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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 - 2023-12-31 696,675 $17,773,000 44,565
   US BANCORP - 2023-12-31 690,365 $17,612,000 122,380
   WELLS FARGO & CO/MN - 2023-12-31 660,756 $16,857,000 -229,574
   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
   UBS Group AG - 2023-12-31 402,302 $10,263,000 109,769
   Crumly & Associates Inc. *New 2023-12-31 304,563 $7,770,000 304,563
   LPL FINANCIAL CORP 1472 - 2023-12-31 270,771 $6,908,000 24,609
   HIGHTOWER ADVISORS, LLC 833 - 2023-12-31 261,641 $6,681,000 224,189
   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 - 2023-12-31 244,958 $6,249,000 145,281
   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
   Sound View Wealth Advisors Group LLC - 2023-12-31 123,930 $3,162,000 64,449
   NEWMAN DIGNAN & SHEERAR, INC. - 2023-12-31 119,865 $3,058,000 9,464
   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
   RAYMOND JAMES & ASSOCIATES 2028 - 2024-03-31 96,243 $2,440,000 57
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - 2023-12-31 93,296 $2,380,000 12,129
   COMMONWEALTH EQUITY SERVICES LLC. - 2023-12-31 91,036 $2,322,000 2,672
   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
   WJ Wealth Management LLC 32 - 2024-03-31 70,092 $1,777,000 2,055
   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
   Klingman & Associates LLC - 2023-12-31 56,563 $1,443,000 -8,313
   Blue Square Asset Management LLC - 2023-12-31 51,463 $1,313,000 7,163
   Atwater Malick LLC 33 - 2024-03-31 51,758 $1,312,000 4,790
   JAMES INVESTMENT RESEARCH INC *New 2023-12-31 50,284 $1,283,000 50,284
   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
   RIA Advisory Group LLC - 2023-12-31 44,713 $1,187,000 2,771
   Foundry Financial Group Inc. - 2023-12-31 44,813 $1,143,000 0
   PHILLIPS FINANCIAL MANAGEMENT LLC 100 - 2024-03-31 43,603 $1,105,000 -7,551
   DROMS STRAUSS ADVISORS INC /MO/ /ADV - 2023-12-31 40,641 $1,037,000 -2,569
   Advisor Group Holdings Inc. 2464 - 2023-12-31 40,600 $1,036,000 -22,223
   HOWLAND CAPITAL MANAGEMENT INC - 2023-12-31 39,880 $1,017,000 17,400
   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
   VALMARK ADVISERS INC - 2023-12-31 37,505 $957,000 1,354
   SANDY SPRING BANK - 2023-12-31 37,310 $952,000 -910
   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
   Royal Harbor Partners LLC - 2023-12-31 36,464 $930,000 -823
   Evergreen Private Wealth LLC 49 - 2024-03-31 36,277 $920,000 4,680
   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 - 2023-12-31 35,048 $894,000 48
   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
   COLONY GROUP LLC - 2023-09-30 33,409 $829,000 1,000
   MARINER WEALTH ADVISORS, LLC 1579 - 2023-12-31 32,013 $817,000 20,083
   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
   CWM LLC 986 - 2024-03-31 27,846 $706,000 -15,607
   Granite Harbor Advisors Inc. - 2023-12-31 26,956 $688,000 0
   Lantz Financial LLC 104 - 2024-03-31 25,815 $654,000 5,016
   Apollon Wealth Management LLC - 2023-12-31 24,011 $613,000 -357
   LEGACY PRIVATE TRUST CO. 168 - 2024-03-31 22,565 $572,000 0
   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
   PFG Private Wealth Management LLC 24 *New 2024-03-31 17,285 $438,000 17,285
   GOULD ASSET MANAGEMENT LLC /CA/ *New 2023-12-31 17,130 $437,000 17,130
   New England Private Wealth Advisors LLC *New 2023-12-31 16,906 $431,000 16,906
   Commonwealth Financial Services LLC 98 *New 2023-12-31 16,759 $428,000 16,759
   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
   SAVANT CAPITAL MANAGEMENT INC - 2023-12-31 15,745 $402,000 0
   LINCOLN NATIONAL CORP - 2023-12-31 15,235 $389,000 -1,280
   WRAPMANAGER INC - 2023-12-31 14,868 $379,000 1,750
   JANNEY MONTGOMERY SCOTT LLC - 2023-12-31 14,422 $368,000 15
   Paradigm Strategies in Wealth Management LLC *New 2023-12-31 13,483 $344,000 13,483
   Virginia National Bank - 2023-09-30 13,639 $338,000 0
   AMERIPRISE FINANCIAL INC 3515 - 2023-12-31 12,718 $324,000 -4,467
   SIGMA INVESTMENT COUNSELORS INC 154 - 2024-03-31 12,616 $320,000 -264
   CORA CAPITAL ADVISORS LLC 67 - 2024-03-31 12,500 $317,000 0
   Kades & Cheifetz LLC - 2023-12-31 12,152 $310,000 1,833
   Rehmann Capital Advisory Group 423 - 2023-12-31 12,161 $310,000 -832
   SPINNAKER TRUST *New 2023-12-31 11,946 $305,000 11,946
  100 Records found
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