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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
   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
   CAPITAL ADVISORS INC/OK 23 - 2023-12-31 2,073,475 $52,023,000 89,957
   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
   UBS Group AG 937 - 2023-12-31 1,127,059 $28,278,000 176,718
   Klingman & Associates LLC 12 - 2023-12-31 1,072,916 $26,919,000 35,474
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 418 - 2024-03-31 1,060,451 $26,411,000 388,920
   SIGMA INVESTMENT COUNSELORS INC 11 - 2024-03-31 1,009,430 $25,140,000 27,535
   LPL FINANCIAL CORP 780 - 2023-12-31 993,869 $24,936,000 46,604
   ADVISORS CAPITAL MANAGEMENT LLC 62 - 2023-12-31 985,593 $24,729,000 78,021
   AMERIPRISE FINANCIAL INC 1183 - 2023-12-31 914,870 $22,955,000 370,518
   Kathmere Capital Management LLC 10 - 2024-03-31 891,363 $22,199,000 63,809
   HIGHTOWER ADVISORS, LLC 451 - 2023-12-31 853,673 $21,408,000 182,729
   GATEWAY ADVISORY, LLC 3 - 2023-12-31 740,950 $18,590,000 32,691
   WELLS FARGO & CO/MN 1125 - 2023-12-31 736,847 $18,488,000 151,538
   US BANCORP 328 - 2023-12-31 661,313 $16,592,000 173,084
   RVW Wealth LLC 25 - 2024-03-31 647,711 $16,131,000 12,756
   Sound View Wealth Advisors Group LLC 10 - 2023-12-31 612,963 $15,379,000 -1,270
   STIFEL FINANCIAL CORP 615 - 2023-12-31 606,208 $15,210,000 9,024
   Goss Wealth Management LLC 159 - 2023-12-31 569,789 $14,214,000 391,480
   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
   COMMONWEALTH EQUITY SERVICES LLC. 706 - 2023-12-31 421,559 $10,577,000 98,678
   Granite Bay Wealth Management LLC 81 - 2023-12-31 400,000 $9,706,000 -104,000
   BB&T CORP 633 - 2023-12-31 371,238 $9,314,000 33,326
   Paradigm Strategies in Wealth Management LLC - 2023-12-31 338,770 $8,500,000 -38,607
   Commonwealth Financial Services LLC 16 - 2023-12-31 312,832 $7,849,000 110,010
   RAYMOND JAMES & ASSOCIATES 1304 - 2024-03-31 307,757 $7,665,000 52,473
   BENJAMIN F. EDWARDS & COMPANY INC. 162 - 2023-12-31 280,970 $7,050,000 189,035
   WINDSOR CAPITAL MANAGEMENT, LLC 16 - 2024-03-31 279,300 $6,956,000 89,652
   JANNEY MONTGOMERY SCOTT LLC 637 - 2023-12-31 263,571 $6,613,000 9,350
   Keeler Thomas Management LLC 7 - 2023-12-31 261,842 $6,570,000 8,851
   PFG Private Wealth Management LLC 8 - 2024-03-31 263,347 $6,559,000 4,097
   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
   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 - 2023-12-31 212,169 $5,323,000 -670
   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
   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
   IFP Advisors Inc 106 - 2023-12-31 165,240 $4,146,000 142,021
   LYELL WEALTH MANAGEMENT LP 68 - 2023-12-31 159,166 $3,993,000 30,886
   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
   CAPTRUST FINANCIAL ADVISORS 659 - 2023-12-31 149,426 $3,749,000 97,686
   Guidance Point Advisors LLC 13 - 2023-12-31 147,313 $3,696,000 27,239
   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
   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
   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
   Great Diamond Partners LLC 29 - 2023-12-31 133,206 $3,342,000 -1,972
   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
   Snowden Capital Advisors LLC 214 - 2023-12-31 123,108 $3,089,000 27,275
   Advisor Group Holdings Inc. 1537 - 2023-12-31 119,185 $2,991,000 94,780
   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
   HOWLAND CAPITAL MANAGEMENT INC - 2023-12-31 113,085 $2,837,000 30,979
   Houlihan Financial Resource Group Ltd. 27 - 2023-12-31 112,919 $2,833,000 77,990
   Beacon Pointe Advisors LLC 404 - 2023-12-31 108,283 $2,717,000 22,642
   Cherry Tree Wealth Management LLC 36 - 2023-12-31 100,651 $2,525,000 95,109
   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
   Probity Advisors Inc. 34 *New 2023-12-31 97,798 $2,454,000 97,798
   WRAPMANAGER INC 33 - 2023-12-31 96,249 $2,415,000 6,613
   FF AdvisorsLLC 20 - 2024-03-31 94,968 $2,365,000 26,683
   SPINNAKER TRUST 102 - 2023-12-31 92,286 $2,315,000 66,918
   J.W. COLE ADVISORS INC. 172 - 2023-12-31 91,804 $2,303,000 34,963
   LifePlan Financial LLC 8 - 2023-12-31 91,470 $2,295,000 0
   HARBOR ADVISORY CORP /MA/ 43 - 2023-12-31 88,229 $2,214,000 1,133
   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
   Parallel Advisors LLC 202 - 2023-12-31 80,034 $2,008,000 61,854
   Asset Dedication LLC 113 - 2024-03-31 80,910 $1,996,000 62,938
   Quantum Financial Advisors LLC 35 *New 2024-03-31 78,617 $1,958,000 78,617
   FULTON BREAKEFIELD BROENNIMAN LLC 69 - 2023-12-31 72,498 $1,819,000 8,645
   HANSON MCCLAIN, INC. 327 - 2024-03-31 72,804 $1,813,000 -38,578
   Fortis Capital Management LLC 47 - 2023-12-31 67,716 $1,699,000 47,050
   ASSOCIATED BANC-CORP 176 - 2023-12-31 65,791 $1,651,000 -641
   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
   LFA - Lugano Financial Advisors SA *New 2023-12-31 60,658 $1,522,000 60,658
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 27 *New 2023-12-31 60,606 $1,521,000 60,606
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1444 - 2024-03-31 60,681 $1,511,000 12,327
   Global Retirement Partners LLC 285 - 2024-03-31 59,799 $1,489,000 31,331
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 475 - 2023-12-31 58,289 $1,462,000 364
  100 Records found
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