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Get Institutions for : 
Ishares Ibonds Dec 2025 Term Corporate ETFA (IBDQ)  
$24.75 0.02 (0.08%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 309    23
Total shares held : 
 70,625,156  
% of shares held : 
 22.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   116  
Amount of shares held : 
 4,522,614  
% of shares held change : 
   1.45%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.30  
Last Quarter's Ending Price : 
 $24.76  
Last Quarter's Average Price : 
 $24.50  
Change from last quarter's     
avg. price to the last closing  : 
0.25 (1.02%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
39
 1,217,075
 1.72%
 
Increased Positions :
154
 9,687,172
 13.72%
 
Unchanged Positions :
55
 987,891
 1.4%
 
Decreased Positions :
61
-4,405,863
-6.24%
 
Closed Positions :
16
-1,975,770
-2.8%
 
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/ 630 - 2023-12-31 6,777,279 $167,805,000 400,290
   MORGAN STANLEY 1182 - 2023-12-31 3,863,587 $95,662,000 446,584
   UBS Group AG 522 - 2023-12-31 2,963,707 $73,381,000 193,207
   Goss Wealth Management LLC 23 - 2023-12-31 2,469,179 $61,170,000 -377,742
   HM PAYSON & CO 28 - 2023-12-31 2,124,122 $52,593,000 414,869
   CAPITAL ADVISORS INC/OK 34 - 2024-03-31 1,803,360 $44,741,000 147,980
   LPL FINANCIAL CORP 606 - 2024-03-31 1,673,431 $41,518,000 -132,873
   MERCER GLOBAL ADVISORS INC /ADV 117 - 2023-12-31 1,660,147 $41,105,000 183,817
   ENVESTNET ASSET MANAGEMENT INC 696 - 2023-12-31 1,639,522 $40,595,000 131,882
   AMERIPRISE FINANCIAL INC 888 - 2023-12-31 1,591,273 $39,007,000 -450,405
   WELLS FARGO & CO/MN 812 - 2024-03-31 1,555,030 $38,580,000 26,485
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 318 - 2024-03-31 1,528,694 $37,927,000 91,642
   US BANCORP 234 - 2024-03-31 1,340,314 $33,253,000 53,739
   Gratus Wealth Advisors LLC 6 - 2024-03-31 1,076,626 $26,614,000 87,412
   Kathmere Capital Management LLC 8 - 2024-03-31 1,011,562 $25,097,000 72,581
   Sound View Wealth Advisors Group LLC 3 - 2024-03-31 1,005,183 $24,939,000 165,610
   STIFEL FINANCIAL CORP 443 - 2023-12-31 982,809 $24,334,000 1,478
   SIGMA INVESTMENT COUNSELORS INC 13 - 2024-03-31 976,169 $24,219,000 4,421
   ROYAL BANK OF CANADA 1036 - 2023-12-31 969,701 $24,011,000 -47,895
   MARINER WEALTH ADVISORS, LLC 293 - 2023-12-31 868,498 $21,504,000 609,697
   COMMONWEALTH EQUITY SERVICES LLC. 509 - 2024-03-31 769,177 $19,083,000 89,011
   RVW Wealth LLC 19 - 2024-03-31 732,358 $18,170,000 -20,613
   RAYMOND JAMES & ASSOCIATES 828 - 2024-03-31 719,164 $17,842,000 44,309
   CAPTRUST FINANCIAL ADVISORS 257 - 2023-12-31 715,972 $17,727,000 414,460
   BENJAMIN F. EDWARDS & COMPANY INC. 88 - 2024-03-31 712,257 $17,671,000 83,078
   BB&T CORP 446 - 2023-12-31 702,945 $17,405,000 472,730
   Capital Investment Advisors LLC 69 - 2024-03-31 659,879 $16,372,000 31,729
   Glenview Trust Co 65 - 2023-12-31 660,340 $16,350,000 147,990
   Keeler Thomas Management LLC 2 - 2024-03-31 655,094 $16,265,000 44,376
   HOWLAND CAPITAL MANAGEMENT INC 39 - 2024-03-31 654,271 $16,232,000 70,856
   SUMMIT ASSET MANAGEMENT, LLC 12 - 2024-03-31 586,460 $14,550,000 18,644
   MV Capital Management Inc. 13 - 2024-03-31 568,775 $14,111,000 -20,610
   MCF Advisors LLC 15 - 2024-03-31 556,516 $13,807,000 1,249
   BUFFINGTON MOHR MCNEAL 14 - 2024-03-31 516,120 $12,805,000 23,684
   ARROW FINANCIAL CORP 18 - 2023-12-31 495,962 $12,280,000 38,391
   Journey Advisory Group LLC 16 - 2024-03-31 487,082 $12,085,000 471,082
   CWM LLC 262 - 2024-03-31 482,027 $11,959,000 83,245
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 362 - 2023-12-31 477,127 $11,814,000 331,816
   GUARANTY TRUST CO OF MISSOURI /MO/ 68 - 2024-03-31 470,009 $11,661,000 16,817
   Beacon Pointe Advisors LLC 159 - 2023-12-31 432,178 $10,701,000 7,628
   Strid Group LLC 9 - 2024-03-31 412,093 $10,224,000 115,646
   CREATIVE PLANNING 377 - 2023-12-31 401,589 $9,943,000 81,104
   WINDSOR CAPITAL MANAGEMENT, LLC 9 - 2024-03-31 390,792 $9,696,000 -42,286
   Global Retirement Partners LLC 61 - 2024-03-31 374,989 $9,303,000 54,469
   Signature Wealth Management Group 2 - 2024-03-31 343,778 $8,498,000 -3,091
   Kestra Advisory Services LLC 308 - 2023-12-31 338,409 $8,379,000 77,462
   Commonwealth Financial Services LLC 14 - 2023-12-31 331,597 $8,210,000 113,341
   Advisor Group Holdings Inc. 797 - 2024-03-31 319,528 $7,929,000 -104,141
   LYELL WEALTH MANAGEMENT LP 45 - 2024-03-31 310,508 $7,704,000 12,280
   PFG Private Wealth Management LLC 4 - 2024-03-31 301,791 $7,487,000 -15,054
   HAMEL ASSOCIATES INC. 16 - 2024-03-31 300,855 $7,464,000 11,114
   LEAVELL T & ASSOCIATES INC 66 - 2024-03-31 297,651 $7,385,000 4,421
   Day & Ennis LLC 9 - 2023-12-31 290,332 $7,189,000 248,479
   Kesler Norman & Wride LLC 17 - 2024-03-31 285,635 $7,087,000 23,247
   FULTON BREAKEFIELD BROENNIMAN LLC 48 - 2024-03-31 284,781 $7,065,000 -8,883
   Atria Wealth Solutions Inc. 237 - 2023-12-31 278,877 $6,905,000 57,750
   Peloton Wealth Strategists 6 - 2023-12-31 266,910 $6,609,000 10,385
   TLWM 11 - 2024-03-31 265,041 $6,576,000 -1,318
   Houlihan Financial Resource Group Ltd. 8 - 2024-03-31 263,582 $6,539,000 28,742
   HANSON MCCLAIN, INC. 161 - 2024-03-31 259,988 $6,450,000 -53,512
   Scissortail Wealth Management LLC 14 - 2023-12-31 249,262 $6,189,000 13,259
   RENAISSANCE TECHNOLOGIES LLC 1229 - 2023-12-31 245,010 $6,066,000 245,010
   TRUENORTH, INC. 10 - 2024-03-31 243,228 $6,034,000 -72,468
   InterOcean Capital Group LLC 87 - 2023-12-31 241,542 $5,981,000 -23,135
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 266 - 2023-12-31 238,989 $5,917,000 79,714
   Platte River Wealth Advisors LLC 19 - 2024-03-31 231,933 $5,754,000 -36,953
   SANDY SPRING BANK 85 - 2024-03-31 230,262 $5,713,000 117
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 121 *New 2024-03-31 229,790 $5,701,000 229,790
   FinTrust Capital Advisors LLC 15 - 2024-03-31 227,603 $5,647,000 -1,853
   IFP Advisors Inc 82 - 2023-12-31 223,764 $5,540,000 15,049
   New England Private Wealth Advisors LLC 33 *New 2024-03-31 213,072 $5,271,000 213,072
   Global Assets Advisory LLC 86 *New 2024-03-31 126,171 $5,104,000 126,171
   Leo Wealth LLC 36 - 2024-03-31 204,977 $5,085,000 17,125
   EP WEALTH ADVISORS, INC. 163 - 2023-12-31 195,199 $4,833,000 15,881
   Praetorian Wealth Management Inc. 20 - 2024-03-31 193,308 $4,796,000 -896
   AVIANCE CAPITAL PARTNERS, LLC 36 - 2024-03-31 185,855 $4,611,000 -1,452
   MADDEN ADVISORY SERVICES, INC. 11 - 2024-03-31 184,489 $4,577,000 26,730
   Iron Financial LLC 11 - 2024-03-31 183,252 $4,546,000 243
   Cribstone Capital Management LLC 8 - 2022-12-31 184,733 $4,493,000 -39,567
   Asset Dedication LLC 62 - 2024-03-31 180,635 $4,458,000 78,996
   JANNEY MONTGOMERY SCOTT LLC 806 - 2024-03-31 178,080 $4,418,000 -10,681
   Private Advisor Group LLC 505 - 2024-03-31 174,032 $4,318,000 27,246
   OGOREK ANTHONY JOSEPH /NY/ /ADV 19 - 2024-03-31 173,804 $4,312,000 1,295
   H D Vest Advisory Services 343 - 2024-03-31 171,606 $4,258,000 100,123
   Laurel Wealth Advisors LLC 33 - 2023-12-31 169,184 $4,189,000 46,186
   Round Rock Advisors LLC 21 - 2024-03-31 164,856 $4,090,000 41,486
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 70 - 2024-03-31 162,938 $4,042,000 -77,946
   MML INVESTORS SERVICES LLC 702 - 2023-12-31 160,552 $3,975,000 72,659
   Krilogy Financial LLC 63 - 2024-03-31 160,052 $3,971,000 9,731
   HARBOR ADVISORY CORP /MA/ 27 - 2024-03-31 158,086 $3,922,000 0
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 12 - 2024-03-31 154,889 $3,843,000 47,103
   SPINNAKER TRUST 84 - 2024-03-31 153,589 $3,811,000 26,837
   CONFLUENCE INVESTMENT MANAGEMENT LLC 137 - 2024-03-31 150,343 $3,730,000 1,303
   4Thought Financial Group Inc. 11 - 2024-03-31 138,359 $3,433,000 20,616
   ATRIA INVESTMENTS LLC 406 *New 2023-12-31 136,576 $3,382,000 136,576
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 961 - 2024-03-31 136,006 $3,374,000 13,139
   SAX WEALTH ADVISORS LLC 36 - 2023-12-31 133,179 $3,298,000 25,825
   WEALTHSOURCE PARTNERS LLC 72 - 2023-12-31 132,858 $3,290,000 105,966
   Wick Capital Partners LLC 15 - 2023-12-31 131,260 $3,250,000 6,772
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 174 - 2024-03-31 127,793 $3,171,000 -18,402
  100 Records found
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