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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
   US BANCORP 327 - 2024-03-31 673,459 $17,072,000 -16,906
   WELLS FARGO & CO/MN 1398 - 2024-03-31 493,123 $12,501,000 -167,633
   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
   LEAVELL T & ASSOCIATES INC 90 - 2024-03-31 195,976 $4,968,000 -7,000
   Sound View Wealth Advisors Group LLC 68 - 2024-03-31 117,989 $2,991,000 -5,941
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 365 - 2023-12-31 109,844 $2,802,000 -12,579
   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
   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
   Blue Square Asset Management LLC 40 - 2024-03-31 51,081 $1,295,000 -382
   CFS Investment Advisory Services LLC 69 - 2023-12-31 46,853 $1,195,000 -4,328
   Klingman & Associates LLC 85 - 2024-03-31 45,077 $1,143,000 -11,486
   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
   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
   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
   Royal Harbor Partners LLC 31 - 2024-03-31 32,645 $828,000 -3,819
   CWM LLC 986 - 2024-03-31 27,846 $706,000 -15,607
   Apollon Wealth Management LLC 620 - 2024-03-31 24,000 $608,000 -11
   Evergreen Wealth Solutions LLC - 2023-12-31 18,111 $462,000 -891
   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
   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
   WealthBridge Capital Management LLC 138 - 2024-03-31 11,107 $282,000 -120
   FLOW TRADERS U.S. LLC 587 - 2023-12-31 10,998 $281,000 -44,275
   COLDSTREAM CAPITAL MANAGEMENT INC - 2023-12-31 10,764 $275,000 -5,183
   Actinver Wealth Management Inc. 76 - 2024-03-31 10,853 $275,000 -368
   SUMMIT INVESTMENT ADVISORS INC 1136 - 2023-12-31 9,533 $243,000 -456
   ARROW FINANCIAL CORP 149 - 2023-12-31 9,388 $239,000 -871
   SCHMIDT P J INVESTMENT MANAGEMENT INC 164 - 2024-03-31 9,253 $235,000 -1,664
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2901 - 2024-03-31 8,993 $228,000 -53
   Mutual Advisors LLC 1006 - 2024-03-31 8,400 $213,000 -770
   PRINCIPAL SECURITIES INC. 1568 - 2024-03-31 1,951 $49,000 -9
   Addison Advisors LLC 547 - 2024-03-31 235 $6,000 -120
  40 Records found
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