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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
   American Planning Services Inc. 1 *New 2023-12-31 968,582 $24,127,000 968,582
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 111 *New 2024-03-31 282,893 $7,086,000 282,893
   ATRIA INVESTMENTS LLC 451 *New 2023-12-31 119,427 $2,975,000 119,427
   Global Assets Advisory LLC 147 *New 2024-03-31 56,602 $2,265,000 56,602
   GOLDMAN SACHS GROUP INC/ 3082 *New 2023-12-31 86,958 $2,166,000 86,958
   Simplify Asset Management Inc. 35 *New 2023-12-31 85,442 $2,128,000 85,442
   Great Lakes Retirement Inc. 64 *New 2023-12-31 78,752 $1,962,000 78,752
   Venture Visionary Partners LLC 192 *New 2023-12-31 65,607 $1,634,000 65,607
   Beaumont Asset Management L.L.C. 26 *New 2023-12-31 44,656 $1,112,000 44,656
   WILEY BROS.-AINTREE CAPITAL LLC 165 *New 2024-03-31 36,266 $908,000 36,266
   Crestmont Private Wealth LLC 13 *New 2024-03-31 36,050 $903,000 36,050
   GeoWealth Management LLC 226 *New 2023-12-31 36,001 $897,000 36,001
   SMITH MOORE & CO. 183 *New 2023-12-31 33,535 $835,000 33,535
   PFG Investments LLC 391 *New 2024-03-31 31,320 $785,000 31,320
   Ronald Blue Trust Inc. *New 2024-03-31 30,187 $756,000 30,187
   Sawtooth Asset Management Inc. 565 *New 2023-12-31 27,068 $674,000 27,068
   GOFEN & GLOSSBERG LLC /IL/ 291 *New 2022-12-31 26,550 $648,000 26,550
   GAMMA Investing LLC 169 *New 2024-03-31 21,411 $536,000 21,411
   NWAM LLC 330 *New 2023-12-31 21,224 $529,000 21,224
   Retirement Group LLC *New 2024-03-31 20,000 $501,000 20,000
   Sargent Bickham Lagudis LLC 180 *New 2022-12-31 19,641 $480,000 19,641
   Simplicity WealthLLC 796 *New 2024-03-31 16,755 $420,000 16,755
   MONTECITO BANK & TRUST 203 *New 2024-03-31 15,919 $399,000 15,919
   VALLEY FORGE INVESTMENT CONSULTANTS INC ADV *New 2024-03-31 14,205 $356,000 14,205
   Baird Financial Group Inc. 1471 *New 2023-12-31 13,737 $342,000 13,737
   VANCE WEALTH INC. *New 2024-03-31 12,186 $305,000 12,186
   Koshinski Asset Management Inc. 394 *New 2023-12-31 12,000 $299,000 12,000
   RAYMOND JAMES TRUST CO. OF NH 12 *New 2024-03-31 11,171 $280,000 11,171
   Belpointe Asset Management LLC 540 *New 2023-12-31 11,199 $279,000 11,199
   JOHNSON FINANCIAL GROUP, INC. 265 *New 2023-12-31 10,500 $262,000 10,500
   Gladstone Institutional Advisory LLC 559 *New 2023-12-31 10,390 $259,000 10,390
   COLONY GROUP, LLC 701 *New 2023-12-31 10,259 $256,000 10,259
   Integrated Advisors Network LLC 585 *New 2023-12-31 10,231 $255,000 10,231
   HARRIS ASSOCIATES L P 139 *New 2023-12-31 10,208 $254,000 10,208
   COLONY GROUP LLC 683 *New 2023-09-30 9,977 $247,000 9,977
   BEACON FINANCIAL GROUP 289 *New 2023-12-31 9,434 $235,000 9,434
   ADVISORY SERVICES NETWORK, LLC 1467 *New 2023-12-31 5,250 $131,000 5,250
   BNP PARIBAS ARBITRAGE SA *New 2024-03-31 4,710 $118,000 4,710
   Koesten Hirschmann & Crabtree INC. 39 *New 2023-12-31 4,750 $118,000 4,750
   CVA Family Office LLC 354 *New 2024-03-31 4,000 $100,000 4,000
   BALLAST ADVISORS LLC *New 2024-03-31 3,641 $91,000 3,641
   SIGNATUREFD, LLC *New 2024-03-31 2,179 $55,000 2,179
   MATHER GROUP, INC. 902 *New 2024-03-31 1,708 $43,000 1,708
   Sutton Wealth Advisors Inc. 258 *New 2023-09-30 1,557 $39,000 1,557
   FIRST MANHATTAN CO 930 *New 2023-12-31 1,450 $36,000 1,450
   MARYLAND CAPITAL ADVISORS INC. 137 *New 2024-03-31 1,001 $25,000 1,001
   Prestige Wealth Management Group LLC 322 *New 2024-03-31 1,010 $25,000 1,010
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 405 *New 2023-12-31 384 $10,000 384
   Spire Wealth Management 1842 *New 2024-03-31 278 $7,000 278
   First PREMIER Bank 345 *New 2024-03-31 288 $7,000 288
   Legacy Bridge LLC 291 *New 2024-03-31 200 $5,000 200
   TUCKER ASSET MANAGEMENT LLC 841 *New 2023-12-31 41 $1,000 41
  52 Records found
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