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Get Institutions for : 
Ishares Ibonds Dec 2023 Term Muni Bond Etf (IBML)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 2    154
Total shares held : 
 41,653  
% of shares held : 
 0.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -153  
Amount of shares held : 
 -13,411,865  
% of shares held change : 
   -14.9%  
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 :
0
 0
 0%
 
Increased Positions :
1
 240
 0.58%
 
Unchanged Positions :
1
 7,895
 18.95%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
154
-13,412,105
-32199.61%
 
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
   BFT FINANCIAL GROUP LLC 131 - 2023-06-30 35,655 $909,000 21
   IFP Advisors Inc 405 - 2023-12-31 33,758 $862,000 240
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 29 - 2022-12-31 28,681 $727,000 0
   REFRAME WEALTH LLC 29 - 2022-12-31 28,681 $727,000 0
   Virginia National Bank 12 - 2023-09-30 27,275 $696,000 0
   Sargent Bickham Lagudis LLC 176 *New 2022-12-31 19,707 $500,000 19,707
   SHUFRO ROSE & CO LLC 265 - 2023-12-31 7,895 $202,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 165 - 2023-06-30 6,285 $160,000 300
   SHEETS SMITH & ASSOCIATES INC 416 *New 2023-09-30 1,000 $26,000 1,000
   CREATIVE PLANNING 2730 *Closed 2023-12-31 0 $0 -77,977
   Advisor Group Holdings Inc. 6601 *Closed 2023-12-31 0 $0 -79,850
   ENVESTNET ASSET MANAGEMENT INC 4009 *Closed 2023-12-31 0 $0 -189,651
   COLDSTREAM CAPITAL MANAGEMENT INC 936 *Closed 2023-12-31 0 $0 -11,138
   Goss Wealth Management LLC 3522 *Closed 2023-12-31 0 $0 -543,662
   Royal Harbor Partners LLC 46 *Closed 2023-12-31 0 $0 -37,725
   TWO SIGMA SECURITIES LLC 1465 *Closed 2023-12-31 0 $0 -16,484
   ROOF EIDAM & MAYCOCK/ADV 123 *Closed 2023-12-31 0 $0 -37,305
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5885 *Closed 2023-12-31 0 $0 -69,000
   Operose Advisors LLC 591 *Closed 2023-12-31 0 $0 -12,228
   Rockbridge Investment Management LCC 633 *Closed 2023-12-31 0 $0 -971
   SONATA CAPITAL GROUP INC 107 *Closed 2023-12-31 0 $0 -119,565
   IHT Wealth Management LLC 982 *Closed 2023-12-31 0 $0 -10,948
   PROEQUITIES INC. 2934 *Closed 2023-12-31 0 $0 0
   MERCER GLOBAL ADVISORS INC /ADV 2008 *Closed 2023-12-31 0 $0 -209,050
   RIA Advisory Group LLC 163 *Closed 2023-12-31 0 $0 -45,867
   SENTINEL PENSION ADVISORS INC 98 *Closed 2023-12-31 0 $0 -73,066
   Cetera Investment Advisers 2199 *Closed 2023-12-31 0 $0 -10,275
   CAPTRUST FINANCIAL ADVISORS 2649 *Closed 2023-12-31 0 $0 -54,348
   CONFLUENCE INVESTMENT MANAGEMENT LLC 293 *Closed 2024-03-31 0 $0 -12,126
   HARBOUR INVESTMENTS INC. 2949 *Closed 2023-12-31 0 $0 -1,373
   JANNEY MONTGOMERY SCOTT LLC 2625 *Closed 2023-12-31 0 $0 -17,163
   BROWN BROTHERS HARRIMAN & CO 1144 *Closed 2023-12-31 0 $0 -4,243
   Granite Harbor Advisors Inc. 69 *Closed 2023-12-31 0 $0 -24,940
   Resonant Capital Advisors LLC 288 *Closed 2023-12-31 0 $0 -23,954
   Eldridge Investment Advisors Inc. 146 *Closed 2023-12-31 0 $0 -51,023
   Peloton Wealth Strategists 90 *Closed 2023-12-31 0 $0 -18,200
   Sigma Planning Corp 1012 *Closed 2023-12-31 0 $0 -10,880
   Sound View Wealth Advisors Group LLC 380 *Closed 2023-12-31 0 $0 -34,608
   UBS Group AG 7403 *Closed 2023-12-31 0 $0 -290,903
   LINCOLN NATIONAL CORP 1101 *Closed 2023-12-31 0 $0 -20,124
   Princeton Global Asset Management LLC *Closed 2023-12-31 0 $0 -18,321
   WRAPMANAGER INC 282 *Closed 2023-12-31 0 $0 -13,357
   Farther Finance Advisors LLC 3157 *Closed 2023-12-31 0 $0 -1,312
   MARINER WEALTH ADVISORS, LLC 3057 *Closed 2023-12-31 0 $0 -158,517
   Apollon Wealth Management LLC 1088 *Closed 2023-12-31 0 $0 -31,584
   COMERICA BANK 3617 *Closed 2023-12-31 0 $0 -1,696
   CI Private Wealth LLC 2267 *Closed 2023-12-31 0 $0 -27,275
   BANK OF MONTREAL /CAN/ 3455 *Closed 2023-12-31 0 $0 -48,993
   Tradition Wealth Management LLC 1298 *Closed 2023-12-31 0 $0 -10,358
   HB Wealth Management LLC 815 *Closed 2023-12-31 0 $0 -7,958
   Rehmann Capital Advisory Group 552 *Closed 2023-12-31 0 $0 -12,367
   SPINNAKER TRUST 275 *Closed 2023-12-31 0 $0 -12,267
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 520 *Closed 2023-12-31 0 $0 -11,053
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 484 *Closed 2023-12-31 0 $0 -24,100
   DAVIDSON D A & CO 1350 *Closed 2023-12-31 0 $0 -10,141
   J P MORGAN CHASE & CO 5909 *Closed 2023-12-31 0 $0 -186
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3358 *Closed 2023-12-31 0 $0 -199,180
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 376 *Closed 2023-12-31 0 $0 -44,191
   NORTHERN TRUST CORP 4498 *Closed 2023-12-31 0 $0 -15,125
   AMG NATIONAL TRUST BANK 433 *Closed 2023-12-31 0 $0 -85,182
   ADVISORY SERVICES NETWORK, LLC 3717 *Closed 2023-12-31 0 $0 -17,284
   Baird Financial Group Inc. 1746 *Closed 2023-12-31 0 $0 -29,816
   Garden State Investment Advisory Services LLC 214 *Closed 2023-12-31 0 $0 -37,557
   AE Wealth Management LLC 2174 *Closed 2023-12-31 0 $0 -11,539
   ORG Partners LLC 1096 *Closed 2023-12-31 0 $0 -3,900
   MORGAN STANLEY 7409 *Closed 2023-12-31 0 $0 -854,507
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 1242 *Closed 2023-12-31 0 $0 -13,681
   MADDEN ADVISORY SERVICES, INC. 91 *Closed 2023-12-31 0 $0 -7,953
   Kerntke Otto McGlone Wealth Management Group 65 *Closed 2023-12-31 0 $0 -9,125
   W.H. Cornerstone Investments Inc. 139 *Closed 2023-12-31 0 $0 -11,710
   Stonebridge Capital Advisors LLC 732 *Closed 2023-12-31 0 $0 -92,143
   LPL FINANCIAL CORP 4747 *Closed 2023-12-31 0 $0 -415,269
   FINANCIAL NETWORK 2827 *Closed 2023-12-31 0 $0 -24,070
   AMERIPRISE FINANCIAL INC 3860 *Closed 2023-12-31 0 $0 -140,335
   Beacon Pointe Advisors LLC 1292 *Closed 2023-12-31 0 $0 -60,078
   JANE STREET GROUP LLC 5743 *Closed 2023-12-31 0 $0 -707,661
   Parallel Advisors LLC 3371 *Closed 2023-12-31 0 $0 -6,500
   HILLSTRUST 274 *Closed 2023-12-31 0 $0 -43,494
   Laurel Wealth Advisors LLC 576 *Closed 2023-12-31 0 $0 -187
   SUMMIT INVESTMENT ADVISORS INC 3093 *Closed 2023-12-31 0 $0 -15,086
   Belpointe Asset Management LLC 749 *Closed 2023-12-31 0 $0 -21,283
   Paradigm Strategies in Wealth Management LLC *Closed 2023-12-31 0 $0 -100,524
   BLACKROCK INC. 5080 *Closed 2023-12-31 0 $0 -142
   ETF Portfolio Partners Inc. 50 *Closed 2023-12-31 0 $0 -8,003
   GOULD ASSET MANAGEMENT LLC /CA/ 158 *Closed 2023-12-31 0 $0 -8,425
   VALMARK ADVISERS INC 490 *Closed 2023-12-31 0 $0 -48,500
   SANDY SPRING BANK *Closed 2023-12-31 0 $0 -24,785
   FMR LLC 5244 *Closed 2023-12-31 0 $0 -226
   Journey Advisory Group LLC 216 *Closed 2023-12-31 0 $0 -16,053
   AJ WEALTH STRATEGIES LLC 308 *Closed 2023-06-30 0 $0 -42,289
   Front Row Advisors LLC 620 *Closed 2023-12-31 0 $0 -3,500
   BANK OF AMERICA CORP /DE/ 6705 *Closed 2023-12-31 0 $0 -1,706,192
   Tyler-Stone Wealth Management 867 *Closed 2023-12-31 0 $0 -1,000
   ROYAL BANK OF CANADA 6773 *Closed 2023-12-31 0 $0 -126,947
   Source Financial Advisors LLC 127 *Closed 2023-12-31 0 $0 -82,380
   DEUTSCHE BANK AG 3623 *Closed 2023-12-31 0 $0 -9,804
   Glenview Trust Co 481 *Closed 2023-12-31 0 $0 -346,514
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 200 *Closed 2023-12-31 0 $0 -11,763
   Private Advisor Group LLC 2279 *Closed 2023-12-31 0 $0 -35,030
   Balentine LLC 617 *Closed 2023-12-31 0 $0 -11,900
  100 Records found
  1    
  Page 1 of 1
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