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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 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
   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
   WELLS FARGO & CO/MN 1358 - 2024-03-31 499,012 $13,204,000 41,582
   COVINGTON INVESTMENT ADVISORS INC. 26 - 2023-12-31 280,023 $7,433,000 67,410
   COMMONWEALTH EQUITY SERVICES LLC. 973 - 2024-03-31 254,475 $6,733,000 9,943
   Praetorian Wealth Management Inc. 16 - 2024-03-31 239,267 $6,331,000 11,263
   HILLSTRUST 45 - 2024-03-31 226,495 $5,993,000 640
   Integrated Wealth Concepts LLC 221 - 2023-12-31 212,795 $5,649,000 21,308
   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
   STIFEL FINANCIAL CORP 1302 - 2023-12-31 132,692 $3,522,000 8,616
   Paradiem LLC 58 - 2024-03-31 114,986 $3,043,000 37,792
   FLOW TRADERS U.S. LLC 166 - 2023-12-31 105,305 $2,795,000 90,968
   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 48 - 2024-03-31 96,972 $2,560,000 100
   SONATA CAPITAL GROUP INC 27 - 2024-03-31 89,785 $2,376,000 27,325
   BFT FINANCIAL GROUP LLC 62 - 2023-06-30 89,258 $2,351,000 979
   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
   CAPTRUST FINANCIAL ADVISORS 904 - 2023-12-31 75,813 $2,012,000 7,938
   Advisor Group Holdings Inc. 1737 - 2024-03-31 70,951 $1,877,000 19,409
   Leo Wealth LLC 92 - 2024-03-31 70,548 $1,867,000 41
   Atwater Malick LLC 31 - 2024-03-31 63,049 $1,668,000 5,752
   HOWLAND CAPITAL MANAGEMENT INC 107 - 2024-03-31 62,890 $1,664,000 525
   Signature Wealth Management Group 50 - 2024-03-31 57,422 $1,515,000 160
   Lido Advisors LLC 444 - 2023-12-31 54,251 $1,440,000 14,356
   RIA Advisory Group LLC 32 - 2024-03-31 47,102 $1,246,000 47,102
   VALMARK ADVISERS INC 245 - 2024-03-31 43,120 $1,141,000 3,347
   LINCOLN NATIONAL CORP 488 - 2024-03-31 41,839 $1,107,000 19,321
   Stratos Wealth Partners LTD. 626 - 2024-03-31 38,430 $1,017,000 133
   Capital Investment Advisors LLC 295 - 2024-03-31 34,714 $919,000 447
   ROOF EIDAM & MAYCOCK/ADV 57 - 2024-03-31 34,477 $912,000 27
   IFP Advisors Inc 395 - 2023-12-31 34,048 $904,000 4,650
   Granite Harbor Advisors Inc. 37 - 2024-03-31 30,905 $818,000 5,569
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 230 - 2024-03-31 28,295 $749,000 28,295
   SAVANT CAPITAL MANAGEMENT INC 631 - 2024-03-31 27,809 $736,000 418
   Lantz Financial LLC 102 - 2024-03-31 25,482 $674,000 4,794
   IHT Wealth Management LLC 527 - 2023-12-31 23,391 $621,000 146
   SPINNAKER TRUST 181 - 2024-03-31 22,365 $592,000 7,631
   Kades & Cheifetz LLC 52 - 2024-03-31 21,254 $562,000 70
   4J Wealth Management LLC 42 - 2024-03-31 20,843 $552,000 23
   Archford Capital Strategies LLC 173 - 2024-03-31 19,242 $509,000 106
   CWM LLC 1144 - 2024-03-31 18,322 $485,000 748
   Commonwealth Financial Services LLC 97 - 2023-12-31 16,143 $429,000 5,782
   Horan Securities Inc. 53 - 2024-03-31 15,630 $414,000 4,082
   WRAPMANAGER INC 150 - 2024-03-31 14,707 $389,000 525
   First Affirmative Financial Network 114 - 2024-03-31 14,084 $373,000 171
   Princeton Global Asset Management LLC 126 - 2024-03-31 13,535 $358,000 7
   JANNEY MONTGOMERY SCOTT LLC 2241 - 2024-03-31 12,802 $339,000 3,435
   Wick Capital Partners LLC 52 - 2023-12-31 11,253 $299,000 597
   Rehmann Capital Advisory Group 470 - 2024-03-31 10,414 $276,000 2
   VIGILANT CAPITAL MANAGEMENT LLC 133 - 2023-06-30 9,205 $242,000 1,050
   Sigma Planning Corp 1071 - 2024-03-31 8,599 $228,000 8,599
   PRINCIPAL SECURITIES INC. 1389 - 2024-03-31 2,720 $72,000 145
   Tradition Wealth Management LLC 733 - 2023-12-31 1,220 $32,000 4
  65 Records found
  1    
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