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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
   COLONY GROUP, LLC 20 *New 2023-12-31 2,665,336 $62,049,000 2,665,336
   GOLUB GROUP LLC 24 *New 2024-03-31 1,498,209 $34,803,000 1,498,209
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 101 *New 2024-03-31 426,491 $9,907,000 426,491
   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
   McGuire Investment Group LLC 36 *New 2024-03-31 255,859 $5,944,000 255,859
   Carmel Capital Partners LLC 7 *New 2024-03-31 166,021 $3,857,000 166,021
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 337 *New 2023-12-31 145,223 $3,381,000 145,223
   Atlantic Private Wealth LLC *New 2023-12-31 135,512 $3,155,000 135,512
   Rockefeller Capital Management L.P. 891 *New 2023-12-31 89,397 $2,081,000 89,397
   SHELTON WEALTH MANAGEMENT LLC 17 *New 2023-12-31 82,927 $1,931,000 82,927
   GOLDMAN SACHS GROUP INC/ 3230 *New 2023-12-31 73,136 $1,703,000 73,136
   Change Path LLC *New 2023-12-31 55,907 $1,302,000 55,907
   PORTLAND GLOBAL ADVISORS LLC 67 *New 2024-03-31 50,051 $1,163,000 50,051
   Mill Creek Capital Advisors LLC 93 *New 2023-12-31 49,862 $1,161,000 49,862
   REGAL INVESTMENT ADVISORS, LLC 229 *New 2023-12-31 42,025 $978,000 42,025
   Midwest Professional Planners LTD. 84 *New 2024-03-31 39,228 $911,000 39,228
   Wealth Advisory Solutions LLC 68 *New 2024-03-31 34,925 $811,000 34,925
   Day & Ennis LLC *New 2023-12-31 32,496 $757,000 32,496
   PFG Investments LLC 446 *New 2024-03-31 27,638 $642,000 27,638
   Fairhaven Wealth Management LLC 53 *New 2024-03-31 26,452 $614,000 26,452
   Conrad Siegel Investment Advisors Inc. 30 *New 2024-03-31 21,820 $507,000 21,820
   ALLIANCEBERNSTEIN L.P. 2641 *New 2023-12-31 19,712 $459,000 19,712
   Crestmont Private Wealth LLC 43 *New 2024-03-31 15,590 $362,000 15,590
   Black Swift Group LLC *New 2023-12-31 15,160 $353,000 15,160
   WASHINGTON TRUST CO 241 *New 2024-03-31 12,950 $301,000 12,950
   VIAWEALTH LLC 133 *New 2024-03-31 12,163 $283,000 12,163
   Laurel Wealth Advisors LLC 149 *New 2023-12-31 11,604 $270,000 11,604
   Cresset Asset Management LLC 1546 *New 2023-12-31 11,000 $256,000 11,000
   REDW Stanley Financial Advisors LLC 133 *New 2024-03-31 10,957 $255,000 10,957
   BEACON FINANCIAL PLANNING INC 35 *New 2024-03-31 10,454 $243,000 10,454
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 294 *New 2024-03-31 10,278 $239,000 10,278
   Templeton & Phillips Capital Management LLC 24 *New 2023-12-31 5,400 $126,000 5,400
   United Community Bank 262 *New 2024-03-31 3,020 $70,000 3,020
   WOODMONT INVESTMENT COUNSEL LLC 288 *New 2024-03-31 2,850 $66,000 2,850
   Crewe Advisors LLC *New 2023-12-31 1,830 $43,000 1,830
   OLIVER LAGORE VANVALIN INVESTMENT GROUP *New 2023-12-31 845 $20,000 845
   Archer Investment Corp 639 *New 2024-03-31 431 $10,000 431
   Penserra Capital Management LLC 1132 *New 2023-12-31 318 $7,000 318
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1480 *New 2024-03-31 157 $4,000 157
   Nemes Rush Group LLC *New 2023-12-31 47 $1,000 47
   PROEQUITIES INC. 4450 *New 2024-03-31 0 $0 0
   FMR LLC 5030 *New 2023-12-31 3 $0 3
  43 Records found
  1    
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