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Get Institutions for : 
Ishares Ibonds Dec 2025 Term Treasury Etf (IBTF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 215    47
Total shares held : 
 58,315,356  
% of shares held : 
 64.79%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   116  
Amount of shares held : 
 6,940,713  
% of shares held change : 
   7.71%  
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 :
55
 5,292,446
 9.08%
 
Increased Positions :
101
 11,927,646
 20.45%
 
Unchanged Positions :
27
 622,918
 1.07%
 
Decreased Positions :
32
-9,819,597
-16.84%
 
Closed Positions :
8
-459,782
-0.79%
 
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 15 - 2023-12-31 12,588,700 $293,065,000 -6,022,483
   MORGAN STANLEY 1276 - 2023-12-31 3,662,025 $85,252,000 -365,429
   WELLS FARGO & CO/MN - 2023-12-31 3,015,908 $70,210,000 -373,879
   GLOBALT Investments LLC / GA 8 - 2023-12-31 2,719,944 $63,320,000 0
   COLONY GROUP, LLC 20 *New 2023-12-31 2,665,336 $62,049,000 2,665,336
   COLONY GROUP LLC - 2023-09-30 2,645,525 $61,059,000 455,989
   BANK OF AMERICA CORP /DE/ 1070 - 2023-12-31 2,532,776 $58,963,000 357,544
   UBS Group AG - 2023-12-31 2,234,095 $52,010,000 1,191,242
   Capital Investment Advisors LLC 15 - 2024-03-31 2,233,569 $51,886,000 181,337
   Goss Wealth Management LLC 47 - 2023-12-31 1,989,934 $46,333,000 1,275,877
   ROYAL BANK OF CANADA 808 - 2023-12-31 1,601,566 $37,284,000 1,219,918
   HILLSTRUST - 2023-12-31 1,553,291 $36,161,000 509,084
   Advisor Group Holdings Inc. 341 - 2023-12-31 1,307,208 $30,432,000 -56,469
   LPL FINANCIAL CORP 730 - 2023-12-31 1,211,296 $28,199,000 606,536
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 425 - 2024-03-31 1,106,911 $25,714,000 116,044
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 295 - 2023-12-31 747,801 $17,409,000 169,382
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - 2023-12-31 698,427 $16,259,000 448,953
   InterOcean Capital Group LLC - 2023-12-31 678,472 $15,795,000 599,727
   MV Capital Management Inc. 11 - 2024-03-31 667,991 $15,517,000 9,342
   Journey Advisory Group LLC 11 - 2023-12-31 594,745 $13,846,000 47,153
   MARINER WEALTH ADVISORS, LLC 385 - 2023-12-31 594,213 $13,833,000 430,733
   Integrated Wealth Concepts LLC 105 - 2023-12-31 577,471 $13,444,000 150,681
   STIFEL FINANCIAL CORP 681 - 2023-12-31 548,974 $12,780,000 191,618
   FinTrust Capital Advisors LLC 7 - 2023-12-31 527,733 $12,286,000 7,808
   RENAISSANCE TECHNOLOGIES LLC 868 - 2023-12-31 507,800 $11,822,000 496,900
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 410 - 2024-03-31 487,064 $11,314,000 39,072
   ENVESTNET ASSET MANAGEMENT INC 1402 - 2023-12-31 458,870 $10,682,000 -2,916
   Krilogy Financial LLC 27 - 2024-03-31 452,006 $10,500,000 104,131
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 101 *New 2024-03-31 426,491 $9,907,000 426,491
   Scissortail Wealth Management LLC - 2023-12-31 403,775 $9,424,000 40,899
   RAYMOND JAMES & ASSOCIATES 1208 - 2024-03-31 397,847 $9,242,000 52,238
   GUARANTY TRUST CO OF MISSOURI /MO/ 80 - 2024-03-31 397,786 $9,241,000 -9,707
   Lido Advisors LLC 163 - 2023-12-31 391,239 $9,108,000 140,484
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC - 2023-12-31 376,049 $8,754,000 349,956
   Steward Partners Investment Advisory LLC 182 - 2023-12-31 371,678 $8,653,000 363,667
   COMMONWEALTH EQUITY SERVICES LLC. - 2023-12-31 336,079 $7,824,000 7,075
   THRIVENT FINANCIAL FOR LUTHERANS 676 - 2023-12-31 328,109 $7,638,000 255,179
   FINANCIAL ENGINES ADVISORS L.L.C. 86 *New 2023-12-31 319,329 $7,434,000 319,329
   HM PAYSON & CO 82 *New 2023-12-31 317,239 $7,385,000 317,239
   Baltimore-Washington Financial Advisors Inc. 61 - 2023-12-31 311,419 $7,250,000 29,604
   MOSELEY INVESTMENT MANAGEMENT INC 6 - 2024-03-31 307,736 $7,149,000 27,264
   MKT Advisors LLC 4 - 2024-03-31 277,686 $6,417,000 184,771
   Keeler Thomas Management LLC - 2023-12-31 268,446 $6,249,000 -2,073
   McGuire Investment Group LLC 36 *New 2024-03-31 255,859 $5,944,000 255,859
   GRADIENT INVESTMENTS LLC 127 - 2024-03-31 254,143 $5,904,000 -7,213
   Snowden Capital Advisors LLC 116 - 2023-12-31 241,970 $5,633,000 3,458
   OPPENHEIMER ASSET MANAGEMENT INC 294 - 2023-12-31 221,663 $5,160,000 -4,653
   Sargent Bickham Lagudis LLC - 2022-12-31 215,717 $5,022,000 23,361
   Strategic Blueprint LLC 73 - 2024-03-31 210,175 $4,882,000 91,981
   LEVEL FOUR ADVISORY SERVICES LLC - 2023-12-31 206,732 $4,813,000 13,888
   JANNEY MONTGOMERY SCOTT LLC - 2023-12-31 203,007 $4,726,000 19,171
   Lunt Capital Management Inc. 12 - 2024-03-31 199,626 $4,637,000 8,573
   Cetera Investment Advisers 467 - 2023-12-31 196,843 $4,583,000 113,737
   PARK AVENUE SECURITIES LLC 219 - 2024-03-31 191,330 $4,445,000 29,132
   Kerntke Otto McGlone Wealth Management Group - 2023-12-31 186,080 $4,332,000 115,832
   Global Retirement Partners LLC 149 - 2024-03-31 168,457 $3,913,000 97,509
   Carmel Capital Partners LLC 7 *New 2024-03-31 166,021 $3,857,000 166,021
   Private Advisor Group LLC - 2023-12-31 159,976 $3,724,000 23,707
   Sontag Advisory LLC - 2023-12-31 151,288 $3,522,000 12,886
   BB&T CORP - 2023-12-31 146,382 $3,408,000 -4,707
   Royal Harbor Partners LLC - 2023-12-31 145,640 $3,390,000 -2,444
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 337 *New 2023-12-31 145,223 $3,381,000 145,223
   LEAVELL T & ASSOCIATES INC 119 - 2024-03-31 143,971 $3,344,000 10,588
   Leo Wealth LLC 52 - 2023-12-31 141,336 $3,290,000 0
   OneAscent Financial Services LLC 46 - 2024-03-31 141,491 $3,287,000 124,617
   Altus Wealth Group LLC - 2023-12-31 140,107 $3,262,000 4,524
   Atlantic Private Wealth LLC *New 2023-12-31 135,512 $3,155,000 135,512
   Brookstone Capital Management 291 - 2024-03-31 129,505 $3,008,000 33,130
   CREATIVE PLANNING 743 - 2023-12-31 127,177 $2,961,000 12,900
   Granite Bay Wealth Management LLC - 2023-12-31 126,000 $2,913,000 0
   HANSON MCCLAIN, INC. 256 - 2024-03-31 122,467 $2,845,000 -42,114
   1858 WEALTH MANAGEMENT LLC 5 - 2024-03-31 120,651 $2,809,000 0
   TRANSCEND WEALTH COLLECTIVE LLC *New 2023-12-31 113,300 $2,638,000 113,300
   Equitable Holdings Inc. 349 - 2023-12-31 109,147 $2,541,000 19,560
   WEALTHSOURCE PARTNERS LLC - 2023-12-31 103,636 $2,413,000 87,525
   LINCOLN NATIONAL CORP - 2023-12-31 103,653 $2,413,000 -12,794
   BFT FINANCIAL GROUP LLC - 2023-06-30 103,354 $2,391,000 19,806
   SYNOVUS FINANCIAL CORP 303 - 2023-12-31 96,765 $2,253,000 -2,821,105
   Lantz Financial LLC 40 - 2024-03-31 96,288 $2,237,000 8,956
   BOSTON FAMILY OFFICE LLC 105 - 2023-12-31 95,946 $2,234,000 61,387
   AE Wealth Management LLC 863 - 2023-12-31 95,281 $2,221,000 68,829
   HIGHTOWER ADVISORS, LLC 1351 - 2023-12-31 95,179 $2,219,000 -65,135
   Accretive Wealth Partners LLC *New 2023-12-31 92,994 $2,165,000 92,994
   AMERIPRISE FINANCIAL INC 2763 - 2023-12-31 92,110 $2,142,000 46,246
   Rockefeller Capital Management L.P. 891 *New 2023-12-31 89,397 $2,081,000 89,397
   Stratos Wealth Partners LTD. 425 - 2024-03-31 87,134 $2,024,000 3,456
   SHELTON WEALTH MANAGEMENT LLC 17 *New 2023-12-31 82,927 $1,931,000 82,927
   Essential Planning LLC. 17 - 2023-12-31 81,858 $1,906,000 35,670
   CWM LLC 641 - 2024-03-31 78,560 $1,825,000 19,373
   Baird Financial Group Inc. 975 - 2023-12-31 75,259 $1,752,000 22,046
   IFG Advisory LLC - 2023-12-31 73,698 $1,716,000 8,163
   GOLDMAN SACHS GROUP INC/ 3230 *New 2023-12-31 73,136 $1,703,000 73,136
   PHILLIPS FINANCIAL MANAGEMENT LLC 88 - 2024-03-31 72,367 $1,681,000 5,240
   DAVIDSON D A & CO - 2023-12-31 66,858 $1,556,000 44,309
   ASSOCIATED BANC-CORP - 2023-12-31 64,839 $1,509,000 12,047
   KESTRA PRIVATE WEALTH SERVICES LLC - 2023-12-31 63,867 $1,487,000 12,549
   MONTAG A & ASSOCIATES INC - 2023-12-31 61,530 $1,432,000 3,208
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV - 2023-12-31 60,779 $1,415,000 -3,350
   Connecticut Wealth Management LLC - 2023-12-31 60,337 $1,405,000 49,695
   Sigma Planning Corp - 2023-12-31 58,395 $1,359,000 -44,884
  100 Records found
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