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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
   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
   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
   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
   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
   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
   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
   Global Retirement Partners LLC 61 - 2024-03-31 374,989 $9,303,000 54,469
   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
   LYELL WEALTH MANAGEMENT LP 45 - 2024-03-31 310,508 $7,704,000 12,280
   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
   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
   Houlihan Financial Resource Group Ltd. 8 - 2024-03-31 263,582 $6,539,000 28,742
   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
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 266 - 2023-12-31 238,989 $5,917,000 79,714
   SANDY SPRING BANK 85 - 2024-03-31 230,262 $5,713,000 117
   IFP Advisors Inc 82 - 2023-12-31 223,764 $5,540,000 15,049
   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
   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
   Asset Dedication LLC 62 - 2024-03-31 180,635 $4,458,000 78,996
   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
   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
   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
   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
   BFT FINANCIAL GROUP LLC 42 - 2023-06-30 126,143 $3,075,000 47,936
   ASSOCIATED BANC-CORP 144 - 2024-03-31 118,055 $2,929,000 6,066
   SONATA CAPITAL GROUP INC 19 - 2024-03-31 114,609 $2,843,000 14,990
   Probity Advisors Inc. 32 - 2024-03-31 114,397 $2,838,000 48,578
   Quantum Financial Advisors LLC 27 - 2024-03-31 114,304 $2,836,000 96,702
   WRAPMANAGER INC 30 - 2024-03-31 113,656 $2,820,000 2,848
   Parallel Advisors LLC 191 - 2024-03-31 112,406 $2,789,000 46,425
   J P MORGAN CHASE & CO 2838 - 2024-03-31 102,987 $2,555,000 664
   MONECO Advisors LLC 69 - 2024-03-31 97,775 $2,426,000 24,643
   BENJAMIN EDWARDS INC 56 - 2024-03-31 96,016 $2,382,000 598
   Matthew Goff Investment Advisor LLC 44 - 2024-03-31 95,354 $2,366,000 44,321
   PRECEDENT WEALTH PARTNERS LLC 22 - 2024-03-31 94,932 $2,355,000 11,179
   LifePlan Financial LLC 10 - 2024-03-31 94,714 $2,350,000 3,382
   Ironwood Wealth Management llc 44 - 2024-03-31 90,330 $2,241,000 5,439
   FIRST FIDUCIARY INVESTMENT COUNSEL INC. 40 - 2024-03-31 89,065 $2,210,000 6,695
   Black Swift Group LLC - 2023-12-31 87,860 $2,175,000 28,660
   Integrated Wealth Concepts LLC 454 - 2023-12-31 85,399 $2,114,000 12,670
   Foundry Financial Group Inc. 18 - 2024-03-31 82,290 $2,042,000 6,381
   HILLTOP HOLDINGS INC. 134 - 2023-12-31 79,166 $1,960,000 45,862
   Masso Torrence Wealth Management Inc. 22 - 2024-03-31 78,743 $1,954,000 10,624
   FIRST NATIONAL TRUST CO 165 - 2024-03-31 78,419 $1,946,000 19,281
   PHILLIPS FINANCIAL MANAGEMENT LLC 85 - 2024-03-31 77,651 $1,927,000 14,437
   McGlone Suttner Wealth Management Inc. 27 - 2024-03-31 75,804 $1,881,000 17,278
   DEUTSCHE BANK AG 1681 - 2023-12-31 71,132 $1,761,000 33,344
   COLDSTREAM CAPITAL MANAGEMENT INC 205 - 2023-12-31 67,735 $1,677,000 3,464
   4J Wealth Management LLC 18 - 2024-03-31 65,170 $1,617,000 9,598
   Safeguard Financial LLC 22 - 2024-03-31 64,429 $1,598,000 14,408
   Sightline Wealth Advisors LLC 21 - 2024-03-31 63,297 $1,570,000 1,319
  100 Records found
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