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Get Institutions for : 
Ishares Ibonds Dec 2026 Term Corporate Etf (IBDR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 280    48
Total shares held : 
 62,928,278  
% of shares held : 
 69.92%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   111  
Amount of shares held : 
 10,530,183  
% of shares held change : 
   11.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
52
 3,075,712
 4.89%
 
Increased Positions :
123
 10,053,368
 15.98%
 
Unchanged Positions :
45
 1,847,482
 2.94%
 
Decreased Positions :
60
-2,502,072
-3.98%
 
Closed Positions :
4
-96,825
-0.15%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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/ 635 - 2023-12-31 6,876,696 $164,353,000 1,046,277
   MORGAN STANLEY 1389 - 2023-12-31 2,960,981 $70,767,000 572,986
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 162 - 2023-12-31 2,218,626 $53,025,000 2,143,302
   UBS Group AG - 2023-12-31 2,084,157 $49,811,000 29,939
   CAPITAL ADVISORS INC/OK 32 - 2024-03-31 1,886,483 $44,993,000 152,746
   LPL FINANCIAL CORP 631 - 2024-03-31 1,661,178 $39,619,000 -90,119
   Goss Wealth Management LLC 60 - 2023-12-31 1,622,187 $38,736,000 470,254
   ENVESTNET ASSET MANAGEMENT INC 734 - 2023-12-31 1,557,132 $37,215,000 209,158
   MERCER GLOBAL ADVISORS INC /ADV 129 - 2023-12-31 1,544,680 $36,918,000 183,330
   AMERIPRISE FINANCIAL INC 968 - 2023-12-31 1,410,270 $33,268,000 -330,432
   WELLS FARGO & CO/MN 885 - 2024-03-31 1,347,192 $32,131,000 211,877
   SHUFRO ROSE & CO LLC 11 - 2024-03-31 1,342,440 $32,017,000 -1,741,969
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 366 - 2024-03-31 1,324,997 $31,601,000 74,308
   ROYAL BANK OF CANADA 891 - 2023-12-31 1,317,364 $31,485,000 -379,898
   STIFEL FINANCIAL CORP 401 - 2023-12-31 1,186,686 $28,362,000 17,527
   Gratus Wealth Advisors LLC 4 - 2024-03-31 1,146,549 $27,116,000 104,439
   SIGMA INVESTMENT COUNSELORS INC 15 - 2024-03-31 1,001,495 $23,886,000 40,074
   Kathmere Capital Management LLC 11 - 2024-03-31 927,909 $22,131,000 71,290
   WOODMONT INVESTMENT COUNSEL LLC 11 - 2024-03-31 896,473 $21,381,000 99,995
   GOLUB GROUP LLC 30 - 2024-03-31 888,820 $21,198,000 30,641
   Sound View Wealth Advisors Group LLC 4 - 2024-03-31 878,432 $20,951,000 -20,202
   BB&T CORP - 2023-12-31 858,301 $20,513,000 52,933
   CONFLUENCE INVESTMENT MANAGEMENT LLC 86 - 2024-03-31 845,491 $20,165,000 -35,675
   BENJAMIN F. EDWARDS & COMPANY INC. 83 - 2024-03-31 789,914 $18,840,000 89,215
   RVW Wealth LLC 20 - 2024-03-31 736,759 $17,572,000 -14,049
   US BANCORP 328 - 2024-03-31 714,852 $17,049,000 -45,091
   Keeler Thomas Management LLC 1 - 2024-03-31 682,894 $16,299,000 54,511
   Capital Investment Advisors LLC 70 - 2024-03-31 665,451 $15,871,000 60,420
   RAYMOND JAMES & ASSOCIATES 913 - 2024-03-31 639,548 $15,253,000 47,483
   COMMONWEALTH EQUITY SERVICES LLC. 614 - 2024-03-31 621,037 $14,812,000 83,207
   SUMMIT ASSET MANAGEMENT, LLC 14 - 2024-03-31 603,385 $14,391,000 26,261
   Journey Advisory Group LLC 13 *New 2024-03-31 574,183 $13,694,000 574,183
   MV Capital Management Inc. 15 - 2024-03-31 569,770 $13,589,000 -21,485
   BUFFINGTON MOHR MCNEAL 12 - 2024-03-31 569,706 $13,587,000 25,950
   Venture Visionary Partners LLC *New 2023-12-31 537,913 $12,856,000 537,913
   HOWLAND CAPITAL MANAGEMENT INC 47 - 2024-03-31 528,611 $12,607,000 111,374
   ARROW FINANCIAL CORP 16 - 2023-12-31 522,913 $12,498,000 36,590
   HM PAYSON & CO 71 - 2023-12-31 517,959 $12,379,000 515,809
   CWM LLC 263 - 2024-03-31 501,161 $11,953,000 90,475
   WJ Wealth Management LLC 9 - 2024-03-31 416,352 $9,930,000 88,446
   GUARANTY TRUST CO OF MISSOURI /MO/ 79 - 2024-03-31 397,030 $9,469,000 12,312
   Global Retirement Partners LLC 63 - 2024-03-31 387,194 $9,235,000 58,363
   GATEWAY ADVISORY, LLC - 2023-12-31 383,183 $9,158,000 -367,917
   WINDSOR CAPITAL MANAGEMENT, LLC 10 - 2024-03-31 359,636 $8,577,000 4,722
   Beacon Pointe Advisors LLC - 2023-12-31 358,523 $8,569,000 41,058
   Glenview Trust Co 105 - 2023-12-31 335,623 $8,021,000 96,468
   Commonwealth Financial Services LLC 15 - 2023-12-31 331,759 $7,929,000 120,258
   HAMEL ASSOCIATES INC. 14 - 2024-03-31 315,364 $7,521,000 11,259
   Kestra Advisory Services LLC 334 - 2023-12-31 311,255 $7,439,000 75,368
   PFG Private Wealth Management LLC 5 - 2024-03-31 311,839 $7,437,000 -18,895
   Platte River Wealth Advisors LLC 15 - 2024-03-31 297,993 $7,107,000 -1,164
   CREATIVE PLANNING 470 - 2023-12-31 296,725 $7,092,000 69,942
   LYELL WEALTH MANAGEMENT LP 50 - 2024-03-31 286,398 $6,831,000 34,125
   Atria Wealth Solutions Inc. - 2023-12-31 285,192 $6,816,000 85,800
   Strid Group LLC 11 - 2024-03-31 281,779 $6,720,000 145,421
   MCF Advisors LLC 24 - 2024-03-31 272,144 $6,491,000 28,650
   FULTON BREAKEFIELD BROENNIMAN LLC 53 - 2024-03-31 265,265 $6,327,000 4,140
   IFP Advisors Inc - 2023-12-31 262,037 $6,263,000 116,483
   CAPTRUST FINANCIAL ADVISORS 484 - 2023-12-31 256,913 $6,140,000 203,945
   Peloton Wealth Strategists 10 - 2023-12-31 251,805 $6,018,000 5,015
   Advisor Group Holdings Inc. 970 - 2024-03-31 230,566 $5,500,000 -109,812
   SANDY SPRING BANK 90 - 2024-03-31 230,349 $5,494,000 2,659
   FinTrust Capital Advisors LLC 17 - 2024-03-31 228,281 $5,444,000 -2,138
   Signature Wealth Management Group 5 - 2024-03-31 224,158 $5,304,000 -47
   HANSON MCCLAIN, INC. 194 - 2024-03-31 216,019 $5,152,000 -50,620
   JANNEY MONTGOMERY SCOTT LLC 758 - 2024-03-31 212,496 $5,068,000 991
   RENAISSANCE TECHNOLOGIES LLC 1378 *New 2023-12-31 200,200 $4,785,000 200,200
   SPINNAKER TRUST 78 - 2024-03-31 199,597 $4,760,000 57,871
   Praetorian Wealth Management Inc. 21 - 2024-03-31 197,666 $4,714,000 6,611
   Houlihan Financial Resource Group Ltd. 15 - 2024-03-31 190,105 $4,534,000 21,962
   Asset Dedication LLC 63 - 2024-03-31 185,767 $4,404,000 148,908
   Iron Financial LLC 13 - 2024-03-31 182,318 $4,348,000 -5,150
   OGOREK ANTHONY JOSEPH /NY/ /ADV 20 - 2024-03-31 177,567 $4,234,000 1,356
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 95 - 2024-03-31 175,177 $4,178,000 156,146
   MARINER WEALTH ADVISORS, LLC 754 - 2023-12-31 173,799 $4,154,000 -19,184
   Laurel Wealth Advisors LLC 34 - 2023-12-31 172,220 $4,116,000 56,678
   Round Rock Advisors LLC 20 - 2024-03-31 171,627 $4,093,000 66,795
   Kesler Norman & Wride LLC 43 - 2024-03-31 163,484 $3,899,000 39,491
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 322 - 2023-12-31 162,927 $3,894,000 -5,032
   Leo Wealth LLC 46 - 2024-03-31 162,165 $3,868,000 16,777
   Krilogy Financial LLC 68 - 2024-03-31 161,865 $3,860,000 7,787
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 13 - 2024-03-31 157,797 $3,763,000 42,428
   Foundation Wealth Management LLC 5 *New 2024-03-31 153,361 $3,658,000 153,361
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 144 *New 2024-03-31 150,578 $3,591,000 150,578
   InterOcean Capital Group LLC - 2023-12-31 149,924 $3,583,000 -21,439
   4Thought Financial Group Inc. 12 - 2024-03-31 143,789 $3,429,000 22,957
   TD Waterhouse Canada Inc. 323 *New 2024-03-31 142,112 $3,375,000 142,112
   Michael S. Ryan Inc. 11 - 2024-03-31 132,032 $3,149,000 1,762
   Parallel Advisors LLC 177 - 2024-03-31 131,092 $3,127,000 51,349
   Garrett Investment Advisors LLC 63 - 2024-03-31 129,311 $3,084,000 -28,400
   LEAVELL T & ASSOCIATES INC 125 - 2024-03-31 129,007 $3,077,000 9,838
   ATRIA INVESTMENTS LLC 445 *New 2023-12-31 127,063 $3,037,000 127,063
   VIRGINIA WEALTH MANAGEMENT GROUP INC. 18 - 2024-03-31 127,120 $3,032,000 -3,785
   Probity Advisors Inc. 30 - 2024-03-31 125,070 $2,983,000 53,044
   Evergreen Private Wealth LLC 31 - 2024-03-31 123,771 $2,952,000 16,441
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 80 - 2024-03-31 122,606 $2,924,000 10,306
   SONATA CAPITAL GROUP INC 18 - 2024-03-31 122,200 $2,914,000 22,990
   SAX WEALTH ADVISORS LLC 39 - 2023-12-31 121,889 $2,913,000 53,802
   EP WEALTH ADVISORS, INC. 212 - 2023-12-31 121,249 $2,898,000 20,746
   WRAPMANAGER INC 32 - 2024-03-31 115,715 $2,760,000 2,807
  100 Records found
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