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Get Institutions for : 
Ishares Ibonds Dec 2027 Term Corporate Etf (IBDS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 260    39
Total shares held : 
 55,257,123  
% of shares held : 
 38.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   120  
Amount of shares held : 
 4,728,130  
% of shares held change : 
   3.31%  
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 :
47
 1,577,223
 2.85%
 
Increased Positions :
126
 6,739,424
 12.2%
 
Unchanged Positions :
42
 928,365
 1.68%
 
Decreased Positions :
45
-2,353,986
-4.26%
 
Closed Positions :
8
-1,234,531
-2.23%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  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/ 669 - 2023-12-31 6,177,978 $147,839,000 560,479
   CAPITAL ADVISORS INC/OK 12 - 2023-12-31 2,815,867 $67,384,000 126,275
   MORGAN STANLEY 1439 - 2023-12-31 2,806,449 $67,158,000 393,526
   Capital Investment Advisors LLC 21 - 2024-03-31 1,875,074 $44,627,000 -163,639
   Granite Bay Wealth Management LLC 36 - 2023-12-31 1,888,167 $44,048,000 -612,991
   UBS Group AG 725 - 2023-12-31 1,839,761 $44,025,000 405,999
   ROYAL BANK OF CANADA 757 - 2023-12-31 1,768,959 $42,331,000 134,102
   Miracle Mile Advisors LLC 33 - 2024-03-31 1,583,616 $37,690,000 49,102
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 323 - 2024-03-31 1,557,054 $37,058,000 94,131
   Aptus Capital Advisors LLC 19 - 2023-12-31 1,488,100 $35,610,000 400,473
   ENVESTNET ASSET MANAGEMENT INC 753 - 2023-12-31 1,487,327 $35,592,000 203,888
   MERCER GLOBAL ADVISORS INC /ADV 135 - 2023-12-31 1,462,216 $34,991,000 231,664
   AMERIPRISE FINANCIAL INC 996 - 2023-12-31 1,329,266 $31,658,000 -356,374
   Goss Wealth Management LLC 86 - 2023-12-31 1,206,467 $28,803,000 70,303
   LPL FINANCIAL CORP 719 - 2023-12-31 1,194,753 $28,590,000 109,923
   WOODMONT INVESTMENT COUNSEL LLC 7 - 2024-03-31 1,155,599 $27,503,000 83,634
   WELLS FARGO & CO/MN 950 - 2023-12-31 1,044,434 $24,993,000 251,734
   BB&T CORP 357 - 2023-12-31 1,003,862 $24,022,000 27,692
   SIGMA INVESTMENT COUNSELORS INC 16 - 2024-03-31 996,068 $23,706,000 26,530
   Kathmere Capital Management LLC 9 - 2024-03-31 933,361 $22,214,000 69,032
   ADVISORS CAPITAL MANAGEMENT LLC 84 - 2023-12-31 815,527 $19,516,000 67,051
   Sound View Wealth Advisors Group LLC 6 - 2023-12-31 746,143 $17,855,000 -46,812
   RVW Wealth LLC 23 - 2024-03-31 716,830 $17,061,000 -13,486
   US BANCORP 332 - 2023-12-31 670,181 $16,037,000 69,226
   STIFEL FINANCIAL CORP 651 - 2023-12-31 577,657 $13,823,000 26,060
   GATEWAY ADVISORY, LLC 5 - 2023-12-31 538,017 $12,875,000 -213,840
   RAYMOND JAMES & ASSOCIATES 1025 - 2024-03-31 535,587 $12,747,000 83,657
   MV Capital Management Inc. 16 - 2024-03-31 533,043 $12,686,000 32,465
   ARROW FINANCIAL CORP 17 - 2023-12-31 514,589 $12,314,000 36,784
   HENGEHOLD CAPITAL MANAGEMENT LLC 16 - 2024-03-31 515,779 $12,276,000 6,236
   COMMONWEALTH EQUITY SERVICES LLC. 642 - 2023-12-31 506,160 $12,112,000 78,716
   Venture Visionary Partners LLC 35 *New 2023-12-31 469,888 $11,244,000 469,888
   Global Retirement Partners LLC 57 - 2024-03-31 403,394 $9,601,000 367,641
   Keeler Thomas Management LLC 4 - 2023-12-31 378,207 $9,050,000 378,207
   WJ Wealth Management LLC 11 - 2024-03-31 372,622 $8,868,000 243,659
   CWM LLC 313 - 2024-03-31 369,852 $8,802,000 53,138
   Commonwealth Financial Services LLC 17 - 2023-12-31 327,362 $7,834,000 116,358
   WINDSOR CAPITAL MANAGEMENT, LLC 14 - 2024-03-31 314,906 $7,495,000 102,189
   HAMEL ASSOCIATES INC. 18 - 2024-03-31 305,725 $7,276,000 12,397
   PFG Private Wealth Management LLC 6 - 2024-03-31 301,927 $7,186,000 -31,077
   GUARANTY TRUST CO OF MISSOURI /MO/ 103 - 2024-03-31 301,492 $7,176,000 28,157
   BENJAMIN F. EDWARDS & COMPANY INC. 169 - 2023-12-31 287,925 $6,890,000 197,507
   JANNEY MONTGOMERY SCOTT LLC 622 - 2023-12-31 287,317 $6,876,000 -128,921
   Kestra Advisory Services LLC 358 - 2023-12-31 284,667 $6,812,000 75,370
   Platte River Wealth Advisors LLC 17 - 2024-03-31 283,522 $6,748,000 14,301
   Peloton Wealth Strategists 7 - 2023-12-31 274,740 $6,575,000 30,410
   Signature Wealth Management Group 4 - 2024-03-31 254,759 $5,989,000 -625
   SANDY SPRING BANK - 2023-12-31 228,765 $5,474,000 -1,985
   MCF Advisors LLC 27 - 2024-03-31 218,128 $5,191,000 6,663
   LYELL WEALTH MANAGEMENT LP 60 - 2023-12-31 216,270 $5,175,000 47,916
   IFP Advisors Inc 88 - 2023-12-31 209,775 $5,020,000 105,563
   HOWLAND CAPITAL MANAGEMENT INC - 2023-12-31 198,076 $4,740,000 41,617
   Beacon Pointe Advisors LLC 298 - 2023-12-31 192,316 $4,602,000 43,084
   Praetorian Wealth Management Inc. 22 - 2024-03-31 191,720 $4,563,000 8,386
   TLWM 12 - 2024-03-31 183,268 $4,362,000 -2,695
   Glenview Trust Co 136 - 2023-12-31 180,648 $4,323,000 79,091
   4Thought Financial Group Inc. 8 - 2024-03-31 173,195 $4,122,000 21,335
   CONFLUENCE INVESTMENT MANAGEMENT LLC 134 - 2024-03-31 170,586 $4,060,000 -9,857
   ROBBINS FARLEY LLC 14 - 2024-03-31 167,935 $3,997,000 94
   Global Assets Advisory LLC 106 *New 2024-03-31 93,757 $3,961,000 93,757
   Kesler Norman & Wride LLC 44 - 2024-03-31 163,114 $3,882,000 45,190
   Krilogy Financial LLC 69 - 2024-03-31 161,269 $3,838,000 4,360
   CAPTRUST FINANCIAL ADVISORS 657 - 2023-12-31 157,834 $3,777,000 112,159
   CREATIVE PLANNING 658 - 2023-12-31 153,935 $3,684,000 90,561
   Houlihan Financial Resource Group Ltd. 19 - 2023-12-31 150,148 $3,593,000 46,744
   Advisor Group Holdings Inc. 1442 - 2023-12-31 146,947 $3,517,000 50,402
   Michael S. Ryan Inc. 10 - 2024-03-31 141,037 $3,357,000 1,742
   Asset Dedication LLC 88 - 2024-03-31 134,585 $3,167,000 109,948
   Matthew Goff Investment Advisor LLC 38 - 2024-03-31 128,210 $3,051,000 -967
   VIRGINIA WEALTH MANAGEMENT GROUP INC. 19 - 2024-03-31 127,120 $3,025,000 -3,785
   Garrett Investment Advisors LLC 66 - 2024-03-31 126,232 $3,004,000 -21,253
   Evergreen Private Wealth LLC 30 - 2024-03-31 124,211 $2,956,000 17,268
   SPINNAKER TRUST 91 - 2023-12-31 123,132 $2,947,000 96,041
   Integrated Wealth Concepts LLC 350 - 2023-12-31 122,392 $2,929,000 -3,755
   Sargent Bickham Lagudis LLC 80 - 2022-12-31 123,703 $2,891,000 122,957
   FULTON BREAKEFIELD BROENNIMAN LLC 62 - 2023-12-31 115,418 $2,762,000 8,429
   CAMELOT PORTFOLIOS, LLC - 2023-12-31 114,663 $2,744,000 28,426
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 140 - 2023-12-31 112,413 $2,690,000 -46,853
   FF AdvisorsLLC 18 - 2024-03-31 112,590 $2,680,000 17,442
   HANSON MCCLAIN, INC. 268 - 2024-03-31 111,372 $2,651,000 -30,622
   WRAPMANAGER INC 29 - 2023-12-31 108,752 $2,602,000 7,449
   Laurel Wealth Advisors LLC 57 - 2023-12-31 106,758 $2,555,000 19,338
   PRECEDENT WEALTH PARTNERS LLC 17 - 2024-03-31 103,425 $2,462,000 16,695
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 18 - 2023-12-31 102,862 $2,461,000 2,273
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 710 - 2023-12-31 101,570 $2,431,000 55,031
   ATRIA INVESTMENTS LLC 528 *New 2023-12-31 101,361 $2,426,000 101,361
   Probity Advisors Inc. 35 *New 2023-12-31 99,513 $2,381,000 99,513
   LifePlan Financial LLC 9 - 2023-12-31 95,457 $2,284,000 0
   GOLDMAN SACHS GROUP INC/ 3061 *New 2023-12-31 93,669 $2,241,000 93,669
   Round Rock Advisors LLC 38 - 2024-03-31 94,067 $2,239,000 76,749
   Quantum Financial Advisors LLC 33 *New 2024-03-31 90,701 $2,159,000 90,701
   SAX WEALTH ADVISORS LLC 52 - 2023-12-31 86,677 $2,074,000 76,627
   MONECO Advisors LLC 86 - 2024-03-31 86,784 $2,065,000 26,442
   Cherry Tree Wealth Management LLC 41 *New 2023-12-31 83,559 $2,000,000 83,559
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 188 *New 2024-03-31 83,621 $1,990,000 83,621
   J P MORGAN CHASE & CO 2976 - 2023-12-31 81,757 $1,956,000 4,273
   Parallel Advisors LLC 209 - 2023-12-31 80,798 $1,934,000 64,336
   ASSOCIATED BANC-CORP 167 - 2023-12-31 78,891 $1,888,000 -4,462
   Fortis Capital Management LLC 39 - 2023-12-31 78,723 $1,884,000 57,212
   LEAVELL T & ASSOCIATES INC 180 - 2024-03-31 77,800 $1,852,000 13,919
  100 Records found
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