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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/ 1692 - 2023-12-31 899,067 $23,007,000 339,188
   ENVESTNET ASSET MANAGEMENT INC 1075 - 2023-12-31 725,660 $18,570,000 129,507
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC - 2023-12-31 710,984 $18,194,000 77,332
   WELLS FARGO & CO/MN - 2023-12-31 690,468 $17,669,000 258,339
   Kathmere Capital Management LLC 17 - 2024-03-31 664,782 $16,799,000 51,920
   MERCER GLOBAL ADVISORS INC /ADV 216 - 2023-12-31 641,561 $16,418,000 26,846
   US BANCORP - 2023-12-31 541,316 $13,852,000 160,812
   HENGEHOLD CAPITAL MANAGEMENT LLC 22 - 2024-03-31 379,157 $9,581,000 12,559
   HIGHTOWER ADVISORS, LLC 721 - 2023-12-31 360,252 $9,219,000 -75,142
   Crumly & Associates Inc. *New 2023-12-31 307,140 $7,860,000 307,140
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 913 - 2024-03-31 309,259 $7,815,000 -7,437
   HILLSTRUST - 2023-12-31 276,623 $7,079,000 155,091
   UBS Group AG - 2023-12-31 260,219 $6,659,000 101,257
   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
   GOLDMAN SACHS GROUP INC/ 2536 *New 2023-12-31 198,944 $5,091,000 198,944
   GATEWAY ADVISORY, LLC - 2023-12-31 177,092 $4,532,000 112,218
   LPL FINANCIAL CORP 1752 - 2023-12-31 171,854 $4,398,000 54,463
   AMERIPRISE FINANCIAL INC 2505 - 2023-12-31 138,909 $3,555,000 31,631
   MORGAN STANLEY 4136 - 2023-12-31 122,295 $3,130,000 62,758
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - 2023-12-31 117,217 $3,000,000 -12,458
   Cypress Point Wealth Management LLC *New 2023-12-31 117,000 $2,994,000 117,000
   Envision Financial Planning LLC - 2023-12-31 114,560 $2,932,000 4,202
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 371 *New 2023-12-31 106,046 $2,714,000 106,046
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 727 - 2023-12-31 87,748 $2,245,000 -466
   Sound View Wealth Advisors Group LLC - 2023-12-31 81,164 $2,077,000 71,107
   Quantum Financial Advisors LLC 39 *New 2024-03-31 68,893 $1,741,000 68,893
   Klingman & Associates LLC - 2023-12-31 65,566 $1,678,000 8,048
   ROYAL BANK OF CANADA 2791 - 2023-12-31 57,340 $1,467,000 8,332
   JANE STREET GROUP LLC 2813 - 2023-12-31 54,470 $1,394,000 -36,966
   RAYMOND JAMES & ASSOCIATES 2436 - 2024-03-31 49,442 $1,249,000 -4,625
   SENTINEL PENSION ADVISORS INC 46 - 2023-12-31 48,557 $1,243,000 339
   LEGACY PRIVATE TRUST CO. 135 - 2024-03-31 48,663 $1,230,000 0
   Signature Wealth Management Group 64 - 2024-03-31 46,649 $1,170,000 8,935
   CFS Investment Advisory Services LLC 72 *New 2023-12-31 45,324 $1,160,000 45,324
   WOODMONT INVESTMENT COUNSEL LLC 135 - 2024-03-31 42,529 $1,075,000 7,279
   COMMONWEALTH EQUITY SERVICES LLC. - 2023-12-31 38,575 $987,000 2,230
   COLONY GROUP, LLC 454 *New 2023-12-31 38,389 $982,000 38,389
   DROMS STRAUSS ADVISORS INC /MO/ /ADV *New 2023-12-31 37,026 $947,000 37,026
   NEWMAN DIGNAN & SHEERAR, INC. - 2023-12-31 36,676 $939,000 26,672
   Evergreen Private Wealth LLC 48 - 2024-03-31 36,471 $922,000 6,669
   SANDY SPRING BANK - 2023-12-31 35,124 $899,000 1,584
   Garden State Investment Advisory Services LLC 58 - 2023-12-31 34,995 $896,000 -3,529
   Blue Square Asset Management LLC *New 2023-12-31 35,029 $896,000 35,029
   Royal Harbor Partners LLC - 2023-12-31 32,507 $832,000 -4,606
   COLONY GROUP LLC - 2023-09-30 33,085 $808,000 557
   ROOF EIDAM & MAYCOCK/ADV - 2023-12-31 31,549 $807,000 49
   Capital Investment Advisors LLC 321 - 2024-03-31 30,757 $777,000 1,293
   HOWLAND CAPITAL MANAGEMENT INC *New 2023-12-31 28,400 $727,000 28,400
   Stonebridge Capital Advisors LLC 125 - 2023-12-31 27,990 $716,000 7,100
   IFP Advisors Inc *New 2023-12-31 26,498 $678,000 26,498
   Paradigm Strategies in Wealth Management LLC - 2023-12-31 26,195 $670,000 10,863
   Cetera Investment Advisers 1375 - 2023-12-31 24,232 $620,000 4,232
   FF AdvisorsLLC 53 - 2024-03-31 21,605 $546,000 10,621
   STIFEL FINANCIAL CORP 2516 *New 2023-12-31 20,845 $533,000 20,845
   SUMMIT INVESTMENT ADVISORS INC 780 - 2023-12-31 20,423 $523,000 -453
   VALMARK ADVISERS INC - 2023-12-31 20,056 $513,000 -333
   CLIENT 1ST ADVISORY GROUP LLC 51 - 2023-12-31 19,920 $510,000 -1,992
   Glenview Trust Co 347 *New 2023-12-31 18,561 $475,000 18,561
   Evergreen Wealth Solutions LLC - 2023-12-31 17,499 $448,000 1,002
   PHILLIPS FINANCIAL MANAGEMENT LLC 131 - 2024-03-31 17,309 $437,000 -6,668
   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
   Archford Capital Strategies LLC 193 - 2024-03-31 15,728 $397,000 1,530
   WRAPMANAGER INC - 2023-12-31 15,075 $386,000 2,112
   Lido Advisors LLC 843 - 2023-12-31 14,501 $371,000 1,373
   Kestra Advisory Services LLC 1707 *New 2023-12-31 14,252 $365,000 14,252
   Private Portfolio Partners LLC - 2023-12-31 14,200 $363,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 2231 - 2023-12-31 13,701 $351,000 -15,253
   Commonwealth Financial Services LLC 119 *New 2023-12-31 13,206 $338,000 13,206
   Rockefeller Capital Management L.P. 1443 - 2023-12-31 12,582 $322,000 2,413
   Advisor Group Holdings Inc. 3538 - 2023-12-31 12,350 $316,000 0
   CONFLUENCE INVESTMENT MANAGEMENT LLC 260 - 2024-03-31 12,189 $308,000 0
   Peloton Wealth Strategists 80 - 2023-12-31 12,000 $307,000 0
   CAPTRUST FINANCIAL ADVISORS 2098 - 2023-12-31 11,770 $301,000 -12,057
   MONECO Advisors LLC 329 - 2024-03-31 10,933 $276,000 0
   Baird Financial Group Inc. 1542 - 2023-12-31 10,664 $273,000 0
   OLD MISSION CAPITAL LLC 765 *New 2023-12-31 10,184 $261,000 10,184
   Steward Partners Investment Advisory LLC 1269 - 2023-12-31 10,163 $260,000 8,638
   JAMES INVESTMENT RESEARCH INC *New 2023-12-31 10,000 $256,000 10,000
   WealthBridge Capital Management LLC 145 - 2023-12-31 9,599 $246,000 -762
   JANNEY MONTGOMERY SCOTT LLC - 2023-12-31 9,592 $245,000 154
   ARROW FINANCIAL CORP 147 *New 2023-12-31 9,385 $240,000 9,385
   Integrated Wealth Concepts LLC 1367 *New 2023-12-31 9,248 $237,000 9,248
   REGIONS FINANCIAL CORP 776 *New 2024-03-31 8,661 $219,000 8,661
   MARINER WEALTH ADVISORS, LLC 2663 *New 2023-12-31 8,089 $207,000 8,089
   Beacon Pointe Advisors LLC *New 2023-12-31 7,887 $202,000 7,887
   BENJAMIN F. EDWARDS & COMPANY INC. - 2023-12-31 6,443 $165,000 0
   VALLEY NATIONAL ADVISERS INC 269 *New 2024-03-31 5,689 $143,000 5,689
   Parallel Advisors LLC 950 - 2023-12-31 5,500 $141,000 0
   COMERICA BANK 2410 - 2023-12-31 5,017 $128,000 0
   Bank of New Hampshire 233 - 2024-03-31 4,770 $121,000 -1,850
   BerganKDV Wealth Management LLC *New 2023-06-30 2,628 $66,000 2,628
   HARBOUR INVESTMENTS INC. 1415 - 2023-12-31 2,145 $55,000 -788
   Asset Dedication LLC 439 - 2024-03-31 2,004 $52,000 0
   PNC FINANCIAL SERVICES GROUP INC 3235 - 2023-12-31 1,100 $28,000 0
   SHEETS SMITH & ASSOCIATES INC 0 *New 2023-09-30 1,000 $24,000 1,000
   HANSON MCCLAIN, INC. 1739 - 2024-03-31 813 $21,000 0
  100 Records found
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