Ishrs Ibnds Dec 27 Corp. ETFIBDSETF
13F holders, Q1 2024 (March 31)299holders
1famous investor
$23.80avg. 13F price*
At the end of Q1 2024, 299 institutions reported holding Ishrs Ibnds Dec 27 Corp. ETF (IBDS) in their 13F filings. The largest holders were Bank of America Corp. ($163.1M), Shufro Rose & Co. LLC ($121.9M) and Ameriprise Financial Inc. ($113.0M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Ishrs Ibnds Dec 27 Corp. ETF
- Filed as
- ISHARES TR (Q1 2024)
- CUSIP
- 46435UAA9
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $34.9M |
| Exits | 15 | $10.3M |
Ownership 299 holders
| Bank of America Corp. | 0.02% | Add +10.9% | 6,852,896 | $163.1M |
| Shufro Rose & Co. LLC | 10.08% | Add +15355.7% | 5,123,260 | $121.9M |
| Ameriprise Financial Inc. | 0.03% | Add +257.2% | 4,747,778 | $113.0M |
| Capital Advisors Inc. | 1.60% | Add +11.3% | 3,132,752 | $74.6M |
| Morgan Stanley | 0.01% | Add +6.2% | 2,979,700 | $70.9M |
| UBS Group AG | 0.02% | Add +4.6% | 1,923,749 | $45.8M |
| Capital Investment Advisors, LLC | 1.04% | Reduce -8.0% | 1,875,074 | $44.6M |
| Mercer Global Advisors Inc. | 0.13% | Add +27.9% | 1,870,916 | $44.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +17.9% | 1,753,773 | $41.7M |
| Royal Bank of Canada | 0.01% | Reduce -1.6% | 1,741,029 | $41.4M |
| Aptus Capital Advisors, LLC | 0.87% | Add +14.0% | 1,696,264 | $40.4M |
| Composition Wealth, LLC | 0.95% | Add +3.2% | 1,583,616 | $37.7M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +6.4% | 1,557,054 | $37.1M |
| Wells Fargo & Company | 0.01% | Add +33.1% | 1,389,929 | $33.1M |
| LPL Financial LLC | 0.02% | Add +0.8% | 1,204,138 | $28.7M |
| Woodmont Investment Counsel LLC | 2.32% | Add +7.8% | 1,155,599 | $27.5M |
| Gratus Wealth Advisors, LLC | 4.96% | Add +10.1% | 1,148,295 | $27.0M |
| Truist Financial Corp. | 0.04% | Add +10.3% | 1,107,637 | $26.4M |
| Sigma Investment Counselors Inc. | 1.53% | Add +2.7% | 996,068 | $23.7M |
| Kathmere Capital Management, LLC | 2.54% | Add +8.0% | 933,361 | $22.2M |
| Sound View Wealth Advisors Group, LLC | 1.88% | Reduce -0.5% | 742,378 | $17.7M |
| RVW Wealth, LLC | 1.75% | Reduce -1.9% | 716,830 | $17.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +31.7% | 666,490 | $15.9M |
| US Bancorp \de | 0.02% | Reduce -7.9% | 617,055 | $14.7M |
| Stifel Financial Corp. | 0.02% | Add +4.1% | 601,128 | $14.3M |
| Gateway Advisory, LLC | 2.37% | Add +5.5% | 567,811 | $13.5M |
| Raymond James & Associates | 0.01% | Add +18.5% | 535,587 | $12.7M |
| Venture Visionary Partners LLC | 0.60% | Add +13.6% | 533,807 | $12.7M |
| Arrow Financial Corp | 1.26% | Add +3.6% | 533,103 | $12.7M |
| MV Capital Management, Inc. | 1.45% | Add +6.5% | 533,043 | $12.7M |
| Hengehold Capital Management LLC | 1.31% | Add +1.2% | 515,779 | $12.3M |
| Advisors Capital Management, LLC | 0.22% | Reduce -38.0% | 505,438 | $12.0M |
| Seven Springs Wealth Group, LLC | 4.27% | New | 456,590 | $10.9M |
| Global Retirement Partners, LLC | 0.36% | Add +1028.3% | 403,394 | $9.6M |
| Kestra Advisory Services, LLC | 0.06% | Add +32.3% | 376,461 | $9.0M |
| WJ Wealth Management, LLC | 3.53% | Add +188.9% | 372,622 | $8.9M |
| Keeler Thomas Management LLC | 3.02% | Reduce -2.3% | 369,672 | $8.8M |
| Cwm, LLC | 0.04% | Add +16.8% | 369,852 | $8.8M |
| Glenview Trust Co | 0.17% | Add +82.8% | 330,214 | $7.9M |
| Commonwealth Financial Services, LLC | 1.84% | Reduce -0.3% | 326,491 | $7.8M |
| Windsor Capital Management, LLC | 2.32% | Add +48.0% | 314,906 | $7.5M |
| Benjamin F. Edwards & Company, Inc. | 0.14% | Add +9.1% | 314,205 | $7.5M |
| Hamel Associates, Inc. | 2.33% | Add +4.2% | 305,725 | $7.3M |
| PFG Private Wealth Management, LLC | 4.52% | Reduce -9.3% | 301,927 | $7.2M |
| CENTRAL TRUST Co | 0.18% | Add +10.3% | 301,492 | $7.2M |
| Howland Capital Management LLC | 0.34% | Add +49.1% | 295,417 | $7.0M |
| Peloton Wealth Strategists | 2.85% | Add +5.5% | 289,985 | $6.9M |
| Platte River Wealth Advisors, LLC | 1.92% | Add +5.3% | 283,522 | $6.7M |
| Lyell Wealth Management, LP | 0.68% | Add +29.3% | 279,526 | $6.7M |
| Signature Wealth Management Group | 2.72% | Reduce -0.2% | 254,759 | $6.0M |
| Arcadia Investment Advisors LLC | 3.40% | Add +3.1% | 250,457 | $6.0M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +24.8% | 239,981 | $5.7M |
| Sandy Spring Bank | 0.25% | Add +2.4% | 234,155 | $5.6M |
| Captrust Financial Advisors | 0.02% | Add +45.0% | 228,854 | $5.4M |
| IFP Advisors, Inc | 0.23% | Add +5.9% | 222,192 | $5.3M |
| MCF Advisors LLC | 0.40% | Add +3.1% | 218,128 | $5.2M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -25.1% | 215,129 | $5.1M |
| Praetorian Wealth Management, Inc. | 1.22% | Add +4.6% | 191,720 | $4.6M |
| Probity Advisors, Inc. | 0.90% | Add +84.3% | 183,376 | $4.4M |
| TLWM | 0.97% | Reduce -1.4% | 183,268 | $4.4M |
| Creative Planning | 0.00% | Add +18.0% | 181,605 | $4.3M |
| Spinnaker Trust | 0.27% | Add +41.9% | 174,765 | $4.2M |
| Houlihan Financial Resource Group, Ltd. | 1.86% | Add +15.8% | 173,950 | $4.1M |
| 4Thought Financial Group Inc. | 2.71% | Add +14.1% | 173,195 | $4.1M |
| Confluence Investment Management LLC | 0.05% | Reduce -0.6% | 170,586 | $4.1M |
| Robbins Farley | 2.20% | Add +0.1% | 167,935 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Add +12.4% | 165,189 | $3.9M |
| Kesler, Norman & Wride, LLC | 0.82% | Add +38.3% | 163,114 | $3.9M |
| Krilogy Financial LLC | 0.29% | Add +2.8% | 161,269 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | New | 158,072 | $3.8M |
| Droms Strauss Advisors Inc. /Mo/ | 1.37% | Add +53.2% | 157,602 | $3.8M |
| NewEdge Advisors, LLC | 0.03% | Reduce -87.1% | 155,436 | $3.7M |
| Marathon Mission, Inc. | 2.65% | Add +1.3% | 141,037 | $3.4M |
| Asset Dedication, LLC | 0.24% | Add +446.3% | 134,585 | $3.2M |
| Parallel Advisors, LLC | 0.09% | Add +64.1% | 132,572 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +27.7% | 129,703 | $3.1M |
| Matthew Goff Investment Advisor, LLC | 0.62% | Reduce -0.8% | 128,210 | $3.1M |
| Virginia Wealth Management Group, Inc. | 2.47% | Reduce -2.9% | 127,120 | $3.0M |
| CGN Advisors LLC | 0.38% | Reduce -14.4% | 126,232 | $3.0M |
| Fulton Breakefield Broenniman LLC | 0.23% | Add +8.6% | 125,284 | $3.0M |
| Evergreen Private Wealth LLC | 1.48% | Add +16.1% | 124,211 | $3.0M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.08% | Add +8.4% | 121,813 | $2.9M |
| Foundation Wealth Management, LLC | 2.30% | New | 118,805 | $2.8M |
| Wrapmanager Inc. | 0.76% | Add +6.2% | 115,463 | $2.7M |
| Laurel Wealth Advisors LLC | 0.46% | Add +6.4% | 113,615 | $2.7M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -7.6% | 113,135 | $2.7M |
| FF Advisors,LLC | 1.85% | Add +18.3% | 112,590 | $2.7M |
| Allworth Financial LP | 0.02% | Reduce -21.6% | 111,372 | $2.7M |
| Cherry Tree Wealth Management, LLC | 0.66% | Add +32.6% | 110,770 | $2.6M |
| Atria Investments, Inc | 0.04% | Add +6.3% | 107,778 | $2.6M |
| Sax Wealth Advisors, LLC | 0.29% | Add +20.6% | 104,529 | $2.5M |
| Precedent Wealth Partners, LLC | 1.06% | Add +19.3% | 103,425 | $2.5M |
| LifePlan Financial, LLC | 2.16% | Add +3.6% | 98,924 | $2.4M |
| Round Rock Advisors LLC | 0.54% | Add +443.2% | 94,067 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +225.7% | 91,433 | $2.2M |
| Jane Street Group, LLC | 0.00% | New | 90,940 | $2.2M |
| Quantum Financial Advisors, LLC | 0.40% | New | 90,701 | $2.2M |
| Moneco Advisors, LLC | 0.34% | Add +49.7% | 90,344 | $2.2M |
| Associated Banc-Corp | 0.07% | Add +12.1% | 88,418 | $2.1M |
| Foundry Financial Group, Inc. | 1.45% | Add +19.7% | 85,454 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +3.9% | 84,904 | $2.0M |
| Mesirow Financial Investment Management, Inc. | 0.05% | Add +35.1% | 83,621 | $2.0M |
| Camelot Portfolios, LLC | 1.88% | Reduce -29.5% | 80,836 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +144.2% | 80,820 | $1.9M |
| Fortis Capital Management LLC | 0.49% | Reduce -0.5% | 78,328 | $1.9M |
| Leavell Investment Management, Inc. | 0.11% | Add +21.8% | 77,800 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.7% | 75,814 | $1.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +42.3% | 73,389 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.1% | 72,661 | $1.7M |
| Strid Group, LLC | 0.31% | Add +303.6% | 72,330 | $1.7M |
| Valley Wealth Managers, Inc. | 0.13% | Add +4.3% | 71,016 | $1.7M |
| Paradigm, Strategies in Wealth Management, LLC | 1.04% | Add +8.7% | 70,748 | $1.7M |
| Mariner, LLC | 0.00% | Add +71.3% | 70,519 | $1.7M |
| Covington Investment Advisors Inc. | 0.26% | Add +266.3% | 66,670 | $1.6M |
| Coldstream Capital Management Inc. | 0.04% | Add +19.3% | 66,359 | $1.6M |
| Leo Wealth, LLC | 0.15% | Add +8.1% | 63,577 | $1.5M |
| Great Diamond Partners, LLC | 0.34% | Reduce -3.1% | 62,433 | $1.5M |
| Crew Capital Management, Ltd | 1.18% | Add +66.3% | 60,676 | $1.4M |
| WealthTrust Axiom LLC | 0.46% | New | 60,000 | $1.4M |
| First Fiduciary Investment Counsel, Inc. | 0.29% | Add +13.0% | 59,280 | $1.4M |
| Stonebrook Private Inc. | 0.41% | Add +73.8% | 58,939 | $1.4M |
| Weaver Consulting Group | 0.51% | Add +405.4% | 57,578 | $1.4M |
| Ritholtz Wealth Management | 0.05% | Add +179.7% | 55,820 | $1.3M |
| Cornell Pochily Investment Advisors, Inc. | 0.53% | Reduce -1.4% | 55,715 | $1.3M |
| Sightline Wealth Advisors, LLC | 0.85% | Add +2.5% | 54,032 | $1.3M |
| Archford Capital Strategies, LLC | 0.22% | Reduce -0.7% | 54,028 | $1.3M |
| Meitav Investment House Ltd. | 0.02% | Reduce -7.4% | 53,503 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +12.3% | 51,459 | $1.2M |
| Granite Harbor Advisors, Inc. | 0.83% | Add +13.2% | 51,389 | $1.2M |
| Segment Wealth Management, LLC | 0.09% | Add +12.3% | 50,707 | $1.2M |
| Smith, Moore & Co. | 0.13% | Add +97.2% | 50,686 | $1.2M |
| McGlone Suttner Wealth Management, Inc. | 0.22% | Add +28.5% | 48,634 | $1.2M |
| Lincoln National Corp. | 0.02% | Reduce -8.7% | 48,417 | $1.2M |
| Ironwood Financial, llc | 0.26% | Add +11.1% | 48,202 | $1.1M |
| FinTrust Capital Advisors, LLC | 0.22% | Reduce -2.8% | 48,090 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +21.7% | 46,840 | $1.1M |
| Farmers National Bank | 0.33% | Add +4.8% | 46,141 | $1.1M |
| Little House Capital LLC | 0.35% | Reduce -14.1% | 44,743 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.04% | Reduce -10.1% | 44,300 | $1.1M |
| Sowell Financial Services LLC | 0.05% | Add +16.7% | 42,731 | $1.0M |
| Sonata Capital Group Inc. | 0.45% | Add +11.5% | 41,712 | $993K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 40,476 | $963K |
| Cabot Wealth Management Inc. | 0.12% | Add +10.4% | 40,130 | $955K |
| 4J Wealth Management LLC | 0.82% | Add +4.7% | 39,818 | $948K |
| Horan Securities, Inc. | 0.44% | New | 39,564 | $942K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -18.3% | 39,186 | $933K |
| Barrett & Company, Inc. | 0.43% | Add +0.2% | 38,265 | $911K |
| Redwood Financial Network Corp | 0.77% | Add +6.5% | 37,369 | $889K |
| Mendota Financial Group, LLC | 0.50% | Add +54.4% | 36,263 | $863K |
| Private Advisor Group, LLC | 0.01% | Add +102.0% | 36,147 | $860K |
| Timber Creek Capital Management LLC | 0.26% | Add +3.1% | 34,748 | $827K |
| Bank of New Hampshire | 0.21% | Add +1.5% | 34,220 | $814K |
| Beacon Financial Group | 0.09% | Add +52.1% | 34,149 | $813K |
| Benjamin Edwards Inc. | 0.15% | Reduce -7.8% | 32,443 | $772K |
| MML Investors Services, LLC | 0.00% | Reduce -10.9% | 32,313 | $769K |
| Cannon Financial Strategists, Inc. | 0.15% | Add +5.7% | 32,226 | $767K |
| Regions Financial Corp. | 0.01% | Add +42.8% | 31,858 | $758K |
| InterOcean Capital Group, LLC | 0.02% | Add +16.1% | 31,071 | $739K |
| SageView Advisory Group, LLC | 0.04% | New | 13,103 | $729K |
| Safeguard Financial, LLC | 0.23% | Add +141.4% | 29,857 | $711K |
| Chesley Taft & Associates LLC | 0.04% | Add +28.5% | 28,834 | $686K |
| Hilltop Holdings Inc. | 0.08% | Add +1.5% | 28,653 | $682K |
| Mutual Advisors, LLC | 0.02% | Add +9.5% | 28,574 | $680K |
| Exchange Capital Management, Inc. | 0.11% | Add +44.3% | 28,546 | $679K |
| Stokes Family Office, LLC | 0.08% | No change | 26,935 | $641K |
| Harbor Advisory Corp. | 0.22% | Add +1.4% | 26,695 | $635K |
| Madden Advisory Services, Inc. | 0.33% | Add +52.6% | 26,550 | $632K |
| PFG Investments, LLC | 0.04% | New | 26,544 | $632K |
| Consolidated Portfolio Review Corp | 0.17% | New | 26,444 | $629K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 26,000 | $619K |
| First Interstate Bank | 0.04% | No change | 25,808 | $614K |
| Robinson Smith Wealth Advisors LLC | 0.58% | Add +46.7% | 25,435 | $605K |
| Heartland Bank & Trust Co | 0.34% | New | 24,803 | $590K |
| Granite Bay Wealth Management, LLC | 0.34% | Reduce -98.7% | 24,809 | $590K |
| Cary Street Partners Asset Management LLC | 0.09% | Reduce -11.2% | 24,737 | $589K |
| Austin Private Wealth, LLC | 0.07% | Add +83.5% | 24,533 | $581K |
| Old Mission Capital LLC | 0.01% | New | 24,007 | $571K |
| Princeton Global Asset Management LLC | 0.13% | Reduce -4.5% | 23,739 | $565K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +2.1% | 23,489 | $559K |
| First National Trust Co | 0.02% | New | 22,800 | $543K |
| GAMMA Investing LLC | 0.11% | New | 22,771 | $542K |
| Autumn Glory Partners, LLC | 0.26% | No change | 22,356 | $532K |
| Harbor Investment Advisory, LLC | 0.05% | New | 21,850 | $520K |
| Element Wealth, LLC | 0.30% | Add +47.4% | 21,740 | $517K |
| Dearborn Partners LLC | 0.02% | Add +5.2% | 21,680 | $516K |
| Comerica Bank | 0.00% | Reduce -10.0% | 21,141 | $503K |
| Spectrum Wealth Counsel, LLC | 0.06% | No change | 20,879 | $497K |
| 1900 Wealth Management LLC | 0.05% | No change | 20,768 | $494K |
| Integrated Advisors Network LLC | 0.03% | New | 20,759 | $494K |
| NovaPoint Capital, LLC | 0.17% | Reduce -14.7% | 20,514 | $488K |
| Baird Financial Group, Inc. | 0.00% | Add +47.8% | 20,367 | $485K |
| BCS Wealth Management | 0.15% | Add +113.5% | 19,655 | $468K |
| Reliant Wealth Planning | 0.22% | No change | 19,257 | $458K |
| Resonant Capital Advisors, LLC | 0.04% | New | 19,204 | $457K |
| Yoder Wealth Management, Inc. | 0.29% | New | 18,800 | $447K |
| Bellecapital International Ltd. | 0.10% | No change | 18,503 | $440K |
| Neuberger Berman Group LLC | 0.00% | New | 18,415 | $438K |
| American Money Management, LLC | 0.09% | Reduce -7.6% | 18,268 | $435K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -9.1% | 18,227 | $433K |
| Alterna Wealth Management, Inc. | 0.35% | New | 17,938 | $427K |
| Schmidt P J Investment Management Inc. | 0.08% | Add +0.1% | 17,898 | $426K |
| Executive Wealth Management, LLC | 0.04% | Add +68.2% | 17,931 | $424K |
| Buffington Mohr McNeal | 0.08% | Add +41.4% | 17,422 | $415K |
| Summit Wealth Partners, LLC | 0.09% | Reduce -6.7% | 17,111 | $407K |
| Montecito Bank & Trust | 0.08% | New | 16,605 | $395K |
| Brookstone Capital Management | 0.01% | New | 16,345 | $389K |
| Focus Partners Wealth | 0.00% | No change | 15,612 | $372K |
| D.A. Davidson & Co. | 0.00% | Reduce -59.1% | 15,446 | $368K |
| Duncker Streett & Co. Inc. | 0.07% | No change | 15,273 | $363K |
| MKT Advisors LLC | 0.20% | Add +0.6% | 15,424 | $362K |
| CFS Investment Advisory Services, LLC | 0.06% | Reduce -11.4% | 15,019 | $357K |
| Valley Forge Investment Consultants Inc. Adv | 0.14% | New | 14,974 | $356K |
| Renaissance Technologies | 0.00% | Add +11.2% | 14,883 | $354K |
| Johnson Bixby & Associates, LLC | 0.06% | Add +34.7% | 14,586 | $347K |
| Farther Finance Advisors, LLC | 0.02% | New | 14,403 | $341K |
| Bank of New York Mellon Corp | 0.00% | Add +43.8% | 14,227 | $339K |
| Willis Johnson & Associates, Inc. | 0.03% | No change | 14,050 | $334K |
| Up Strategic Wealth Investment Advisors LLC | 0.55% | No change | 14,030 | $334K |
| Straight Path Wealth Management | 0.18% | Add +0.1% | 13,660 | $325K |
| Roble, Belko & Company, Inc | 0.06% | No change | 13,653 | $325K |
| Mgo One Seven LLC | 0.02% | Add +16.7% | 12,790 | $304K |
| Avior Wealth Management, LLC | 0.01% | No change | 12,581 | $299K |
| Black Swift Group, LLC | 0.08% | Reduce -49.0% | 12,550 | $299K |
| Newman Dignan & Sheerar, Inc. | 0.08% | Reduce -2.6% | 12,147 | $289K |
| Principal Securities, Inc. | 0.01% | Add +7.7% | 11,816 | $281K |
| Adirondack Trust Co. | 0.12% | Add +28.9% | 11,637 | $277K |
| Meredith Wealth Planning | 0.15% | Add +0.7% | 11,572 | $275K |
| Godshalk Welsh Capital Management, Inc. | 0.18% | New | 11,500 | $274K |
| Cypress Wealth Services, LLC | 0.06% | No change | 11,313 | $269K |
| Anchor Capital Advisors LLC | 0.01% | No change | 11,225 | $267K |
| James Investment Research, Inc. | 0.03% | New | 11,100 | $264K |
| Treynor Bancshares, Inc. | 0.15% | Add +0.1% | 11,054 | $263K |
| Atwater Malick LLC | 0.09% | Add +6.1% | 10,950 | $261K |
| Wick Capital Partners, LLC | 0.25% | No change | 10,932 | $260K |
| Cooper/Haims Advisors, LLC | 0.15% | No change | 10,729 | $255K |
| Raymond James Trust N.A. | 0.01% | Reduce -2.4% | 10,611 | $253K |
| Highland Financial Advisors, LLC | 0.10% | No change | 10,606 | $252K |
| Mayflower Financial Advisors, LLC | 0.04% | New | 10,139 | $241K |
| Scotia Capital Inc. | 0.00% | No change | 10,100 | $240K |
| NorthCoast Asset Management LLC | 0.00% | No change | 10,087 | $240K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -10.9% | 10,041 | $239K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 9,980 | $238K |
| Kintra Wealth, LLC | 0.17% | New | 9,779 | $233K |
| Bank of Montreal | 0.00% | Add +55.8% | 9,159 | $218K |
| Wells Financial Advisors INC | 0.15% | No change | 9,100 | $217K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +190.0% | 8,735 | $208K |
| Koshinski Asset Management, Inc. | 0.02% | New | 8,568 | $204K |
| Private Portfolio Partners LLC | 0.04% | No change | 8,500 | $202K |
| Aerodigm Wealth, LLC | 0.08% | Reduce -50.0% | 8,498 | $202K |
| Avantax Planning Partners, Inc. | 0.01% | New | 8,464 | $201K |
| Syntegra Private Wealth Group, LLC | 0.03% | New | 8,446 | $201K |
| HM Payson & Co. | 0.00% | Add +50.2% | 8,370 | $199K |
| Provenance Wealth Advisors, LLC | 0.03% | Reduce -1.9% | 8,181 | $195K |
| Horizons Wealth Management | 0.12% | No change | 7,647 | $183K |
| Harbour Investments, Inc. | 0.01% | Add +0.7% | 7,450 | $177K |
| Phillips Financial Management, LLC | 0.01% | Add +152.2% | 6,235 | $148K |
| Addison Advisors LLC | 0.05% | Add +4.3% | 5,745 | $137K |
| Bogart Wealth, LLC | 0.01% | Add +12.7% | 5,594 | $133K |
| Cordgrass Capital Advisors, LLC | 0.04% | No change | 5,322 | $127K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 5,160 | $123K |
| Private Trust Co. NA | 0.01% | Add +360.8% | 5,060 | $120K |
| PSI Advisors, LLC | 0.04% | No change | 4,400 | $105K |
| Maryland Capital Advisors Inc. | 0.06% | New | 3,999 | $95K |
| Global Assets Advisory, LLC | 0.06% | New | 3,961 | $94K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 3,657 | $87K |
| Ogorek Anthony Joseph /NY/ | 0.03% | Add +42.0% | 3,602 | $85K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,400 | $81K |
| CVA Family Office, LLC | 0.01% | New | 3,155 | $75K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,967 | $71K |
| Barclays PLC | 0.00% | New | 2,733 | $65K |
| Sachetta, LLC | 0.03% | No change | 2,700 | $65K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,500 | $60K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -77.5% | 2,135 | $51K |
| Trust Co | 0.01% | New | 2,096 | $50K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,010 | $48K |
| Bokf, NA | 0.00% | No change | 1,750 | $41K |
| NorthRock Partners, LLC | 0.00% | New | 1,560 | $37K |
| National Bank of Canada | 0.00% | New | 1,544 | $36K |
| Stephens Consulting, LLC | 0.01% | Add +0.7% | 1,431 | $34K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -0.9% | 1,423 | $34K |
| BlackRock Inc. | 0.00% | Add +855.0% | 1,337 | $32K |
| Citigroup Inc. | 0.00% | New | 1,298 | $31K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,082 | $26K |
| Ancora Advisors LLC | 0.00% | No change | 1,051 | $25K |
| Motco | 0.00% | No change | 989 | $24K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.7% | 891 | $21K |
| United Community Bank | 0.01% | New | 861 | $20K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 855 | $20K |
| Jones Financial Companies LLLP | 0.00% | New | 849 | $20K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.1% | 833 | $20K |
| Colonial Trust Co / SC | 0.00% | New | 800 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.7% | 745 | $18K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 696 | $17K |
| Blue Trust, Inc. | 0.00% | New | 300 | $7K |
| Peoples Bank | 0.00% | Reduce -33.3% | 200 | $5K |
| Legacy Bridge, LLC | 0.00% | No change | 182 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 112 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 100 | $2K |
| FMR LLC | 0.00% | Reduce -99.5% | 1 | $24 |
"% of holder's portfolio" is IBDS's weight in each manager's 13F, not the share of Ishrs Ibnds Dec 27 Corp. ETF the manager owns.