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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
   SHUFRO ROSE & CO LLC 1 - 2024-03-31 5,123,260 $121,934,000 5,090,112
   CAPITAL ADVISORS INC/OK 12 - 2024-03-31 3,132,752 $74,560,000 316,885
   MORGAN STANLEY 1439 - 2023-12-31 2,806,449 $67,158,000 393,526
   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
   WELLS FARGO & CO/MN 878 - 2024-03-31 1,389,929 $33,080,000 345,495
   Goss Wealth Management LLC 86 - 2023-12-31 1,206,467 $28,803,000 70,303
   LPL FINANCIAL CORP 783 - 2024-03-31 1,204,138 $28,658,000 9,385
   WOODMONT INVESTMENT COUNSEL LLC 7 - 2024-03-31 1,155,599 $27,503,000 83,634
   Gratus Wealth Advisors LLC 5 - 2024-03-31 1,148,295 $26,996,000 104,839
   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
   COMMONWEALTH EQUITY SERVICES LLC. 584 - 2024-03-31 666,490 $15,862,000 160,330
   STIFEL FINANCIAL CORP 651 - 2023-12-31 577,657 $13,823,000 26,060
   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
   Global Retirement Partners LLC 57 - 2024-03-31 403,394 $9,601,000 367,641
   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
   BENJAMIN F. EDWARDS & COMPANY INC. 169 - 2024-03-31 314,205 $7,478,000 26,280
   HAMEL ASSOCIATES INC. 18 - 2024-03-31 305,725 $7,276,000 12,397
   GUARANTY TRUST CO OF MISSOURI /MO/ 103 - 2024-03-31 301,492 $7,176,000 28,157
   HOWLAND CAPITAL MANAGEMENT INC 59 - 2024-03-31 295,417 $7,031,000 97,341
   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
   LYELL WEALTH MANAGEMENT LP 51 - 2024-03-31 279,526 $6,653,000 63,256
   Peloton Wealth Strategists 7 - 2023-12-31 274,740 $6,575,000 30,410
   SANDY SPRING BANK 87 - 2024-03-31 234,155 $5,573,000 5,390
   MCF Advisors LLC 27 - 2024-03-31 218,128 $5,191,000 6,663
   IFP Advisors Inc 88 - 2023-12-31 209,775 $5,020,000 105,563
   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
   Probity Advisors Inc. 20 - 2024-03-31 183,376 $4,364,000 83,863
   Glenview Trust Co 136 - 2023-12-31 180,648 $4,323,000 79,091
   SPINNAKER TRUST 79 - 2024-03-31 174,765 $4,159,000 51,633
   Houlihan Financial Resource Group Ltd. 18 - 2024-03-31 173,950 $4,140,000 23,802
   4Thought Financial Group Inc. 8 - 2024-03-31 173,195 $4,122,000 21,335
   ROBBINS FARLEY LLC 14 - 2024-03-31 167,935 $3,997,000 94
   Advisor Group Holdings Inc. 1208 - 2024-03-31 165,189 $3,932,000 18,242
   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
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 14 - 2024-03-31 157,602 $3,751,000 54,740
   CREATIVE PLANNING 658 - 2023-12-31 153,935 $3,684,000 90,561
   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
   Parallel Advisors LLC 176 - 2024-03-31 132,572 $3,155,000 51,774
   FULTON BREAKEFIELD BROENNIMAN LLC 62 - 2024-03-31 125,284 $2,982,000 9,866
   Evergreen Private Wealth LLC 30 - 2024-03-31 124,211 $2,956,000 17,268
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 144 - 2024-03-31 121,813 $2,899,000 9,400
   Sargent Bickham Lagudis LLC 80 - 2022-12-31 123,703 $2,891,000 122,957
   WRAPMANAGER INC 33 - 2024-03-31 115,463 $2,748,000 6,711
   FF AdvisorsLLC 18 - 2024-03-31 112,590 $2,680,000 17,442
   Cherry Tree Wealth Management LLC 37 - 2024-03-31 110,770 $2,636,000 27,211
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 710 - 2023-12-31 101,570 $2,431,000 55,031
   LifePlan Financial LLC 9 - 2024-03-31 98,924 $2,354,000 3,467
   Round Rock Advisors LLC 38 - 2024-03-31 94,067 $2,239,000 76,749
   ASSOCIATED BANC-CORP 166 - 2024-03-31 88,418 $2,104,000 9,527
   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
   Foundry Financial Group Inc. 19 - 2024-03-31 85,454 $2,034,000 14,049
   J P MORGAN CHASE & CO 2980 - 2024-03-31 84,904 $2,021,000 3,147
   LEAVELL T & ASSOCIATES INC 180 - 2024-03-31 77,800 $1,852,000 13,919
   CITADEL ADVISORS LLC 2378 - 2023-12-31 77,364 $1,851,000 18,076
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1328 - 2024-03-31 75,814 $1,804,000 4,777
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110 - 2024-03-31 73,389 $1,747,000 21,812
   Strid Group LLC 20 - 2024-03-31 72,330 $1,721,000 54,409
   HALLMARK CAPITAL MANAGEMENT INC 115 - 2024-03-31 71,016 $1,690,000 2,919
   Paradigm Strategies in Wealth Management LLC 16 - 2024-03-31 70,748 $1,684,000 5,650
   Leo Wealth LLC 111 - 2024-03-31 63,577 $1,513,000 4,734
   Crew Capital Management Ltd. 18 - 2024-03-31 60,676 $1,444,000 24,195
   FIRST FIDUCIARY INVESTMENT COUNSEL INC. 42 - 2024-03-31 59,280 $1,411,000 6,822
   Stonebrook Private Inc. 58 - 2024-03-31 58,939 $1,403,000 25,019
   Weaver Consulting Group 49 - 2024-03-31 57,578 $1,370,000 46,185
   COLDSTREAM CAPITAL MANAGEMENT INC 246 - 2023-12-31 55,603 $1,331,000 4,557
   Comprehensive Portfolio Management LLC 288 - 2024-03-31 55,820 $1,329,000 35,860
   Sightline Wealth Advisors LLC 28 - 2024-03-31 54,032 $1,286,000 1,290
   Granite Harbor Advisors Inc. 28 - 2024-03-31 51,389 $1,223,000 6,006
   SEGMENT WEALTH MANAGEMENT, LLC 133 - 2024-03-31 50,707 $1,207,000 5,570
   McGlone Suttner Wealth Management Inc. 51 - 2024-03-31 48,634 $1,157,000 10,794
   Ironwood Wealth Management llc 63 - 2024-03-31 48,202 $1,147,000 4,802
   Sowell Financial Services LLC 338 - 2024-03-31 42,731 $1,017,000 6,118
   SONATA CAPITAL GROUP INC 44 - 2024-03-31 41,712 $993,000 4,297
   MARINER WEALTH ADVISORS, LLC 1438 - 2023-12-31 41,160 $985,000 8,307
   EP WEALTH ADVISORS, INC. 366 - 2023-12-31 40,511 $969,000 26,799
   CABOT MONEY MANAGEMENT INC 101 - 2024-03-31 40,130 $955,000 3,772
   4J Wealth Management LLC 26 - 2024-03-31 39,818 $948,000 1,780
  100 Records found
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