Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Ibonds Dec 2025 Term Corporate ETFA (IBDQ)  
$24.75 0.00 (0.00%) as of 4:30 Thu 4/25


Download
     
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  
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/ 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
   Granite Bay Wealth Management LLC 25 - 2023-12-31 3,363,008 $82,363,000 -945,432
   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
   LPL FINANCIAL CORP 535 - 2023-12-31 1,806,304 $44,724,000 265,318
   MERCER GLOBAL ADVISORS INC /ADV 117 - 2023-12-31 1,660,147 $41,105,000 183,817
   CAPITAL ADVISORS INC/OK 34 - 2023-12-31 1,655,380 $40,987,000 -1,474,387
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 318 - 2024-03-31 1,528,694 $37,927,000 91,642
   WELLS FARGO & CO/MN 795 - 2023-12-31 1,528,545 $37,847,000 206,712
   US BANCORP 234 - 2023-12-31 1,286,575 $31,856,000 3,297
   Kathmere Capital Management LLC 8 - 2024-03-31 1,011,562 $25,097,000 72,581
   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
   Sound View Wealth Advisors Group LLC 3 - 2023-12-31 839,573 $20,788,000 -69,055
   GOLUB GROUP LLC 28 - 2023-12-31 812,076 $20,107,000 812,076
   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
   BB&T CORP 446 - 2023-12-31 702,945 $17,405,000 472,730
   COMMONWEALTH EQUITY SERVICES LLC. 512 - 2023-12-31 680,166 $16,841,000 90,874
   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
   BENJAMIN F. EDWARDS & COMPANY INC. 92 - 2023-12-31 629,179 $15,578,000 174,003
   Keeler Thomas Management LLC 1 - 2023-12-31 610,718 $15,121,000 610,718
   HOWLAND CAPITAL MANAGEMENT INC - 2023-12-31 583,415 $14,445,000 135,385
   MV Capital Management Inc. 13 - 2024-03-31 568,775 $14,111,000 -20,610
   SUMMIT ASSET MANAGEMENT, LLC 10 - 2023-12-31 567,816 $14,059,000 17,866
   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
   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
   Advisor Group Holdings Inc. 778 - 2023-12-31 423,669 $10,490,000 -368,010
   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
   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
   LYELL WEALTH MANAGEMENT LP 42 - 2023-12-31 298,228 $7,384,000 36,077
   FULTON BREAKEFIELD BROENNIMAN LLC 49 - 2023-12-31 293,664 $7,271,000 2,210
   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
   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
   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
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 60 - 2023-12-31 240,884 $5,964,000 135,737
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 266 - 2023-12-31 238,989 $5,917,000 79,714
   Houlihan Financial Resource Group Ltd. 10 - 2023-12-31 234,840 $5,815,000 8,144
   Platte River Wealth Advisors LLC 19 - 2024-03-31 231,933 $5,754,000 -36,953
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 121 *New 2024-03-31 229,790 $5,701,000 229,790
   SANDY SPRING BANK - 2023-12-31 230,145 $5,698,000 990
   FinTrust Capital Advisors LLC 16 - 2023-12-31 229,456 $5,681,000 -8,677
   IFP Advisors Inc 82 - 2023-12-31 223,764 $5,540,000 15,049
   Global Assets Advisory LLC 86 *New 2024-03-31 126,171 $5,104,000 126,171
   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
   JANNEY MONTGOMERY SCOTT LLC 754 - 2023-12-31 188,761 $4,674,000 -430
   Leo Wealth LLC 36 - 2023-12-31 187,852 $4,651,000 0
   AVIANCE CAPITAL PARTNERS, LLC 36 - 2024-03-31 185,855 $4,611,000 -1,452
   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
   OGOREK ANTHONY JOSEPH /NY/ /ADV 20 - 2023-12-31 172,509 $4,271,000 6,918
   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
   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 - 2023-12-31 158,086 $3,914,000 5,932
   MADDEN ADVISORY SERVICES, INC. 11 - 2023-12-31 157,759 $3,906,000 68,263
   CONFLUENCE INVESTMENT MANAGEMENT LLC 137 - 2024-03-31 150,343 $3,730,000 1,303
   Private Advisor Group LLC 550 - 2023-12-31 146,786 $3,634,000 38,745
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 155 - 2023-12-31 146,195 $3,620,000 -24,866
   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
   VIRGINIA WEALTH MANAGEMENT GROUP INC. 14 - 2024-03-31 127,120 $3,154,000 -3,785
   SPINNAKER TRUST 87 - 2023-12-31 126,752 $3,138,000 75,925
   Garrett Investment Advisors LLC 64 - 2024-03-31 124,241 $3,082,000 -26,215
   BFT FINANCIAL GROUP LLC 42 - 2023-06-30 126,143 $3,075,000 47,936
  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