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Get Institutions for : 
Ishares Ibonds Dec 2028 Term Muni Bond Etf (IBMQ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 98    18
Total shares held : 
 9,535,831  
% of shares held : 
 10.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   41  
Amount of shares held : 
 2,640,181  
% of shares held change : 
   2.93%  
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
 1,108,449
 11.62%
 
Increased Positions :
41
 1,780,213
 18.67%
 
Unchanged Positions :
16
 136,759
 1.43%
 
Decreased Positions :
18
-211,465
-2.22%
 
Closed Positions :
5
-37,016
-0.39%
 
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/ 1781 - 2024-03-31 945,249 $23,886,000 46,182
   ENVESTNET ASSET MANAGEMENT INC 1125 - 2024-03-31 775,668 $19,601,000 50,008
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42 - 2024-03-31 753,826 $19,049,000 42,842
   MERCER GLOBAL ADVISORS INC /ADV 214 - 2024-03-31 702,542 $17,753,000 60,981
   WELLS FARGO & CO/MN 1198 - 2024-03-31 689,613 $17,427,000 -855
   Kathmere Capital Management LLC 17 - 2024-03-31 664,782 $16,799,000 51,920
   US BANCORP 351 - 2024-03-31 587,105 $14,836,000 45,789
   HENGEHOLD CAPITAL MANAGEMENT LLC 22 - 2024-03-31 379,157 $9,581,000 12,559
   HIGHTOWER ADVISORS, LLC 720 - 2024-03-31 363,321 $9,180,000 3,069
   CI Private Wealth LLC 560 *New 2024-03-31 347,046 $8,770,000 347,046
   UBS Group AG 1769 - 2024-03-31 315,465 $7,972,000 55,246
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 913 - 2024-03-31 309,259 $7,815,000 -7,437
   HILLSTRUST 36 - 2024-03-31 277,351 $7,009,000 728
   Crumly & Associates Inc. 21 - 2024-03-31 240,191 $6,070,000 -66,949
   Praetorian Wealth Management Inc. 18 - 2024-03-31 235,656 $5,955,000 14,807
   Heartwood Wealth Advisors LLC 29 - 2024-03-31 220,216 $5,565,000 15,436
   LPL FINANCIAL CORP 1759 - 2024-03-31 200,541 $5,068,000 28,687
   GATEWAY ADVISORY, LLC 28 - 2024-03-31 187,918 $4,749,000 10,826
   MORGAN STANLEY 3982 - 2024-03-31 161,901 $4,091,000 39,606
   Envision Financial Planning LLC 11 - 2024-03-31 126,280 $3,191,000 11,720
   Cypress Point Wealth Management LLC 15 - 2024-03-31 117,231 $2,962,000 231
   JANE STREET GROUP LLC 1788 - 2024-03-31 117,227 $2,962,000 62,757
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 89 - 2024-03-31 101,392 $2,562,000 -15,825
   LBMC INVESTMENT ADVISORS, LLC 42 *New 2024-03-31 99,107 $2,504,000 99,107
   GUARANTY TRUST CO OF MISSOURI /MO/ 207 - 2024-03-31 95,385 $2,410,000 27,614
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 401 - 2024-03-31 91,142 $2,303,000 -14,904
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 760 - 2024-03-31 88,542 $2,237,000 794
   Sound View Wealth Advisors Group LLC 111 - 2024-03-31 77,767 $1,965,000 -3,397
   AMERIPRISE FINANCIAL INC 2815 - 2024-03-31 76,161 $1,925,000 -62,748
   Quantum Financial Advisors LLC 39 *New 2024-03-31 68,893 $1,741,000 68,893
   Klingman & Associates LLC 72 - 2024-03-31 59,671 $1,508,000 -5,895
   ROYAL BANK OF CANADA 2711 - 2024-03-31 58,412 $1,476,000 1,072
   RAYMOND JAMES & ASSOCIATES 2436 - 2024-03-31 49,442 $1,249,000 -4,625
   SENTINEL PENSION ADVISORS INC 50 - 2024-03-31 48,739 $1,232,000 182
   LEGACY PRIVATE TRUST CO. 135 - 2024-03-31 48,663 $1,230,000 0
   CFS Investment Advisory Services LLC 76 - 2024-03-31 46,536 $1,176,000 1,212
   Signature Wealth Management Group 64 - 2024-03-31 46,649 $1,170,000 8,935
   WOODMONT INVESTMENT COUNSEL LLC 135 - 2024-03-31 42,529 $1,075,000 7,279
   HOWLAND CAPITAL MANAGEMENT INC 134 - 2024-03-31 40,690 $1,028,000 12,290
   COMMONWEALTH EQUITY SERVICES LLC. 2210 - 2024-03-31 40,318 $1,019,000 1,743
   SANDY SPRING BANK 213 - 2024-03-31 39,419 $996,000 4,295
   COLONY GROUP, LLC 600 - 2024-03-31 39,120 $989,000 731
   NEWMAN DIGNAN & SHEERAR, INC. 88 - 2024-03-31 36,676 $927,000 0
   Evergreen Private Wealth LLC 48 - 2024-03-31 36,471 $922,000 6,669
   Blue Square Asset Management LLC 44 - 2024-03-31 35,477 $897,000 448
   Garden State Investment Advisory Services LLC 65 - 2024-03-31 34,994 $884,000 -1
   Glenview Trust Co 277 - 2024-03-31 32,515 $822,000 13,954
   COLONY GROUP LLC - 2023-09-30 33,085 $808,000 557
   FLOW TRADERS U.S. LLC 349 - 2024-03-31 31,811 $804,000 31,811
   ROOF EIDAM & MAYCOCK/ADV 68 - 2024-03-31 31,576 $798,000 27
   Royal Harbor Partners LLC 33 - 2024-03-31 31,188 $788,000 -1,319
   Snowden Capital Advisors LLC 564 *New 2024-03-31 31,000 $783,000 31,000
   Capital Investment Advisors LLC 321 - 2024-03-31 30,757 $777,000 1,293
   LINCOLN NATIONAL CORP 618 *New 2024-03-31 28,202 $713,000 28,202
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 250 *New 2024-03-31 26,899 $680,000 26,899
   IFP Advisors Inc *New 2023-12-31 26,498 $678,000 26,498
   Integrated Wealth Concepts LLC 914 - 2024-03-31 26,495 $670,000 17,247
   Paradigm Strategies in Wealth Management LLC 21 - 2024-03-31 25,472 $644,000 -723
   MULTIFINANCIAL SECURITIES CORP 1459 *New 2024-03-31 24,500 $619,000 24,500
   COLDSTREAM CAPITAL MANAGEMENT INC 482 *New 2024-03-31 23,786 $601,000 23,786
   Stonebridge Capital Advisors LLC 136 - 2024-03-31 22,690 $573,000 -5,300
   Farther Finance Advisors LLC 361 *New 2024-03-31 22,590 $569,000 22,590
   Kestra Advisory Services LLC 1573 - 2024-03-31 22,391 $566,000 8,139
   STIFEL FINANCIAL CORP 2531 - 2024-03-31 22,018 $556,000 1,173
   Catalytic Wealth RIA LLC 156 *New 2024-03-31 21,887 $553,000 21,887
   FF AdvisorsLLC 53 - 2024-03-31 21,605 $546,000 10,621
   SUMMIT INVESTMENT ADVISORS INC 795 - 2024-03-31 20,427 $516,000 4
   CLIENT 1ST ADVISORY GROUP LLC 56 - 2024-03-31 19,920 $503,000 0
   Evergreen Wealth Solutions LLC 67 - 2024-03-31 17,930 $453,000 431
   VALMARK ADVISERS INC 386 - 2024-03-31 17,769 $449,000 -2,287
   Beacon Pointe Advisors LLC 944 - 2024-03-31 17,493 $442,000 9,606
   PHILLIPS FINANCIAL MANAGEMENT LLC 131 - 2024-03-31 17,309 $437,000 -6,668
   SPINNAKER TRUST 208 *New 2024-03-31 17,255 $436,000 17,255
   Stratos Wealth Partners LTD. 954 - 2024-03-31 16,157 $408,000 15
   CWM LLC 1200 - 2024-03-31 16,082 $406,000 -18,129
   GOLDMAN SACHS GROUP INC/ 4002 - 2024-03-31 15,821 $400,000 -183,123
   Archford Capital Strategies LLC 193 - 2024-03-31 15,728 $397,000 1,530
   WRAPMANAGER INC 143 - 2024-03-31 15,632 $395,000 557
   JANNEY MONTGOMERY SCOTT LLC 2179 - 2024-03-31 14,736 $372,000 5,144
   Lido Advisors LLC 885 - 2024-03-31 14,394 $364,000 -107
   Private Portfolio Partners LLC 190 - 2024-03-31 14,200 $359,000 0
   Commonwealth Financial Services LLC 120 - 2024-03-31 13,206 $338,000 0
   CAPTRUST FINANCIAL ADVISORS 1718 - 2024-03-31 12,893 $326,000 1,123
   Rockefeller Capital Management L.P. 1567 - 2024-03-31 12,601 $318,000 19
   THRIVENT FINANCIAL FOR LUTHERANS 2289 - 2024-03-31 12,448 $315,000 -1,253
   Advisor Group Holdings Inc. 3286 - 2024-03-31 12,350 $312,000 0
   CONFLUENCE INVESTMENT MANAGEMENT LLC 260 - 2024-03-31 12,189 $308,000 0
   Peloton Wealth Strategists 82 - 2024-03-31 12,000 $303,000 0
   GTS SECURITIES LLC 1027 *New 2024-03-31 11,008 $278,000 11,008
   JAMES INVESTMENT RESEARCH INC 262 - 2024-03-31 11,000 $278,000 1,000
   MONECO Advisors LLC 329 - 2024-03-31 10,933 $276,000 0
   Baird Financial Group Inc. 1589 - 2024-03-31 10,664 $269,000 0
   Steward Partners Investment Advisory LLC 1316 - 2024-03-31 10,163 $257,000 0
   Parallel Advisors LLC 779 - 2024-03-31 9,716 $246,000 4,216
   ARROW FINANCIAL CORP 147 *New 2023-12-31 9,385 $240,000 9,385
   WealthBridge Capital Management LLC 162 - 2024-03-31 9,501 $240,000 -98
   REGIONS FINANCIAL CORP 776 *New 2024-03-31 8,661 $219,000 8,661
   FINANCIAL NETWORK 2528 - 2024-03-31 8,486 $214,000 8,486
   MARINER WEALTH ADVISORS, LLC 2750 - 2024-03-31 8,089 $204,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 959 - 2024-03-31 6,443 $163,000 0
  100 Records found
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