Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Ibonds Dec 2024 Term Corporate ETFA (IBDP)  
$25.04 0.01 (0.04%) as of 4:30 Thu 5/9


Download
     
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  
Free Registration Required For Full Results

            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
   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
   Glenview Trust Co 19 - 2023-12-31 1,809,768 $45,081,000 3,266
   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
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 249 - 2024-03-31 796,478 $19,952,000 49,932
   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
   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
   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
   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
   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
   Strid Group LLC 10 - 2024-03-31 383,516 $9,607,000 7,266
   Kestra Advisory Services LLC 292 - 2023-12-31 369,140 $9,195,000 75,442
   Global Retirement Partners LLC 64 - 2024-03-31 363,775 $9,113,000 51,424
   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
   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
   MinichMacGregor Wealth Management LLC 19 - 2024-03-31 282,858 $7,069,000 17,739
   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
   SONATA CAPITAL GROUP INC 11 - 2024-03-31 224,880 $5,633,000 2,160
   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
   Kesler Norman & Wride LLC 39 - 2024-03-31 196,083 $4,912,000 14,485
   WEALTHSOURCE PARTNERS LLC 52 - 2023-12-31 190,019 $4,733,000 71,931
   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
   Laurel Wealth Advisors LLC 48 - 2023-12-31 127,774 $3,183,000 10,408
   Integrated Wealth Concepts LLC 334 - 2023-12-31 125,724 $3,132,000 1,068
   HARBOUR INVESTMENTS INC. 153 - 2023-12-31 123,075 $3,066,000 118,389
   PSI Advisors LLC 24 - 2024-03-31 119,362 $2,990,000 42,310
   MONECO Advisors LLC 49 - 2024-03-31 119,265 $2,988,000 5,955
   SPINNAKER TRUST 93 - 2023-12-31 115,083 $2,867,000 54,804
   WRAPMANAGER INC 25 - 2023-12-31 112,431 $2,801,000 10,933
   Probity Advisors Inc. 33 - 2024-03-31 110,603 $2,771,000 44,722
   Balentine LLC 82 - 2023-12-31 109,829 $2,736,000 108,809
   Waterford Advisors LLC 17 - 2023-12-31 109,829 $2,736,000 6,798
   SAX WEALTH ADVISORS LLC 44 - 2023-12-31 104,788 $2,610,000 10,605
   Princeton Global Asset Management LLC 54 - 2024-03-31 103,845 $2,601,000 532
   H D Vest Advisory Services 446 - 2023-12-31 100,846 $2,512,000 66,651
   THRIVENT FINANCIAL FOR LUTHERANS 1204 - 2023-12-31 95,927 $2,390,000 27,308
   McGlone Suttner Wealth Management Inc. 23 - 2024-03-31 91,041 $2,281,000 9,088
   FIRST FIDUCIARY INVESTMENT COUNSEL INC. 39 - 2024-03-31 90,025 $2,255,000 1,220
   PHILLIPS FINANCIAL MANAGEMENT LLC 81 - 2024-03-31 89,805 $2,250,000 11,507
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 88,988 $2,229,000 6,330
   Quantum Financial Advisors LLC 32 - 2024-03-31 86,922 $2,177,000 69,395
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 915 - 2024-03-31 85,088 $2,131,000 6,329
   Endowment Wealth Management Inc. 13 - 2023-12-31 84,806 $2,113,000 11,628
   MEITAV DASH INVESTMENTS LTD 112 - 2024-03-31 83,082 $2,080,000 182
   Eldridge Investment Advisors Inc. 48 - 2023-12-31 78,210 $1,948,000 7,711
   COLDSTREAM CAPITAL MANAGEMENT INC 181 - 2023-12-31 77,975 $1,942,000 5,204
   Cherry Tree Wealth Management LLC - 2024-03-31 77,498 $1,941,000 4,213
   Sigma Planning Corp - 2024-03-31 76,886 $1,926,000 19,334
   PRECEDENT WEALTH PARTNERS LLC 27 - 2024-03-31 74,007 $1,854,000 3,853
   Ironwood Wealth Management llc 47 - 2024-03-31 73,877 $1,851,000 2,059
   MML INVESTORS SERVICES LLC 1074 - 2023-12-31 69,419 $1,729,000 1,015
   4J Wealth Management LLC 17 - 2024-03-31 67,247 $1,685,000 11,365
   Day & Ennis LLC 42 - 2023-12-31 63,151 $1,573,000 178
   Evergreen Wealth Solutions LLC 17 - 2023-12-31 62,404 $1,554,000 7,248
   COVINGTON INVESTMENT ADVISORS INC. 57 - 2023-12-31 58,426 $1,455,000 400
   FIRST NATIONAL TRUST CO 191 - 2024-03-31 57,640 $1,444,000 5,423
   Prime Capital Investment Advisors LLC - 2023-12-31 55,965 $1,394,000 22,147
   Parallel Advisors LLC 272 - 2023-12-31 55,773 $1,389,000 50,613
   Element Wealth LLC 22 - 2023-12-31 55,038 $1,371,000 15,826
   Blue Barn Wealth LLC 31 - 2023-12-31 54,598 $1,360,000 32,833
   Redwood Financial Network Corp - 2024-03-31 51,394 $1,287,000 583
   Austin Private Wealth LLC 65 - 2024-03-31 49,684 $1,242,000 10,544
   Stokes Family Office LLC 98 - 2023-12-31 49,750 $1,239,000 5,000
   COMERICA BANK 1457 - 2023-12-31 46,793 $1,166,000 19,009
   RAYMOND JAMES TRUST CO 464 - 2024-03-31 40,755 $1,021,000 126
   BARRETT & COMPANY INC. 38 - 2024-03-31 40,621 $1,018,000 28
   Safeguard Financial LLC 30 - 2024-03-31 39,835 $998,000 16,830
   Foundry Financial Group Inc. - 2024-03-31 39,784 $997,000 8,342
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us