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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
   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
   WELLS FARGO & CO/MN 885 - 2024-03-31 1,347,192 $32,131,000 211,877
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 366 - 2024-03-31 1,324,997 $31,601,000 74,308
   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
   BB&T CORP - 2023-12-31 858,301 $20,513,000 52,933
   BENJAMIN F. EDWARDS & COMPANY INC. 83 - 2024-03-31 789,914 $18,840,000 89,215
   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
   BUFFINGTON MOHR MCNEAL 12 - 2024-03-31 569,706 $13,587,000 25,950
   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
   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
   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
   SANDY SPRING BANK 90 - 2024-03-31 230,349 $5,494,000 2,659
   JANNEY MONTGOMERY SCOTT LLC 758 - 2024-03-31 212,496 $5,068,000 991
   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
   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
   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
   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
   4Thought Financial Group Inc. 12 - 2024-03-31 143,789 $3,429,000 22,957
   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
   LEAVELL T & ASSOCIATES INC 125 - 2024-03-31 129,007 $3,077,000 9,838
   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
   ASSOCIATED BANC-CORP 152 - 2024-03-31 111,044 $2,648,000 8,166
   BENJAMIN EDWARDS INC 53 - 2024-03-31 103,208 $2,461,000 800
   PRECEDENT WEALTH PARTNERS LLC 18 - 2024-03-31 102,661 $2,448,000 16,909
   Cribstone Capital Management LLC - 2022-12-31 103,526 $2,417,000 58,945
   Private Advisor Group LLC 737 - 2024-03-31 98,328 $2,345,000 42,564
   LifePlan Financial LLC 11 - 2024-03-31 98,298 $2,344,000 3,438
   MADDEN ADVISORY SERVICES, INC. 26 - 2024-03-31 97,907 $2,335,000 22,597
   J P MORGAN CHASE & CO 2897 - 2024-03-31 95,250 $2,272,000 1,950
   Sowell Financial Services LLC 214 - 2024-03-31 91,012 $2,171,000 2,583
   Foundry Financial Group Inc. 17 - 2024-03-31 89,062 $2,124,000 11,315
   MONECO Advisors LLC 87 - 2024-03-31 86,258 $2,057,000 19,079
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1245 - 2024-03-31 85,422 $2,037,000 11,463
   Scissortail Wealth Management LLC - 2023-12-31 81,386 $1,948,000 13,095
   Sightline Wealth Advisors LLC 18 - 2024-03-31 80,018 $1,908,000 1,265
   MOSELEY INVESTMENT MANAGEMENT INC 26 - 2024-03-31 79,075 $1,886,000 30,060
   FIRST NATIONAL TRUST CO 169 - 2024-03-31 78,277 $1,867,000 14,156
   McGlone Suttner Wealth Management Inc. 29 - 2024-03-31 76,638 $1,828,000 20,968
   Paradigm Strategies in Wealth Management LLC 14 - 2024-03-31 74,800 $1,784,000 2,328
   FIRST FIDUCIARY INVESTMENT COUNSEL INC. 41 - 2024-03-31 74,805 $1,784,000 4,295
   Ironwood Wealth Management llc 50 - 2024-03-31 72,760 $1,735,000 3,600
   MML INVESTORS SERVICES LLC 1078 - 2023-12-31 71,788 $1,716,000 14,123
   PHILLIPS FINANCIAL MANAGEMENT LLC 90 - 2024-03-31 67,439 $1,608,000 17,107
   BFT FINANCIAL GROUP LLC - 2023-06-30 65,694 $1,542,000 45,565
   Evergreen Wealth Solutions LLC - 2023-12-31 64,522 $1,542,000 7,519
   COLDSTREAM CAPITAL MANAGEMENT INC - 2023-12-31 61,481 $1,469,000 6,086
   Prime Capital Investment Advisors LLC - 2023-12-31 60,507 $1,446,000 24,362
   Crew Capital Management Ltd. 19 - 2024-03-31 60,554 $1,444,000 24,270
   SEGMENT WEALTH MANAGEMENT, LLC 122 - 2024-03-31 59,641 $1,422,000 12,030
   Stonebrook Private Inc. 59 - 2024-03-31 58,801 $1,402,000 24,984
  100 Records found
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