Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Ishares Ibonds Dec 2026 Term Corporate Etf (IBDR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Stokes Family Office LLC 101 - 2024-03-31 56,425 $1,346,000 0
   Crescent Grove Advisors LLC 99 - 2024-03-31 56,382 $1,345,000 0
   HARBOR ADVISORY CORP /MA/ 57 - 2024-03-31 47,760 $1,139,000 0
   Reliant Wealth Planning 9 - 2024-03-31 26,228 $626,000 0
   DORSEY & WHITNEY TRUST CO LLC 309 - 2024-03-31 26,000 $620,000 0
   Autumn Glory Partners LLC 86 - 2024-03-31 22,368 $533,000 0
   Creekmur Asset Management LLC 64 - 2024-03-31 22,097 $527,000 0
   Steele Capital Management Inc. 100 - 2024-03-31 20,990 $501,000 0
   Spectrum Wealth Counsel LLC 95 - 2024-03-31 20,944 $500,000 0
   MONTICELLO WEALTH MANAGEMENT LLC 155 - 2024-03-31 20,679 $493,000 0
   BARCLAYS PLC 2811 - 2024-03-31 18,632 $444,000 0
   Willis Johnson & Associates Inc. 99 - 2024-03-31 17,140 $409,000 0
   Weaver Consulting Group 122 - 2024-03-31 16,922 $404,000 0
   Murphy Middleton Hinkle & Parker Inc. 102 - 2024-03-31 16,555 $395,000 0
   PSI Advisors LLC 94 - 2024-03-31 15,610 $372,000 0
   DUNCKER STREETT & CO INC 179 - 2024-03-31 15,186 $362,000 0
   COLONY GROUP, LLC 797 - 2024-03-31 14,977 $357,000 0
   Horizons Wealth Management 45 - 2024-03-31 14,666 $351,000 0
   UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 40 - 2024-03-31 14,054 $335,000 0
   Sunbelt Securities Inc. 418 - 2024-03-31 13,142 $313,000 0
   American Money Management LLC 119 - 2024-03-31 12,695 $303,000 0
   COOPER/HAIMS ADVISORS LLC 56 - 2024-03-31 12,706 $303,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 615 - 2024-03-31 11,399 $272,000 0
   ANCHOR CAPITAL ADVISORS INC 230 - 2024-03-31 11,225 $268,000 0
   Cypress Wealth Services LLC 214 - 2024-03-31 10,923 $261,000 0
   Highland Financial Advisors LLC 47 - 2024-03-31 10,575 $252,000 0
   Patriot Investment Management Inc. 220 - 2024-03-31 10,494 $250,000 0
   Bank of New Hampshire 179 - 2024-03-31 9,755 $233,000 0
   Wells Financial Advisors INC 40 - 2024-03-31 9,160 $218,000 0
   ARCADIA INVESTMENT MANAGEMENT CORP/MI 126 - 2024-03-31 7,500 $179,000 0
   ARMSTRONG ADVISORY GROUP INC 253 - 2024-03-31 4,105 $98,000 0
   HHM Wealth Advisors LLC 221 - 2024-03-31 3,775 $90,000 0
   BANK OF MONTREAL /CAN/ 2939 - 2024-03-31 3,059 $73,000 0
   FTB Advisors Inc. 801 - 2024-03-31 2,960 $71,000 0
   Sachetta LLC 222 - 2024-03-31 2,700 $65,000 0
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 400 - 2024-03-31 2,000 $47,000 0
   Spire Wealth Management 1355 - 2024-03-31 1,400 $33,000 0
   ROBBINS FARLEY LLC 86 - 2024-03-31 1,312 $31,000 0
   ANCORA ADVISORS, LLC 1079 - 2024-03-31 1,050 $25,000 0
   COCONUT GROVE BANK 443 - 2024-03-31 850 $20,000 0
   Strategic Wealth Partners Group LLC 69 - 2024-03-31 759 $18,000 0
   Capital Analysts Inc. 895 - 2024-03-31 485 $12,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 906 - 2024-03-31 402 $10,000 0
   Peoples Bank/KS 227 - 2024-03-31 300 $7,000 0
   PROEQUITIES INC. 7117 *New 2024-03-31 0 $0 0

  45 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results