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Get Institutions for : 
Ishares Ibonds Dec 2024 Term Corporate ETFA (IBDP)  
$25.04 0.01 (0.04%) as of 4:30 Thu 5/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 327    13
Total shares held : 
 77,665,192  
% of shares held : 
 19.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   83  
Amount of shares held : 
 4,700,839  
% of shares held change : 
   1.19%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.68  
Last Quarter's Ending Price : 
 $24.91  
Last Quarter's Average Price : 
 $24.79  
Change from last quarter's     
avg. price to the last closing  : 
0.25 (1.01%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
40
 2,498,200
 3.22%
 
Increased Positions :
152
 8,049,794
 10.36%
 
Unchanged Positions :
53
 844,791
 1.09%
 
Decreased Positions :
82
-4,792,109
-6.17%
 
Closed Positions :
27
-1,055,046
-1.36%
 
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/ 618 - 2023-12-31 6,883,734 $171,474,000 145,197
   MORGAN STANLEY 1278 - 2023-12-31 3,415,525 $85,081,000 98,435
   UBS Group AG 529 - 2023-12-31 2,905,553 $72,377,000 359,175
   HM PAYSON & CO 25 - 2023-12-31 2,334,722 $58,158,000 395,877
   Goss Wealth Management LLC 40 - 2023-12-31 2,011,977 $50,203,000 -764,001
   AE Wealth Management LLC 76 - 2023-12-31 1,998,598 $49,925,000 554,114
   LPL FINANCIAL CORP 502 - 2023-12-31 1,976,398 $49,232,000 413,800
   WELLS FARGO & CO/MN 708 - 2023-12-31 1,886,175 $46,985,000 -58,940
   Glenview Trust Co 19 - 2023-12-31 1,809,768 $45,081,000 3,266
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 299 - 2024-03-31 1,629,214 $40,812,000 -172,884
   US BANCORP 200 - 2023-12-31 1,635,818 $40,748,000 -161,154
   MERCER GLOBAL ADVISORS INC /ADV 120 - 2023-12-31 1,575,847 $39,254,000 181,384
   ENVESTNET ASSET MANAGEMENT INC 716 - 2023-12-31 1,546,618 $38,526,000 84,062
   STIFEL FINANCIAL CORP 339 - 2023-12-31 1,521,691 $37,905,000 30,399
   COMMONWEALTH EQUITY SERVICES LLC. 343 - 2024-03-31 1,298,276 $32,522,000 161,024
   ROYAL BANK OF CANADA 914 - 2023-12-31 1,219,416 $30,376,000 23,966
   GOLUB GROUP LLC 27 - 2023-12-31 1,156,928 $28,819,000 2,750
   Kathmere Capital Management LLC 7 - 2024-03-31 1,023,541 $25,640,000 98,458
   Motley Fool Wealth Management LLC 19 - 2023-12-31 1,017,477 $25,344,000 36,962
   SIGMA INVESTMENT COUNSELORS INC 14 - 2024-03-31 965,869 $24,195,000 -18,941
   American Planning Services Inc. 1 *New 2023-12-31 968,582 $24,127,000 968,582
   InterOcean Capital Group LLC 47 - 2023-12-31 886,962 $22,094,000 177,340
   CAPTRUST FINANCIAL ADVISORS 231 - 2023-12-31 838,341 $20,883,000 331,549
   Sound View Wealth Advisors Group LLC 4 - 2023-12-31 806,498 $20,090,000 -55,043
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 249 - 2024-03-31 796,478 $19,952,000 49,932
   RAYMOND JAMES & ASSOCIATES 792 - 2024-03-31 773,579 $19,378,000 -1,408
   AMERIPRISE FINANCIAL INC 1318 - 2023-12-31 730,270 $18,195,000 -30,118
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 301 - 2023-12-31 684,265 $17,045,000 90,147
   RENAISSANCE TECHNOLOGIES LLC 685 - 2023-12-31 677,519 $16,877,000 562,019
   RVW Wealth LLC 24 - 2024-03-31 660,417 $16,543,000 65,359
   Mid-American Wealth Advisory Group Inc. 1 - 2024-03-31 638,642 $15,998,000 66,549
   Keeler Thomas Management LLC 2 - 2023-12-31 602,625 $15,011,000 602,625
   MV Capital Management Inc. 12 - 2024-03-31 596,496 $14,942,000 -5,723
   SUMMIT ASSET MANAGEMENT, LLC 11 - 2023-12-31 563,238 $14,030,000 16,112
   MARINER WEALTH ADVISORS, LLC 380 - 2023-12-31 559,440 $13,936,000 94,991
   HOWLAND CAPITAL MANAGEMENT INC - 2024-03-31 553,933 $13,876,000 -4,363
   BB&T CORP 521 - 2023-12-31 523,621 $13,043,000 -106,303
   GUARANTY TRUST CO OF MISSOURI /MO/ 65 - 2024-03-31 507,005 $12,700,000 34,738
   CWM LLC 254 - 2024-03-31 502,459 $12,587,000 115,622
   ARROW FINANCIAL CORP 19 - 2023-12-31 491,045 $12,232,000 33,167
   NovaPoint Capital LLC 3 - 2024-03-31 460,925 $11,546,000 -21,216
   Asset Dedication LLC 20 - 2024-03-31 461,415 $11,539,000 -105,755
   Beacon Pointe Advisors LLC 151 - 2023-12-31 459,743 $11,452,000 -14,754
   Ruggaard & Associates LLC 4 - 2023-12-31 457,875 $11,406,000 35,159
   CREATIVE PLANNING 355 - 2023-12-31 451,345 $11,243,000 57,590
   LEAVELL T & ASSOCIATES INC 38 - 2024-03-31 430,028 $10,772,000 -17,563
   Journey Advisory Group LLC 16 - 2023-12-31 424,042 $10,563,000 12,928
   Matthew Goff Investment Advisor LLC 17 - 2024-03-31 413,848 $10,367,000 36,997
   Capital Investment Advisors LLC 84 - 2024-03-31 396,936 $9,943,000 20,477
   WINDSOR CAPITAL MANAGEMENT, LLC 8 - 2024-03-31 390,510 $9,782,000 -42,864
   Advisor Group Holdings Inc. 825 - 2023-12-31 390,986 $9,739,000 -853,814
   Strid Group LLC 10 - 2024-03-31 383,516 $9,607,000 7,266
   MCF Advisors LLC 22 - 2024-03-31 374,003 $9,369,000 -2,238
   Kestra Advisory Services LLC 292 - 2023-12-31 369,140 $9,195,000 75,442
   BENJAMIN F. EDWARDS & COMPANY INC. 148 - 2024-03-31 366,072 $9,171,000 -675,056
   Global Retirement Partners LLC 64 - 2024-03-31 363,775 $9,113,000 51,424
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - 2024-03-31 348,064 $8,719,000 -228,461
   Commonwealth Financial Services LLC 13 - 2023-12-31 330,416 $8,231,000 109,118
   Merit Financial Group LLC 58 - 2023-12-31 324,361 $8,080,000 5,883
   Signature Wealth Management Group 3 - 2024-03-31 306,697 $7,680,000 -4,265
   Atria Wealth Solutions Inc. 220 - 2023-12-31 300,066 $7,475,000 50,984
   HAMEL ASSOCIATES INC. 17 - 2024-03-31 296,005 $7,415,000 8,637
   EP WEALTH ADVISORS, INC. 129 - 2023-12-31 286,511 $7,137,000 18,145
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 111 *New 2024-03-31 282,893 $7,086,000 282,893
   MinichMacGregor Wealth Management LLC 19 - 2024-03-31 282,858 $7,069,000 17,739
   PFG Private Wealth Management LLC 7 - 2024-03-31 281,808 $7,059,000 -7,963
   FULTON BREAKEFIELD BROENNIMAN LLC 50 - 2024-03-31 272,074 $6,815,000 -17,752
   FinTrust Capital Advisors LLC 14 - 2024-03-31 260,548 $6,527,000 -5,069
   Scissortail Wealth Management LLC 12 - 2023-12-31 259,783 $6,492,000 -4,058
   MADDEN ADVISORY SERVICES, INC. - 2024-03-31 257,962 $6,462,000 14,657
   Weaver Consulting Group 8 - 2024-03-31 255,713 $6,406,000 17,910
   Houlihan Financial Resource Group Ltd. 6 - 2023-12-31 256,443 $6,388,000 4,999
   AMG NATIONAL TRUST BANK 76 - 2023-12-31 250,357 $6,236,000 118,486
   LYELL WEALTH MANAGEMENT LP - 2024-03-31 247,646 $6,204,000 -34,046
   SONATA CAPITAL GROUP INC 11 - 2024-03-31 224,880 $5,633,000 2,160
   Peloton Wealth Strategists 13 - 2023-12-31 220,550 $5,494,000 -14,000
   Private Advisor Group LLC - 2024-03-31 216,262 $5,417,000 14,515
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 278 - 2023-12-31 212,853 $5,302,000 85,398
   SANDY SPRING BANK - 2023-12-31 207,934 $5,180,000 -6,820
   Leo Wealth LLC 33 - 2023-12-31 204,130 $5,086,000 0
   Kesler Norman & Wride LLC 39 - 2024-03-31 196,083 $4,912,000 14,485
   Michael S. Ryan Inc. 8 - 2024-03-31 194,731 $4,878,000 -7,674
   IFP Advisors Inc 94 - 2023-12-31 193,461 $4,819,000 -2,498
   Paradigm Strategies in Wealth Management LLC - 2024-03-31 189,756 $4,753,000 -137,726
   WEALTHSOURCE PARTNERS LLC 52 - 2023-12-31 190,019 $4,733,000 71,931
   HANSON MCCLAIN, INC. 210 - 2024-03-31 175,795 $4,404,000 -4,579
   BFT FINANCIAL GROUP LLC 30 - 2023-06-30 176,993 $4,358,000 113,415
   Krilogy Financial LLC 59 - 2024-03-31 169,885 $4,256,000 15,389
   DEUTSCHE BANK AG 1293 - 2023-12-31 170,626 $4,250,000 63,062
   Cribstone Capital Management LLC 10 - 2022-12-31 168,728 $4,120,000 -45,927
   SAVANT CAPITAL MANAGEMENT INC 194 - 2023-12-31 162,947 $4,059,000 -29,845
   RDL FINANCIAL INC 14 - 2024-03-31 156,219 $3,846,000 0
   HARBOR ADVISORY CORP /MA/ 29 - 2024-03-31 153,173 $3,837,000 0
   JANNEY MONTGOMERY SCOTT LLC 893 - 2024-03-31 139,287 $3,489,000 -4,344
   Great Diamond Partners LLC 30 - 2023-12-31 134,060 $3,339,000 -1,449
   Relative Value Partners Group LLC 86 - 2023-12-31 130,252 $3,245,000 -70,092
   IFRAH FINANCIAL SERVICES INC 29 - 2023-12-31 127,927 $3,187,000 -655
   VIRGINIA WEALTH MANAGEMENT GROUP INC. 11 - 2024-03-31 127,120 $3,184,000 -3,785
   Laurel Wealth Advisors LLC 48 - 2023-12-31 127,774 $3,183,000 10,408
   Praetorian Wealth Management Inc. 28 - 2024-03-31 126,186 $3,161,000 -55,616
  100 Records found
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