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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
   CI Private Wealth LLC 491 *New 2024-03-31 455,653 $11,551,000 455,653
   GOLDMAN SACHS GROUP INC/ 2542 *New 2023-12-31 198,204 $5,056,000 198,204
   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
   Amplius Wealth Advisors LLC 50 *New 2024-03-31 88,181 $2,235,000 88,181
   SONATA CAPITAL GROUP INC 31 *New 2024-03-31 69,530 $1,763,000 69,530
   Scissortail Wealth Management LLC *New 2023-12-31 60,436 $1,537,000 60,436
   COLONY GROUP, LLC 453 *New 2023-12-31 38,634 $986,000 38,634
   Glenview Trust Co 260 *New 2023-12-31 34,808 $888,000 34,808
   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
   Catalytic Wealth RIA LLC 155 *New 2024-03-31 21,862 $554,000 21,862
   PFG Private Wealth Management LLC 24 *New 2024-03-31 17,285 $438,000 17,285
   Commonwealth Financial Services LLC 98 *New 2023-12-31 16,759 $428,000 16,759
   BFT FINANCIAL GROUP LLC *New 2023-06-30 11,652 $293,000 11,652
   Steward Partners Investment Advisory LLC 1345 *New 2023-12-31 8,474 $216,000 8,474
   Sigma Planning Corp 1117 *New 2024-03-31 8,040 $204,000 8,040
   FINANCIAL ENGINES ADVISORS L.L.C. 301 *New 2023-12-31 7,848 $200,000 7,848
   VALLEY NATIONAL ADVISERS INC 267 *New 2024-03-31 5,703 $144,000 5,703
   BerganKDV Wealth Management LLC *New 2023-06-30 2,632 $66,000 2,632
   HARBOR INVESTMENT ADVISORY LLC 572 *New 2024-03-31 2,056 $52,000 2,056
   BENJAMIN EDWARDS INC 580 *New 2024-03-31 676 $17,000 676
   PROEQUITIES INC. 2841 *New 2024-03-31 0 $0 0
  24 Records found
  1    
  Page 1 of 1
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