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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
   MORGAN STANLEY 1293 - 2023-12-31 3,497,751 $83,456,000 -703,261
   Goss Wealth Management LLC 65 - 2023-12-31 1,560,725 $37,266,000 -545,154
   Rockefeller Capital Management L.P. 240 - 2023-12-31 1,069,753 $25,524,000 -486,786
   MV Capital Management Inc. 10 - 2024-03-31 868,720 $20,797,000 -14,921
   Campbell Wealth Management - 2024-03-31 827,163 $19,802,000 -973,089
   Advisor Group Holdings Inc. - 2024-03-31 634,392 $15,187,000 -176,505
   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
   OPPENHEIMER ASSET MANAGEMENT INC - 2024-03-31 475,121 $11,374,000 -53,746
   HIGHTOWER ADVISORS, LLC - 2024-03-31 417,382 $9,993,000 -37,700
   BAKER ELLIS ASSET MANAGEMENT LLC 18 - 2024-03-31 408,803 $9,787,000 -15,415
   Stephens Consulting LLC 9 - 2024-03-31 355,377 $8,508,000 -7,512
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC - 2024-03-31 288,181 $6,899,000 -9,483
   GRADIENT INVESTMENTS LLC 126 - 2024-03-31 252,943 $6,055,000 -8,189
   DAVIDSON D A & CO 261 - 2023-12-31 237,306 $5,662,000 -123,548
   IFG Advisory LLC - 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
   JANNEY MONTGOMERY SCOTT LLC 775 - 2024-03-31 203,178 $4,864,000 -3,454
   Kerntke Otto McGlone Wealth Management Group - 2024-03-31 202,588 $4,850,000 -112,391
   4J Wealth Management LLC 8 - 2024-03-31 159,788 $3,825,000 -57,573
   Sontag Advisory LLC - 2024-03-31 156,378 $3,744,000 -5,390
   MONTAG A & ASSOCIATES INC - 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
   HANSON MCCLAIN, INC. 264 - 2024-03-31 114,155 $2,733,000 -2,665
   BEACON FINANCIAL GROUP - 2024-03-31 110,602 $2,648,000 -14,393
   MONEY CONCEPTS CAPITAL CORP 141 - 2024-03-31 85,288 $2,042,000 -42,698
   INVESTMENT MANAGEMENT ASSOCIATES INC /ADV - 2024-03-31 83,601 $2,001,000 -9
   BENJAMIN F. EDWARDS & COMPANY INC. 366 - 2024-03-31 80,455 $1,926,000 -285,527
   BAILARD BIEHL & KAISER INC - 2024-03-31 78,095 $1,870,000 -306,701
   CHATHAM CAPITAL GROUP INC 88 - 2024-03-31 76,750 $1,837,000 -208,005
   Cooper Financial Group 62 - 2024-03-31 76,151 $1,823,000 -27,138
   ASSOCIATED BANC-CORP - 2024-03-31 75,910 $1,817,000 -860
   Resonant Capital Advisors LLC 120 - 2024-03-31 69,343 $1,660,000 -2,346
   SCHMIDT P J INVESTMENT MANAGEMENT INC 59 - 2024-03-31 56,811 $1,360,000 -3,507
   Journey Advisory Group LLC - 2024-03-31 54,705 $1,310,000 -333,242
   LINCOLN NATIONAL CORP 446 - 2024-03-31 52,643 $1,260,000 -55,117
   Advance Capital Management Inc. 41 - 2024-03-31 52,026 $1,246,000 -273
   Klaas Financial Asset Advisors LLC 34 - 2024-03-31 50,338 $1,205,000 -2,704
   Granite Bay Wealth Management LLC - 2024-03-31 50,239 $1,203,000 -4,987,918
   COLDSTREAM CAPITAL MANAGEMENT INC 279 - 2023-12-31 44,347 $1,058,000 -4,906
   REGAL INVESTMENT ADVISORS, LLC 230 - 2023-12-31 40,913 $976,000 -51,004
   Mutual Advisors LLC 509 - 2024-03-31 36,693 $878,000 -30,827
   SUSQUEHANNA INTERNATIONAL GROUP, LLP - 2024-03-31 27,128 $649,000 -1,756
   Fairhaven Wealth Management LLC 52 - 2024-03-31 25,803 $618,000 -785
   Global Retirement Partners LLC 485 - 2024-03-31 24,892 $596,000 -882
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 434 - 2024-03-31 23,837 $571,000 -1,796
   Atwater Malick LLC 53 - 2024-03-31 23,573 $564,000 -315
   Geneos Wealth Management Inc. 476 - 2024-03-31 23,017 $551,000 -1,079
   Richard P Slaughter Associates Inc 105 - 2024-03-31 21,864 $523,000 -15,030
   ADVISORY SERVICES NETWORK, LLC - 2024-03-31 19,654 $471,000 -1,221
   Beverly Hills Private Wealth LLC - 2024-03-31 18,499 $443,000 -345
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 407 - 2024-03-31 17,875 $426,000 -2,200
   THOROUGHBRED FINANCIAL SERVICES LLC - 2024-03-31 17,476 $418,000 -2,162
   PRINCIPAL SECURITIES INC. 750 - 2024-03-31 16,897 $405,000 -47
   CFS Investment Advisory Services LLC 114 - 2023-12-31 16,506 $394,000 -1,690
   CHESLEY TAFT & ASSOCIATES LLC/IL 262 - 2024-03-31 16,300 $390,000 -7,000
   REDW Stanley Financial Advisors LLC 101 - 2024-03-31 15,793 $378,000 -1,037
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1800 - 2024-03-31 14,651 $351,000 -2,608
   Steele Capital Management Inc. 124 - 2024-03-31 14,399 $345,000 -2,463
   Relative Value Partners Group LLC 230 - 2023-12-31 14,036 $335,000 -88,421
   Mascoma Wealth Management LLC 74 - 2024-03-31 13,646 $327,000 -1,457
   Commonwealth Financial Services LLC 127 - 2023-12-31 13,424 $320,000 -644
   Koshinski Asset Management Inc. - 2024-03-31 11,936 $286,000 -3,300
   Claro Advisors LLC 331 - 2024-03-31 11,690 $280,000 -168
   W.H. Cornerstone Investments Inc. - 2024-03-31 11,549 $276,000 -3,143
   Gateway Wealth Partners LLC 167 - 2023-12-31 11,388 $272,000 -369,540
   NewEdge Wealth LLC - 2024-03-31 11,120 $266,000 -2,545
   Baron Silver Stevens Financial Advisors LLC 100 - 2024-03-31 10,997 $263,000 -1,047
   SILVER OAK SECURITIES Inc - 2024-03-31 10,446 $250,000 -14,845
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 183 - 2024-03-31 9,519 $228,000 -5,253
   SevenOneSeven Capital Management 6 - 2023-12-31 9,486 $226,000 -80,837
   BENJAMIN EDWARDS INC 323 - 2024-03-31 9,143 $219,000 -58,116
   INSIGHT 2811 INC - 2024-03-31 8,661 $207,000 -13,620
   Stratos Wealth Advisors LLC 636 - 2024-03-31 8,406 $201,000 -225,768
   AYRSHIRE ASSOCIATES INC 277 - 2023-12-31 3,272 $78,000 -122,438
   Bogart Wealth LLC 331 - 2024-03-31 2,805 $67,000 -69
   Evergreen Private Wealth LLC 171 - 2024-03-31 288 $7,000 -114,865
   FMR LLC 4833 - 2023-12-31 19 $0 -1
  79 Records found
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