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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
   Cypress Point Wealth Management LLC 14 - 2024-03-31 113,000 $2,990,000 0
   Apollon Wealth Management LLC 539 - 2024-03-31 29,500 $781,000 0
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 34 - 2022-12-31 26,855 $708,000 0
   Peloton Wealth Strategists 67 - 2023-12-31 25,000 $664,000 0
   TCG Advisory Services LLC 282 - 2024-03-31 17,562 $465,000 0
   Virginia National Bank 18 - 2023-09-30 17,647 $460,000 0
   GOULD ASSET MANAGEMENT LLC /CA/ 104 - 2024-03-31 16,345 $432,000 0
   BCS Wealth Management 167 - 2024-03-31 14,037 $371,000 0
   CORA CAPITAL ADVISORS LLC 68 - 2024-03-31 11,950 $316,000 0
   Johnson Bixby & Associates LLC 90 - 2024-03-31 11,115 $294,000 0
   AMG NATIONAL TRUST BANK 381 - 2024-03-31 10,743 $284,000 0
   Asset Dedication LLC 266 - 2024-03-31 10,709 $282,000 0
   MONECO Advisors LLC 327 - 2024-03-31 10,468 $277,000 0
   Parallel Advisors LLC 744 - 2024-03-31 10,000 $265,000 0
   NovaPoint Capital LLC 115 - 2024-03-31 10,009 $265,000 0
   Argent Trust Co 617 - 2024-03-31 8,582 $227,000 0
   COMERICA BANK 2215 - 2023-12-31 8,167 $217,000 0
   PRIVATE TRUST CO NA 701 - 2024-03-31 6,387 $169,000 0
   HARBOR INVESTMENT ADVISORY LLC 465 - 2024-03-31 3,440 $91,000 0
   HANSON MCCLAIN, INC. 1756 - 2024-03-31 763 $20,000 0
   OGOREK ANTHONY JOSEPH /NY/ /ADV 172 - 2024-03-31 709 $18,000 0
   Stephens Consulting LLC 329 - 2024-03-31 300 $8,000 0
   BLACKROCK INC. 4827 - 2024-03-31 137 $4,000 0
   PROEQUITIES INC. 8027 - 2024-03-31 0 $0 0
  24 Records found
  1    
  Page 1 of 1
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