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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 109    10
Total shares held : 
 12,450,268  
% of shares held : 
 13.83%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   41  
Amount of shares held : 
 2,620,575  
% of shares held change : 
   2.91%  
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 :
19
 823,568
 6.61%
 
Increased Positions :
53
 2,057,744
 16.53%
 
Unchanged Positions :
15
 220,392
 1.77%
 
Decreased Positions :
22
-105,575
-0.85%
 
Closed Positions :
9
-155,162
-1.25%
 
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
   US BANCORP 326 - 2024-03-31 683,296 $17,199,000 -98,150
   HIGHTOWER ADVISORS, LLC 518 - 2024-03-31 679,710 $17,109,000 -31,176
   Crumly & Associates Inc. 22 - 2024-03-31 240,269 $6,048,000 -67,088
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 680 - 2024-03-31 120,562 $3,035,000 -131
   Sound View Wealth Advisors Group LLC 82 - 2024-03-31 105,501 $2,655,000 -4,374
   Steward Partners Investment Advisory LLC 513 - 2024-03-31 97,447 $2,453,000 -4,959
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 396 - 2024-03-31 94,116 $2,369,000 -14,807
   RAYMOND JAMES & ASSOCIATES 2272 - 2024-03-31 65,104 $1,639,000 -1,854
   Envision Financial Planning LLC 15 - 2024-03-31 64,650 $1,627,000 -26,162
   Klingman & Associates LLC 75 - 2024-03-31 58,633 $1,476,000 -2,712
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 117 - 2024-03-31 55,932 $1,408,000 -19,794
   Blue Square Asset Management LLC 41 - 2024-03-31 51,389 $1,293,000 -329
   PHILLIPS FINANCIAL MANAGEMENT LLC 99 - 2024-03-31 44,996 $1,133,000 -4,825
   REGIONS FINANCIAL CORP 496 - 2024-03-31 38,209 $962,000 -2,888
   Garden State Investment Advisory Services LLC 66 - 2024-03-31 34,609 $871,000 -1
   Foundry Financial Group Inc. 30 - 2024-03-31 29,633 $746,000 -1,685
   Lido Advisors LLC 692 - 2024-03-31 27,312 $687,000 -6,986
   CWM LLC 1196 - 2024-03-31 16,340 $411,000 -19,328
   GOLDMAN SACHS GROUP INC/ 4000 - 2024-03-31 15,923 $401,000 -183,620
   ADVISORY SERVICES NETWORK, LLC 1180 - 2024-03-31 11,000 $277,000 -1,599
   WealthBridge Capital Management LLC 155 - 2024-03-31 9,703 $244,000 -129
   Addison Advisors LLC 446 - 2024-03-31 930 $23,000 -140
   Aspect Partners LLC 290 - 2024-03-31 321 $8,000 -443
  23 Records found
  1    
  Page 1 of 1
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