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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 150    1
Total shares held : 
 15,603,692  
% of shares held : 
 22.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 -286,562  
% of shares held change : 
   -0.42%  
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 :
10
 554,965
 3.56%
 
Increased Positions :
53
 1,285,822
 8.24%
 
Unchanged Positions :
27
 472,722
 3.03%
 
Decreased Positions :
60
-1,523,398
-9.76%
 
Closed Positions :
9
-603,951
-3.87%
 
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
   BANK OF AMERICA CORP /DE/ 1375 - 2024-03-31 1,637,972 $42,505,000 -29,438
   MORGAN STANLEY 2614 - 2024-03-31 815,400 $21,160,000 -217,678
   US BANCORP 337 - 2024-03-31 621,306 $16,123,000 -76,440
   Goss Wealth Management LLC 179 - 2024-03-31 514,934 $13,363,000 -176
   UBS Group AG 1449 - 2024-03-31 492,650 $12,784,000 -48,719
   MERCER GLOBAL ADVISORS INC /ADV 295 - 2024-03-31 421,738 $10,944,000 -560,219
   LPL FINANCIAL CORP 1275 - 2024-03-31 419,925 $10,897,000 -22,502
   COLONY GROUP LLC 149 - 2023-09-30 356,212 $9,151,000 -3,020,962
   Glenview Trust Co 107 - 2024-03-31 331,202 $8,595,000 -90
   WELLS FARGO & CO/MN 1656 - 2024-03-31 320,087 $8,306,000 -181,854
   ENVESTNET ASSET MANAGEMENT INC 1775 - 2024-03-31 257,251 $6,676,000 -551,391
   LEAVELL T & ASSOCIATES INC 74 - 2024-03-31 243,913 $6,330,000 -12,500
   COLONY GROUP, LLC 288 - 2024-03-31 235,149 $6,102,000 -62,933
   BB&T CORP 831 - 2024-03-31 220,792 $5,730,000 -39,783
   Praetorian Wealth Management Inc. 19 - 2024-03-31 185,101 $4,803,000 -21,169
   COMMONWEALTH EQUITY SERVICES LLC. 1202 - 2024-03-31 181,519 $4,710,000 -50,448
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1204 - 2024-03-31 167,843 $4,356,000 -6,852
   RAYMOND JAMES & ASSOCIATES 1703 - 2024-03-31 161,644 $4,195,000 -26,469
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 71 - 2024-03-31 152,612 $3,960,000 -21,418
   NEWMAN DIGNAN & SHEERAR, INC. 35 - 2024-03-31 116,794 $3,031,000 -31,920
   SENTINEL PENSION ADVISORS INC 25 - 2024-03-31 114,480 $2,971,000 -5,833
   SONATA CAPITAL GROUP INC 20 - 2024-03-31 106,720 $2,769,000 -410
   Sound View Wealth Advisors Group LLC 77 - 2024-03-31 106,390 $2,761,000 -6,749
   Lido Advisors LLC 359 - 2024-03-31 92,307 $2,395,000 -6,140
   MARINER WEALTH ADVISORS, LLC 1085 - 2024-03-31 81,168 $2,106,000 -6,987
   Beacon Pointe Advisors LLC 490 - 2024-03-31 78,593 $2,039,000 -13,317
   CAPTRUST FINANCIAL ADVISORS 804 - 2024-03-31 75,978 $1,972,000 -5,414
   PHILLIPS FINANCIAL MANAGEMENT LLC 89 - 2024-03-31 64,008 $1,661,000 -7,369
   Stonebridge Capital Advisors LLC 110 - 2024-03-31 53,877 $1,398,000 -48,572
   CREATIVE PLANNING 1140 - 2024-03-31 52,528 $1,363,000 -6,571
   CFS Investment Advisory Services LLC 70 - 2024-03-31 48,913 $1,269,000 -3,794
   WOODMONT INVESTMENT COUNSEL LLC 127 - 2024-03-31 45,350 $1,177,000 -1,050
   SANDY SPRING BANK 208 - 2024-03-31 43,249 $1,122,000 -2,245
   STIFEL FINANCIAL CORP 2139 - 2024-03-31 40,868 $1,061,000 -237,195
   CONFLUENCE INVESTMENT MANAGEMENT LLC 196 - 2024-03-31 35,005 $908,000 -232,136
   Blue Square Asset Management LLC 43 - 2024-03-31 34,827 $904,000 -437
   Royal Harbor Partners LLC 29 - 2024-03-31 34,646 $899,000 -1,163
   Foundry Financial Group Inc. 28 - 2024-03-31 32,025 $831,000 -1,950
   Eldridge Investment Advisors Inc. 89 - 2024-03-31 29,227 $758,000 -7,708
   4J Wealth Management LLC 33 - 2024-03-31 27,794 $721,000 -8,175
   Granite Harbor Advisors Inc. 42 - 2024-03-31 26,356 $684,000 -128
   SIGMA INVESTMENT COUNSELORS INC 115 - 2024-03-31 24,805 $644,000 -2,350
   HOWLAND CAPITAL MANAGEMENT INC 170 - 2024-03-31 23,205 $602,000 -5,165
   Brandywine Oak Private Wealth LLC 141 - 2024-03-31 21,997 $571,000 -5,521
   Paradigm Strategies in Wealth Management LLC 23 - 2024-03-31 20,309 $527,000 -30,297
   PFG Private Wealth Management LLC 21 - 2024-03-31 19,037 $494,000 -6,410
   First Affirmative Financial Network 94 - 2024-03-31 16,990 $441,000 -288
   SPINNAKER TRUST 227 - 2024-03-31 12,964 $336,000 -3,030
   Prime Capital Investment Advisors LLC 753 - 2024-03-31 12,380 $321,000 -2,790
   ADVISORY SERVICES NETWORK, LLC 1134 - 2024-03-31 11,990 $311,000 -17,471
   Baird Financial Group Inc. 1538 - 2024-03-31 11,758 $305,000 -4,284
   Green Harvest Asset Management LLC 171 - 2024-03-31 11,116 $288,000 -3,341
   WealthBridge Capital Management LLC 154 - 2024-03-31 9,619 $250,000 -126
   ARROW FINANCIAL CORP 151 - 2023-12-31 9,145 $237,000 -857
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 464 - 2024-03-31 8,400 $218,000 -2,333
   COLTON GROOME FINANCIAL ADVISORS LLC 111 - 2024-03-31 8,420 $218,000 -3,245
   PRIVATE TRUST CO NA 615 - 2024-03-31 8,375 $217,000 -333
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 513 - 2024-03-31 7,786 $202,000 -3,111
   Evergreen Private Wealth LLC 85 - 2024-03-31 5,455 $142,000 -25,722
   BENJAMIN F. EDWARDS & COMPANY INC. 1269 - 2024-03-31 2,000 $52,000 -104,807
  60 Records found
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