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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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   1858 WEALTH MANAGEMENT LLC 5 - 2024-03-31 120,651 $2,809,000 0
   MONTAG A & ASSOCIATES INC 211 - 2024-03-31 61,530 $1,429,000 0
   Horizons Wealth Management 22 - 2024-03-31 48,742 $1,135,000 0
   MONTECITO BANK & TRUST 109 - 2024-03-31 47,717 $1,108,000 0
   Knollwood Investment Advisory LLC 96 - 2023-12-31 42,900 $999,000 0
   Sound View Wealth Advisors Group LLC 211 - 2024-03-31 27,702 $644,000 0
   CIBC WORLD MARKETS INC. 849 - 2023-12-31 21,465 $500,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC - 2023-12-31 20,039 $467,000 0
   Atlantic Trust Group LLC 871 - 2024-03-31 18,400 $426,000 0
   CHESLEY TAFT & ASSOCIATES LLC/IL 265 - 2024-03-31 16,700 $388,000 0
   DUNCKER STREETT & CO INC 178 - 2024-03-31 15,565 $362,000 0
   PRIVATE TRUST CO NA 500 - 2024-03-31 13,447 $312,000 0
   BerganKDV Wealth Management LLC - 2023-06-30 12,846 $297,000 0
   Princeton Global Asset Management LLC 144 - 2024-03-31 10,955 $254,000 0
   Autumn Glory Partners LLC 162 - 2024-03-31 8,634 $201,000 0
   AlphaCore Capital LLC 256 - 2023-12-31 3,400 $79,000 0
   GHP INVESTMENT ADVISORS INC 459 - 2024-03-31 3,273 $76,000 0
   Steward Financial Group LLC - 2023-09-30 3,316 $76,000 0
   HARBOR INVESTMENT ADVISORY LLC 555 - 2024-03-31 2,500 $58,000 0
   Capital Analysts Inc. - 2023-12-31 1,955 $46,000 0
   TD CAPITAL MANAGEMENT LLC 187 - 2024-03-31 1,885 $44,000 0
   ROBBINS FARLEY LLC 84 - 2024-03-31 1,376 $32,000 0
   Oakworth Capital Inc. 442 - 2024-03-31 575 $13,000 0
   PROEQUITIES INC. 4450 *New 2024-03-31 0 $0 0

  24 Records found
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