,524,000 6,200
   Steward Partners Investment Advisory LLC 206 - 2024-03-31 405,914 $9,429,000 34,236
   Lido Advisors LLC 166 - 2024-03-31 400,251 $9,298,000 9,012
   RAYMOND JAMES & ASSOCIATES 1208 - 2024-03-31 397,847 $9,242,000 52,238
   FINANCIAL ENGINES ADVISORS L.L.C. 86 - 2024-03-31 374,529 $8,700,000 55,200
   Baltimore-Washington Financial Advisors Inc. 60 - 2024-03-31 356,145 $8,273,000 44,726
   THRIVENT FINANCIAL FOR LUTHERANS 671 - 2024-03-31 354,411 $8,233,000 26,302
   Keeler Thomas Management LLC 8 - 2024-03-31 316,634 $7,363,000 48,188
   MOSELEY INVESTMENT MANAGEMENT INC 6 - 2024-03-31 307,736 $7,149,000 27,264
   Cetera Investment Advisers 807 - 2024-03-31 304,096 $7,064,000 107,253
   MKT Advisors LLC 4 - 2024-03-31 277,686 $6,417,000 184,771
   Snowden Capital Advisors LLC 115 - 2024-03-31 271,798 $6,314,000 29,828
   J P MORGAN CHASE & CO 2365 - 2024-03-31 253,098 $5,879,000 251,474
   Sargent Bickham Lagudis LLC - 2022-12-31 215,717 $5,022,000 23,361
   LEVEL FOUR ADVISORY SERVICES LLC 86 - 2024-03-31 215,282 $5,012,000 8,550
   Strategic Blueprint LLC 73 - 2024-03-31 210,175 $4,882,000 91,981
   JANNEY MONTGOMERY SCOTT LLC 782 - 2024-03-31 204,367 $4,747,000 1,360
   Lunt Capital Management Inc. 12 - 2024-03-31 199,626 $4,637,000 8,573
   PARK AVENUE SECURITIES LLC 219 - 2024-03-31 191,330 $4,445,000 29,132
   Atlantic Private Wealth LLC 8 - 2024-03-31 175,703 $4,082,000 40,191
   Private Advisor Group LLC 532 - 2024-03-31 174,203 $4,047,000 14,227
   Global Retirement Partners LLC 149 - 2024-03-31 168,457 $3,913,000 97,509
   TRANSCEND WEALTH COLLECTIVE LLC 81 - 2024-03-31 161,350 $3,748,000 48,050
   Sontag Advisory LLC 132 - 2024-03-31 159,296 $3,700,000 8,008
   Baird Financial Group Inc. 766 - 2024-03-31 156,842 $3,643,000 81,583
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 326 - 2024-03-31 156,646 $3,639,000 11,423
   DAVIDSON D A & CO 374 - 2024-03-31 154,122 $3,580,000 87,264
   Leo Wealth LLC 52 - 2024-03-31 149,275 $3,467,000 7,939
   Royal Harbor Partners LLC 19 - 2024-03-31 146,616 $3,406,000 976
   LEAVELL T & ASSOCIATES INC 119 - 2024-03-31 143,971 $3,344,000 10,588
   OneAscent Financial Services LLC 46 - 2024-03-31 141,491 $3,287,000 124,617
   AMERIPRISE FINANCIAL INC 2551 - 2024-03-31 139,391 $3,238,000 47,281
   CREATIVE PLANNING 789 - 2024-03-31 132,828 $3,086,000 5,651
   Brookstone Capital Management 291 - 2024-03-31 129,505 $3,008,000 33,130
   SHELTON WEALTH MANAGEMENT LLC 13 - 2024-03-31 123,225 $2,863,000 40,298
   CITADEL ADVISORS LLC 2158 - 2024-03-31 116,730 $2,712,000 116,730
   PARKSIDE FINANCIAL BANK & TRUST 52 - 2024-03-31 108,634 $2,524,000 107,995
   Probity Advisors Inc. 38 - 2024-03-31 105,805 $2,458,000 50,102
   WEALTHSOURCE PARTNERS LLC - 2023-12-31 103,636 $2,413,000 87,525
   BFT FINANCIAL GROUP LLC - 2023-06-30 103,354 $2,391,000 19,806
   Sigma Planning Corp 266 - 2024-03-31 100,218 $2,328,000 41,823
   Accretive Wealth Partners LLC 19 - 2024-03-31 99,997 $2,314,000 7,003
   Lantz Financial LLC 40 - 2024-03-31 96,288 $2,237,000 8,956
   Stratos Wealth Partners LTD. 425 - 2024-03-31 87,134 $2,024,000 3,456
   Essential Planning LLC. 17 - 2024-03-31 86,155 $2,006,000 4,297
   IFG Advisory LLC 185 - 2024-03-31 83,820 $1,947,000 10,122
   Atria Wealth Solutions Inc. 648 - 2024-03-31 82,852 $1,925,000 37,887
   CWM LLC 641 - 2024-03-31 78,560 $1,825,000 19,373
   VALMARK ADVISERS INC 181 - 2024-03-31 77,970 $1,811,000 42,677
   KESTRA PRIVATE WEALTH SERVICES LLC 412 - 2024-03-31 73,484 $1,707,000 9,617
   PHILLIPS FINANCIAL MANAGEMENT LLC 88 - 2024-03-31 72,367 $1,681,000 5,240
   ASSOCIATED BANC-CORP 180 - 2024-03-31 67,511 $1,568,000 2,672
   Crew Capital Management Ltd. 20 - 2024-03-31 61,734 $1,434,000 25,172
   Kestra Advisory Services LLC 1030 - 2024-03-31 60,739 $1,411,000 11,429
   Eldridge Investment Advisors Inc. 64 - 2024-03-31 59,782 $1,389,000 2,667
   COUNTRY CLUB BANK /GFN 173 - 2024-03-31 53,195 $1,236,000 9,221
   PSI Advisors LLC 42 - 2024-03-31 52,808 $1,227,000 9,205
   EVEXIA WEALTH LLC 37 - 2024-03-31 51,071 $1,182,000 4,813
   IFP Advisors Inc - 2023-12-31 49,934 $1,162,000 4,888
   Farther Finance Advisors LLC 227 - 2024-03-31 49,895 $1,154,000 1,390
   Safeguard Financial LLC 26 - 2024-03-31 49,154 $1,142,000 18,113
   HOWLAND CAPITAL MANAGEMENT INC 127 - 2024-03-31 47,883 $1,112,000 6,354
   MULTIFINANCIAL SECURITIES CORP 1110 - 2024-03-31 47,746 $1,109,000 12,469
   LAKE STREET ADVISORS GROUP LLC 212 - 2023-12-31 46,308 $1,078,000 46,308
   GOULD ASSET MANAGEMENT LLC /CA/ 47 - 2024-03-31 44,955 $1,044,000 13,185
   Reliant Wealth Planning 6 - 2024-03-31 42,711 $992,000 11,678
   REGAL INVESTMENT ADVISORS, LLC 244 - 2024-03-31 42,602 $990,000 577
   Cooper Financial Group 132 - 2024-03-31 38,598 $897,000 20,365
   Element Wealth LLC 40 - 2024-03-31 37,871 $880,000 5,334
   Austin Private Wealth LLC 79 - 2024-03-31 36,977 $856,000 11,861
   Foundry Financial Group Inc. 27 - 2024-03-31 36,176 $840,000 12,246
   FINANCIAL NETWORK 1578 - 2024-03-31 36,001 $836,000 7,015
   Fortis Capital Management LLC 72 - 2024-03-31 32,784 $762,000 191
   Focused Wealth Management Inc 69 - 2024-03-31 31,616 $734,000 305
   Compass Ion Advisors LLC 118 - 2024-03-31 29,005 $674,000 4,715
   Consolidated Portfolio Review Corp 140 - 2024-03-31 27,638 $642,000 1,564
   HPM Partners LLC 1483 - 2024-03-31 27,561 $640,000 3,331
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 319 - 2024-03-31 26,700 $618,000 3,075
  100 Records found
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