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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
   LPL FINANCIAL CORP 631 - 2024-03-31 1,661,178 $39,619,000 -90,119
   SHUFRO ROSE & CO LLC 11 - 2024-03-31 1,342,440 $32,017,000 -1,741,969
   ROYAL BANK OF CANADA 919 - 2024-03-31 1,289,397 $30,753,000 -27,967
   STIFEL FINANCIAL CORP 438 - 2024-03-31 1,158,267 $27,625,000 -28,419
   Sound View Wealth Advisors Group LLC 4 - 2024-03-31 878,432 $20,951,000 -20,202
   CONFLUENCE INVESTMENT MANAGEMENT LLC 86 - 2024-03-31 845,491 $20,165,000 -35,675
   Goss Wealth Management LLC 131 - 2024-03-31 774,965 $18,483,000 -847,222
   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
   MV Capital Management Inc. 15 - 2024-03-31 569,770 $13,589,000 -21,485
   Commonwealth Financial Services LLC 15 - 2024-03-31 330,873 $7,908,000 -886
   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
   Advisor Group Holdings Inc. 970 - 2024-03-31 230,566 $5,500,000 -109,812
   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
   Iron Financial LLC 13 - 2024-03-31 182,318 $4,348,000 -5,150
   RENAISSANCE TECHNOLOGIES LLC 1684 - 2024-03-31 140,203 $3,344,000 -59,997
   Garrett Investment Advisors LLC 63 - 2024-03-31 129,311 $3,084,000 -28,400
   VIRGINIA WEALTH MANAGEMENT GROUP INC. 18 - 2024-03-31 127,120 $3,032,000 -3,785
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 195 - 2024-03-31 115,452 $2,754,000 -22,606
   Fortis Capital Management LLC 33 - 2024-03-31 88,094 $2,101,000 -245
   Integrated Wealth Concepts LLC 509 - 2024-03-31 84,916 $2,025,000 -8,829
   HALLMARK CAPITAL MANAGEMENT INC 113 - 2024-03-31 80,007 $1,908,000 -484
   Cornell Pochily Investment Advisors Inc. 48 - 2024-03-31 67,741 $1,616,000 -382
   KISTLERTIFFANY COMPANIES, LLC - 2023-06-30 67,350 $1,581,000 -24,300
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 97 - 2024-03-31 65,745 $1,568,000 -10,130
   Archford Capital Strategies LLC 103 - 2024-03-31 59,390 $1,416,000 -651
   LINCOLN NATIONAL CORP 512 - 2024-03-31 43,015 $1,026,000 -7,962
   MEITAV DASH INVESTMENTS LTD 145 - 2024-03-31 36,506 $869,000 -2,953
   TLWM 47 - 2024-03-31 35,687 $851,000 -344
   NovaPoint Capital LLC 72 - 2024-03-31 31,820 $759,000 -4,056
   BerganKDV Wealth Management LLC - 2023-06-30 31,503 $739,000 -948
   Miracle Mile Advisors LLC 307 - 2024-03-31 29,659 $707,000 -2,800
   ROBINSON SMITH WEALTH ADVISORS LLC 40 - 2024-03-31 29,122 $695,000 -99
   Cetera Investment Advisers 1117 - 2024-03-31 25,512 $608,000 -23,210
   CFS Investment Advisory Services LLC 114 - 2024-03-31 18,828 $449,000 -3,021
   Granite Bay Wealth Management LLC - 2024-03-31 11,500 $274,000 -902,000
   Perigon Wealth Management LLC 739 - 2024-03-31 10,045 $240,000 -2,703
   VALLEY NATIONAL ADVISERS INC 231 - 2024-03-31 9,173 $218,000 -4,303
   DELAP WEALTH ADVISORY LLC 243 - 2024-03-31 8,542 $204,000 -8,542
   GODSEY & GIBB ASSOCIATES 107 - 2024-03-31 7,965 $190,000 -595
   Householder Group Estate & Retirement Specialist L 253 - 2024-03-31 7,714 $184,000 -1,822
   VIGILANT CAPITAL MANAGEMENT LLC - 2023-06-30 7,800 $183,000 -1,450
   Pinnacle Bank 314 - 2024-03-31 3,425 $82,000 -10,795
   MORRIS FINANCIAL CONCEPTS INC. 129 - 2024-03-31 1,086 $26,000 -30
   FMR LLC 4087 - 2024-03-31 402 $10,000 -165
   BARTLETT & CO. LLC - 2023-12-31 402 $10,000 -2,000
   Archer Investment Corp 728 - 2024-03-31 270 $6,000 -539
  50 Records found
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