IBMS Institutional Ownership
iShares iBonds Dec 2030 Term Mu
1W: +0.5%
YTD: -2.0%
$25.05
-0.03 (-0.10%)
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — IBMS
120
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
256M
Total Invested
19
New Positions
67
Increased
23
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (120 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 1,773,721 | $44M | +21,498 | +1.2% | 5Q | SEC ↗ |
| 2 | Clearstead Advisors, LLC | 930,943 | $23M | +31,702 | +3.5% | 4Q | SEC ↗ |
| 3 | HighTower Advisors, LLC | 728,112 | $18M | +371,405 | +104.1% | 7Q | SEC ↗ |
| 4 | COMMUNITY TRUST & INVESTMENT CO | 381,639 | $10M | +198,355 | +108.2% | 2Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 367,091 | $9M | +76,005 | +26.1% | 6Q | SEC ↗ |
| 6 | Kathmere Capital Management, LLC | 351,990 | $9M | -138,772 | -28.3% | 3Q | SEC ↗ |
| 7 | LBMC INVESTMENT ADVISORS, LLC | 323,023 | $8M | +53,879 | +20.0% | 6Q | SEC ↗ |
| 8 | US BANCORP \DE | 310,037 | $8M | +4,624 | +1.5% | 7Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 252,630 | $6M | +85,534 | +51.2% | 2Q | SEC ↗ |
| 10 | Praetorian Wealth Management, Inc. | 220,855 | $6M | +6,617 | +3.1% | 7Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 218,763 | $5M | +18,247 | +9.1% | 3Q | SEC ↗ |
| 12 | JANE STREET GROUP, LLC | 209,528 | $5M | +143,743 | +218.5% | 3Q | SEC ↗ |
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 175,941 | $4M | +13,190 | +8.1% | 6Q | SEC ↗ |
| 14 | COLDSTREAM CAPITAL MANAGEMENT INC | 155,512 | $4M | +7,049 | +4.7% | 8Q | SEC ↗ |
| 15 | NewEdge Advisors, LLC | 151,475 | $4M | +31,352 | +26.1% | 3Q | SEC ↗ |
| 16 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 151,422 | $4M | +10,690 | +7.6% | 8Q | SEC ↗ |
| 17 | CENTRAL TRUST Co | 142,579 | $4M | -1,335 | -0.9% | 7Q | SEC ↗ |
| 18 | Lido Advisors, LLC | 122,151 | $3M | -2,447 | -2.0% | 2Q | SEC ↗ |
| 19 | Cypress Point Wealth Management, LLC | 115,000 | $3M | — | +0.0% | 3Q | SEC ↗ |
| 20 | LPL Financial LLC | 111,968 | $3M | +26,968 | +31.7% | 6Q | SEC ↗ |
| 21 | Summit Financial, LLC | 111,520 | $3M | +4,818 | +4.5% | 4Q | SEC ↗ |
| 22 | Quantum Financial Advisors, LLC | 110,543 | $3M | -37,520 | -25.3% | 6Q | SEC ↗ |
| 23 | ASSETMARK, INC | 105,906 | $3M | +26,762 | +33.8% | 4Q | SEC ↗ |
| 24 | UBS Group AG | 103,453 | $3M | +42,688 | +70.3% | 4Q | SEC ↗ |
| 25 | MORGAN STANLEY | 95,919 | $2M | -12,418 | -11.5% | 3Q | SEC ↗ |
| 26 | ROYAL BANK OF CANADA | 79,784 | $2M | +5,264 | +7.1% | 7Q | SEC ↗ |
| 27 | MML INVESTORS SERVICES, LLC NEW | 74,015 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Kestra Advisory Services, LLC | 72,751 | $2M | +2,568 | +3.7% | 6Q | SEC ↗ |
| 29 | Ellis Investment Partners, LLC | 70,835 | $2M | +19 | +0.0% | 3Q | SEC ↗ |
| 30 | Hills Bank & Trust Co | 67,088 | $2M | +52,486 | +359.4% | 3Q | SEC ↗ |
| 31 | Atlantic Union Bankshares Corp | 63,752 | $2M | +387 | +0.6% | 5Q | SEC ↗ |
| 32 | BLUE SQUARE ASSET MANAGEMENT, LLC | 60,387 | $2M | +936 | +1.6% | 4Q | SEC ↗ |
| 33 | Focus Partners Wealth | 56,651 | $1M | +14,461 | +34.3% | 5Q | SEC ↗ |
| 34 | RAYMOND JAMES FINANCIAL INC | 55,850 | $1M | +1,544 | +2.8% | 6Q | SEC ↗ |
| 35 | Brookstone Capital Management | 53,321 | $1M | +16,661 | +45.4% | 3Q | SEC ↗ |
| 36 | SENTINEL PENSION ADVISORS, LLC | 53,112 | $1M | +5,705 | +12.0% | 2Q | SEC ↗ |
| 37 | Argo Wealth Advisory, LLC | 49,217 | $1M | -816 | -1.6% | 3Q | SEC ↗ |
| 38 | TRUE Private Wealth Advisors | 49,125 | $1M | +21,224 | +76.1% | 3Q | SEC ↗ |
| 39 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 48,557 | $1M | +2,272 | +4.9% | 4Q | SEC ↗ |
| 40 | GC Wealth Management RIA, LLC | 46,063 | $1M | +1,971 | +4.5% | 7Q | SEC ↗ |
| 41 | SPINNAKER TRUST | 45,362 | $1M | +13,834 | +43.9% | 3Q | SEC ↗ |
| 42 | Godshalk Welsh Capital Management, Inc | 42,500 | $1M | +10,500 | +32.8% | 4Q | SEC ↗ |
| 43 | Sound View Wealth Advisors Group, LLC | 41,328 | $1M | +398 | +1.0% | 7Q | SEC ↗ |
| 44 | Cetera Investment Advisers | 39,734 | $996K | +267 | +0.7% | 7Q | SEC ↗ |
| 45 | Cyndeo Wealth Partners, LLC | 39,733 | $996K | +15,074 | +61.1% | 2Q | SEC ↗ |
| 46 | Jacobi Capital Management LLC NEW | 36,417 | $912K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Sanctuary Advisors, LLC | 36,316 | $910K | +158 | +0.4% | 3Q | SEC ↗ |
| 48 | Newman Dignan & Sheerar, Inc. | 35,878 | $899K | +24 | +0.1% | 5Q | SEC ↗ |
| 49 | PFG Private Wealth Management, LLC | 35,714 | $895K | -526 | -1.5% | 3Q | SEC ↗ |
| 50 | Granite Harbor Advisors, Inc. | 35,256 | $883K | +14,171 | +67.2% | 3Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| MML INVESTORS SERVICES, LLC | 74,015 | $2M |
| Jacobi Capital Management LLC | 36,417 | $912K |
| Elequin Capital, LP | 30,782 | $771K |
| Modern Wealth Management, LLC | 22,125 | $554K |
| Carnegie Investment Counsel | 16,000 | $401K |
| Wick Capital Partners, LLC | 13,258 | $332K |
| WJ Wealth Management, LLC | 11,000 | $276K |
| Pacific Excel Wealth Advisors, Inc. | 10,900 | $273K |
| Heritage Family Offices, LLP | 10,900 | $273K |
| IFG Advisory, LLC | 10,756 | $269K |
| CAPTRUST FINANCIAL ADVISORS | 8,514 | $213K |
| HOWLAND CAPITAL MANAGEMENT LLC | 8,380 | $210K |
| Quantinno Capital Management LP | 7,902 | $198K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 7,787 | $195K |
| Cambridge Investment Research Advis | 7,768 | $195K |
| EP Wealth Advisors, LLC | 6,924 | $173K |
| Princeton Global Asset Management L | 3,860 | $97K |
| Global Retirement Partners, LLC | 1,809 | $45K |
| Community Financial Services Group, | 967 | $24K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 55,377 | $1M |
| Creative Planning | 12,229 | $306K |
| JPMORGAN CHASE & CO | 9,689 | $243K |
| Private Advisor Group, LLC | 9,270 | $232K |
| Root Financial Partners, LLC | 130 | $3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HighTower Advisors, LLC | +371,405 | +104.1% | 728,112 |
| COMMUNITY TRUST & INVESTMENT CO | +198,355 | +108.2% | 381,639 |
| JANE STREET GROUP, LLC | +143,743 | +218.5% | 209,528 |
| ENVESTNET ASSET MANAGEMENT INC | +85,534 | +51.2% | 252,630 |
| BANK OF AMERICA CORP /DE | +76,005 | +26.1% | 367,091 |
| LBMC INVESTMENT ADVISORS, LLC | +53,879 | +20.0% | 323,023 |
| Hills Bank & Trust Co | +52,486 | +359.4% | 67,088 |
| UBS Group AG | +42,688 | +70.3% | 103,453 |
| Clearstead Advisors, LLC | +31,702 | +3.5% | 930,943 |
| NewEdge Advisors, LLC | +31,352 | +26.1% | 151,475 |
| LPL Financial LLC | +26,968 | +31.7% | 111,968 |
| ASSETMARK, INC | +26,762 | +33.8% | 105,906 |
| MERCER GLOBAL ADVISORS INC /ADV | +21,498 | +1.2% | 1,773,721 |
| TRUE Private Wealth Advisors | +21,224 | +76.1% | 49,125 |
| Rossmore Private Capital | +19,027 | +124.1% | 34,363 |
| WELLS FARGO & COMPANY/MN | +18,247 | +9.1% | 218,763 |
| Brookstone Capital Management | +16,661 | +45.4% | 53,321 |
| OneAscent Financial Services LLC | +15,475 | +157.3% | 25,313 |
| Cyndeo Wealth Partners, LLC | +15,074 | +61.1% | 39,733 |
| Focus Partners Wealth | +14,461 | +34.3% | 56,651 |
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kathmere Capital Management, LLC | -138,772 | -28.3% | 351,990 |
| Quantum Financial Advisors, LLC | -37,520 | -25.3% | 110,543 |
| NESTEGG ADVISORS, INC. | -29,653 | -49.6% | 30,109 |
| Aspen Wealth Management LLC | -13,149 | -31.0% | 29,272 |
| MORGAN STANLEY | -12,418 | -11.5% | 95,919 |
| CITADEL ADVISORS LLC | -5,141 | -39.9% | 7,757 |
| WOODMONT INVESTMENT COUNSEL LLC | -3,721 | -28.0% | 9,546 |
| CFS Investment Advisory Services, L | -3,353 | -13.2% | 22,085 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -3,079 | -50.0% | 3,080 |
| Lido Advisors, LLC | -2,447 | -2.0% | 122,151 |
| Archford Capital Strategies, LLC | -1,981 | -18.7% | 8,601 |
| CENTRAL TRUST Co | -1,335 | -0.9% | 142,579 |
| OneDigital Investment Advisors LLC | -1,161 | -8.1% | 13,160 |
| Argo Wealth Advisory, LLC | -816 | -1.6% | 49,217 |
| PFG Private Wealth Management, LLC | -526 | -1.5% | 35,714 |
| Capital Investment Advisors, LLC | -426 | -1.3% | 32,564 |
| Financial Engines Advisors L.L.C. | -308 | -2.3% | 13,215 |
| Cornell Pochily Investment Advisors | -155 | -1.7% | 8,940 |