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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
   Stokes Family Office LLC 135 - 2024-03-31 26,935 $641,000 0
   DORSEY & WHITNEY TRUST CO LLC 310 - 2024-03-31 26,000 $619,000 0
   FIRST INTERSTATE BANK 103 - 2024-03-31 25,808 $614,000 0
   Autumn Glory Partners LLC 87 - 2024-03-31 22,356 $532,000 0
   Spectrum Wealth Counsel LLC 98 - 2024-03-31 20,879 $497,000 0
   MONTICELLO WEALTH MANAGEMENT LLC 154 - 2024-03-31 20,768 $494,000 0
   Lee Financial CORP 99 - 2023-12-31 19,430 $465,000 0
   Bellecapital International Ltd. 108 - 2024-03-31 18,503 $440,000 0
   DUNCKER STREETT & CO INC 177 - 2024-03-31 15,273 $363,000 0
   Willis Johnson & Associates Inc. 108 - 2024-03-31 14,050 $334,000 0
   Roble Belko & Company Inc 85 - 2024-03-31 13,653 $325,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 586 - 2024-03-31 12,581 $299,000 0
   Cypress Wealth Services LLC 211 - 2024-03-31 11,313 $269,000 0
   ANCHOR CAPITAL ADVISORS INC 231 - 2024-03-31 11,225 $267,000 0
   Wick Capital Partners LLC 57 - 2023-12-31 10,932 $262,000 0
   COOPER/HAIMS ADVISORS LLC 65 - 2024-03-31 10,729 $255,000 0
   Highland Financial Advisors LLC 46 - 2024-03-31 10,606 $252,000 0
   Patriot Investment Management Inc. 224 - 2024-03-31 9,980 $238,000 0
   Private Portfolio Partners LLC 264 - 2024-03-31 8,500 $202,000 0
   Horizons Wealth Management 64 - 2024-03-31 7,647 $183,000 0
   OAK HARBOR WEALTH PARTNERS LLC 175 - 2024-03-31 5,322 $127,000 0
   PSI Advisors LLC 173 - 2024-03-31 4,400 $105,000 0
   Knights of Columbus Asset Advisors LLC 343 - 2024-03-31 3,657 $87,000 0
   Geneos Wealth Management Inc. 914 - 2024-03-31 3,400 $81,000 0
   FTB Advisors Inc. 797 - 2024-03-31 2,967 $71,000 0
   Sachetta LLC 223 - 2024-03-31 2,700 $65,000 0
   BARTLETT & CO. LLC 654 - 2023-12-31 2,500 $60,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 634 - 2024-03-31 2,500 $60,000 0
   Capital Investment Advisory Services LLC 734 - 2024-03-31 1,082 $26,000 0
   MOTCO 393 - 2024-03-31 989 $24,000 0
   ARMSTRONG ADVISORY GROUP INC 481 - 2024-03-31 855 $20,000 0
   Legacy Bridge LLC 301 - 2024-03-31 182 $4,000 0
   Financial Gravity Wealth Inc. 475 - 2023-12-31 124 $3,000 0
   TOWER RESEARCH CAPITAL LLC 5240 - 2023-12-31 100 $2,000 0
   APCM Wealth Management for Individuals 113 - 2024-03-31 0 $0 0
   PROEQUITIES INC. 8035 - 2024-03-31 0 $0 0

  36 Records found
  1    
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