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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
   Granite Bay Wealth Management LLC 21 - 2023-12-31 5,038,157 $120,045,000 -872,461
   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
   WELLS FARGO & CO/MN 690 - 2023-12-31 2,062,101 $49,202,000 -467,032
   Campbell Wealth Management 6 - 2023-12-31 1,800,252 $42,954,000 48,676
   LPL FINANCIAL CORP 570 - 2023-12-31 1,686,106 $40,230,000 256,818
   HILLSTRUST 5 - 2023-12-31 1,591,657 $37,977,000 338,367
   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 31 - 2023-12-31 1,162,107 $27,728,000 266,474
   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
   Advisor Group Holdings Inc. 494 - 2023-12-31 810,897 $19,348,000 126,619
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 272 - 2023-12-31 695,267 $16,589,000 399,823
   Scissortail Wealth Management LLC 2 - 2023-12-31 681,793 $16,322,000 15,763
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 555 - 2023-12-31 680,505 $16,237,000 23,083
   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
   Connecticut Wealth Management LLC 25 - 2023-12-31 632,391 $15,089,000 63,900
   Baltimore-Washington Financial Advisors Inc. 32 - 2023-12-31 630,013 $15,032,000 46,859
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 73 *New 2024-03-31 627,362 $15,019,000 627,362
   RAYMOND JAMES & ASSOCIATES 895 - 2023-12-31 603,766 $14,406,000 36,985
   COMMONWEALTH EQUITY SERVICES LLC. 594 - 2023-12-31 569,106 $13,579,000 -242,077
   COLONY GROUP LLC 117 - 2023-09-30 555,546 $13,244,000 -3,210,218
   OPPENHEIMER ASSET MANAGEMENT INC 141 - 2023-12-31 528,867 $12,619,000 -10,859
   COLONY GROUP, LLC 137 *New 2023-12-31 504,297 $12,033,000 504,297
   HIGHTOWER ADVISORS, LLC 665 - 2023-12-31 455,082 $10,860,000 -65,982
   Brookstone Capital Management 127 - 2024-03-31 436,238 $10,444,000 195,888
   Krilogy Financial LLC - 2023-12-31 419,779 $10,016,000 50,103
   IFP Advisors Inc 44 - 2023-12-31 417,532 $9,962,000 6,435
   GUARANTY TRUST CO OF MISSOURI /MO/ - 2023-12-31 414,288 $9,885,000 -4,333
   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
   Journey Advisory Group LLC 21 - 2023-12-31 387,947 $9,256,000 62,964
   BAILARD BIEHL & KAISER INC 82 - 2023-12-31 384,796 $9,181,000 -1,248,780
   BENJAMIN F. EDWARDS & COMPANY INC. 144 - 2023-12-31 365,982 $8,733,000 -1,970
   Stephens Consulting LLC 9 - 2024-03-31 355,377 $8,508,000 -7,512
   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
   Sound View Wealth Advisors Group LLC 27 - 2023-12-31 339,474 $8,100,000 56,573
   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
   Kerntke Otto McGlone Wealth Management Group 4 - 2023-12-31 314,979 $7,515,000 179,366
   AMERIPRISE FINANCIAL INC 1988 - 2023-12-31 304,922 $7,269,000 257,933
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 105 - 2023-12-31 297,664 $7,102,000 97,784
   Kestra Advisory Services LLC 349 - 2023-12-31 294,606 $7,029,000 44,191
   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
   MKT Advisors LLC 5 - 2024-03-31 266,978 $6,378,000 176,550
   GRADIENT INVESTMENTS LLC 130 - 2023-12-31 261,132 $6,231,000 -4,099
   IFG Advisory LLC 49 - 2023-12-31 252,706 $6,030,000 152,911
   Keeler Thomas Management LLC 9 - 2023-12-31 250,735 $5,983,000 -258,234
   Strategic Blueprint LLC - 2023-12-31 242,965 $5,797,000 139,232
   DAVIDSON D A & CO 261 - 2023-12-31 237,306 $5,662,000 -123,548
   Sargent Bickham Lagudis LLC - 2022-12-31 223,111 $5,321,000 30,892
   4J Wealth Management LLC - 2023-12-31 217,361 $5,186,000 -41,818
   Lunt Capital Management Inc. 9 - 2023-12-31 214,580 $5,120,000 6,844
   OneAscent Financial Services LLC 32 - 2024-03-31 213,850 $5,120,000 -162,859
   JANNEY MONTGOMERY SCOTT LLC 732 - 2023-12-31 206,632 $4,930,000 18,104
   Carmel Capital Partners LLC 6 - 2023-12-31 197,888 $4,722,000 -1,559
   ENVESTNET ASSET MANAGEMENT INC 1935 - 2023-12-31 197,875 $4,721,000 17,586
   LEAVELL T & ASSOCIATES INC - 2023-12-31 193,569 $4,619,000 30,764
   Americana Partners LLC - 2023-12-31 191,692 $4,597,000 -31,220
   Eldridge Investment Advisors Inc. 23 - 2023-12-31 185,434 $4,424,000 54,290
   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
   COUNTRY CLUB BANK /GFN - 2023-12-31 175,395 $4,185,000 -1,472
   Essential Planning LLC. 14 - 2023-12-31 169,172 $4,036,000 110,135
   Sontag Advisory LLC 126 - 2023-12-31 161,768 $3,860,000 26,217
   Black Swift Group LLC - 2023-12-31 155,190 $3,703,000 135,990
   Archer Investment Corp 16 - 2023-12-31 151,364 $3,612,000 85,672
   MML INVESTORS SERVICES LLC 744 - 2023-12-31 148,847 $3,551,000 16,771
   Royal Harbor Partners LLC 14 - 2023-12-31 140,098 $3,343,000 -4,400
   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
   MONEY CONCEPTS CAPITAL CORP 95 - 2023-12-31 127,986 $3,054,000 -72,411
   MONTAG A & ASSOCIATES INC 127 - 2023-12-31 125,458 $2,993,000 -2,095
   BEACON FINANCIAL GROUP 74 - 2023-12-31 124,995 $2,982,000 -29,004
   WEALTHSOURCE PARTNERS LLC 88 - 2023-12-31 121,975 $2,910,000 22,121
   HANSON MCCLAIN, INC. - 2023-12-31 116,820 $2,787,000 -4,089
   BOSTON FAMILY OFFICE LLC 92 - 2023-12-31 110,060 $2,626,000 21,211
   LINCOLN NATIONAL CORP 237 - 2023-12-31 107,760 $2,571,000 -5,816
   Leo Wealth LLC 65 - 2023-12-31 106,268 $2,536,000 0
   Pacific Sage Partners LLC 20 *New 2023-12-31 102,347 $2,442,000 102,347
  100 Records found
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