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Get Institutions for : 
Ishares Ibonds Dec 2024 Term Treasury Etf (IBTE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 265    25
Total shares held : 
 89,609,567  
% of shares held : 
 9.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   86  
Amount of shares held : 
 6,943,203  
% of shares held change : 
   0.77%  
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 :
44
 4,910,480
 5.48%
 
Increased Positions :
124
 10,185,856
 11.37%
 
Unchanged Positions :
34
 494,575
 0.55%
 
Decreased Positions :
63
-6,547,290
-7.31%
 
Closed Positions :
19
-1,605,843
-1.79%
 
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
   CAPTRUST FINANCIAL ADVISORS 8 - 2023-12-31 19,070,559 $455,024,000 998,066
   BANK OF AMERICA CORP /DE/ 824 - 2023-12-31 4,462,695 $106,480,000 267,435
   MORGAN STANLEY 1293 - 2023-12-31 3,497,751 $83,456,000 -703,261
   UBS Group AG 481 - 2023-12-31 3,482,550 $83,094,000 67,487
   HM PAYSON & CO 29 *New 2023-12-31 2,201,207 $52,521,000 2,201,207
   LPL FINANCIAL CORP 543 - 2024-03-31 2,105,231 $50,399,000 419,125
   WELLS FARGO & CO/MN 709 - 2024-03-31 2,101,842 $50,318,000 39,741
   HILLSTRUST 3 - 2024-03-31 1,923,568 $46,050,000 331,911
   Goss Wealth Management LLC 65 - 2023-12-31 1,560,725 $37,266,000 -545,154
   InterOcean Capital Group LLC 30 - 2023-12-31 1,507,671 $35,973,000 749,991
   ROYAL BANK OF CANADA 853 - 2023-12-31 1,425,591 $34,014,000 106,152
   RENAISSANCE TECHNOLOGIES LLC 436 - 2023-12-31 1,322,512 $31,555,000 700,792
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 245 - 2023-12-31 1,281,200 $30,569,000 150,210
   Capital Investment Advisors LLC 39 - 2024-03-31 1,243,958 $29,780,000 62,159
   STIFEL FINANCIAL CORP 400 - 2023-12-31 1,199,201 $28,613,000 155,264
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 32 - 2024-03-31 1,194,315 $28,592,000 32,208
   Ambassador Advisors LLC 2 - 2023-12-31 1,148,064 $27,393,000 427,299
   Rockefeller Capital Management L.P. 240 - 2023-12-31 1,069,753 $25,524,000 -486,786
   Financial Strategies Group Inc. 4 - 2024-03-31 915,760 $21,868,000 17,667
   Equitable Holdings Inc. 80 - 2023-12-31 906,274 $21,624,000 239,805
   MV Capital Management Inc. 10 - 2024-03-31 868,720 $20,797,000 -14,921
   Campbell Wealth Management 14 - 2024-03-31 827,163 $19,802,000 -973,089
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 265 - 2024-03-31 787,455 $18,852,000 92,188
   Connecticut Wealth Management LLC 25 - 2024-03-31 781,434 $18,708,000 149,043
   Integrated Wealth Concepts LLC 77 - 2023-12-31 756,576 $18,052,000 108,607
   THRIVENT FINANCIAL FOR LUTHERANS 455 - 2023-12-31 729,336 $17,402,000 542,947
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 570 - 2024-03-31 718,919 $17,211,000 38,414
   Horizon Advisory Services Inc. 8 - 2024-03-31 685,789 $16,418,000 0
   Baltimore-Washington Financial Advisors Inc. 36 - 2024-03-31 684,323 $16,383,000 54,310
   Scissortail Wealth Management LLC 2 - 2023-12-31 681,793 $16,322,000 15,763
   MARINER WEALTH ADVISORS, LLC 349 - 2023-12-31 662,253 $15,801,000 310,824
   Day & Ennis LLC 3 - 2023-12-31 637,510 $15,211,000 9,452
   Advisor Group Holdings Inc. 504 - 2024-03-31 634,392 $15,187,000 -176,505
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 73 *New 2024-03-31 627,362 $15,019,000 627,362
   COLONY GROUP LLC 117 - 2023-09-30 555,546 $13,244,000 -3,210,218
   COMMONWEALTH EQUITY SERVICES LLC. 671 - 2024-03-31 532,300 $12,743,000 -36,806
   RAYMOND JAMES & ASSOCIATES 1050 - 2024-03-31 506,676 $12,130,000 -97,090
   GUARANTY TRUST CO OF MISSOURI /MO/ 66 - 2024-03-31 503,370 $12,051,000 89,082
   COLONY GROUP, LLC 137 *New 2023-12-31 504,297 $12,033,000 504,297
   Belpointe Asset Management LLC 16 - 2024-03-31 485,203 $11,616,000 454,703
   OPPENHEIMER ASSET MANAGEMENT INC 149 - 2024-03-31 475,121 $11,374,000 -53,746
   Krilogy Financial LLC 25 - 2024-03-31 454,867 $10,890,000 35,088
   Brookstone Capital Management 127 - 2024-03-31 436,238 $10,444,000 195,888
   HIGHTOWER ADVISORS, LLC 690 - 2024-03-31 417,382 $9,993,000 -37,700
   IFP Advisors Inc 44 - 2023-12-31 417,532 $9,962,000 6,435
   BAKER ELLIS ASSET MANAGEMENT LLC 18 - 2024-03-31 408,803 $9,787,000 -15,415
   Lido Advisors LLC 154 - 2023-12-31 397,460 $9,483,000 146,248
   Steward Partners Investment Advisory LLC 169 - 2023-12-31 391,620 $9,344,000 351,198
   Trinity Wealth Management LLC 10 - 2024-03-31 389,818 $9,332,000 159,933
   AE Wealth Management LLC 408 - 2023-12-31 388,319 $9,296,000 68,156
   Stephens Consulting LLC 9 - 2024-03-31 355,377 $8,508,000 -7,512
   Sound View Wealth Advisors Group LLC 29 - 2024-03-31 346,871 $8,304,000 7,397
   Union Bankshares Corp 34 - 2024-03-31 340,929 $8,162,000 65,274
   FINANCIAL ENGINES ADVISORS L.L.C. 83 *New 2023-12-31 339,802 $8,108,000 339,802
   Cetera Investment Advisers 278 - 2023-12-31 339,496 $8,100,000 59,014
   Global Assets Advisory LLC 60 *New 2024-03-31 187,726 $7,998,000 187,726
   AMERIPRISE FINANCIAL INC 1988 - 2023-12-31 304,922 $7,269,000 257,933
   Kestra Advisory Services LLC 349 - 2023-12-31 294,606 $7,029,000 44,191
   Strategic Blueprint LLC 51 - 2024-03-31 292,286 $6,997,000 49,321
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 116 - 2024-03-31 288,181 $6,899,000 -9,483
   BB&T CORP 741 - 2023-12-31 287,799 $6,867,000 15,160
   CREATIVE PLANNING 494 - 2023-12-31 275,042 $6,563,000 19,766
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 77 - 2024-03-31 272,799 $6,531,000 213,537
   Keeler Thomas Management LLC 10 - 2024-03-31 269,264 $6,450,000 18,529
   MKT Advisors LLC 5 - 2024-03-31 266,978 $6,378,000 176,550
   GRADIENT INVESTMENTS LLC 126 - 2024-03-31 252,943 $6,055,000 -8,189
   Americana Partners LLC 58 - 2024-03-31 241,585 $5,784,000 49,893
   DAVIDSON D A & CO 261 - 2023-12-31 237,306 $5,662,000 -123,548
   Lunt Capital Management Inc. 10 - 2024-03-31 225,066 $5,388,000 10,486
   Sargent Bickham Lagudis LLC - 2022-12-31 223,111 $5,321,000 30,892
   IFG Advisory LLC 73 - 2024-03-31 214,805 $5,142,000 -37,901
   OneAscent Financial Services LLC 32 - 2024-03-31 213,850 $5,120,000 -162,859
   Essential Planning LLC. 11 - 2024-03-31 204,252 $4,873,000 35,080
   JANNEY MONTGOMERY SCOTT LLC 775 - 2024-03-31 203,178 $4,864,000 -3,454
   Kerntke Otto McGlone Wealth Management Group 6 - 2024-03-31 202,588 $4,850,000 -112,391
   ENVESTNET ASSET MANAGEMENT INC 1935 - 2023-12-31 197,875 $4,721,000 17,586
   Pacific Sage Partners LLC 18 - 2024-03-31 196,440 $4,703,000 94,093
   LEAVELL T & ASSOCIATES INC 97 - 2024-03-31 195,081 $4,670,000 1,512
   Eldridge Investment Advisors Inc. 22 - 2024-03-31 188,470 $4,512,000 3,036
   US BANCORP 611 - 2024-03-31 184,689 $4,421,000 141,757
   Atlantic Private Wealth LLC 6 - 2023-12-31 185,145 $4,418,000 36,893
   Atria Wealth Solutions Inc. 358 - 2023-12-31 176,269 $4,206,000 111,650
   PSI Advisors LLC 16 - 2024-03-31 165,546 $3,963,000 67,173
   Archer Investment Corp 16 - 2024-03-31 160,501 $3,842,000 9,137
   4J Wealth Management LLC 8 - 2024-03-31 159,788 $3,825,000 -57,573
   Sontag Advisory LLC 131 - 2024-03-31 156,378 $3,744,000 -5,390
   Black Swift Group LLC - 2023-12-31 155,190 $3,703,000 135,990
   MML INVESTORS SERVICES LLC 744 - 2023-12-31 148,847 $3,551,000 16,771
   CWM LLC 500 - 2024-03-31 139,568 $3,341,000 31,412
   PARK AVENUE SECURITIES LLC 271 - 2024-03-31 136,080 $3,258,000 44,723
   Accretive Wealth Partners LLC 14 - 2024-03-31 128,371 $3,065,000 27,044
   MONTAG A & ASSOCIATES INC 137 - 2024-03-31 124,412 $2,978,000 -1,046
   COUNTRY CLUB BANK /GFN 111 - 2024-03-31 123,401 $2,954,000 -51,994
   WEALTHSOURCE PARTNERS LLC 88 - 2023-12-31 121,975 $2,910,000 22,121
   J P MORGAN CHASE & CO 2760 *New 2024-03-31 120,181 $2,877,000 120,181
   HANSON MCCLAIN, INC. 264 - 2024-03-31 114,155 $2,733,000 -2,665
   BEACON FINANCIAL GROUP 87 - 2024-03-31 110,602 $2,648,000 -14,393
   BOSTON FAMILY OFFICE LLC 92 - 2023-12-31 110,060 $2,626,000 21,211
   Leo Wealth LLC 69 - 2024-03-31 108,129 $2,588,000 1,861
   Probity Advisors Inc. 37 - 2024-03-31 103,411 $2,476,000 49,096
  100 Records found
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