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Get Institutions for : 
Ishares Ibonds Dec 2024 Term Muni Bond Etf (IBMM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 150    1
Total shares held : 
 15,603,692  
% of shares held : 
 22.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 -286,562  
% of shares held change : 
   -0.42%  
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 :
10
 554,965
 3.56%
 
Increased Positions :
53
 1,285,822
 8.24%
 
Unchanged Positions :
27
 472,722
 3.03%
 
Decreased Positions :
60
-1,523,398
-9.76%
 
Closed Positions :
9
-603,951
-3.87%
 
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
   MORGAN STANLEY 2368 - 2023-12-31 1,033,078 $26,788,000 553,979
   MERCER GLOBAL ADVISORS INC /ADV 163 - 2023-12-31 981,957 $25,462,000 58,241
   ENVESTNET ASSET MANAGEMENT INC 1014 - 2023-12-31 808,642 $20,968,000 3,264
   Kathmere Capital Management LLC 15 - 2024-03-31 648,681 $16,833,000 55,952
   HIGHTOWER ADVISORS, LLC 530 - 2024-03-31 636,476 $16,517,000 1,409
   UBS Group AG 1272 - 2023-12-31 541,369 $14,038,000 19,316
   Glenview Trust Co 104 - 2023-12-31 331,292 $8,590,000 1,311
   COVINGTON INVESTMENT ADVISORS INC. 28 - 2023-12-31 279,827 $7,226,000 67,180
   REGIONS FINANCIAL CORP 205 - 2024-03-31 244,384 $6,342,000 3,551
   Integrated Wealth Concepts LLC 239 - 2023-12-31 185,207 $4,802,000 5,938
   Cyndeo Wealth Partners LLC 93 - 2024-03-31 150,220 $3,898,000 146
   Advisor Group Holdings Inc. 1219 - 2024-03-31 147,358 $3,824,000 77,726
   New England Private Wealth Advisors LLC 41 - 2024-03-31 139,744 $3,621,000 197
   Stratos Wealth Partners LTD. 328 - 2024-03-31 118,924 $3,086,000 13,221
   GUARANTY TRUST CO OF MISSOURI /MO/ 189 - 2024-03-31 113,161 $2,937,000 22,582
   J P MORGAN CHASE & CO 2790 - 2024-03-31 106,459 $2,763,000 106,295
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1074 - 2024-03-31 105,995 $2,751,000 73,742
   Lido Advisors LLC 338 - 2023-12-31 98,447 $2,553,000 43,080
   LBMC INVESTMENT ADVISORS, LLC 41 - 2024-03-31 97,824 $2,539,000 13,740
   MARINER WEALTH ADVISORS, LLC 998 - 2023-12-31 88,155 $2,286,000 14,938
   AMERIPRISE FINANCIAL INC 2751 - 2023-12-31 84,575 $2,193,000 12,373
   KESTRA PRIVATE WEALTH SERVICES LLC 420 - 2024-03-31 64,876 $1,684,000 28,003
   Atwater Malick LLC 30 - 2024-03-31 64,418 $1,672,000 3,928
   BFT FINANCIAL GROUP LLC 94 - 2023-06-30 54,574 $1,406,000 1,002
   IFP Advisors Inc 317 - 2023-12-31 52,484 $1,361,000 6,343
   Signature Wealth Management Group 55 - 2024-03-31 52,055 $1,351,000 1,266
   RIA Advisory Group LLC 31 - 2024-03-31 48,338 $1,254,000 48,338
   VALMARK ADVISERS INC 234 - 2024-03-31 45,921 $1,192,000 4,172
   Capital Investment Advisors LLC 270 - 2024-03-31 43,446 $1,127,000 1,149
   Leo Wealth LLC 138 - 2024-03-31 43,106 $1,119,000 23
   SAVANT CAPITAL MANAGEMENT INC 530 - 2024-03-31 39,737 $1,031,000 398
   ROOF EIDAM & MAYCOCK/ADV 53 - 2024-03-31 37,122 $963,000 24
   LINCOLN NATIONAL CORP 540 - 2024-03-31 35,308 $916,000 19,798
   AE Wealth Management LLC 1243 - 2023-12-31 29,756 $771,000 19,254
   CWM LLC 1002 - 2024-03-31 26,198 $680,000 3,681
   IHT Wealth Management LLC 526 - 2023-12-31 24,003 $622,000 141
   DEUTSCHE BANK AG 2236 - 2023-12-31 21,940 $569,000 1,390
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 273 - 2024-03-31 21,538 $559,000 10,512
   Lantz Financial LLC 114 - 2024-03-31 21,447 $557,000 3,089
   JANNEY MONTGOMERY SCOTT LLC 1952 - 2024-03-31 20,103 $522,000 3,535
   Evergreen Wealth Solutions LLC 61 - 2023-12-31 19,298 $500,000 843
   Archford Capital Strategies LLC 180 - 2024-03-31 18,375 $477,000 776
   Waterford Advisors LLC 31 - 2023-12-31 17,779 $461,000 17,779
   Commonwealth Financial Services LLC 99 - 2023-12-31 16,518 $428,000 5,887
   Rehmann Capital Advisory Group 367 - 2024-03-31 15,298 $397,000 83
   WRAPMANAGER INC 151 - 2024-03-31 15,001 $389,000 553
   RVW Wealth LLC 105 - 2024-03-31 13,947 $362,000 2,311
   Horan Securities Inc. 65 - 2024-03-31 13,704 $356,000 1,897
   COLDSTREAM CAPITAL MANAGEMENT INC 638 - 2023-12-31 13,661 $354,000 1,808
   BEACON FINANCIAL GROUP 253 - 2024-03-31 13,041 $338,000 39
   Kerntke Otto McGlone Wealth Management Group 54 - 2024-03-31 11,660 $303,000 1,383
   Sigma Planning Corp 1008 - 2024-03-31 10,085 $262,000 10,085
   VIGILANT CAPITAL MANAGEMENT LLC 204 - 2023-06-30 4,200 $108,000 865
   PRINCIPAL SECURITIES INC. 1367 - 2024-03-31 2,954 $77,000 285
   Tradition Wealth Management LLC 541 - 2023-12-31 2,774 $72,000 13
   HARBOUR INVESTMENTS INC. 2160 - 2023-12-31 353 $9,000 2
  56 Records found
  1    
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