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Get Institutions for : 
Ishares Ibonds Dec 2027 Term Muni Bond Etf (IBMP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 109    10
Total shares held : 
 12,450,268  
% of shares held : 
 13.83%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   41  
Amount of shares held : 
 2,620,575  
% of shares held change : 
   2.91%  
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 :
19
 823,568
 6.61%
 
Increased Positions :
53
 2,057,744
 16.53%
 
Unchanged Positions :
15
 220,392
 1.77%
 
Decreased Positions :
22
-105,575
-0.85%
 
Closed Positions :
9
-155,162
-1.25%
 
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/ 1438 - 2023-12-31 1,285,516 $32,671,000 534,792
   MERCER GLOBAL ADVISORS INC /ADV 183 - 2023-12-31 858,717 $21,824,000 74,603
   ENVESTNET ASSET MANAGEMENT INC 1033 - 2023-12-31 792,297 $20,136,000 31,920
   US BANCORP - 2023-12-31 781,446 $19,860,000 75,469
   HIGHTOWER ADVISORS, LLC 495 - 2023-12-31 710,886 $18,065,000 72,003
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC - 2023-12-31 694,373 $17,647,000 44,996
   WELLS FARGO & CO/MN - 2023-12-31 677,081 $17,208,000 45,091
   Kathmere Capital Management LLC 16 - 2024-03-31 668,607 $16,829,000 53,389
   Heartwood Wealth Advisors LLC 19 - 2024-03-31 663,399 $16,698,000 44,987
   MORGAN STANLEY 3171 - 2023-12-31 462,224 $11,747,000 270,936
   HENGEHOLD CAPITAL MANAGEMENT LLC 20 - 2024-03-31 403,583 $10,158,000 2,874
   Goss Wealth Management LLC 216 - 2023-12-31 360,361 $9,147,000 173,953
   UBS Group AG - 2023-12-31 351,797 $8,941,000 84,509
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 859 - 2024-03-31 348,973 $8,784,000 6,923
   Crumly & Associates Inc. *New 2023-12-31 307,357 $7,811,000 307,357
   HILLSTRUST - 2023-12-31 291,068 $7,397,000 129,601
   Praetorian Wealth Management Inc. 14 - 2024-03-31 253,991 $6,393,000 15,275
   GOLDMAN SACHS GROUP INC/ 2540 *New 2023-12-31 199,543 $5,071,000 199,543
   LPL FINANCIAL CORP 1798 - 2023-12-31 162,514 $4,130,000 26,017
   Paradiem LLC 35 *New 2024-03-31 160,410 $4,038,000 160,410
   LBMC INVESTMENT ADVISORS, LLC 34 - 2024-03-31 157,191 $3,956,000 118,481
   GATEWAY ADVISORY, LLC - 2023-12-31 134,652 $3,422,000 74,183
   Spire Wealth Management 194 - 2024-03-31 129,622 $3,263,000 352
   Quantum Financial Advisors LLC 26 *New 2024-03-31 122,049 $3,072,000 122,049
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 652 - 2023-12-31 120,693 $3,067,000 10,328
   Cyndeo Wealth Partners LLC 120 - 2024-03-31 110,952 $2,793,000 35,402
   Sound View Wealth Advisors Group LLC - 2023-12-31 109,875 $2,792,000 65,732
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 366 - 2023-12-31 108,923 $2,768,000 -13,012
   Steward Partners Investment Advisory LLC 434 - 2023-12-31 102,406 $2,603,000 -29,748
   GUARANTY TRUST CO OF MISSOURI /MO/ 205 - 2024-03-31 96,698 $2,434,000 26,495
   Envision Financial Planning LLC - 2023-12-31 90,812 $2,308,000 4,270
   ROYAL BANK OF CANADA 2463 - 2023-12-31 89,857 $2,284,000 47,717
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - 2023-12-31 75,726 $1,925,000 -16,458
   NEWMAN DIGNAN & SHEERAR, INC. - 2023-12-31 65,297 $1,660,000 31,470
   RAYMOND JAMES & ASSOCIATES 2272 - 2024-03-31 65,104 $1,639,000 -1,854
   Klingman & Associates LLC - 2023-12-31 61,345 $1,559,000 -5,587
   Integrated Wealth Concepts LLC 605 - 2023-12-31 53,607 $1,362,000 23,864
   DROMS STRAUSS ADVISORS INC /MO/ /ADV - 2023-12-31 52,364 $1,331,000 -2,676
   Blue Square Asset Management LLC - 2023-12-31 51,718 $1,314,000 16,489
   Signature Wealth Management Group 58 - 2024-03-31 50,317 $1,257,000 1,579
   WOODMONT INVESTMENT COUNSEL LLC 125 - 2024-03-31 49,784 $1,253,000 284
   Atwater Malick LLC 35 - 2024-03-31 47,844 $1,204,000 3,718
   SENTINEL PENSION ADVISORS INC 48 - 2023-12-31 46,460 $1,181,000 331
   CFS Investment Advisory Services LLC 73 - 2023-12-31 45,632 $1,160,000 -4,344
   PHILLIPS FINANCIAL MANAGEMENT LLC 99 - 2024-03-31 44,996 $1,133,000 -4,825
   Personal Resources Investment & Strategic Manageme 30 - 2024-03-31 44,715 $1,125,000 0
   COMMONWEALTH EQUITY SERVICES LLC. - 2023-12-31 42,230 $1,073,000 8,687
   SANDY SPRING BANK - 2023-12-31 38,745 $985,000 890
   REGIONS FINANCIAL CORP 496 - 2024-03-31 38,209 $962,000 -2,888
   COLONY GROUP, LLC 458 *New 2023-12-31 37,702 $958,000 37,702
   Garden State Investment Advisory Services LLC 61 - 2023-12-31 34,610 $880,000 -3,937
   Evergreen Private Wealth LLC 50 - 2024-03-31 34,939 $879,000 3,691
   Lido Advisors LLC 589 - 2023-12-31 34,298 $872,000 11,001
   Capital Investment Advisors LLC 304 - 2024-03-31 34,621 $871,000 497
   Royal Harbor Partners LLC - 2023-12-31 33,067 $840,000 -4,611
   VALMARK ADVISERS INC - 2023-12-31 32,148 $817,000 11,676
   ROOF EIDAM & MAYCOCK/ADV - 2023-12-31 31,906 $811,000 56
   IFP Advisors Inc - 2023-12-31 31,717 $806,000 5,102
   Foundry Financial Group Inc. - 2023-12-31 31,318 $796,000 0
   COLONY GROUP LLC - 2023-09-30 32,407 $793,000 0
   CONFLUENCE INVESTMENT MANAGEMENT LLC 204 - 2024-03-31 30,934 $779,000 18,702
   Granite Harbor Advisors Inc. - 2023-12-31 27,404 $696,000 0
   Sargent Bickham Lagudis LLC *New 2022-12-31 25,887 $649,000 25,887
   Glenview Trust Co 301 *New 2023-12-31 25,365 $645,000 25,365
   JAMES INVESTMENT RESEARCH INC *New 2023-12-31 24,605 $625,000 24,605
   Stratos Wealth Partners LTD. 812 - 2024-03-31 24,081 $606,000 45
   LEGACY PRIVATE TRUST CO. 170 - 2024-03-31 22,475 $566,000 0
   Cetera Investment Advisers 1501 - 2023-12-31 19,231 $489,000 231
   WJ Wealth Management LLC 56 *New 2024-03-31 18,900 $476,000 18,900
   AMERIPRISE FINANCIAL INC 3430 - 2023-12-31 16,737 $425,000 3,180
   Advisor Group Holdings Inc. 3284 - 2023-12-31 16,544 $420,000 -5,766
   CAPTRUST FINANCIAL ADVISORS 1872 - 2023-12-31 16,338 $415,000 265
   CWM LLC 1196 - 2024-03-31 16,340 $411,000 -19,328
   Archford Capital Strategies LLC 198 - 2024-03-31 15,274 $384,000 1,177
   COMERICA BANK 1980 - 2023-12-31 15,061 $383,000 0
   WRAPMANAGER INC - 2023-12-31 15,050 $382,000 2,115
   HOWLAND CAPITAL MANAGEMENT INC *New 2023-12-31 14,750 $375,000 14,750
   Prime Capital Investment Advisors LLC - 2023-12-31 14,426 $367,000 733
   Green Harvest Asset Management LLC 145 - 2023-12-31 13,844 $352,000 -358
   Commonwealth Financial Services LLC 118 *New 2023-12-31 13,383 $340,000 13,383
   Beacon Pointe Advisors LLC - 2023-12-31 13,206 $336,000 1,352
   Kades & Cheifetz LLC - 2023-12-31 13,189 $335,000 2,190
   ADVISORY SERVICES NETWORK, LLC - 2023-12-31 12,599 $320,000 649
   JANNEY MONTGOMERY SCOTT LLC - 2023-12-31 12,529 $318,000 25
   CORA CAPITAL ADVISORS LLC 71 - 2024-03-31 12,000 $302,000 0
   Rehmann Capital Advisory Group 430 *New 2023-12-31 11,891 $302,000 11,891
   Virginia National Bank - 2023-09-30 12,351 $302,000 0
   MONECO Advisors LLC 331 - 2024-03-31 10,943 $275,000 0
   Baird Financial Group Inc. 1545 - 2023-12-31 10,664 $271,000 0
   Paradigm Strategies in Wealth Management LLC *New 2023-12-31 10,407 $264,000 10,407
   LINCOLN NATIONAL CORP - 2023-12-31 10,189 $259,000 -867
   LEAVELL T & ASSOCIATES INC 438 - 2024-03-31 10,126 $255,000 1,000
   Peloton Wealth Strategists 86 - 2023-12-31 10,000 $254,000 0
   Parallel Advisors LLC 696 - 2023-12-31 10,000 $254,000 0
   FLOW TRADERS U.S. LLC 601 *New 2023-12-31 9,942 $253,000 9,942
   CLIENT 1ST ADVISORY GROUP LLC 91 - 2023-12-31 9,960 $253,000 -1,996
   WealthBridge Capital Management LLC 142 - 2023-12-31 9,832 $250,000 -839
   ARROW FINANCIAL CORP 148 - 2023-12-31 9,454 $240,000 -873
   SUMMIT INVESTMENT ADVISORS INC 1150 - 2023-12-31 9,291 $236,000 -461
   SPINNAKER TRUST *New 2023-12-31 9,223 $234,000 9,223
  100 Records found
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