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Get Institutions for : 
Ishares Ibonds Dec 2028 Term Corporate Etf (IBDT)  
$24.44 0.04 (0.16%) as of 4:30 Thu 4/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 234    39
Total shares held : 
 45,947,825  
% of shares held : 
 64.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   132  
Amount of shares held : 
 8,976,998  
% of shares held change : 
   12.56%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $23.87  
Last Quarter's Ending Price : 
 $25.09  
Last Quarter's Average Price : 
 $24.29  
Change from last quarter's     
avg. price to the last closing  : 
0.15 (0.62%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
45
 1,546,680
 3.37%
 
Increased Positions :
120
 9,693,823
 21.1%
 
Unchanged Positions :
42
 660,500
 1.44%
 
Decreased Positions :
27
-1,562,348
-3.4%
 
Closed Positions :
6
-701,157
-1.53%
 
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/ 671 - 2023-12-31 5,885,391 $147,664,000 2,949,210
   CAPITAL ADVISORS INC/OK 19 - 2024-03-31 2,274,962 $56,658,000 201,487
   Aptus Capital Advisors LLC 10 - 2023-12-31 2,179,947 $54,695,000 -356,572
   Capital Investment Advisors LLC 13 - 2024-03-31 2,193,336 $54,625,000 204,590
   MORGAN STANLEY 1649 - 2023-12-31 2,149,177 $53,923,000 303,385
   ENVESTNET ASSET MANAGEMENT INC 765 - 2023-12-31 1,368,310 $34,331,000 204,184
   ROYAL BANK OF CANADA 875 - 2023-12-31 1,298,054 $32,569,000 138,676
   WOODMONT INVESTMENT COUNSEL LLC 5 - 2024-03-31 1,280,669 $31,895,000 101,190
   MERCER GLOBAL ADVISORS INC /ADV 144 - 2023-12-31 1,249,626 $31,353,000 211,447
   LPL FINANCIAL CORP 757 - 2024-03-31 1,206,501 $30,048,000 212,632
   UBS Group AG 937 - 2023-12-31 1,127,059 $28,278,000 176,718
   Klingman & Associates LLC 14 - 2024-03-31 1,095,765 $27,290,000 22,849
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 418 - 2024-03-31 1,060,451 $26,411,000 388,920
   Gratus Wealth Advisors LLC 8 - 2024-03-31 1,046,455 $25,575,000 989,168
   SIGMA INVESTMENT COUNSELORS INC 11 - 2024-03-31 1,009,430 $25,140,000 27,535
   WELLS FARGO & CO/MN 1015 - 2024-03-31 986,023 $24,557,000 249,176
   AMERIPRISE FINANCIAL INC 1183 - 2023-12-31 914,870 $22,955,000 370,518
   HIGHTOWER ADVISORS, LLC 431 - 2024-03-31 912,726 $22,730,000 59,053
   Kathmere Capital Management LLC 10 - 2024-03-31 891,363 $22,199,000 63,809
   GATEWAY ADVISORY, LLC 3 - 2023-12-31 740,950 $18,590,000 32,691
   CI Private Wealth LLC 416 - 2024-03-31 693,322 $17,267,000 693,322
   US BANCORP 332 - 2024-03-31 656,476 $16,350,000 -4,837
   RVW Wealth LLC 25 - 2024-03-31 647,711 $16,131,000 12,756
   ADVISORS CAPITAL MANAGEMENT LLC 106 - 2024-03-31 615,203 $15,322,000 -370,390
   STIFEL FINANCIAL CORP 615 - 2023-12-31 606,208 $15,210,000 9,024
   Sound View Wealth Advisors Group LLC 12 - 2024-03-31 607,050 $15,119,000 -5,913
   Goss Wealth Management LLC 159 - 2023-12-31 569,789 $14,214,000 391,480
   COMMONWEALTH EQUITY SERVICES LLC. 665 - 2024-03-31 525,606 $13,090,000 104,047
   ARROW FINANCIAL CORP 15 - 2023-12-31 501,721 $12,588,000 37,383
   MV Capital Management Inc. 18 - 2024-03-31 502,604 $12,517,000 86,286
   Rockefeller Capital Management L.P. 424 - 2023-12-31 438,417 $11,000,000 22,672
   HENGEHOLD CAPITAL MANAGEMENT LLC 18 - 2024-03-31 438,100 $10,911,000 15,839
   BB&T CORP 633 - 2023-12-31 371,238 $9,314,000 33,326
   JANNEY MONTGOMERY SCOTT LLC 588 - 2024-03-31 336,526 $8,381,000 72,955
   Commonwealth Financial Services LLC 16 - 2023-12-31 312,832 $7,849,000 110,010
   BENJAMIN F. EDWARDS & COMPANY INC. 166 - 2024-03-31 307,847 $7,667,000 26,877
   RAYMOND JAMES & ASSOCIATES 1304 - 2024-03-31 307,757 $7,665,000 52,473
   WINDSOR CAPITAL MANAGEMENT, LLC 16 - 2024-03-31 279,300 $6,956,000 89,652
   Keeler Thomas Management LLC 9 - 2024-03-31 269,363 $6,711,000 7,521
   PFG Private Wealth Management LLC 8 - 2024-03-31 263,347 $6,559,000 4,097
   Paradigm Strategies in Wealth Management LLC 6 - 2024-03-31 246,091 $6,129,000 -92,679
   Peloton Wealth Strategists 9 - 2023-12-31 243,650 $6,113,000 17,225
   HAMEL ASSOCIATES INC. 23 - 2024-03-31 235,015 $5,853,000 29,375
   LYELL WEALTH MANAGEMENT LP 61 - 2024-03-31 233,301 $5,810,000 74,135
   Platte River Wealth Advisors LLC 20 - 2024-03-31 229,454 $5,715,000 31,109
   GUARANTY TRUST CO OF MISSOURI /MO/ 121 - 2024-03-31 221,594 $5,519,000 34,655
   Kestra Advisory Services LLC 422 - 2023-12-31 218,729 $5,488,000 139,621
   SANDY SPRING BANK 91 - 2024-03-31 219,494 $5,466,000 7,325
   MinichMacGregor Wealth Management LLC 36 *New 2024-03-31 207,755 $5,134,000 207,755
   Signature Wealth Management Group 6 - 2024-03-31 203,699 $4,980,000 1,114
   HOWLAND CAPITAL MANAGEMENT INC 72 - 2024-03-31 188,993 $4,707,000 75,908
   Michael S. Ryan Inc. 9 - 2024-03-31 187,378 $4,667,000 4,481
   Praetorian Wealth Management Inc. 23 - 2024-03-31 179,983 $4,482,000 6,166
   Probity Advisors Inc. 19 - 2024-03-31 178,218 $4,439,000 80,420
   IFP Advisors Inc 106 - 2023-12-31 165,240 $4,146,000 142,021
   MCF Advisors LLC 29 - 2024-03-31 156,800 $3,905,000 6,738
   Krilogy Financial LLC 66 - 2024-03-31 155,376 $3,870,000 4,339
   Guidance Point Advisors LLC 13 - 2024-03-31 154,550 $3,849,000 7,237
   Houlihan Financial Resource Group Ltd. 20 - 2024-03-31 152,469 $3,797,000 39,550
   CAPTRUST FINANCIAL ADVISORS 659 - 2023-12-31 149,426 $3,749,000 97,686
   EP WEALTH ADVISORS, INC. 193 - 2023-12-31 147,138 $3,692,000 10,690
   Integrated Wealth Concepts LLC 298 - 2023-12-31 145,611 $3,653,000 2,691
   MONECO Advisors LLC 39 - 2024-03-31 144,365 $3,595,000 24,710
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 107 *New 2024-03-31 143,343 $3,570,000 143,343
   Lido Advisors LLC 288 - 2023-12-31 140,308 $3,520,000 113,049
   Matthew Goff Investment Advisor LLC 34 - 2024-03-31 139,596 $3,477,000 -1,003
   Cherry Tree Wealth Management LLC 31 - 2024-03-31 138,902 $3,459,000 38,251
   Great Diamond Partners LLC 36 - 2024-03-31 137,261 $3,418,000 4,055
   Venture Visionary Partners LLC 126 - 2023-12-31 135,009 $3,387,000 -234,136
   Cribstone Capital Management LLC 13 - 2022-12-31 138,788 $3,371,000 127,906
   4Thought Financial Group Inc. 13 - 2024-03-31 134,304 $3,345,000 21,322
   CWM LLC 505 - 2024-03-31 132,518 $3,300,000 18,464
   VIRGINIA WEALTH MANAGEMENT GROUP INC. 13 - 2024-03-31 127,120 $3,166,000 -3,785
   Parallel Advisors LLC 179 - 2024-03-31 125,245 $3,119,000 45,211
   Snowden Capital Advisors LLC 214 - 2023-12-31 123,108 $3,089,000 27,275
   SPINNAKER TRUST 95 - 2024-03-31 123,053 $3,065,000 30,767
   Evergreen Private Wealth LLC 29 - 2024-03-31 119,146 $2,967,000 17,082
   Garrett Investment Advisors LLC 68 - 2024-03-31 118,982 $2,963,000 -18,198
   HARBOR ADVISORY CORP /MA/ 36 - 2024-03-31 110,188 $2,744,000 21,959
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 19 - 2024-03-31 110,168 $2,744,000 49,562
   Beacon Pointe Advisors LLC 404 - 2023-12-31 108,283 $2,717,000 22,642
   LFA - Lugano Financial Advisors SA 18 - 2024-03-31 102,431 $2,551,000 41,773
   WRAPMANAGER INC 35 - 2024-03-31 101,955 $2,539,000 5,706
   Kesler Norman & Wride LLC 61 - 2024-03-31 101,127 $2,519,000 4,094
   PRECEDENT WEALTH PARTNERS LLC 16 - 2024-03-31 99,458 $2,477,000 16,166
   FF AdvisorsLLC 20 - 2024-03-31 94,968 $2,365,000 26,683
   LifePlan Financial LLC 8 - 2024-03-31 94,941 $2,364,000 3,471
   J.W. COLE ADVISORS INC. 190 - 2024-03-31 90,604 $2,257,000 -1,200
   FULTON BREAKEFIELD BROENNIMAN LLC 65 - 2024-03-31 89,524 $2,230,000 17,026
   GOLDMAN SACHS GROUP INC/ 3076 *New 2023-12-31 87,266 $2,190,000 87,266
   ATRIA INVESTMENTS LLC 568 *New 2023-12-31 85,900 $2,155,000 85,900
   Asset Dedication LLC 113 - 2024-03-31 80,910 $1,996,000 62,938
   Advisor Group Holdings Inc. 1697 - 2024-03-31 79,529 $1,981,000 -39,656
   Quantum Financial Advisors LLC 35 *New 2024-03-31 78,617 $1,958,000 78,617
   ASSOCIATED BANC-CORP 174 - 2024-03-31 74,108 $1,846,000 8,317
   HANSON MCCLAIN, INC. 327 - 2024-03-31 72,804 $1,813,000 -38,578
   Evergreen Wealth Solutions LLC 15 - 2023-12-31 63,802 $1,601,000 9,510
   COLDSTREAM CAPITAL MANAGEMENT INC 224 - 2023-12-31 61,036 $1,531,000 34,432
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1444 - 2024-03-31 60,681 $1,511,000 12,327
   Fortis Capital Management LLC 56 - 2024-03-31 60,034 $1,495,000 -7,682
  100 Records found
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