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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
   Amplius Wealth Advisors LLC 25 *New 2024-03-31 332,542 $8,799,000 332,542
   GOLDMAN SACHS GROUP INC/ 2519 *New 2023-12-31 197,293 $5,237,000 197,293
   Quantum Financial Advisors LLC 23 *New 2024-03-31 137,917 $3,649,000 137,917
   Scissortail Wealth Management LLC 46 *New 2023-12-31 57,490 $1,521,000 57,490
   ATRIA INVESTMENTS LLC 723 *New 2023-12-31 55,463 $1,472,000 55,463
   Sargent Bickham Lagudis LLC 137 *New 2022-12-31 31,525 $831,000 31,525
   Cresset Asset Management LLC 1064 *New 2023-12-31 24,750 $657,000 24,750
   Catalytic Wealth RIA LLC 153 *New 2024-03-31 20,991 $555,000 20,991
   AE Wealth Management LLC 1377 *New 2023-12-31 20,557 $544,000 20,557
   CITADEL ADVISORS LLC 3936 *New 2023-12-31 13,106 $348,000 13,106
   Glenview Trust Co 414 *New 2023-12-31 10,085 $268,000 10,085
   FINANCIAL ENGINES ADVISORS L.L.C. 300 *New 2023-12-31 7,544 $200,000 7,544
   BerganKDV Wealth Management LLC 344 *New 2023-06-30 2,527 $67,000 2,527
  14 Records found
  1    
  Page 1 of 1
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