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Get Institutions for : 
Ishares Ibonds Dec 2023 Term Treasury Etf (IBTD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 3    207
Total shares held : 
 2,895,359  
% of shares held : 
 3.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -210  
Amount of shares held : 
 -75,056,857  
% of shares held change : 
   -83.4%  
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 :
0
 0
 0%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
3
-759,970
-26.25%
 
Closed Positions :
207
-74,296,887
-2566.07%
 
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
   Laurel Wealth Advisors Inc. 73 *New 2022-12-31 131,666 $3,252,000 131,666
   BFT FINANCIAL GROUP LLC 53 - 2023-06-30 102,341 $2,539,000 13,792
   QUANTITATIVE ADVANTAGE LLC 92 *New 2023-03-31 36,631 $909,000 36,631
   IFP Advisors Inc 443 - 2023-12-31 30,869 $765,000 -146
   Sargent Bickham Lagudis LLC 166 - 2022-12-31 21,655 $535,000 16,677
   ARGI INVESTMENT SERVICES, LLC 310 - 2022-12-31 20,730 $512,000 -390
   BerganKDV Wealth Management LLC 208 - 2023-06-30 10,834 $269,000 0
   Ulrich Consultants & Investment Group LLC 21 - 2023-06-30 10,113 $251,000 0
   Old Port Advisors 183 - 2023-09-30 9,308 $231,000 -1,113
   Steward Financial Group LLC 109 - 2023-09-30 3,149 $78,000 0
   ENVESTNET ASSET MANAGEMENT INC 4010 *Closed 2023-12-31 0 $0 -419,634
   CITADEL ADVISORS LLC 5565 *Closed 2023-12-31 0 $0 -79,751
   COMERICA BANK 3584 *Closed 2023-12-31 0 $0 -4,249
   Advisor Group Holdings Inc. 6635 *Closed 2023-12-31 0 $0 -1,075,617
   Day & Ennis LLC 124 *Closed 2023-12-31 0 $0 -563,026
   RENAISSANCE TECHNOLOGIES LLC 3876 *Closed 2023-12-31 0 $0 -815,015
   Essential Planning LLC. 64 *Closed 2023-12-31 0 $0 -108,326
   Keeler Thomas Management LLC 63 *Closed 2023-12-31 0 $0 -485,810
   Authentikos Wealth Advisory LLC 163 *Closed 2023-12-31 0 $0 -53
   BANK OF AMERICA CORP /DE/ 6227 *Closed 2023-12-31 0 $0 -4,269,930
   WELLS FARGO & CO/MN 5981 *Closed 2023-12-31 0 $0 -2,137,249
   Kestra Advisory Services LLC 2255 *Closed 2023-12-31 0 $0 -25,717
   AE Wealth Management LLC 2047 *Closed 2023-12-31 0 $0 -339,027
   Belpointe Asset Management LLC 717 *Closed 2023-12-31 0 $0 -64,767
   Endowment Wealth Management Inc. 132 *Closed 2023-12-31 0 $0 -28,849
   Atlas Private Wealth Advisors 165 *Closed 2023-12-31 0 $0 -38,000
   Scissortail Wealth Management LLC 152 *Closed 2023-12-31 0 $0 -32,941
   Goss Wealth Management LLC 3665 *Closed 2023-12-31 0 $0 -1,784,563
   Robertson Stephens Wealth Management LLC 441 *Closed 2023-12-31 0 $0 -93,827
   MARATHON CAPITAL MANAGEMENT 156 *Closed 2023-12-31 0 $0 -33,000
   TOWER RESEARCH CAPITAL LLC 5757 *Closed 2023-12-31 0 $0 -466
   HPM Partners LLC *Closed 2023-12-31 0 $0 -25,852
   Eldridge Investment Advisors Inc. 144 *Closed 2023-12-31 0 $0 -81,770
   TWO SIGMA SECURITIES LLC 1591 *Closed 2023-12-31 0 $0 -18,321
   Laurel Wealth Advisors LLC 534 *Closed 2023-12-31 0 $0 -2,130
   COLDSTREAM CAPITAL MANAGEMENT INC 948 *Closed 2023-12-31 0 $0 -189,181
   Lokken Investment Group LLC 142 *Closed 2023-12-31 0 $0 -91,701
   Farther Finance Advisors LLC 3158 *Closed 2023-12-31 0 $0 -9,248
   UBS Group AG 7469 *Closed 2023-12-31 0 $0 -1,009,519
   IHT Wealth Management LLC 1012 *Closed 2023-12-31 0 $0 -41,130
   CITIGROUP INC 4531 *Closed 2023-12-31 0 $0 -37
   Sawtooth Asset Management Inc. 1078 *Closed 2023-12-31 0 $0 -79,454
   Integrated Wealth Concepts LLC 1577 *Closed 2023-12-31 0 $0 -876,539
   Archer Investment Corp 1017 *Closed 2023-12-31 0 $0 -138,494
   Change Path LLC 625 *Closed 2023-12-31 0 $0 -126,780
   OLD MISSION CAPITAL LLC 968 *Closed 2023-12-31 0 $0 -224,410
   OLD SECOND NATIONAL BANK OF AURORA 351 *Closed 2023-12-31 0 $0 -3,273
   Baltimore-Washington Financial Advisors Inc. 138 *Closed 2023-12-31 0 $0 -530,438
   IFG Advisory LLC 585 *Closed 2023-12-31 0 $0 -277,582
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 485 *Closed 2023-12-31 0 $0 -165,025
   Atlantic Private Wealth LLC 106 *Closed 2023-12-31 0 $0 -23,549
   Sontag Advisory LLC 654 *Closed 2023-12-31 0 $0 -115,268
   Commonwealth Financial Services LLC 188 *Closed 2023-12-31 0 $0 -14,165
   MATTERN CAPITAL MANAGEMENT LLC 137 *Closed 2023-12-31 0 $0 -17,367
   NORTHWEST WEALTH MANAGEMENT LLC 167 *Closed 2023-12-31 0 $0 -10,753
   CREATIVE PLANNING 2893 *Closed 2023-12-31 0 $0 -249,818
   WEALTHSOURCE PARTNERS LLC 513 *Closed 2023-12-31 0 $0 -15,725
   Balentine LLC 599 *Closed 2023-12-31 0 $0 -6,444
   ADVISORY SERVICES NETWORK, LLC 3718 *Closed 2023-12-31 0 $0 -15,404
   Atria Wealth Solutions Inc. 1955 *Closed 2023-12-31 0 $0 -51,171
   MORGAN STANLEY 7417 *Closed 2023-12-31 0 $0 -4,241,906
   Gateway Wealth Partners LLC 253 *Closed 2023-12-31 0 $0 -391,339
   American Planning Services Inc. 45 *Closed 2023-12-31 0 $0 -33,025
   MULTIFINANCIAL SECURITIES CORP 1769 *Closed 2023-12-31 0 $0 -19,003
   Rockefeller Capital Management L.P. 1580 *Closed 2023-12-31 0 $0 -2,659,922
   CAPTRUST FINANCIAL ADVISORS 2745 *Closed 2023-12-31 0 $0 -18,401,780
   AMERIPRISE FINANCIAL INC 3856 *Closed 2023-12-31 0 $0 -21,123
   Focused Wealth Management Inc 930 *Closed 2023-12-31 0 $0 -4,510
   Accretive Wealth Partners LLC 123 *Closed 2023-12-31 0 $0 -12,424
   H D Vest Advisory Services 1576 *Closed 2023-12-31 0 $0 -45,055
   FINANCIAL NETWORK 2826 *Closed 2023-12-31 0 $0 -71,857
   Element Wealth LLC 259 *Closed 2023-12-31 0 $0 -35,253
   Beacon Pointe Advisors LLC 1293 *Closed 2023-12-31 0 $0 -16,685
   LPL FINANCIAL CORP 4752 *Closed 2023-12-31 0 $0 -980,567
   FIRST WESTERN TRUST BANK 203 *Closed 2023-12-31 0 $0 -1,498,998
   GOLUB GROUP LLC 90 *Closed 2023-12-31 0 $0 -834,332
   Parallel Advisors LLC 3372 *Closed 2023-12-31 0 $0 -4,000
   AYRSHIRE ASSOCIATES INC 661 *Closed 2023-12-31 0 $0 -1,523
   REGAL INVESTMENT ADVISORS, LLC 557 *Closed 2023-12-31 0 $0 -111,266
   VALMARK ADVISERS INC 486 *Closed 2023-12-31 0 $0 -49,398
   Kerntke Otto McGlone Wealth Management Group 67 *Closed 2023-12-31 0 $0 -470,100
   EASTERN BANK *Closed 2023-12-31 0 $0 -8,423
   BB&T CORP 2624 *Closed 2023-12-31 0 $0 -300,454
   CIBC WORLD MARKETS INC. 1216 *Closed 2023-12-31 0 $0 -20,040
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3490 *Closed 2023-12-31 0 $0 -931,021
   MONTAG A & ASSOCIATES INC 927 *Closed 2023-12-31 0 $0 -124,748
   HILLSTRUST 275 *Closed 2023-12-31 0 $0 -1,048,010
   AJ WEALTH STRATEGIES LLC 310 *Closed 2023-06-30 0 $0 -59,358
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -2,668,921
   Journey Advisory Group LLC 218 *Closed 2023-12-31 0 $0 -38,140
   HIGHTOWER ADVISORS, LLC 3467 *Closed 2023-12-31 0 $0 -454,460
   ROYAL BANK OF CANADA 6814 *Closed 2023-12-31 0 $0 -599,837
   Ronald Blue Trust Inc. *Closed 2024-03-31 0 $0 -195,569
   Vista Private Wealth Partners. LLC 89 *Closed 2023-12-31 0 $0 -318,156
   DB Wealth Management Group LLC 382 *Closed 2023-12-31 0 $0 -10,114
   Baird Financial Group Inc. 1820 *Closed 2023-12-31 0 $0 -189,276
   STIFEL FINANCIAL CORP 3311 *Closed 2023-12-31 0 $0 -561,080
   Cetera Investment Advisers 2319 *Closed 2023-12-31 0 $0 -232,304
   GOLDMAN SACHS GROUP INC/ 4787 *Closed 2023-12-31 0 $0 -656,561
   Colonial Trust Co / SC 1010 *Closed 2023-12-31 0 $0 -2,963
  100 Records found
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  Page 1 of 1
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