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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
   BANK OF AMERICA CORP /DE/ 1518 - 2024-03-31 1,373,371 $34,568,000 87,855
   MERCER GLOBAL ADVISORS INC /ADV 180 - 2024-03-31 898,929 $22,626,000 40,212
   ENVESTNET ASSET MANAGEMENT INC 1094 - 2024-03-31 816,877 $20,561,000 24,580
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 43 - 2024-03-31 746,061 $18,778,000 51,688
   WELLS FARGO & CO/MN 1160 - 2024-03-31 735,637 $18,516,000 58,556
   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
   Kathmere Capital Management LLC 16 - 2024-03-31 668,607 $16,829,000 53,389
   Heartwood Wealth Advisors LLC 19 - 2024-03-31 663,399 $16,698,000 44,987
   MORGAN STANLEY 3177 - 2024-03-31 462,771 $11,648,000 547
   CI Private Wealth LLC 490 *New 2024-03-31 459,285 $11,560,000 459,285
   HENGEHOLD CAPITAL MANAGEMENT LLC 20 - 2024-03-31 403,583 $10,158,000 2,874
   Goss Wealth Management LLC 229 - 2024-03-31 379,963 $9,564,000 19,602
   UBS Group AG 1650 - 2024-03-31 372,231 $9,369,000 20,434
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 859 - 2024-03-31 348,973 $8,784,000 6,923
   HILLSTRUST 34 - 2024-03-31 291,068 $7,326,000 0
   Praetorian Wealth Management Inc. 14 - 2024-03-31 253,991 $6,393,000 15,275
   Crumly & Associates Inc. 22 - 2024-03-31 240,269 $6,048,000 -67,088
   AMERIPRISE FINANCIAL INC 2170 - 2024-03-31 233,686 $5,882,000 216,949
   LPL FINANCIAL CORP 1792 - 2024-03-31 193,463 $4,869,000 30,949
   Paradiem LLC 35 *New 2024-03-31 160,410 $4,038,000 160,410
   LBMC INVESTMENT ADVISORS, LLC 34 - 2024-03-31 157,191 $3,956,000 118,481
   GATEWAY ADVISORY, LLC 34 - 2024-03-31 143,445 $3,610,000 8,793
   Spire Wealth Management 194 - 2024-03-31 129,622 $3,263,000 352
   Quantum Financial Advisors LLC 26 *New 2024-03-31 122,049 $3,072,000 122,049
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 680 - 2024-03-31 120,562 $3,035,000 -131
   Cyndeo Wealth Partners LLC 120 - 2024-03-31 110,952 $2,793,000 35,402
   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
   GUARANTY TRUST CO OF MISSOURI /MO/ 205 - 2024-03-31 96,698 $2,434,000 26,495
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 396 - 2024-03-31 94,116 $2,369,000 -14,807
   ROYAL BANK OF CANADA 2414 - 2024-03-31 93,028 $2,342,000 3,171
   STIFEL FINANCIAL CORP 1607 *New 2024-03-31 92,151 $2,319,000 92,151
   Integrated Wealth Concepts LLC 511 - 2024-03-31 80,419 $2,024,000 26,812
   NEWMAN DIGNAN & SHEERAR, INC. 58 - 2024-03-31 65,297 $1,644,000 0
   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
   COMMONWEALTH EQUITY SERVICES LLC. 2004 - 2024-03-31 54,865 $1,381,000 12,635
   Glenview Trust Co 232 - 2024-03-31 53,027 $1,335,000 27,662
   Blue Square Asset Management LLC 41 - 2024-03-31 51,389 $1,293,000 -329
   Signature Wealth Management Group 58 - 2024-03-31 50,317 $1,257,000 1,579
   WOODMONT INVESTMENT COUNSEL LLC 125 - 2024-03-31 49,784 $1,253,000 284
   JANE STREET GROUP LLC 2808 - 2024-03-31 49,706 $1,251,000 49,706
   Atwater Malick LLC 35 - 2024-03-31 47,844 $1,204,000 3,718
   SENTINEL PENSION ADVISORS INC 52 - 2024-03-31 46,635 $1,174,000 175
   CFS Investment Advisory Services LLC 77 - 2024-03-31 46,202 $1,163,000 570
   PHILLIPS FINANCIAL MANAGEMENT LLC 99 - 2024-03-31 44,996 $1,133,000 -4,825
   Personal Resources Investment & Strategic Manageme 30 - 2024-03-31 44,715 $1,125,000 0
   LINCOLN NATIONAL CORP 494 - 2024-03-31 43,037 $1,083,000 32,848
   RIA Advisory Group LLC 38 *New 2024-03-31 42,301 $1,065,000 42,301
   VALMARK ADVISERS INC 266 - 2024-03-31 39,623 $997,000 7,475
   COLONY GROUP, LLC 598 - 2024-03-31 39,444 $993,000 1,742
   SANDY SPRING BANK 216 - 2024-03-31 39,140 $985,000 395
   REGIONS FINANCIAL CORP 496 - 2024-03-31 38,209 $962,000 -2,888
   Royal Harbor Partners LLC 30 - 2024-03-31 35,658 $898,000 2,591
   FLOW TRADERS U.S. LLC 329 - 2024-03-31 35,366 $890,000 25,424
   BENJAMIN F. EDWARDS & COMPANY INC. 532 - 2024-03-31 34,946 $880,000 28,507
   Evergreen Private Wealth LLC 50 - 2024-03-31 34,939 $879,000 3,691
   Garden State Investment Advisory Services LLC 66 - 2024-03-31 34,609 $871,000 -1
   Capital Investment Advisors LLC 304 - 2024-03-31 34,621 $871,000 497
   Granite Harbor Advisors Inc. 35 - 2024-03-31 33,230 $836,000 5,826
   IFP Advisors Inc - 2023-12-31 31,717 $806,000 5,102
   ROOF EIDAM & MAYCOCK/ADV 67 - 2024-03-31 31,936 $804,000 30
   COLONY GROUP LLC - 2023-09-30 32,407 $793,000 0
   Snowden Capital Advisors LLC 567 *New 2024-03-31 31,000 $780,000 31,000
   CONFLUENCE INVESTMENT MANAGEMENT LLC 204 - 2024-03-31 30,934 $779,000 18,702
   Foundry Financial Group Inc. 30 - 2024-03-31 29,633 $746,000 -1,685
   Advisor Group Holdings Inc. 2608 - 2024-03-31 29,080 $732,000 12,536
   HOWLAND CAPITAL MANAGEMENT INC 159 - 2024-03-31 27,850 $701,000 13,100
   Lido Advisors LLC 692 - 2024-03-31 27,312 $687,000 -6,986
   SPINNAKER TRUST 171 - 2024-03-31 26,997 $680,000 17,774
   Sargent Bickham Lagudis LLC *New 2022-12-31 25,887 $649,000 25,887
   COLDSTREAM CAPITAL MANAGEMENT INC 453 *New 2024-03-31 25,779 $649,000 25,779
   JAMES INVESTMENT RESEARCH INC 184 - 2024-03-31 25,540 $643,000 935
   Stratos Wealth Partners LTD. 812 - 2024-03-31 24,081 $606,000 45
   LEGACY PRIVATE TRUST CO. 170 - 2024-03-31 22,475 $566,000 0
   Farther Finance Advisors LLC 364 - 2024-03-31 22,505 $565,000 22,505
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 275 *New 2024-03-31 22,143 $557,000 22,143
   Catalytic Wealth RIA LLC 154 *New 2024-03-31 22,002 $554,000 22,002
   Beacon Pointe Advisors LLC 883 - 2024-03-31 21,031 $529,000 7,825
   MULTIFINANCIAL SECURITIES CORP 1580 *New 2024-03-31 20,190 $508,000 20,190
   WJ Wealth Management LLC 56 *New 2024-03-31 18,900 $476,000 18,900
   CAPTRUST FINANCIAL ADVISORS 1542 - 2024-03-31 17,628 $444,000 1,290
   MARINER WEALTH ADVISORS, LLC 2126 - 2024-03-31 17,454 $439,000 9,329
   COMERICA BANK 1942 - 2024-03-31 17,027 $429,000 1,966
   CWM LLC 1196 - 2024-03-31 16,340 $411,000 -19,328
   JANNEY MONTGOMERY SCOTT LLC 2121 - 2024-03-31 16,129 $406,000 3,600
   GOLDMAN SACHS GROUP INC/ 4000 - 2024-03-31 15,923 $401,000 -183,620
   WRAPMANAGER INC 146 - 2024-03-31 15,610 $393,000 560
   Archford Capital Strategies LLC 198 - 2024-03-31 15,274 $384,000 1,177
   Prime Capital Investment Advisors LLC 717 - 2024-03-31 14,426 $363,000 0
   Parallel Advisors LLC 640 - 2024-03-31 14,237 $358,000 4,237
   Green Harvest Asset Management LLC 155 - 2024-03-31 13,844 $348,000 0
   Commonwealth Financial Services LLC 119 - 2024-03-31 13,383 $340,000 0
   Kades & Cheifetz LLC 68 - 2024-03-31 13,227 $333,000 38
   CORA CAPITAL ADVISORS LLC 71 - 2024-03-31 12,000 $302,000 0
   Virginia National Bank - 2023-09-30 12,351 $302,000 0
   Rehmann Capital Advisory Group 453 - 2024-03-31 11,891 $299,000 0
  100 Records found
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