Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Ibonds Dec 2025 Term Treasury Etf (IBTF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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  
Free Registration Required For Full Results

            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
   GLOBALT Investments LLC / GA 8 - 2024-03-31 2,638,123 $61,284,000 -81,821
   FinTrust Capital Advisors LLC 6 - 2024-03-31 519,526 $12,069,000 -8,207
   Advisor Group Holdings Inc. 624 - 2024-03-31 489,259 $11,365,000 -817,949
   ENVESTNET ASSET MANAGEMENT INC 1402 - 2023-12-31 458,870 $10,682,000 -2,916
   GUARANTY TRUST CO OF MISSOURI /MO/ 80 - 2024-03-31 397,786 $9,241,000 -9,707
   COMMONWEALTH EQUITY SERVICES LLC. 912 - 2024-03-31 332,996 $7,736,000 -3,083
   GRADIENT INVESTMENTS LLC 127 - 2024-03-31 254,143 $5,904,000 -7,213
   OPPENHEIMER ASSET MANAGEMENT INC 299 - 2024-03-31 198,923 $4,621,000 -22,740
   Kerntke Otto McGlone Wealth Management Group 8 - 2024-03-31 155,638 $3,615,000 -30,442
   BB&T CORP - 2023-12-31 146,382 $3,408,000 -4,707
   Altus Wealth Group LLC 15 - 2024-03-31 130,768 $3,038,000 -9,339
   HANSON MCCLAIN, INC. 256 - 2024-03-31 122,467 $2,845,000 -42,114
   SYNOVUS FINANCIAL CORP 303 - 2023-12-31 96,765 $2,253,000 -2,821,105
   HIGHTOWER ADVISORS, LLC 1440 - 2024-03-31 81,058 $1,885,000 -14,121
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 176 - 2024-03-31 60,571 $1,407,000 -208
   LINCOLN NATIONAL CORP 436 - 2024-03-31 56,870 $1,321,000 -46,783
   4J Wealth Management LLC 23 - 2024-03-31 45,327 $1,053,000 -50
   Klaas Financial Asset Advisors LLC 36 - 2024-03-31 38,856 $903,000 -1,933
   Richard P Slaughter Associates Inc 91 - 2024-03-31 37,951 $882,000 -12,692
   MULTIFINANCIAL SECURITIES CORP 855 - 2023-12-31 35,277 $821,000 -7,351
   THOROUGHBRED FINANCIAL SERVICES LLC 227 - 2024-03-31 34,998 $813,000 -1,039
   Aries Wealth Management 113 - 2024-03-31 25,639 $596,000 -4,078
   Geneos Wealth Management Inc. 473 - 2024-03-31 23,817 $553,000 -973
   Steele Capital Management Inc. 93 - 2024-03-31 22,596 $525,000 -9,712
   Hara Capital LLC 90 - 2024-03-31 16,710 $388,000 -11,888
   Resonant Capital Advisors LLC 239 - 2024-03-31 15,321 $356,000 -6
   CFS Investment Advisory Services LLC 121 - 2023-12-31 15,186 $354,000 -1,737
   Mascoma Wealth Management LLC 75 - 2024-03-31 14,046 $326,000 -2,780
   Spectrum Asset Management Inc. (NB/CA) 75 - 2024-03-31 13,780 $320,000 -15,782
   Treasure Coast Financial Planning 29 - 2024-03-31 12,001 $279,000 -13,492
   W.H. Cornerstone Investments Inc. 115 - 2024-03-31 10,839 $252,000 -3,209
   SILVER OAK SECURITIES Inc 349 - 2024-03-31 9,855 $229,000 -15,426
   Stratos Wealth Advisors LLC 633 - 2024-03-31 8,676 $202,000 -619
   Bogart Wealth LLC 320 - 2024-03-31 3,112 $72,000 -70
   Colonial Trust Co / SC 447 - 2023-12-31 3,064 $71,000 -26
   Sutton Wealth Advisors Inc. - 2023-09-30 1,880 $43,000 -194
   Ambassador Advisors LLC 205 - 2023-12-31 1,190 $28,000 -2,483
  39 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us