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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
   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
   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
   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
   NEWMAN DIGNAN & SHEERAR, INC. 33 - 2024-03-31 119,874 $3,039,000 9
   GATEWAY ADVISORY, LLC - 2023-12-31 112,008 $2,857,000 53,367
   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
   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
   CONFLUENCE INVESTMENT MANAGEMENT LLC 173 - 2024-03-31 69,218 $1,755,000 57,032
   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
   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
   LINCOLN NATIONAL CORP 471 - 2024-03-31 46,459 $1,178,000 31,224
   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
   BENJAMIN F. EDWARDS & COMPANY INC. 493 - 2024-03-31 41,247 $1,046,000 34,839
   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
   ROOF EIDAM & MAYCOCK/ADV 58 - 2024-03-31 35,075 $889,000 27
   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
   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
   Lantz Financial LLC 104 - 2024-03-31 25,815 $654,000 5,016
   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
   JANNEY MONTGOMERY SCOTT LLC 2054 - 2024-03-31 17,997 $456,000 3,575
   New England Private Wealth Advisors LLC 98 - 2024-03-31 16,919 $428,000 13
   SAVANT CAPITAL MANAGEMENT INC 796 - 2024-03-31 16,178 $410,000 433
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4214 - 2024-03-31 10,311 $261,000 10,311
   Horan Securities Inc. 103 - 2024-03-31 8,946 $227,000 933
   4J Wealth Management LLC 82 - 2024-03-31 8,619 $218,000 23
   VIGILANT CAPITAL MANAGEMENT LLC - 2023-06-30 3,520 $89,000 130
   Tradition Wealth Management LLC 641 - 2023-12-31 1,846 $47,000 7
   HARBOUR INVESTMENTS INC. 2171 - 2023-12-31 359 $9,000 2
  61 Records found
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