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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
   Venture Visionary Partners LLC 35 *New 2023-12-31 469,888 $11,244,000 469,888
   Sailer Financial LLC 5 *New 2024-03-31 456,590 $10,867,000 456,590
   Global Assets Advisory LLC 106 *New 2024-03-31 93,757 $3,961,000 93,757
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1185 *New 2024-03-31 158,072 $3,762,000 158,072
   Foundation Wealth Management LLC 12 *New 2024-03-31 118,805 $2,828,000 118,805
   ATRIA INVESTMENTS LLC 528 *New 2023-12-31 101,361 $2,426,000 101,361
   GOLDMAN SACHS GROUP INC/ 3061 *New 2023-12-31 93,669 $2,241,000 93,669
   Quantum Financial Advisors LLC 33 *New 2024-03-31 90,701 $2,159,000 90,701
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 188 *New 2024-03-31 83,621 $1,990,000 83,621
   WEALTHTRUST AXIOM LLC 52 *New 2024-03-31 60,000 $1,428,000 60,000
   BFT FINANCIAL GROUP LLC 116 *New 2023-06-30 48,012 $1,127,000 48,012
   Prime Capital Investment Advisors LLC *New 2023-12-31 45,811 $1,096,000 45,811
   Horan Securities Inc. 18 *New 2024-03-31 39,564 $942,000 39,564
   HILLTOP HOLDINGS INC. 282 *New 2023-12-31 28,233 $676,000 28,233
   PFG Investments LLC 450 *New 2024-03-31 26,544 $632,000 26,544
   Consolidated Portfolio Review Corp 143 *New 2024-03-31 26,444 $629,000 26,444
   SMITH MOORE & CO. 227 *New 2023-12-31 25,700 $615,000 25,700
   FIRST NATIONAL TRUST CO 266 *New 2024-03-31 22,800 $543,000 22,800
   GAMMA Investing LLC 166 *New 2024-03-31 22,771 $542,000 22,771
   HARBOR INVESTMENT ADVISORY LLC 221 *New 2024-03-31 21,850 $520,000 21,850
   Integrated Advisors Network LLC 462 *New 2024-03-31 20,759 $494,000 20,759
   Resonant Capital Advisors LLC 206 *New 2024-03-31 19,204 $457,000 19,204
   Yoder Wealth Management Inc. 60 *New 2024-03-31 18,800 $447,000 18,800
   Actinver Wealth Management Inc. 57 *New 2024-03-31 17,938 $427,000 17,938
   DELAP WEALTH ADVISORY LLC 59 *New 2023-12-31 16,996 $407,000 16,996
   MONTECITO BANK & TRUST 205 *New 2024-03-31 16,605 $395,000 16,605
   Brookstone Capital Management 676 *New 2024-03-31 16,345 $389,000 16,345
   HARRIS ASSOCIATES L P 132 *New 2023-12-31 15,825 $379,000 15,825
   COLONY GROUP, LLC 626 *New 2023-12-31 15,612 $374,000 15,612
   VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 53 *New 2024-03-31 14,974 $356,000 14,974
   Baird Financial Group Inc. 1479 *New 2023-12-31 13,777 $330,000 13,777
   RENAISSANCE TECHNOLOGIES LLC 2961 *New 2023-12-31 13,389 $320,000 13,389
   JAMES INVESTMENT RESEARCH INC 266 *New 2024-03-31 11,100 $264,000 11,100
   We Are One Seven LLC 740 *New 2023-12-31 10,960 $262,000 10,960
   Executive Wealth Management LLC *New 2023-12-31 10,658 $255,000 10,658
   SCOTIA CAPITAL INC. 699 *New 2023-12-31 10,100 $242,000 10,100
   Kovitz Investment Group Partners LLC 378 *New 2023-12-31 10,087 $241,000 10,087
   Mayflower Financial Advisors LLC 313 *New 2024-03-31 10,139 $241,000 10,139
   Koshinski Asset Management Inc. 539 *New 2024-03-31 8,568 $204,000 8,568
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 443 *New 2024-03-31 8,464 $201,000 8,464
   Syntegra Private Wealth Group LLC 139 *New 2024-03-31 8,446 $201,000 8,446
   HM PAYSON & CO 451 *New 2023-12-31 5,574 $133,000 5,574
   Koesten Hirschmann & Crabtree INC. 35 *New 2023-12-31 5,160 $123,000 5,160
   MARYLAND CAPITAL ADVISORS INC. 90 *New 2024-03-31 3,999 $95,000 3,999
   CVA Family Office LLC 410 *New 2024-03-31 3,155 $75,000 3,155
   Hartland & Co. LLC 683 *New 2023-12-31 2,630 $63,000 2,630
   Trust Co 180 *New 2024-03-31 2,096 $50,000 2,096
   Atlantic Trust Group LLC 1706 *New 2024-03-31 2,010 $48,000 2,010
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 819 *New 2023-12-31 1,750 $42,000 1,750
   CITIGROUP INC 3958 *New 2024-03-31 1,298 $31,000 1,298
   ANCORA ADVISORS, LLC 1057 *New 2023-12-31 1,051 $25,000 1,051
   United Community Bank 303 *New 2024-03-31 861 $20,000 861
   Sutton Wealth Advisors Inc. 438 *New 2023-09-30 536 $12,000 536
   Ronald Blue Trust Inc. 1565 *New 2024-03-31 300 $7,000 300
  54 Records found
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