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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
   MinichMacGregor Wealth Management LLC 36 *New 2024-03-31 207,755 $5,134,000 207,755
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 107 *New 2024-03-31 143,343 $3,570,000 143,343
   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
   Quantum Financial Advisors LLC 35 *New 2024-03-31 78,617 $1,958,000 78,617
   Scissortail Wealth Management LLC 47 *New 2023-12-31 54,056 $1,353,000 54,056
   INSTRUMENTAL WEALTH LLC *New 2023-12-31 43,913 $1,095,000 43,913
   Crew Capital Management Ltd. 26 *New 2024-03-31 42,849 $1,067,000 42,849
   Advance Capital Management Inc. 45 *New 2024-03-31 39,143 $975,000 39,143
   FIRST NATIONAL TRUST CO 249 *New 2024-03-31 25,742 $641,000 25,742
   GAMMA Investing LLC 164 *New 2024-03-31 21,928 $546,000 21,928
   Northstar Group Inc. 82 *New 2024-03-31 20,600 $513,000 20,600
   BFT FINANCIAL GROUP LLC 189 *New 2023-06-30 18,770 $460,000 18,770
   Resonant Capital Advisors LLC 205 *New 2024-03-31 18,392 $458,000 18,392
   Strid Group LLC 38 *New 2024-03-31 18,217 $454,000 18,217
   DELAP WEALTH ADVISORY LLC 60 *New 2023-12-31 15,892 $399,000 15,892
   Reliant Wealth Planning 12 *New 2023-12-31 15,917 $399,000 15,917
   MONTECITO BANK & TRUST 208 *New 2024-03-31 15,319 $382,000 15,319
   Journey Advisory Group LLC 174 *New 2024-03-31 14,900 $371,000 14,900
   Belpointe Asset Management LLC 517 *New 2024-03-31 14,804 $369,000 14,804
   CFS Investment Advisory Services LLC 118 *New 2023-12-31 14,562 $365,000 14,562
   VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 51 *New 2024-03-31 14,344 $357,000 14,344
   Strategic Blueprint LLC 445 *New 2024-03-31 14,133 $352,000 14,133
   Private Portfolio Partners LLC 202 *New 2024-03-31 13,300 $331,000 13,300
   VALMARK ADVISERS INC 436 *New 2024-03-31 12,441 $310,000 12,441
   Brookstone Capital Management 743 *New 2024-03-31 12,279 $306,000 12,279
   Executive Wealth Management LLC *New 2023-12-31 11,331 $284,000 11,331
   SMITH MOORE & CO. 342 *New 2023-12-31 10,823 $272,000 10,823
   We Are One Seven LLC 734 *New 2023-12-31 10,499 $263,000 10,499
   ANCHOR CAPITAL ADVISORS INC 232 *New 2024-03-31 10,525 $262,000 10,525
   REDW Stanley Financial Advisors LLC 134 *New 2024-03-31 10,238 $255,000 10,238
   Integrated Advisors Network LLC 623 *New 2024-03-31 10,090 $251,000 10,090
   SCOTIA CAPITAL INC. 701 *New 2023-12-31 9,600 $241,000 9,600
   Cetera Investment Advisers 1955 *New 2023-12-31 8,968 $225,000 8,968
   Baird Financial Group Inc. 1613 *New 2023-12-31 8,744 $219,000 8,744
   Koesten Hirschmann & Crabtree INC. 34 *New 2023-12-31 4,960 $124,000 4,960
   Migdal Insurance & Financial Holdings Ltd. 228 *New 2024-03-31 4,630 $115,000 4,630
   Pinnacle Bank 403 *New 2024-03-31 2,000 $50,000 2,000
   Trust Co 181 *New 2024-03-31 2,002 $50,000 2,002
   GHP INVESTMENT ADVISORS INC 518 *New 2024-03-31 1,608 $40,000 1,608
   Sutton Wealth Advisors Inc. 273 *New 2023-09-30 1,426 $34,000 1,426
   CITIGROUP INC 3964 *New 2024-03-31 1,224 $30,000 1,224
   J P MORGAN CHASE & CO 4840 *New 2024-03-31 1,185 $30,000 1,185
   Atlantic Trust Group LLC 2071 *New 2024-03-31 753 $19,000 753
   PNC FINANCIAL SERVICES GROUP INC 4142 *New 2024-03-31 88 $2,000 88
  45 Records found
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