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Get Institutions for : 
Ishares Ibonds Dec 2024 Term Corporate ETFA (IBDP)  
$25.03 0.01 (0.04%) as of 4:30 Wed 5/8


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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  : 
0.24 (0.97%)  




 
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
   Goss Wealth Management LLC 40 - 2023-12-31 2,011,977 $50,203,000 -764,001
   WELLS FARGO & CO/MN 708 - 2023-12-31 1,886,175 $46,985,000 -58,940
   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
   SIGMA INVESTMENT COUNSELORS INC 14 - 2024-03-31 965,869 $24,195,000 -18,941
   Sound View Wealth Advisors Group LLC 4 - 2023-12-31 806,498 $20,090,000 -55,043
   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
   MV Capital Management Inc. 12 - 2024-03-31 596,496 $14,942,000 -5,723
   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
   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
   LEAVELL T & ASSOCIATES INC 38 - 2024-03-31 430,028 $10,772,000 -17,563
   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
   MCF Advisors LLC 22 - 2024-03-31 374,003 $9,369,000 -2,238
   BENJAMIN F. EDWARDS & COMPANY INC. 148 - 2024-03-31 366,072 $9,171,000 -675,056
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - 2024-03-31 348,064 $8,719,000 -228,461
   Signature Wealth Management Group 3 - 2024-03-31 306,697 $7,680,000 -4,265
   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
   LYELL WEALTH MANAGEMENT LP - 2024-03-31 247,646 $6,204,000 -34,046
   Peloton Wealth Strategists 13 - 2023-12-31 220,550 $5,494,000 -14,000
   SANDY SPRING BANK - 2023-12-31 207,934 $5,180,000 -6,820
   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
   HANSON MCCLAIN, INC. 210 - 2024-03-31 175,795 $4,404,000 -4,579
   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
   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
   Praetorian Wealth Management Inc. 28 - 2024-03-31 126,186 $3,161,000 -55,616
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 15 - 2023-12-31 119,671 $2,981,000 -70,662
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2024-03-31 111,622 $2,796,000 -43,041
   ASSOCIATED BANC-CORP 146 - 2023-12-31 108,971 $2,714,000 -6,977
   HILLTOP HOLDINGS INC. 110 - 2023-12-31 92,346 $2,300,000 -9,190
   Archford Capital Strategies LLC 69 - 2024-03-31 88,415 $2,215,000 -6,966
   CARY STREET PARTNERS ASSET MANAGEMENT LLC - 2024-03-31 75,730 $1,897,000 -17,138
   HALLMARK CAPITAL MANAGEMENT INC 114 - 2024-03-31 74,905 $1,876,000 -3,858
   Cetera Investment Advisers 832 - 2023-12-31 73,592 $1,833,000 -6,677
   WOODMONT INVESTMENT COUNSEL LLC 102 - 2024-03-31 66,734 $1,672,000 -13,484
   Northwest Bancshares Inc. 64 - 2024-03-31 66,357 $1,662,000 -1,088
   Black Swift Group LLC - 2023-12-31 65,440 $1,630,000 -3,405
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 179 - 2023-12-31 59,655 $1,486,000 -19,943
   Strategic Blueprint LLC 181 - 2024-03-31 58,102 $1,455,000 -29,949
   Fortis Capital Management LLC 58 - 2024-03-31 55,183 $1,382,000 -97
   Klaas Financial Asset Advisors LLC 31 - 2024-03-31 54,469 $1,364,000 -1,281
   Comprehensive Portfolio Management LLC 282 - 2024-03-31 54,170 $1,357,000 -3,210
   Mutual Advisors LLC - 2024-03-31 49,973 $1,252,000 -4,189
   HARBOR INVESTMENT ADVISORY LLC 126 - 2024-03-31 49,886 $1,250,000 -1,602
   Garrett Investment Advisors LLC 137 - 2024-03-31 47,923 $1,200,000 -5,619
   BUFFINGTON MOHR MCNEAL 59 - 2024-03-31 46,231 $1,158,000 -1,953
   Sontag Advisory LLC 287 - 2023-12-31 45,270 $1,128,000 -11,367
   BerganKDV Wealth Management LLC 136 - 2023-06-30 37,131 $914,000 -6,841
   REGIONS FINANCIAL CORP 506 - 2024-03-31 35,915 $900,000 -15,812
   CHESLEY TAFT & ASSOCIATES LLC/IL 201 - 2024-03-31 35,225 $882,000 -7,074
   Sightline Wealth Advisors LLC 32 - 2024-03-31 34,972 $876,000 -1,730
   LifePlan Financial LLC - 2024-03-31 33,733 $845,000 -18,984
   BENJAMIN EDWARDS INC 145 - 2024-03-31 33,293 $834,000 -23,083
   REDW Stanley Financial Advisors LLC - 2024-03-31 32,754 $820,000 -5,787
   Mill Creek Capital Advisors LLC 115 - 2023-12-31 32,753 $816,000 -9,293
   VALLEY NATIONAL ADVISERS INC 130 - 2024-03-31 32,046 $802,000 -14,777
   Fairhaven Wealth Management LLC - 2024-03-31 31,642 $793,000 -3,499
   LINCOLN NATIONAL CORP - 2024-03-31 30,855 $773,000 -13,380
   Visionary Wealth Advisors 254 - 2023-12-31 30,944 $771,000 -6,002
   NEWMAN DIGNAN & SHEERAR, INC. - 2024-03-31 29,167 $731,000 -88,472
   Rockefeller Capital Management L.P. 1279 - 2023-12-31 25,785 $642,000 -974
   KISTLERTIFFANY COMPANIES, LLC 160 - 2023-06-30 25,148 $619,000 -30,250
   CFS Investment Advisory Services LLC 97 - 2023-12-31 22,136 $551,000 -9,617
   Curi Capital 87 - 2023-12-31 20,643 $514,000 -2,343
   Cornell Pochily Investment Advisors Inc. 107 - 2024-03-31 19,121 $479,000 -504
   Patriot Investment Management Inc. 163 - 2024-03-31 19,043 $477,000 -3,050
   Wells Financial Advisors INC 30 - 2023-12-31 18,615 $464,000 -1,230
   L & S ADVISORS INC 163 - 2023-12-31 17,820 $444,000 -128
   MULTIFINANCIAL SECURITIES CORP 1262 - 2023-12-31 15,741 $392,000 -1,069
   Strategic Wealth Partners Group LLC - 2024-03-31 15,040 $377,000 -184
   Miracle Mile Advisors LLC 381 - 2024-03-31 14,636 $367,000 -2,232
   MKT Advisors LLC 88 - 2024-03-31 14,509 $363,000 -272
   Granite Bay Wealth Management LLC - 2024-03-31 12,000 $301,000 -795,500
   Norway Savings Bank 127 - 2024-03-31 10,905 $273,000 -200
   Johnson Bixby & Associates LLC 93 - 2024-03-31 10,345 $259,000 -13,028
   CAPITAL ADVISORS INC/OK 261 - 2024-03-31 10,062 $252,000 -673
   Csenge Advisory Group - 2024-03-31 9,223 $231,000 -3,769
   FINANCIAL NETWORK 2430 - 2023-12-31 9,154 $228,000 -940
   OGOREK ANTHONY JOSEPH /NY/ /ADV 55 - 2024-03-31 8,938 $223,000 -164,280
   GATEWAY ADVISORY, LLC 117 - 2023-12-31 8,097 $202,000 -1,025,751
   Bogart Wealth LLC 268 - 2024-03-31 4,427 $111,000 -66
   GODSEY & GIBB ASSOCIATES 166 - 2024-03-31 1,940 $49,000 -100
   Householder Group Estate & Retirement Specialist L - 2024-03-31 1,101 $28,000 -867
   Mascoma Wealth Management LLC 268 - 2024-03-31 700 $18,000 -1,355
   FIFTH THIRD BANCORP 1850 - 2024-03-31 384 $10,000 -1,463
   ALPHAMARK ADVISORS LLC 570 - 2024-03-31 286 $7,000 -1,650
  100 Records found
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