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Get Institutions for : 
Ishares Ibonds Dec 2025 Term Muni Bond Etf (IBMN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 147    6
Total shares held : 
 18,279,147  
% of shares held : 
 20.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 4,235,861  
% of shares held change : 
   4.71%  
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 :
16
 3,498,093
 19.14%
 
Increased Positions :
60
 2,702,283
 14.78%
 
Unchanged Positions :
26
 446,016
 2.44%
 
Decreased Positions :
45
-1,822,939
-9.97%
 
Closed Positions :
10
-141,576
-0.77%
 
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
   COLONY GROUP, LLC 21 *New 2023-12-31 2,335,346 $62,003,000 2,335,346
   COLONY GROUP LLC 19 - 2023-09-30 2,201,352 $57,411,000 136,971
   BANK OF AMERICA CORP /DE/ 1263 - 2023-12-31 1,598,034 $42,420,000 2,055
   JANE STREET GROUP LLC 365 - 2023-12-31 1,212,738 $32,192,000 1,212,738
   MORGAN STANLEY 2346 - 2023-12-31 1,029,342 $27,324,000 576,286
   MERCER GLOBAL ADVISORS INC /ADV 172 - 2023-12-31 902,086 $23,946,000 26,313
   US BANCORP 287 - 2023-12-31 823,811 $21,868,000 91,197
   ENVESTNET ASSET MANAGEMENT INC 1010 - 2023-12-31 792,363 $21,033,000 18,687
   Kathmere Capital Management LLC 19 - 2024-03-31 634,147 $16,780,000 53,108
   UBS Group AG 1198 - 2023-12-31 608,020 $16,140,000 53,775
   Goss Wealth Management LLC 140 - 2023-12-31 600,007 $15,899,000 -18,923
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 542 *New 2023-12-31 506,754 $13,452,000 506,754
   WELLS FARGO & CO/MN 1363 - 2023-12-31 457,430 $12,142,000 -10,960
   LPL FINANCIAL CORP 1271 - 2023-12-31 364,384 $9,673,000 29,083
   Amplius Wealth Advisors LLC 25 *New 2024-03-31 332,542 $8,799,000 332,542
   LEAVELL T & ASSOCIATES INC 57 - 2024-03-31 306,401 $8,107,000 -16,250
   COVINGTON INVESTMENT ADVISORS INC. 26 - 2023-12-31 280,023 $7,433,000 67,410
   COMMONWEALTH EQUITY SERVICES LLC. 940 - 2023-12-31 244,532 $6,491,000 -9,614
   Praetorian Wealth Management Inc. 16 - 2024-03-31 239,267 $6,331,000 11,263
   HIGHTOWER ADVISORS, LLC 878 - 2023-12-31 226,006 $6,001,000 -218,340
   HILLSTRUST 38 - 2023-12-31 225,855 $5,995,000 98,521
   BB&T CORP 821 - 2023-12-31 213,219 $5,660,000 -989
   Integrated Wealth Concepts LLC 221 - 2023-12-31 212,795 $5,649,000 21,308
   GOLDMAN SACHS GROUP INC/ 2519 *New 2023-12-31 197,293 $5,237,000 197,293
   LBMC INVESTMENT ADVISORS, LLC 29 - 2024-03-31 193,860 $5,130,000 91,189
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1209 - 2024-03-31 163,703 $4,332,000 1,775
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 579 - 2023-12-31 158,013 $4,194,000 10,911
   RAYMOND JAMES & ASSOCIATES 1732 - 2024-03-31 151,539 $4,010,000 13,422
   Cyndeo Wealth Partners LLC 94 - 2024-03-31 146,545 $3,878,000 830
   NEWMAN DIGNAN & SHEERAR, INC. 24 - 2023-12-31 139,021 $3,690,000 65
   Quantum Financial Advisors LLC 23 *New 2024-03-31 137,917 $3,649,000 137,917
   ROYAL BANK OF CANADA 2110 - 2023-12-31 136,268 $3,617,000 -2,424
   STIFEL FINANCIAL CORP 1302 - 2023-12-31 132,692 $3,522,000 8,616
   Sound View Wealth Advisors Group LLC 66 - 2023-12-31 118,443 $3,144,000 64,703
   Paradiem LLC 58 - 2024-03-31 114,986 $3,043,000 37,792
   Cypress Point Wealth Management LLC 12 *New 2023-12-31 113,000 $3,000,000 113,000
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 361 - 2023-12-31 106,231 $2,820,000 -13,326
   FLOW TRADERS U.S. LLC 166 - 2023-12-31 105,305 $2,795,000 90,968
   GATEWAY ADVISORY, LLC 34 - 2023-12-31 104,957 $2,786,000 -1,884
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 83 - 2023-12-31 100,140 $2,658,000 -5,880
   Beacon Pointe Advisors LLC 414 - 2023-12-31 99,882 $2,651,000 1,270
   GUARANTY TRUST CO OF MISSOURI /MO/ 201 - 2024-03-31 98,659 $2,611,000 29,161
   New England Private Wealth Advisors LLC 44 *New 2023-12-31 96,872 $2,571,000 96,872
   WOODMONT INVESTMENT COUNSEL LLC 83 - 2024-03-31 94,650 $2,504,000 -10,000
   Stonebridge Capital Advisors LLC 83 - 2023-12-31 90,575 $2,404,000 -4,173
   BFT FINANCIAL GROUP LLC 62 - 2023-06-30 89,258 $2,351,000 979
   Steward Partners Investment Advisory LLC 470 - 2023-12-31 85,166 $2,261,000 -28,231
   SENTINEL PENSION ADVISORS INC 29 - 2023-12-31 83,100 $2,206,000 -1,565
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1199 - 2024-03-31 82,662 $2,187,000 72,284
   MARINER WEALTH ADVISORS, LLC 1024 - 2023-12-31 80,812 $2,145,000 26,031
   REGIONS FINANCIAL CORP 373 - 2024-03-31 76,109 $2,014,000 -4,175
   CAPTRUST FINANCIAL ADVISORS 904 - 2023-12-31 75,813 $2,012,000 7,938
   Leo Wealth LLC 88 - 2023-12-31 70,507 $1,872,000 0
   Atwater Malick LLC 31 - 2024-03-31 63,049 $1,668,000 5,752
   SONATA CAPITAL GROUP INC 29 - 2023-12-31 62,460 $1,658,000 0
   HOWLAND CAPITAL MANAGEMENT INC - 2023-12-31 62,365 $1,655,000 27,435
   AMERIPRISE FINANCIAL INC 2930 - 2023-12-31 57,963 $1,539,000 -698,658
   Scissortail Wealth Management LLC 46 *New 2023-12-31 57,490 $1,521,000 57,490
   Signature Wealth Management Group 50 - 2024-03-31 57,422 $1,515,000 160
   ATRIA INVESTMENTS LLC 723 *New 2023-12-31 55,463 $1,472,000 55,463
   Envision Financial Planning LLC - 2023-12-31 55,009 $1,460,000 3,848
   Lido Advisors LLC 444 - 2023-12-31 54,251 $1,440,000 14,356
   CREATIVE PLANNING 1068 - 2023-12-31 52,751 $1,400,000 -9,022
   Foundry Financial Group Inc. - 2023-12-31 51,871 $1,377,000 0
   Advisor Group Holdings Inc. 2195 - 2023-12-31 51,542 $1,368,000 -19,096
   Blue Square Asset Management LLC 33 - 2023-12-31 49,507 $1,314,000 7,253
   BENJAMIN F. EDWARDS & COMPANY INC. 427 - 2023-12-31 47,815 $1,269,000 13,720
   CFS Investment Advisory Services LLC 67 - 2023-12-31 46,322 $1,230,000 -4,529
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 35 - 2023-12-31 45,449 $1,206,000 -2,085
   PHILLIPS FINANCIAL MANAGEMENT LLC 101 - 2024-03-31 40,804 $1,080,000 -7,109
   VALMARK ADVISERS INC 238 - 2023-12-31 39,773 $1,056,000 2,109
   Stratos Wealth Partners LTD. 626 - 2024-03-31 38,430 $1,017,000 133
   SANDY SPRING BANK - 2023-12-31 37,365 $992,000 -2,565
   Capital Investment Advisors LLC 295 - 2024-03-31 34,714 $919,000 447
   ROOF EIDAM & MAYCOCK/ADV 55 - 2023-12-31 34,450 $914,000 50
   IFP Advisors Inc 395 - 2023-12-31 34,048 $904,000 4,650
   Royal Harbor Partners LLC 29 - 2023-12-31 33,039 $877,000 -2,369
   Sargent Bickham Lagudis LLC 137 *New 2022-12-31 31,525 $831,000 31,525
   Paradigm Strategies in Wealth Management LLC - 2023-12-31 31,162 $827,000 3,782
   Garden State Investment Advisory Services LLC 67 - 2023-12-31 31,075 $825,000 -4,503
   Apollon Wealth Management LLC 530 - 2023-12-31 29,500 $783,000 -374
   CONFLUENCE INVESTMENT MANAGEMENT LLC 206 - 2024-03-31 29,090 $770,000 -32,365
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 265 - 2023-12-31 28,316 $752,000 -583,113
   SAVANT CAPITAL MANAGEMENT INC 481 - 2023-12-31 27,391 $727,000 3
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 34 - 2022-12-31 26,855 $708,000 0
   REFRAME WEALTH LLC 34 - 2022-12-31 26,855 $708,000 0
   Lantz Financial LLC 102 - 2024-03-31 25,482 $674,000 4,794
   Granite Harbor Advisors Inc. 41 - 2023-12-31 25,336 $673,000 0
   Peloton Wealth Strategists 67 - 2023-12-31 25,000 $664,000 0
   Cresset Asset Management LLC 1064 *New 2023-12-31 24,750 $657,000 24,750
   IHT Wealth Management LLC 527 - 2023-12-31 23,391 $621,000 146
   LINCOLN NATIONAL CORP 606 - 2023-12-31 22,518 $598,000 -1,029
   FINANCIAL NETWORK 1759 - 2023-12-31 21,678 $575,000 -19,827
   Kades & Cheifetz LLC 49 - 2023-12-31 21,184 $562,000 132
   4J Wealth Management LLC 42 - 2024-03-31 20,843 $552,000 23
   AE Wealth Management LLC 1377 *New 2023-12-31 20,557 $544,000 20,557
   Klingman & Associates LLC 120 - 2023-12-31 19,701 $523,000 -10,965
   Archford Capital Strategies LLC 173 - 2024-03-31 19,242 $509,000 106
   Private Advisor Group LLC 1495 - 2023-12-31 18,302 $486,000 7,763
   CWM LLC 1144 - 2024-03-31 18,322 $485,000 748
  100 Records found
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