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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
   Journey Advisory Group LLC 13 *New 2024-03-31 574,183 $13,694,000 574,183
   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
   TD Waterhouse Canada Inc. 323 *New 2024-03-31 142,112 $3,375,000 142,112
   ATRIA INVESTMENTS LLC 445 *New 2023-12-31 127,063 $3,037,000 127,063
   Quantum Financial Advisors LLC 31 *New 2024-03-31 96,571 $2,303,000 96,571
   COVINGTON INVESTMENT ADVISORS INC. 60 *New 2024-03-31 72,645 $1,733,000 72,645
   New England Private Wealth Advisors LLC 73 *New 2024-03-31 48,933 $1,164,000 48,933
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2592 *New 2024-03-31 40,934 $976,000 40,934
   Sigma Planning Corp 551 *New 2024-03-31 34,939 $833,000 34,939
   PFG Investments LLC 385 *New 2024-03-31 33,320 $795,000 33,320
   Conrad Siegel Investment Advisors Inc. 24 *New 2024-03-31 32,360 $772,000 32,360
   Heartland Bank & Trust Co 69 *New 2024-03-31 26,412 $630,000 26,412
   Farther Finance Advisors LLC 347 *New 2024-03-31 25,835 $613,000 25,835
   GAMMA Investing LLC 170 *New 2024-03-31 22,390 $534,000 22,390
   WEALTHSOURCE PARTNERS LLC *New 2023-12-31 20,755 $496,000 20,755
   Integrated Advisors Network LLC 468 *New 2024-03-31 19,464 $464,000 19,464
   Resonant Capital Advisors LLC 207 *New 2024-03-31 19,147 $457,000 19,147
   MONTECITO BANK & TRUST 201 *New 2024-03-31 16,751 $400,000 16,751
   Brookstone Capital Management 675 *New 2024-03-31 16,354 $390,000 16,354
   VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 55 *New 2024-03-31 14,926 $356,000 14,926
   Executive Wealth Management LLC 179 *New 2024-03-31 14,784 $351,000 14,784
   Actinver Wealth Management Inc. 65 *New 2024-03-31 14,127 $337,000 14,127
   Yoder Wealth Management Inc. 68 *New 2024-03-31 13,800 $329,000 13,800
   KPP Advisory Services LLC 190 *New 2024-03-31 11,986 $286,000 11,986
   MATTERN CAPITAL MANAGEMENT LLC 142 *New 2024-03-31 11,612 $277,000 11,612
   Northwest Bancshares Inc. 182 *New 2024-03-31 10,786 $257,000 10,786
   Sontag Advisory LLC 555 *New 2024-03-31 10,151 $242,000 10,151
   Carnick & Kubik Group LLC 199 *New 2024-03-31 9,970 $238,000 9,970
   Blue Barn Wealth LLC 107 *New 2024-03-31 9,982 $238,000 9,982
   Sargent Bickham Lagudis LLC *New 2022-12-31 8,728 $204,000 8,728
   Koesten Hirschmann & Crabtree INC. 36 *New 2023-12-31 5,110 $122,000 5,110
   Trust Co 165 *New 2024-03-31 3,144 $75,000 3,144
   SIGNATUREFD, LLC 1407 *New 2024-03-31 2,755 $66,000 2,755
   Atlantic Trust Group LLC 1554 *New 2024-03-31 2,794 $66,000 2,794
   CVA Family Office LLC 455 *New 2024-03-31 2,520 $60,000 2,520
   Sutton Wealth Advisors Inc. *New 2023-09-30 2,170 $51,000 2,170
   DEUTSCHE BANK AG 3300 *New 2024-03-31 2,100 $50,000 2,100
   Aspire Wealth Management Corp 149 *New 2024-03-31 1,137 $27,000 1,137
   United Community Bank 299 *New 2024-03-31 1,000 $24,000 1,000
   JONES FINANCIAL COMPANIES LLLP 912 *New 2024-03-31 847 $20,000 847
   Colonial Trust Co / SC 668 *New 2024-03-31 800 $19,000 800
   Legacy Bridge LLC 270 *New 2024-03-31 425 $10,000 425
   FIRST MANHATTAN CO 1134 *New 2024-03-31 325 $8,000 325
   CAROLINAS WEALTH CONSULTING LLC 705 *New 2024-03-31 116 $3,000 116
   PROEQUITIES INC. 7117 *New 2024-03-31 0 $0 0
  46 Records found
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