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Get Institutions for : 
Ishares Ibonds Dec 2025 Term Corporate ETFA (IBDQ)  
$24.76 0.01 (0.04%) as of 4:30 Mon 5/13


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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  : 
0.26 (1.06%)  




 
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
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 121 *New 2024-03-31 229,790 $5,701,000 229,790
   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
   ATRIA INVESTMENTS LLC 406 *New 2023-12-31 136,576 $3,382,000 136,576
   Foundation Wealth Management LLC 9 *New 2024-03-31 119,288 $2,960,000 119,288
   Beaumont Asset Management L.L.C. 10 *New 2023-12-31 109,748 $2,717,000 109,748
   GOLDMAN SACHS GROUP INC/ 3081 *New 2023-12-31 87,511 $2,167,000 87,511
   Advance Capital Management Inc. 30 *New 2024-03-31 78,164 $1,939,000 78,164
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2121 *New 2024-03-31 58,428 $1,450,000 58,428
   PFG Investments LLC 387 *New 2024-03-31 31,977 $793,000 31,977
   Waterloo Capital L.P. 162 *New 2023-12-31 30,707 $760,000 30,707
   Conrad Siegel Investment Advisors Inc. 25 *New 2024-03-31 30,616 $760,000 30,616
   SMITH MOORE & CO. 198 *New 2023-12-31 29,401 $728,000 29,401
   Fairhaven Wealth Management LLC 49 *New 2024-03-31 28,773 $714,000 28,773
   Integrated Advisors Network LLC 420 *New 2024-03-31 23,540 $584,000 23,540
   Resonant Capital Advisors LLC 192 *New 2024-03-31 22,070 $548,000 22,070
   GAMMA Investing LLC 182 *New 2024-03-31 20,656 $512,000 20,656
   Ronald Blue Trust Inc. 272 *New 2024-03-31 20,259 $503,000 20,259
   HARRIS ASSOCIATES L P 128 *New 2023-12-31 20,114 $498,000 20,114
   Cypress Point Wealth Management LLC 52 *New 2024-03-31 20,000 $496,000 20,000
   Venture Visionary Partners LLC 348 *New 2023-12-31 19,249 $477,000 19,249
   COLONY GROUP, LLC 590 *New 2023-12-31 18,736 $464,000 18,736
   BARCLAYS PLC 2967 *New 2023-12-31 17,975 $445,000 17,975
   Accretive Wealth Partners LLC 100 *New 2024-03-31 16,630 $411,000 16,630
   Brookstone Capital Management 666 *New 2024-03-31 16,326 $405,000 16,326
   MONTECITO BANK & TRUST 197 *New 2024-03-31 16,292 $404,000 16,292
   JAMES INVESTMENT RESEARCH INC 235 *New 2024-03-31 15,115 $375,000 15,115
   Crestmont Private Wealth LLC 42 *New 2024-03-31 14,614 $363,000 14,614
   Godshalk Welsh Capital Management Inc. 90 *New 2023-12-31 14,550 $360,000 14,550
   VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 54 *New 2024-03-31 14,345 $356,000 14,345
   L.M. KOHN & COMPANY 191 *New 2024-03-31 13,523 $336,000 13,523
   Stony Point Wealth Management Inc. 63 *New 2024-03-31 12,833 $318,000 12,833
   WILEY BROS.-AINTREE CAPITAL LLC 357 *New 2024-03-31 12,524 $311,000 12,524
   COLONY GROUP LLC 635 *New 2023-09-30 12,288 $299,000 12,288
   Baird Financial Group Inc. 1530 *New 2023-12-31 11,656 $289,000 11,656
   J. L. Bainbridge & Co. Inc. 72 *New 2024-03-31 9,560 $237,000 9,560
   We Are One Seven LLC 787 *New 2023-12-31 9,358 $232,000 9,358
   JOHNSON FINANCIAL GROUP, INC. 281 *New 2023-12-31 9,300 $230,000 9,300
   Strategic Blueprint LLC 560 *New 2024-03-31 8,590 $213,000 8,590
   Apollon Wealth Management LLC 1029 *New 2024-03-31 8,249 $205,000 8,249
   Atlantic Trust Group LLC 1106 *New 2024-03-31 8,308 $205,000 8,308
   Sargent Bickham Lagudis LLC 260 *New 2022-12-31 8,401 $204,000 8,401
   BSW WEALTH PARTNERS 285 *New 2024-03-31 8,161 $202,000 8,161
   BALLAST ADVISORS LLC 114 *New 2024-03-31 7,776 $193,000 7,776
   Koesten Hirschmann & Crabtree INC. 37 *New 2023-12-31 4,890 $121,000 4,890
   SIGNATUREFD, LLC 1141 *New 2024-03-31 4,323 $107,000 4,323
   Bramshill Investments LLC 144 *New 2023-12-31 4,301 $106,000 4,301
   Trust Co 163 *New 2024-03-31 3,031 $75,000 3,031
   Hartland & Co. LLC 690 *New 2023-12-31 2,470 $61,000 2,470
   FIRST MANHATTAN CO 924 *New 2023-12-31 1,475 $37,000 1,475
   Eagle Bay Advisors LLC 588 *New 2024-03-31 404 $10,000 404
   ATWOOD & PALMER INC 311 *New 2024-03-31 350 $9,000 350
   Penserra Capital Management LLC 1155 *New 2023-12-31 300 $7,000 300
  53 Records found
  1    
  Page 1 of 1
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