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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
   SHUFRO ROSE & CO LLC - 2023-12-31 3,084,409 $71,975,000 -19,592
   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
   LPL FINANCIAL CORP 558 - 2023-12-31 1,751,297 $41,856,000 578,835
   CAPITAL ADVISORS INC/OK - 2023-12-31 1,733,737 $41,436,000 353,286
   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
   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
   WELLS FARGO & CO/MN - 2023-12-31 1,135,315 $27,134,000 140,124
   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
   Sound View Wealth Advisors Group LLC - 2023-12-31 898,634 $21,477,000 -110,664
   Granite Bay Wealth Management LLC - 2023-12-31 913,500 $21,448,000 0
   WOODMONT INVESTMENT COUNSEL LLC 11 - 2024-03-31 896,473 $21,381,000 99,995
   BB&T CORP - 2023-12-31 858,301 $20,513,000 52,933
   GOLUB GROUP LLC - 2023-12-31 858,179 $20,510,000 -464,435
   CONFLUENCE INVESTMENT MANAGEMENT LLC 86 - 2024-03-31 845,491 $20,165,000 -35,675
   US BANCORP - 2023-12-31 759,943 $18,163,000 -31,868
   RVW Wealth LLC 20 - 2024-03-31 736,759 $17,572,000 -14,049
   BENJAMIN F. EDWARDS & COMPANY INC. - 2023-12-31 700,699 $16,746,000 179,750
   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
   Keeler Thomas Management LLC *New 2023-12-31 628,383 $15,018,000 628,383
   SUMMIT ASSET MANAGEMENT, LLC - 2023-12-31 577,124 $13,793,000 550,029
   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
   COMMONWEALTH EQUITY SERVICES LLC. - 2023-12-31 537,830 $12,857,000 99,035
   Venture Visionary Partners LLC *New 2023-12-31 537,913 $12,856,000 537,913
   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
   HOWLAND CAPITAL MANAGEMENT INC - 2023-12-31 417,237 $9,972,000 141,151
   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
   Advisor Group Holdings Inc. 903 - 2023-12-31 340,378 $8,135,000 -129,847
   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
   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
   IFP Advisors Inc - 2023-12-31 262,037 $6,263,000 116,483
   FULTON BREAKEFIELD BROENNIMAN LLC - 2023-12-31 261,125 $6,241,000 5,430
   CAPTRUST FINANCIAL ADVISORS 484 - 2023-12-31 256,913 $6,140,000 203,945
   LYELL WEALTH MANAGEMENT LP - 2023-12-31 252,273 $6,029,000 30,262
   Peloton Wealth Strategists 10 - 2023-12-31 251,805 $6,018,000 5,015
   FinTrust Capital Advisors LLC 18 - 2023-12-31 230,419 $5,507,000 -5,373
   SANDY SPRING BANK - 2023-12-31 227,690 $5,442,000 -1,970
   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 - 2023-12-31 211,505 $5,055,000 -1,210
   RENAISSANCE TECHNOLOGIES LLC 1378 *New 2023-12-31 200,200 $4,785,000 200,200
   Praetorian Wealth Management Inc. 21 - 2024-03-31 197,666 $4,714,000 6,611
   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 - 2023-12-31 176,211 $4,211,000 7,148
   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
   Houlihan Financial Resource Group Ltd. 16 - 2023-12-31 168,143 $4,019,000 29,494
   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
   Krilogy Financial LLC 68 - 2024-03-31 161,865 $3,860,000 7,787
   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
   Leo Wealth LLC 49 - 2023-12-31 145,388 $3,475,000 0
   4Thought Financial Group Inc. 12 - 2024-03-31 143,789 $3,429,000 22,957
   SPINNAKER TRUST - 2023-12-31 141,726 $3,387,000 87,245
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2023-12-31 138,058 $3,300,000 -26,708
   Michael S. Ryan Inc. 11 - 2024-03-31 132,032 $3,149,000 1,762
   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
   Evergreen Private Wealth LLC 31 - 2024-03-31 123,771 $2,952,000 16,441
   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
   DROMS STRAUSS ADVISORS INC /MO/ /ADV - 2023-12-31 115,369 $2,757,000 2,601
   WRAPMANAGER INC - 2023-12-31 112,908 $2,699,000 11,096
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - 2023-12-31 112,300 $2,684,000 54,809
   ASSOCIATED BANC-CORP - 2023-12-31 102,878 $2,459,000 -1,398
   PRECEDENT WEALTH PARTNERS LLC 18 - 2024-03-31 102,661 $2,448,000 16,909
   BENJAMIN EDWARDS INC - 2023-12-31 102,408 $2,448,000 -5,765
   Cribstone Capital Management LLC - 2022-12-31 103,526 $2,417,000 58,945
   SONATA CAPITAL GROUP INC *New 2023-12-31 99,210 $2,371,000 99,210
   Quantum Financial Advisors LLC 31 *New 2024-03-31 96,571 $2,303,000 96,571
  100 Records found
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