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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
   UBS Group AG 481 - 2023-12-31 3,482,550 $83,094,000 67,487
   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
   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
   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
   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
   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
   GUARANTY TRUST CO OF MISSOURI /MO/ 66 - 2024-03-31 503,370 $12,051,000 89,082
   Belpointe Asset Management LLC 16 - 2024-03-31 485,203 $11,616,000 454,703
   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
   IFP Advisors Inc 44 - 2023-12-31 417,532 $9,962,000 6,435
   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
   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
   Cetera Investment Advisers 278 - 2023-12-31 339,496 $8,100,000 59,014
   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
   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
   Americana Partners LLC 58 - 2024-03-31 241,585 $5,784,000 49,893
   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
   Essential Planning LLC. 11 - 2024-03-31 204,252 $4,873,000 35,080
   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
   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
   WEALTHSOURCE PARTNERS LLC 88 - 2023-12-31 121,975 $2,910,000 22,121
   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
   Stratos Wealth Partners LTD. 391 - 2024-03-31 101,735 $2,436,000 1,886
   PHILLIPS FINANCIAL MANAGEMENT LLC 77 - 2024-03-31 99,288 $2,377,000 2,905
   Lantz Financial LLC 39 - 2024-03-31 93,859 $2,247,000 9,087
   Lokken Investment Group LLC 20 - 2023-12-31 92,828 $2,215,000 1,919
   EVEXIA WEALTH LLC 31 - 2024-03-31 91,927 $2,198,000 8,540
   True Link Financial Advisors LLC 18 - 2024-03-31 91,193 $2,183,000 4,480
   Baird Financial Group Inc. 909 - 2023-12-31 91,290 $2,178,000 26,225
   Safeguard Financial LLC 16 - 2024-03-31 89,770 $2,149,000 17,182
   Change Path LLC 150 - 2023-12-31 89,094 $2,126,000 89,094
   Endowment Wealth Management Inc. 16 - 2024-03-31 83,955 $2,010,000 32,712
   Robertson Stephens Wealth Management LLC 136 - 2023-12-31 83,445 $1,991,000 66,335
   Private Advisor Group LLC 822 - 2024-03-31 81,045 $1,940,000 15,205
   Sigma Planning Corp 324 - 2024-03-31 80,521 $1,928,000 3,458
   Rinkey Investments 25 - 2024-03-31 77,106 $1,846,000 675
   BFT FINANCIAL GROUP LLC 85 - 2023-06-30 74,722 $1,778,000 22,952
   KESTRA PRIVATE WEALTH SERVICES LLC 421 - 2024-03-31 69,900 $1,673,000 3,884
   Beacon Pointe Advisors LLC 519 - 2023-12-31 69,591 $1,660,000 6,268
   VALMARK ADVISERS INC 195 - 2024-03-31 67,369 $1,613,000 13,649
   Cherry Tree Wealth Management LLC 51 - 2024-03-31 65,595 $1,570,000 2,299
   HOWLAND CAPITAL MANAGEMENT INC 112 - 2024-03-31 64,721 $1,549,000 392
   Crew Capital Management Ltd. 17 - 2024-03-31 60,358 $1,445,000 24,941
   Farther Finance Advisors LLC 193 - 2023-12-31 55,911 $1,334,000 54,461
   GOULD ASSET MANAGEMENT LLC /CA/ 45 - 2024-03-31 49,415 $1,183,000 18,400
   Element Wealth LLC 33 - 2024-03-31 45,809 $1,097,000 4,563
   PARKSIDE FINANCIAL BANK & TRUST 102 - 2024-03-31 42,777 $1,024,000 41,863
   FINANCIAL NETWORK 1379 - 2023-12-31 41,630 $993,000 5,320
   Austin Private Wealth LLC 76 - 2024-03-31 40,491 $967,000 10,932
   Reliant Wealth Planning 6 - 2023-12-31 36,380 $868,000 14,356
   Wealth Advisory Solutions LLC 69 - 2024-03-31 33,746 $808,000 33,746
   ARGI INVESTMENT SERVICES, LLC - 2022-12-31 33,407 $797,000 6,645
   Foundry Financial Group Inc. 29 - 2024-03-31 31,729 $760,000 7,332
   Ruggaard & Associates LLC 31 - 2023-12-31 30,215 $721,000 9,275
   Conrad Siegel Investment Advisors Inc. 26 - 2024-03-31 28,852 $691,000 18,763
  100 Records found
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