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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
   WELLS FARGO & CO/MN 588 - 2024-03-31 3,046,614 $70,773,000 30,706
   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
   HILLSTRUST 4 - 2024-03-31 1,938,883 $45,040,000 385,592
   ROYAL BANK OF CANADA 808 - 2023-12-31 1,601,566 $37,284,000 1,219,918
   LPL FINANCIAL CORP 701 - 2024-03-31 1,449,336 $33,668,000 238,040
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 425 - 2024-03-31 1,106,911 $25,714,000 116,044
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 39 - 2024-03-31 810,858 $18,836,000 112,431
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 295 - 2023-12-31 747,801 $17,409,000 169,382
   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
   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
   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
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 85 - 2024-03-31 480,078 $11,152,000 104,029
   Krilogy Financial LLC 27 - 2024-03-31 452,006 $10,500,000 104,131
   Connecticut Wealth Management LLC 33 - 2024-03-31 424,865 $9,870,000 364,528
   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
   Lido Advisors LLC 163 - 2023-12-31 391,239 $9,108,000 140,484
   Steward Partners Investment Advisory LLC 182 - 2023-12-31 371,678 $8,653,000 363,667
   Baltimore-Washington Financial Advisors Inc. 60 - 2024-03-31 356,145 $8,273,000 44,726
   THRIVENT FINANCIAL FOR LUTHERANS 676 - 2023-12-31 328,109 $7,638,000 255,179
   Keeler Thomas Management LLC 8 - 2024-03-31 316,634 $7,363,000 48,188
   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
   J P MORGAN CHASE & CO 2365 - 2024-03-31 253,098 $5,879,000 251,474
   Snowden Capital Advisors LLC 116 - 2023-12-31 241,970 $5,633,000 3,458
   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 782 - 2024-03-31 204,367 $4,747,000 1,360
   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
   Private Advisor Group LLC 532 - 2024-03-31 174,203 $4,047,000 14,227
   Global Retirement Partners LLC 149 - 2024-03-31 168,457 $3,913,000 97,509
   TRANSCEND WEALTH COLLECTIVE LLC 81 - 2024-03-31 161,350 $3,748,000 48,050
   Sontag Advisory LLC 132 - 2024-03-31 159,296 $3,700,000 8,008
   Leo Wealth LLC 52 - 2024-03-31 149,275 $3,467,000 7,939
   Royal Harbor Partners LLC 19 - 2024-03-31 146,616 $3,406,000 976
   LEAVELL T & ASSOCIATES INC 119 - 2024-03-31 143,971 $3,344,000 10,588
   OneAscent Financial Services LLC 46 - 2024-03-31 141,491 $3,287,000 124,617
   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
   Equitable Holdings Inc. 349 - 2023-12-31 109,147 $2,541,000 19,560
   PARKSIDE FINANCIAL BANK & TRUST 52 - 2024-03-31 108,634 $2,524,000 107,995
   Probity Advisors Inc. 38 - 2024-03-31 105,805 $2,458,000 50,102
   WEALTHSOURCE PARTNERS LLC - 2023-12-31 103,636 $2,413,000 87,525
   BFT FINANCIAL GROUP LLC - 2023-06-30 103,354 $2,391,000 19,806
   Sigma Planning Corp 266 - 2024-03-31 100,218 $2,328,000 41,823
   Accretive Wealth Partners LLC 19 - 2024-03-31 99,997 $2,314,000 7,003
   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
   AMERIPRISE FINANCIAL INC 2763 - 2023-12-31 92,110 $2,142,000 46,246
   Stratos Wealth Partners LTD. 425 - 2024-03-31 87,134 $2,024,000 3,456
   Essential Planning LLC. 17 - 2024-03-31 86,155 $2,006,000 4,297
   IFG Advisory LLC 185 - 2024-03-31 83,820 $1,947,000 10,122
   CWM LLC 641 - 2024-03-31 78,560 $1,825,000 19,373
   VALMARK ADVISERS INC 181 - 2024-03-31 77,970 $1,811,000 42,677
   Baird Financial Group Inc. 975 - 2023-12-31 75,259 $1,752,000 22,046
   KESTRA PRIVATE WEALTH SERVICES LLC 412 - 2024-03-31 73,484 $1,707,000 9,617
   PHILLIPS FINANCIAL MANAGEMENT LLC 88 - 2024-03-31 72,367 $1,681,000 5,240
   ASSOCIATED BANC-CORP 180 - 2024-03-31 67,511 $1,568,000 2,672
   DAVIDSON D A & CO - 2023-12-31 66,858 $1,556,000 44,309
   Crew Capital Management Ltd. 20 - 2024-03-31 61,734 $1,434,000 25,172
   Eldridge Investment Advisors Inc. 64 - 2024-03-31 59,782 $1,389,000 2,667
   COUNTRY CLUB BANK /GFN 173 - 2024-03-31 53,195 $1,236,000 9,221
   PSI Advisors LLC 42 - 2024-03-31 52,808 $1,227,000 9,205
   EVEXIA WEALTH LLC 37 - 2024-03-31 51,071 $1,182,000 4,813
   IFP Advisors Inc - 2023-12-31 49,934 $1,162,000 4,888
   Kestra Advisory Services LLC 1045 - 2023-12-31 49,310 $1,148,000 21,586
   Safeguard Financial LLC 26 - 2024-03-31 49,154 $1,142,000 18,113
   Farther Finance Advisors LLC 216 - 2023-12-31 48,505 $1,129,000 47,026
   HOWLAND CAPITAL MANAGEMENT INC 127 - 2024-03-31 47,883 $1,112,000 6,354
   Atria Wealth Solutions Inc. - 2023-12-31 44,965 $1,047,000 27,115
   Relative Value Partners Group LLC 144 - 2023-12-31 44,870 $1,045,000 22,512
   GOULD ASSET MANAGEMENT LLC /CA/ 47 - 2024-03-31 44,955 $1,044,000 13,185
   Cooper Financial Group 132 - 2024-03-31 38,598 $897,000 20,365
   Element Wealth LLC 40 - 2024-03-31 37,871 $880,000 5,334
   Austin Private Wealth LLC 79 - 2024-03-31 36,977 $856,000 11,861
   Foundry Financial Group Inc. 27 - 2024-03-31 36,176 $840,000 12,246
   Fortis Capital Management LLC 72 - 2024-03-31 32,784 $762,000 191
   Focused Wealth Management Inc 69 - 2024-03-31 31,616 $734,000 305
   Reliant Wealth Planning - 2023-12-31 31,033 $722,000 7,535
   FINANCIAL NETWORK 1644 - 2023-12-31 28,986 $675,000 4,719
   Compass Ion Advisors LLC 118 - 2024-03-31 29,005 $674,000 4,715
   Consolidated Portfolio Review Corp 140 - 2024-03-31 27,638 $642,000 1,564
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 319 - 2024-03-31 26,700 $618,000 3,075
   BARRETT & COMPANY INC. 61 - 2024-03-31 26,487 $615,000 5,641
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3167 - 2024-03-31 26,388 $613,000 26,388
   BCS Wealth Management 112 - 2024-03-31 26,315 $611,000 13,181
   CI Private Wealth LLC 1561 - 2024-03-31 24,370 $566,000 2,500
   HPM Partners LLC - 2023-12-31 24,230 $564,000 409
  100 Records found
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