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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
   Goss Wealth Management LLC 23 - 2023-12-31 2,469,179 $61,170,000 -377,742
   LPL FINANCIAL CORP 606 - 2024-03-31 1,673,431 $41,518,000 -132,873
   AMERIPRISE FINANCIAL INC 888 - 2023-12-31 1,591,273 $39,007,000 -450,405
   ROYAL BANK OF CANADA 1036 - 2023-12-31 969,701 $24,011,000 -47,895
   RVW Wealth LLC 19 - 2024-03-31 732,358 $18,170,000 -20,613
   MV Capital Management Inc. 13 - 2024-03-31 568,775 $14,111,000 -20,610
   WINDSOR CAPITAL MANAGEMENT, LLC 9 - 2024-03-31 390,792 $9,696,000 -42,286
   Signature Wealth Management Group 2 - 2024-03-31 343,778 $8,498,000 -3,091
   Advisor Group Holdings Inc. 797 - 2024-03-31 319,528 $7,929,000 -104,141
   PFG Private Wealth Management LLC 4 - 2024-03-31 301,791 $7,487,000 -15,054
   FULTON BREAKEFIELD BROENNIMAN LLC 48 - 2024-03-31 284,781 $7,065,000 -8,883
   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
   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
   Platte River Wealth Advisors LLC 19 - 2024-03-31 231,933 $5,754,000 -36,953
   FinTrust Capital Advisors LLC 15 - 2024-03-31 227,603 $5,647,000 -1,853
   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
   Cribstone Capital Management LLC 8 - 2022-12-31 184,733 $4,493,000 -39,567
   JANNEY MONTGOMERY SCOTT LLC 806 - 2024-03-31 178,080 $4,418,000 -10,681
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 70 - 2024-03-31 162,938 $4,042,000 -77,946
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 174 - 2024-03-31 127,793 $3,171,000 -18,402
   VIRGINIA WEALTH MANAGEMENT GROUP INC. 14 - 2024-03-31 127,120 $3,154,000 -3,785
   Garrett Investment Advisors LLC 64 - 2024-03-31 124,241 $3,082,000 -26,215
   Fortis Capital Management LLC 30 - 2024-03-31 92,515 $2,295,000 -207
   Archford Capital Strategies LLC 68 - 2024-03-31 90,712 $2,251,000 -2,750
   HALLMARK CAPITAL MANAGEMENT INC 110 - 2024-03-31 84,599 $2,099,000 -3,045
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 937 - 2024-03-31 80,389 $1,994,000 -1,420
   AE Wealth Management LLC 911 - 2023-12-31 78,005 $1,936,000 -12,626
   Cornell Pochily Investment Advisors Inc. 34 - 2024-03-31 77,772 $1,930,000 -774
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 87 - 2024-03-31 76,311 $1,893,000 -7,766
   Paradigm Strategies in Wealth Management LLC 13 - 2024-03-31 75,090 $1,863,000 -5,483
   MEITAV DASH INVESTMENTS LTD 117 - 2024-03-31 72,311 $1,789,000 -4,614
   AMG NATIONAL TRUST BANK 218 - 2024-03-31 64,379 $1,597,000 -2,257
   SAVANT CAPITAL MANAGEMENT INC 432 - 2024-03-31 59,704 $1,481,000 -4,397
   Comprehensive Portfolio Management LLC 281 - 2024-03-31 54,853 $1,361,000 -2,460
   NEWMAN DIGNAN & SHEERAR, INC. 72 - 2024-03-31 54,451 $1,351,000 -13,701
   Klaas Financial Asset Advisors LLC 33 - 2024-03-31 49,874 $1,237,000 -2,181
   WOODMONT INVESTMENT COUNSEL LLC 133 - 2024-03-31 43,475 $1,079,000 -650,854
   Granite Bay Wealth Management LLC - 2024-03-31 42,016 $1,042,000 -3,320,992
   American Money Management LLC 72 - 2024-03-31 40,388 $1,002,000 -11,221
   LINCOLN NATIONAL CORP 566 - 2024-03-31 34,152 $847,000 -13,355
   BerganKDV Wealth Management LLC 144 - 2023-06-30 33,879 $826,000 -7,508
   Rockefeller Capital Management L.P. 1244 - 2023-12-31 29,162 $722,000 -3,060
   THOROUGHBRED FINANCIAL SERVICES LLC 255 - 2024-03-31 27,067 $671,000 -3,245
   DORSEY & WHITNEY TRUST CO LLC 345 - 2024-03-31 22,000 $546,000 -4,000
   Oakmont Partners LLC 488 - 2024-03-31 21,745 $539,000 -575
   KISTLERTIFFANY COMPANIES, LLC 183 - 2023-06-30 21,800 $531,000 -1,800
   Jackson Hole Capital Partners LLC 131 - 2024-03-31 20,158 $500,000 -1,402
   CFS Investment Advisory Services LLC 108 - 2023-12-31 19,093 $473,000 -3,673
   MISSION CREEK CAPITAL PARTNERS INC 157 - 2023-12-31 19,072 $472,000 -30,669
   SCHMIDT P J INVESTMENT MANAGEMENT INC 116 - 2024-03-31 18,778 $466,000 -253
   Eldridge Investment Advisors Inc. 105 - 2024-03-31 18,687 $464,000 -15,853
   Steward Partners Investment Advisory LLC 1129 - 2023-12-31 14,734 $365,000 -292
   Householder Group Estate & Retirement Specialist L 173 - 2024-03-31 13,697 $340,000 -1,273
   First National Bank of South Miami 107 - 2023-06-30 8,953 $218,000 -755
   VALLEY NATIONAL ADVISERS INC 238 - 2024-03-31 8,377 $207,000 -6,134
   Addison Advisors LLC 190 - 2024-03-31 7,714 $191,000 -661
   VIGILANT CAPITAL MANAGEMENT LLC 162 - 2023-06-30 6,805 $166,000 -1,095
   Front Row Advisors LLC 123 - 2023-12-31 5,830 $144,000 -415
   BAYSTATE WEALTH MANAGEMENT LLC 263 - 2023-12-31 4,423 $110,000 -6
   Pinnacle Bank 270 - 2024-03-31 4,414 $110,000 -13,905
   Evergreen Private Wealth LLC 112 - 2024-03-31 2,243 $56,000 -98,990
   GODSEY & GIBB ASSOCIATES 184 - 2024-03-31 1,500 $37,000 -95
   MILESTONE GROUP INC 309 - 2024-03-31 1,055 $26,000 -284
   FIFTH THIRD BANCORP 1768 - 2024-03-31 569 $14,000 -759
   Mascoma Wealth Management LLC 291 - 2024-03-31 543 $13,000 -2,185
  68 Records found
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