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Get Institutions for : 
Ishares Ibonds Dec 2026 Term Muni Bond Etf (IBMO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 131    19
Total shares held : 
 12,250,407  
% of shares held : 
 13.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   39  
Amount of shares held : 
 2,572,762  
% of shares held change : 
   2.86%  
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 :
23
 872,677
 7.12%
 
Increased Positions :
53
 2,170,072
 17.71%
 
Unchanged Positions :
22
 326,040
 2.66%
 
Decreased Positions :
33
-426,756
-3.48%
 
Closed Positions :
4
-43,231
-0.35%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   BANK OF AMERICA CORP /DE/ 1378 - 2023-12-31 1,373,344 $35,035,000 469,492
   MERCER GLOBAL ADVISORS INC /ADV 175 - 2023-12-31 903,693 $23,054,000 36,648
   ENVESTNET ASSET MANAGEMENT INC 1018 - 2023-12-31 815,807 $20,812,000 19,476
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 45 - 2024-03-31 724,213 $18,359,000 27,538
   US BANCORP 327 - 2024-03-31 673,459 $17,072,000 -16,906
   Kathmere Capital Management LLC 18 - 2024-03-31 662,225 $16,787,000 53,472
   MORGAN STANLEY 3022 - 2023-12-31 551,950 $14,081,000 321,170
   Goss Wealth Management LLC 162 - 2023-12-31 550,623 $14,020,000 183,488
   WELLS FARGO & CO/MN 1398 - 2024-03-31 493,123 $12,501,000 -167,633
   CI Private Wealth LLC 491 *New 2024-03-31 455,653 $11,551,000 455,653
   UBS Group AG - 2023-12-31 402,302 $10,263,000 109,769
   LPL FINANCIAL CORP 1548 - 2024-03-31 277,524 $7,035,000 6,753
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 991 - 2024-03-31 255,529 $6,478,000 48,672
   Praetorian Wealth Management Inc. 13 - 2024-03-31 252,380 $6,398,000 15,437
   HILLSTRUST 44 - 2024-03-31 245,440 $6,222,000 482
   HIGHTOWER ADVISORS, LLC 877 - 2024-03-31 239,911 $6,082,000 -21,730
   Crumly & Associates Inc. 26 - 2024-03-31 227,826 $5,775,000 -76,737
   GOLDMAN SACHS GROUP INC/ 2542 *New 2023-12-31 198,204 $5,056,000 198,204
   LEAVELL T & ASSOCIATES INC 90 - 2024-03-31 195,976 $4,968,000 -7,000
   LBMC INVESTMENT ADVISORS, LLC 30 - 2024-03-31 186,620 $4,731,000 109,420
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 584 - 2023-12-31 159,269 $4,063,000 6,432
   Cyndeo Wealth Partners LLC 96 - 2024-03-31 150,993 $3,828,000 50
   Integrated Wealth Concepts LLC 299 - 2023-12-31 141,103 $3,600,000 38,354
   Paradiem LLC 50 *New 2024-03-31 135,772 $3,442,000 135,772
   Quantum Financial Advisors LLC 25 *New 2024-03-31 126,438 $3,205,000 126,438
   NEWMAN DIGNAN & SHEERAR, INC. 33 - 2024-03-31 119,874 $3,039,000 9
   Sound View Wealth Advisors Group LLC 68 - 2024-03-31 117,989 $2,991,000 -5,941
   GATEWAY ADVISORY, LLC - 2023-12-31 112,008 $2,857,000 53,367
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 365 - 2023-12-31 109,844 $2,802,000 -12,579
   GUARANTY TRUST CO OF MISSOURI /MO/ 198 - 2024-03-31 107,493 $2,725,000 32,916
   COMMONWEALTH EQUITY SERVICES LLC. 1592 - 2024-03-31 101,692 $2,578,000 10,656
   RAYMOND JAMES & ASSOCIATES 2028 - 2024-03-31 96,243 $2,440,000 57
   Amplius Wealth Advisors LLC 50 *New 2024-03-31 88,181 $2,235,000 88,181
   PFS INVESTMENTS INC. - 2023-06-30 84,830 $2,136,000 -3,899
   ROYAL BANK OF CANADA 2544 - 2023-12-31 80,637 $2,057,000 -90
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 105 - 2024-03-31 72,889 $1,848,000 -20,407
   WJ Wealth Management LLC 32 - 2024-03-31 70,092 $1,777,000 2,055
   HOWLAND CAPITAL MANAGEMENT INC 104 - 2024-03-31 69,810 $1,770,000 29,930
   SONATA CAPITAL GROUP INC 31 *New 2024-03-31 69,530 $1,763,000 69,530
   CONFLUENCE INVESTMENT MANAGEMENT LLC 173 - 2024-03-31 69,218 $1,755,000 57,032
   REGIONS FINANCIAL CORP 399 - 2024-03-31 68,818 $1,745,000 -4,196
   SENTINEL PENSION ADVISORS INC 37 - 2023-12-31 65,729 $1,677,000 -1,618
   Scissortail Wealth Management LLC *New 2023-12-31 60,436 $1,537,000 60,436
   Signature Wealth Management Group 48 - 2024-03-31 60,846 $1,535,000 5,319
   Advisor Group Holdings Inc. 1916 - 2024-03-31 59,430 $1,507,000 18,830
   Atwater Malick LLC 33 - 2024-03-31 51,758 $1,312,000 4,790
   Blue Square Asset Management LLC 40 - 2024-03-31 51,081 $1,295,000 -382
   JAMES INVESTMENT RESEARCH INC 127 - 2024-03-31 50,934 $1,291,000 650
   Beacon Pointe Advisors LLC - 2023-12-31 49,850 $1,272,000 9,572
   WOODMONT INVESTMENT COUNSEL LLC 124 - 2024-03-31 49,776 $1,262,000 276
   CFS Investment Advisory Services LLC 69 - 2023-12-31 46,853 $1,195,000 -4,328
   LINCOLN NATIONAL CORP 471 - 2024-03-31 46,459 $1,178,000 31,224
   Klingman & Associates LLC 85 - 2024-03-31 45,077 $1,143,000 -11,486
   RIA Advisory Group LLC 35 - 2024-03-31 44,995 $1,141,000 282
   VALMARK ADVISERS INC 250 - 2024-03-31 43,661 $1,107,000 6,156
   PHILLIPS FINANCIAL MANAGEMENT LLC 100 - 2024-03-31 43,603 $1,105,000 -7,551
   Foundry Financial Group Inc. 24 - 2024-03-31 43,133 $1,093,000 -1,680
   BENJAMIN F. EDWARDS & COMPANY INC. 493 - 2024-03-31 41,247 $1,046,000 34,839
   COLONY GROUP, LLC 453 *New 2023-12-31 38,634 $986,000 38,634
   Lido Advisors LLC 560 - 2023-12-31 38,014 $970,000 10,896
   Capital Investment Advisors LLC 291 - 2024-03-31 37,210 $943,000 479
   IFP Advisors Inc - 2023-12-31 36,789 $939,000 6,269
   Evergreen Private Wealth LLC 49 - 2024-03-31 36,277 $920,000 4,680
   SANDY SPRING BANK 228 - 2024-03-31 35,795 $907,000 -1,515
   Stonebridge Capital Advisors LLC 118 - 2023-12-31 35,481 $905,000 -4,087
   Personal Resources Investment & Strategic Manageme 32 - 2024-03-31 35,665 $904,000 0
   ROOF EIDAM & MAYCOCK/ADV 58 - 2024-03-31 35,075 $889,000 27
   Glenview Trust Co 260 *New 2023-12-31 34,808 $888,000 34,808
   Garden State Investment Advisory Services LLC 63 - 2023-12-31 33,989 $867,000 -4,309
   CREATIVE PLANNING 1322 - 2023-12-31 33,370 $851,000 -6,481
   Granite Harbor Advisors Inc. 36 - 2024-03-31 32,752 $830,000 5,796
   COLONY GROUP LLC - 2023-09-30 33,409 $829,000 1,000
   Royal Harbor Partners LLC 31 - 2024-03-31 32,645 $828,000 -3,819
   MARINER WEALTH ADVISORS, LLC 1579 - 2023-12-31 32,013 $817,000 20,083
   SPINNAKER TRUST 151 - 2024-03-31 32,192 $816,000 20,246
   Sargent Bickham Lagudis LLC *New 2022-12-31 32,264 $813,000 32,264
   WILEY BROS.-AINTREE CAPITAL LLC 193 *New 2024-03-31 30,545 $774,000 30,545
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 234 *New 2024-03-31 29,251 $742,000 29,251
   CWM LLC 986 - 2024-03-31 27,846 $706,000 -15,607
   Lantz Financial LLC 104 - 2024-03-31 25,815 $654,000 5,016
   Apollon Wealth Management LLC 620 - 2024-03-31 24,000 $608,000 -11
   LEGACY PRIVATE TRUST CO. 168 - 2024-03-31 22,565 $572,000 0
   Catalytic Wealth RIA LLC 155 *New 2024-03-31 21,862 $554,000 21,862
   Stratos Wealth Partners LTD. 864 - 2024-03-31 20,457 $519,000 21
   Cetera Investment Advisers 1498 - 2023-12-31 19,228 $491,000 228
   Archford Capital Strategies LLC 179 - 2024-03-31 18,990 $481,000 991
   CAPTRUST FINANCIAL ADVISORS 1782 - 2023-12-31 18,130 $463,000 6,700
   Evergreen Wealth Solutions LLC - 2023-12-31 18,111 $462,000 -891
   JANNEY MONTGOMERY SCOTT LLC 2054 - 2024-03-31 17,997 $456,000 3,575
   PFG Private Wealth Management LLC 24 *New 2024-03-31 17,285 $438,000 17,285
   GOULD ASSET MANAGEMENT LLC /CA/ 101 - 2024-03-31 17,130 $434,000 0
   New England Private Wealth Advisors LLC 98 - 2024-03-31 16,919 $428,000 13
   Commonwealth Financial Services LLC 98 *New 2023-12-31 16,759 $428,000 16,759
   SAVANT CAPITAL MANAGEMENT INC 796 - 2024-03-31 16,178 $410,000 433
   FINANCIAL NETWORK 2033 - 2023-12-31 15,934 $406,000 -12,814
   First Affirmative Financial Network 103 - 2024-03-31 15,927 $404,000 -389
   WRAPMANAGER INC 148 - 2024-03-31 15,418 $391,000 550
   Kades & Cheifetz LLC 59 - 2024-03-31 15,330 $389,000 3,178
   Parallel Advisors LLC 636 - 2024-03-31 14,212 $360,000 4,212
   Paradigm Strategies in Wealth Management LLC 32 - 2024-03-31 13,679 $347,000 196
  100 Records found
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