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Get Institutions for : 
Ishares Ibonds Dec 2027 Term Corporate Etf (IBDS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 260    39
Total shares held : 
 55,257,123  
% of shares held : 
 38.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   120  
Amount of shares held : 
 4,728,130  
% of shares held change : 
   3.31%  
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 :
47
 1,577,223
 2.85%
 
Increased Positions :
126
 6,739,424
 12.2%
 
Unchanged Positions :
42
 928,365
 1.68%
 
Decreased Positions :
45
-2,353,986
-4.26%
 
Closed Positions :
8
-1,234,531
-2.23%
 
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
   Capital Investment Advisors LLC 21 - 2024-03-31 1,875,074 $44,627,000 -163,639
   ROYAL BANK OF CANADA 779 - 2024-03-31 1,741,029 $41,436,000 -27,930
   Sound View Wealth Advisors Group LLC 8 - 2024-03-31 742,378 $17,669,000 -3,765
   RVW Wealth LLC 23 - 2024-03-31 716,830 $17,061,000 -13,486
   US BANCORP 355 - 2024-03-31 617,055 $14,686,000 -53,126
   ADVISORS CAPITAL MANAGEMENT LLC 126 - 2024-03-31 505,438 $12,029,000 -310,089
   Keeler Thomas Management LLC 6 - 2024-03-31 369,672 $8,815,000 -8,535
   Commonwealth Financial Services LLC 17 - 2024-03-31 326,491 $7,813,000 -871
   PFG Private Wealth Management LLC 6 - 2024-03-31 301,927 $7,186,000 -31,077
   Signature Wealth Management Group 4 - 2024-03-31 254,759 $5,989,000 -625
   JANNEY MONTGOMERY SCOTT LLC 753 - 2024-03-31 215,129 $5,120,000 -72,188
   TLWM 12 - 2024-03-31 183,268 $4,362,000 -2,695
   CONFLUENCE INVESTMENT MANAGEMENT LLC 134 - 2024-03-31 170,586 $4,060,000 -9,857
   Goss Wealth Management LLC 478 - 2024-03-31 155,436 $3,699,000 -1,051,031
   Matthew Goff Investment Advisor LLC 38 - 2024-03-31 128,210 $3,051,000 -967
   VIRGINIA WEALTH MANAGEMENT GROUP INC. 19 - 2024-03-31 127,120 $3,025,000 -3,785
   Garrett Investment Advisors LLC 66 - 2024-03-31 126,232 $3,004,000 -21,253
   Integrated Wealth Concepts LLC 412 - 2024-03-31 113,135 $2,693,000 -9,257
   HANSON MCCLAIN, INC. 268 - 2024-03-31 111,372 $2,651,000 -30,622
   CAMELOT PORTFOLIOS, LLC 10 - 2024-03-31 80,836 $1,924,000 -33,827
   Fortis Capital Management LLC 44 - 2024-03-31 78,328 $1,864,000 -395
   Great Diamond Partners LLC 74 - 2024-03-31 62,433 $1,486,000 -1,997
   Cornell Pochily Investment Advisors Inc. 55 - 2024-03-31 55,715 $1,326,000 -802
   Archford Capital Strategies LLC 113 - 2024-03-31 54,028 $1,286,000 -404
   MEITAV DASH INVESTMENTS LTD 125 - 2024-03-31 53,503 $1,272,000 -4,257
   LINCOLN NATIONAL CORP 475 - 2024-03-31 48,417 $1,152,000 -4,598
   FinTrust Capital Advisors LLC 99 - 2024-03-31 48,090 $1,145,000 -1,369
   LITTLE HOUSE CAPITAL LLC 67 - 2024-03-31 44,743 $1,065,000 -7,326
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 332 - 2024-03-31 44,300 $1,054,000 -4,950
   EP WEALTH ADVISORS, INC. 382 - 2024-03-31 40,476 $963,000 -35
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1256 - 2024-03-31 39,186 $933,000 -8,764
   BENJAMIN EDWARDS INC 157 - 2024-03-31 32,443 $772,000 -2,762
   MML INVESTORS SERVICES LLC 1557 - 2024-03-31 32,313 $769,000 -3,960
   Granite Bay Wealth Management LLC - 2024-03-31 24,809 $590,000 -1,863,358
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 132 - 2024-03-31 24,737 $589,000 -3,110
   Princeton Global Asset Management LLC 102 - 2024-03-31 23,739 $565,000 -1,122
   COMERICA BANK 1864 - 2024-03-31 21,141 $503,000 -2,351
   NovaPoint Capital LLC 85 - 2024-03-31 20,514 $488,000 -3,538
   American Money Management LLC 101 - 2024-03-31 18,268 $435,000 -1,498
   THOROUGHBRED FINANCIAL SERVICES LLC 303 - 2024-03-31 18,227 $433,000 -1,833
   DAVIDSON D A & CO 1093 - 2024-03-31 15,446 $368,000 -22,292
   CFS Investment Advisory Services LLC 130 - 2024-03-31 15,019 $357,000 -1,924
   Black Swift Group LLC 86 - 2024-03-31 12,550 $299,000 -12,070
   NEWMAN DIGNAN & SHEERAR, INC. 146 - 2024-03-31 12,147 $289,000 -323
   KISTLERTIFFANY COMPANIES, LLC 283 - 2023-06-30 11,950 $281,000 -11,626
   RAYMOND JAMES TRUST CO 1069 - 2024-03-31 10,611 $253,000 -257
   Perigon Wealth Management LLC 741 - 2024-03-31 10,041 $239,000 -1,229
   VIGILANT CAPITAL MANAGEMENT LLC 144 - 2023-06-30 8,843 $208,000 -1,050
   DELAP WEALTH ADVISORY LLC 246 - 2024-03-31 8,498 $202,000 -8,498
   Pinnacle Bank 395 - 2024-03-31 2,135 $51,000 -7,335
   Householder Group Estate & Retirement Specialist L 556 - 2024-03-31 1,423 $34,000 -13
   Peoples Bank/KS 238 - 2024-03-31 200 $5,000 -100
   FMR LLC 5113 - 2024-03-31 1 $0 -219
  53 Records found
  1    
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