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My Recent Searches
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Ishares Ibonds Dec 2023 Term Treasury Etf (IBTD) |
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$ 0.00 (0.00%) as of 4:30 Tue 11/30
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Download |
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Institutional
Holders
Total
Institutions:
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3 207 |
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Total
shares held :
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2,895,359 |
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% of shares
held :
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3.22% |
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Changes In:
|
|
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New/increased
positions vs
old/decreased
positions :
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-210 |
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Amount
of shares held :
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-75,056,857 |
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% of shares
held change :
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-83.4% |
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Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
|
Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Granite Bay Wealth Management LLC |
30 |
- |
2023-12-31 |
2,668,921 |
$66,099,000 |
-486,645 |
|
Ronald Blue Trust Inc. |
58 |
- |
2023-12-31 |
195,569 |
$4,854,000 |
-273,179 |
|
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 |
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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 |
|
Granite Harbor Advisors Inc. |
68 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,983 |
|
PARKSIDE FINANCIAL BANK & TRUST |
1745 |
*Closed |
2023-12-31 |
0 |
$0 |
-782 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1203 |
*Closed |
2023-12-31 |
0 |
$0 |
-21,180 |
|
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 |
|
Royal Harbor Partners LLC |
47 |
*Closed |
2023-12-31 |
0 |
$0 |
-135,354 |
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Advisor Group Holdings Inc. |
6635 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,075,617 |
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Day & Ennis LLC |
124 |
*Closed |
2023-12-31 |
0 |
$0 |
-563,026 |
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RENAISSANCE TECHNOLOGIES LLC |
3876 |
*Closed |
2023-12-31 |
0 |
$0 |
-815,015 |
|
Essential Planning LLC. |
64 |
*Closed |
2023-12-31 |
0 |
$0 |
-108,326 |
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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3225 |
*Closed |
2023-12-31 |
0 |
$0 |
-417,413 |
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JANNEY MONTGOMERY SCOTT LLC |
2613 |
*Closed |
2023-12-31 |
0 |
$0 |
-85,932 |
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Sigma Planning Corp |
971 |
*Closed |
2023-12-31 |
0 |
$0 |
-95,414 |
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Rinkey Investments |
63 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,483 |
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Keeler Thomas Management LLC |
63 |
*Closed |
2023-12-31 |
0 |
$0 |
-485,810 |
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Authentikos Wealth Advisory LLC |
163 |
*Closed |
2023-12-31 |
0 |
$0 |
-53 |
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RAYMOND JAMES & ASSOCIATES |
3749 |
*Closed |
2023-12-31 |
0 |
$0 |
-332,012 |
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BANK OF AMERICA CORP /DE/ |
6227 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,269,930 |
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WELLS FARGO & CO/MN |
5981 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,137,249 |
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Kestra Advisory Services LLC |
2255 |
*Closed |
2023-12-31 |
0 |
$0 |
-25,717 |
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GOULD ASSET MANAGEMENT LLC /CA/ |
156 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,130 |
|
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 |
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GUARANTY TRUST CO OF MISSOURI /MO/ |
|
*Closed |
2023-12-31 |
0 |
$0 |
-136,936 |
|
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 |
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HPM Partners LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-25,852 |
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Eldridge Investment Advisors Inc. |
144 |
*Closed |
2023-12-31 |
0 |
$0 |
-81,770 |
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TWO SIGMA SECURITIES LLC |
1591 |
*Closed |
2023-12-31 |
0 |
$0 |
-18,321 |
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3150 |
*Closed |
2023-12-31 |
0 |
$0 |
-273,729 |
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J.W. COLE ADVISORS INC. |
824 |
*Closed |
2023-12-31 |
0 |
$0 |
-14,340 |
|
Laurel Wealth Advisors LLC |
534 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,130 |
|
FinTrust Capital Advisors LLC |
1193 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,419 |
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HANSON MCCLAIN, INC. |
|
*Closed |
2023-12-31 |
0 |
$0 |
-148,375 |
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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 |
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Financial Futures Ltd Liability Co. |
|
*Closed |
2023-12-31 |
0 |
$0 |
-42,682 |
|
Farther Finance Advisors LLC |
3158 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,248 |
|
SCHMIDT P J INVESTMENT MANAGEMENT INC |
167 |
*Closed |
2023-12-31 |
0 |
$0 |
-42,335 |
|
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 |
|
Pacific Sage Partners LLC |
96 |
*Closed |
2023-12-31 |
0 |
$0 |
-184,872 |
|
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 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-51,566 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
378 |
*Closed |
2023-12-31 |
0 |
$0 |
-54,408 |
|
MATTERN CAPITAL MANAGEMENT LLC |
137 |
*Closed |
2023-12-31 |
0 |
$0 |
-17,367 |
|
Mutual Advisors LLC |
1049 |
*Closed |
2023-12-31 |
0 |
$0 |
-209,419 |
|
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 |
|
HERITAGE WEALTH MANAGEMENT LLC |
817 |
*Closed |
2023-12-31 |
0 |
$0 |
-55,398 |
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COUNTRY CLUB BANK /GFN |
|
*Closed |
2023-12-31 |
0 |
$0 |
-138,192 |
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CARY STREET PARTNER INVESTMENT ADVISORY LLC |
1243 |
*Closed |
2023-12-31 |
0 |
$0 |
-49,237 |
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Global Retirement Partners LLC |
3245 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,047 |
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LINCOLN NATIONAL CORP |
1111 |
*Closed |
2023-12-31 |
0 |
$0 |
-111,120 |
|
MORGAN STANLEY |
7417 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,241,906 |
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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
168 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,123,630 |
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Gateway Wealth Partners LLC |
253 |
*Closed |
2023-12-31 |
0 |
$0 |
-391,339 |
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American Planning Services Inc. |
45 |
*Closed |
2023-12-31 |
0 |
$0 |
-33,025 |
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MULTIFINANCIAL SECURITIES CORP |
1769 |
*Closed |
2023-12-31 |
0 |
$0 |
-19,003 |
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Rockefeller Capital Management L.P. |
1580 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,659,922 |
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BENJAMIN F. EDWARDS & COMPANY INC. |
2122 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,213 |
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CAPTRUST FINANCIAL ADVISORS |
2745 |
*Closed |
2023-12-31 |
0 |
$0 |
-18,401,780 |
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AMERIPRISE FINANCIAL INC |
3856 |
*Closed |
2023-12-31 |
0 |
$0 |
-21,123 |
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Focused Wealth Management Inc |
930 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,510 |
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Accretive Wealth Partners LLC |
123 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,424 |
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H D Vest Advisory Services |
1576 |
*Closed |
2023-12-31 |
0 |
$0 |
-45,055 |
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100 Records found
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1
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