Ishrs Ibnds Dec 27 Corp. ETFIBDSETF
13F holders, Q2 2024 (June 30)306holders +7
23new positions
18sold out
2famous investors
$23.68avg. 13F price*
At the end of Q2 2024, 306 institutions reported holding Ishrs Ibnds Dec 27 Corp. ETF (IBDS) in their 13F filings, up 7 from Q1 2024. 23 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($171.1M), Shufro Rose & Co. LLC ($129.4M) and Ameriprise Financial Inc. ($117.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishrs Ibnds Dec 27 Corp. ETF
- Filed as
- ISHARES TR (Q2 2024)
- CUSIP
- 46435UAA9
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $38.9M |
| Exits | 18 | $43.7M |
All 13F filers, Q1 2024 → Q2 2024: 7,510,421 shares bought and 2,073,388 shares sold, net +5,437,033 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 306 holders
| Bank of America Corp. | 0.02% | Add +5.2% | 7,210,813 | $171.1M |
| Shufro Rose & Co. LLC | 10.56% | Add +6.4% | 5,452,691 | $129.4M |
| Ameriprise Financial Inc. | 0.03% | Add +4.2% | 4,947,375 | $117.3M |
| Capital Advisors Inc. | 1.62% | Add +5.2% | 3,296,851 | $78.2M |
| Morgan Stanley | 0.01% | Add +6.2% | 3,164,008 | $75.1M |
| Aptus Capital Advisors, LLC | 1.02% | Add +33.4% | 2,263,078 | $53.7M |
| UBS Group AG | 0.01% | Add +3.9% | 1,998,487 | $47.4M |
| Capital Investment Advisors, LLC | 1.03% | Add +1.9% | 1,911,502 | $45.4M |
| Royal Bank of Canada | 0.01% | Add +8.0% | 1,880,543 | $44.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +5.7% | 1,853,808 | $44.0M |
| Mercer Global Advisors Inc. | 0.12% | Add +7.1% | 2,003,310 | $43.7M |
| Composition Wealth, LLC | 1.04% | Add +12.9% | 1,788,411 | $42.4M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +12.2% | 1,747,547 | $41.5M |
| Wells Fargo & Company | 0.01% | Add +12.6% | 1,564,508 | $37.1M |
| LPL Financial LLC | 0.02% | Add +12.0% | 1,348,972 | $32.0M |
| Woodmont Investment Counsel LLC | 2.32% | Add +3.6% | 1,197,735 | $28.4M |
| Gratus Wealth Advisors, LLC | 4.74% | Add +0.4% | 1,152,450 | $27.5M |
| Truist Financial Corp. | 0.04% | Add +1.4% | 1,123,260 | $26.7M |
| Kathmere Capital Management, LLC | 2.77% | Add +17.8% | 1,099,061 | $26.1M |
| Klingman & Associates, LLC | 1.64% | New | 1,024,075 | $24.3M |
| Sigma Investment Counselors Inc. | 1.50% | Add +1.7% | 1,013,096 | $24.0M |
| RVW Wealth, LLC | 1.90% | Add +12.0% | 802,768 | $19.0M |
| Sound View Wealth Advisors Group, LLC | 1.87% | Add +3.0% | 764,678 | $18.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +10.9% | 738,999 | $17.5M |
| Stifel Financial Corp. | 0.02% | Add +7.1% | 644,059 | $15.3M |
| Raymond James & Associates | 0.01% | Add +14.5% | 613,406 | $14.6M |
| Gateway Advisory, LLC | 2.43% | Add +6.3% | 603,514 | $14.3M |
| Seven Springs Wealth Group, LLC | 5.51% | Add +27.1% | 580,560 | $13.8M |
| Arrow Financial Corp | 1.27% | Add +3.0% | 548,877 | $13.0M |
| US Bancorp \de | 0.02% | Reduce -11.7% | 544,805 | $12.9M |
| MV Capital Management, Inc. | 1.44% | Add +1.3% | 539,718 | $12.8M |
| Hengehold Capital Management LLC | 1.31% | Add +2.7% | 529,886 | $12.6M |
| Global Retirement Partners, LLC | 0.35% | Add +16.1% | 468,372 | $11.1M |
| Windsor Capital Management, LLC | 3.42% | Add +47.7% | 465,239 | $11.0M |
| Howland Capital Management LLC | 0.52% | Add +56.7% | 462,820 | $11.0M |
| Glenview Trust Co | 0.20% | Add +26.6% | 418,223 | $9.9M |
| Kestra Advisory Services, LLC | 0.05% | Add +9.2% | 411,227 | $9.8M |
| Cwm, LLC | 0.04% | Add +6.4% | 393,472 | $9.3M |
| Keeler Thomas Management LLC | 3.00% | Add +0.3% | 370,912 | $8.8M |
| Commonwealth Financial Services, LLC | 1.76% | Add +10.7% | 361,497 | $8.6M |
| WJ Wealth Management, LLC | 3.09% | Reduce -4.1% | 357,448 | $8.5M |
| Benjamin F. Edwards & Company, Inc. | 0.15% | Add +13.1% | 355,276 | $8.4M |
| Hamel Associates, Inc. | 2.36% | Add +3.3% | 315,807 | $7.5M |
| Lyell Wealth Management, LP | 0.70% | Add +10.8% | 309,868 | $7.4M |
| CENTRAL TRUST Co | 0.18% | Add +2.4% | 308,754 | $7.3M |
| PFG Private Wealth Management, LLC | 4.41% | Add +1.5% | 306,449 | $7.3M |
| Captrust Financial Advisors | 0.02% | Add +32.8% | 303,828 | $7.2M |
| Peloton Wealth Strategists | 2.96% | Add +2.8% | 298,235 | $7.1M |
| Sanctuary Advisors, LLC | 0.05% | — | 283,990 | $6.7M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +11.3% | 267,203 | $6.3M |
| Signature Wealth Management Group | 2.66% | Add +0.6% | 256,215 | $6.1M |
| Probity Advisors, Inc. | 1.23% | Add +36.6% | 250,557 | $5.9M |
| Arcadia Investment Advisors LLC | 3.36% | Reduce -0.3% | 249,732 | $5.9M |
| IFP Advisors, Inc | 0.23% | Add +7.8% | 239,443 | $5.7M |
| Platte River Wealth Advisors, LLC | 1.57% | Reduce -16.7% | 236,288 | $5.6M |
| Sandy Spring Bank | 0.24% | Reduce -0.9% | 232,064 | $5.5M |
| Creative Planning | 0.01% | Add +27.6% | 231,722 | $5.5M |
| Spinnaker Trust | 0.34% | Add +28.4% | 224,361 | $5.3M |
| MCF Advisors LLC | 0.40% | Add +1.9% | 222,249 | $5.3M |
| Praetorian Wealth Management, Inc. | 1.23% | Add +5.8% | 202,860 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.9% | 202,480 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +15.8% | 191,308 | $4.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +41.0% | 182,863 | $4.3M |
| 4Thought Financial Group Inc. | 2.69% | Add +5.4% | 182,607 | $4.3M |
| Houlihan Financial Resource Group, Ltd. | 2.95% | Add +4.7% | 182,203 | $4.3M |
| Robbins Farley | 2.18% | Add +2.9% | 172,879 | $4.1M |
| Kesler, Norman & Wride, LLC | 0.87% | Add +5.8% | 172,597 | $4.1M |
| Confluence Investment Management LLC | 0.06% | Reduce -0.8% | 169,131 | $4.0M |
| Droms Strauss Advisors Inc. /Mo/ | 1.40% | Add +3.8% | 163,514 | $3.9M |
| Krilogy Financial LLC | 0.28% | Add +0.8% | 162,543 | $3.9M |
| Strid Group, LLC | 0.63% | Add +120.8% | 159,695 | $3.8M |
| NewEdge Advisors, LLC | 0.03% | Add +2.7% | 159,564 | $3.8M |
| Marathon Mission, Inc. | 2.54% | Add +0.2% | 141,316 | $3.4M |
| Allworth Financial LP | 0.02% | Add +22.6% | 136,598 | $3.3M |
| CGN Advisors LLC | 0.37% | Add +7.4% | 135,578 | $3.2M |
| Parallel Advisors, LLC | 0.08% | Add +2.0% | 135,186 | $3.2M |
| Asset Dedication, LLC | 0.22% | Reduce -0.1% | 134,491 | $3.2M |
| Sax Wealth Advisors, LLC | 0.29% | Add +23.5% | 129,124 | $3.1M |
| Cherry Tree Wealth Management, LLC | 0.76% | Add +15.7% | 128,118 | $3.0M |
| Matthew Goff Investment Advisor, LLC | 0.62% | Reduce -0.8% | 127,179 | $3.0M |
| Clearstead Advisors, LLC | 0.05% | New | 127,159 | $3.0M |
| Fulton Breakefield Broenniman LLC | 0.22% | Add +1.3% | 126,937 | $3.0M |
| Wrapmanager Inc. | 0.83% | Add +9.4% | 126,357 | $3.0M |
| Evergreen Private Wealth LLC | 1.44% | Reduce -0.8% | 123,215 | $2.9M |
| Foundation Wealth Management, LLC | 2.25% | Add +1.7% | 120,800 | $2.9M |
| Precedent Wealth Partners, LLC | 1.14% | Add +15.5% | 119,476 | $2.8M |
| Fortis Capital Management LLC | 0.60% | Add +51.0% | 118,255 | $2.8M |
| Laurel Wealth Advisors LLC | 0.49% | Add +3.3% | 117,406 | $2.8M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -1.3% | 111,703 | $2.7M |
| FF Advisors,LLC | 1.86% | Reduce -1.1% | 111,367 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +3.2% | 111,196 | $2.6M |
| Mesirow Financial Investment Management, Inc. | 0.06% | Add +31.5% | 109,939 | $2.6M |
| Camelot Portfolios, LLC | 1.48% | Add +36.0% | 109,904 | $2.6M |
| LifePlan Financial, LLC | 2.21% | Add +2.0% | 100,954 | $2.4M |
| Quantum Financial Advisors, LLC | 0.41% | Add +9.7% | 99,511 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +26.7% | 96,048 | $2.3M |
| Associated Banc-Corp | 0.07% | Add +4.8% | 92,701 | $2.2M |
| Foundry Financial Group, Inc. | 1.50% | Add +7.1% | 91,516 | $2.2M |
| Moneco Advisors, LLC | 0.32% | Add +0.8% | 91,026 | $2.2M |
| Leavell Investment Management, Inc. | 0.12% | Add +16.0% | 90,265 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -1.9% | 89,237 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +4.2% | 88,463 | $2.1M |
| Sightline Wealth Advisors, LLC | 1.25% | Add +57.0% | 84,843 | $2.0M |
| Round Rock Advisors LLC | 0.48% | Reduce -12.0% | 82,741 | $2.0M |
| Leo Wealth, LLC | 0.20% | Add +26.9% | 80,708 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -0.8% | 80,189 | $1.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -15.4% | 77,363 | $1.8M |
| Stonebrook Private Inc. | 0.52% | Add +28.8% | 75,894 | $1.8M |
| Mariner, LLC | 0.00% | Add +7.2% | 75,566 | $1.8M |
| United Capital Financial Advisors, LLC | 0.02% | Add +1.6% | 73,808 | $1.8M |
| Valley Wealth Managers, Inc. | 0.14% | Add +3.7% | 73,624 | $1.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -0.3% | 73,153 | $1.7M |
| Coldstream Capital Management Inc. | 0.04% | Add +9.3% | 72,504 | $1.7M |
| Paradigm, Strategies in Wealth Management, LLC | 1.05% | Add +1.8% | 71,984 | $1.7M |
| Covington Investment Advisors Inc. | 0.27% | Add +7.8% | 71,900 | $1.7M |
| Smith, Moore & Co. | 0.17% | Add +38.9% | 70,400 | $1.7M |
| STAR Financial Bank | 1.25% | New | 68,550 | $1.6M |
| Sabal Trust CO | 0.09% | New | 66,750 | $1.6M |
| AlTi Global, Inc. | 0.04% | New | 63,500 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.28% | Add +94.1% | 62,550 | $1.5M |
| Ironwood Financial, llc | 0.33% | Add +26.8% | 61,120 | $1.5M |
| Safeguard Financial, LLC | 0.40% | Add +104.2% | 60,953 | $1.4M |
| Great Diamond Partners, LLC | 0.34% | Reduce -2.4% | 60,952 | $1.4M |
| Weaver Consulting Group | 0.50% | Add +4.9% | 60,411 | $1.4M |
| Sowell Financial Services LLC | 0.07% | Add +40.1% | 59,884 | $1.4M |
| WealthTrust Axiom LLC | 0.47% | Reduce -1.2% | 59,300 | $1.4M |
| First Fiduciary Investment Counsel, Inc. | 0.30% | Reduce -0.0% | 59,275 | $1.4M |
| Renaissance Technologies | 0.00% | Add +283.7% | 57,100 | $1.4M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +26.5% | 56,047 | $1.3M |
| Archford Capital Strategies, LLC | 0.21% | Add +3.0% | 55,661 | $1.3M |
| Segment Wealth Management, LLC | 0.10% | Add +8.0% | 54,747 | $1.3M |
| Ritholtz Wealth Management | 0.04% | Reduce -2.6% | 54,380 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | New | 53,531 | $1.3M |
| Meitav Investment House Ltd. | 0.02% | No change | 53,503 | $1.3M |
| FinTrust Capital Advisors, LLC | 0.22% | Add +6.7% | 51,315 | $1.2M |
| Cabot Wealth Management Inc. | 0.16% | Add +25.6% | 50,404 | $1.2M |
| James Investment Research, Inc. | 0.14% | Add +348.8% | 49,819 | $1.2M |
| Cornell Pochily Investment Advisors, Inc. | 0.44% | Reduce -12.7% | 48,646 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +32.4% | 47,846 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -7.8% | 47,465 | $1.1M |
| Arcataur Capital Management LLC | 0.40% | New | 46,940 | $1.1M |
| Crew Capital Management, Ltd | 0.89% | Reduce -23.5% | 46,438 | $1.1M |
| Horan Securities, Inc. | 0.47% | Add +15.7% | 45,782 | $1.1M |
| Farmers National Bank | 0.32% | Reduce -3.2% | 44,671 | $1.1M |
| GAMMA Investing LLC | 0.14% | Add +96.0% | 44,625 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -8.4% | 42,880 | $1.0M |
| 4J Wealth Management LLC | 0.82% | Add +4.5% | 41,607 | $987K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.5% | 40,929 | $971K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.5% | 39,860 | $946K |
| First National Trust Co | 0.04% | Add +71.1% | 39,010 | $926K |
| Redwood Financial Network Corp | 0.77% | Add +3.2% | 38,577 | $915K |
| Blue Square Asset Management, LLC | 0.53% | New | 38,467 | $913K |
| Austin Private Wealth, LLC | 0.10% | Add +56.5% | 38,402 | $911K |
| Buffington Mohr McNeal | 0.16% | Add +120.3% | 38,385 | $911K |
| Barrett & Company, Inc. | 0.41% | Add +0.2% | 38,339 | $910K |
| McGlone Suttner Wealth Management, Inc. | 0.19% | Reduce -22.2% | 37,840 | $906K |
| Beacon Financial Group | 0.10% | Add +11.7% | 38,153 | $905K |
| Mendota Financial Group, LLC | 0.47% | Add +1.1% | 36,660 | $870K |
| Madden Advisory Services, Inc. | 0.44% | Add +37.1% | 36,410 | $864K |
| Benjamin Edwards Inc. | 0.16% | Add +10.9% | 35,990 | $854K |
| Regions Financial Corp. | 0.01% | Add +10.9% | 35,324 | $838K |
| Hilltop Holdings Inc. | 0.10% | Add +22.1% | 34,972 | $830K |
| Focus Partners Wealth | 0.00% | Add +119.5% | 34,272 | $813K |
| Timber Creek Capital Management LLC | 0.24% | Reduce -2.1% | 34,016 | $807K |
| Bank of New Hampshire | 0.21% | Reduce -2.2% | 33,470 | $794K |
| Citadel Advisors | 0.00% | New | 32,540 | $772K |
| MML Investors Services, LLC | 0.00% | Add +0.7% | 32,551 | $772K |
| First Interstate Bank | 0.05% | Add +25.7% | 32,442 | $770K |
| Executive Wealth Management, LLC | 0.14% | Add +80.3% | 32,327 | $767K |
| Members Wealth LLC | 0.51% | — | 31,650 | $764K |
| Chesley Taft & Associates LLC | 0.04% | Add +11.4% | 32,134 | $763K |
| Heartland Bank & Trust Co | 0.43% | Add +29.5% | 32,125 | $762K |
| Conrad Siegel Investment Advisors, Inc. | 0.21% | New | 31,007 | $736K |
| Element Wealth, LLC | 0.41% | Add +42.3% | 30,940 | $734K |
| Consolidated Portfolio Review Corp | 0.17% | Add +17.0% | 30,931 | $734K |
| Old Mission Capital LLC | 0.02% | Add +26.1% | 30,262 | $718K |
| Harbor Advisory Corp. | 0.24% | Add +10.7% | 29,545 | $701K |
| Montecito Bank & Trust | 0.14% | Add +73.6% | 28,829 | $684K |
| Exchange Capital Management, Inc. | 0.11% | No change | 28,546 | $677K |
| Harbor Investment Advisory, LLC | 0.07% | Add +30.4% | 28,496 | $676K |
| Reliant Wealth Planning | 0.31% | Add +45.0% | 27,927 | $663K |
| Cary Street Partners Asset Management LLC | 0.10% | Add +12.7% | 27,865 | $661K |
| Black Swift Group, LLC | 0.15% | Add +121.5% | 27,800 | $660K |
| Stokes Family Office, LLC | 0.07% | No change | 26,935 | $639K |
| Autumn Glory Partners, LLC | 0.32% | Add +19.9% | 26,816 | $636K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 26,000 | $617K |
| Resonant Capital Advisors, LLC | 0.05% | Add +33.1% | 25,556 | $606K |
| Robinson Smith Wealth Advisors LLC | 0.53% | No change | 25,435 | $604K |
| Godshalk Welsh Capital Management, Inc. | 0.40% | Add +120.4% | 25,349 | $602K |
| Princeton Global Asset Management LLC | 0.13% | Add +3.4% | 24,548 | $583K |
| Mutual Advisors, LLC | 0.02% | Reduce -16.7% | 23,794 | $570K |
| Spectrum Wealth Counsel, LLC | 0.07% | Add +13.9% | 23,778 | $564K |
| Baird Financial Group, Inc. | 0.00% | Add +14.2% | 23,254 | $552K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -3.6% | 22,639 | $537K |
| Dearborn Partners LLC | 0.02% | Add +3.9% | 22,526 | $535K |
| Brookstone Capital Management | 0.01% | Add +32.8% | 21,707 | $519K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +18.6% | 21,626 | $513K |
| Bank of New York Mellon Corp | 0.00% | Add +51.2% | 21,506 | $510K |
| Comerica Bank | 0.00% | Reduce -0.9% | 20,945 | $497K |
| Integrated Advisors Network LLC | 0.03% | Add +0.4% | 20,841 | $495K |
| 1900 Wealth Management LLC | 0.05% | No change | 20,768 | $493K |
| Phillips Financial Management, LLC | 0.04% | Add +219.2% | 19,904 | $472K |
| BCS Wealth Management | 0.23% | No change | 19,655 | $466K |
| Neuberger Berman Group LLC | 0.00% | Add +6.6% | 19,632 | $466K |
| Alterna Wealth Management, Inc. | 0.40% | Add +7.8% | 19,344 | $459K |
| Yoder Wealth Management, Inc. | 0.29% | No change | 18,800 | $446K |
| Straight Path Wealth Management | 0.23% | Add +36.0% | 18,585 | $441K |
| Bellecapital International Ltd. | 0.09% | No change | 18,503 | $439K |
| Summit Wealth Partners, LLC | 0.09% | Add +4.9% | 17,956 | $426K |
| American Money Management, LLC | 0.09% | Reduce -3.3% | 17,672 | $419K |
| Adirondack Trust Co. | 0.17% | Add +48.7% | 17,299 | $410K |
| Raymond James Trust N.A. | 0.01% | Add +62.9% | 17,282 | $410K |
| Aerodigm Wealth, LLC | 0.19% | Add +100.0% | 16,996 | $403K |
| Duncker Streett & Co. Inc. | 0.08% | Add +9.4% | 16,703 | $396K |
| Schmidt P J Investment Management Inc. | 0.07% | Reduce -9.3% | 16,239 | $385K |
| Empirical Asset Management, LLC | 0.14% | New | 16,110 | $382K |
| Valley Forge Investment Consultants Inc. Adv | 0.14% | Add +1.1% | 15,138 | $359K |
| MKT Advisors LLC | 0.18% | Reduce -3.4% | 14,907 | $354K |
| Johnson Bixby & Associates, LLC | 0.06% | Add +1.1% | 14,745 | $350K |
| Farther Finance Advisors, LLC | 0.02% | Add +1.8% | 14,657 | $346K |
| HM Payson & Co. | 0.01% | Add +68.0% | 14,063 | $334K |
| Willis Johnson & Associates, Inc. | 0.03% | No change | 14,050 | $333K |
| Up Strategic Wealth Investment Advisors LLC | 0.50% | No change | 14,030 | $333K |
| Roble, Belko & Company, Inc | 0.05% | No change | 13,653 | $324K |
| Mgo One Seven LLC | 0.02% | Add +6.5% | 13,625 | $323K |
| Penobscot Investment Management Company, Inc. | 0.03% | New | 13,000 | $308K |
| Newman Dignan & Sheerar, Inc. | 0.08% | Add +3.3% | 12,550 | $298K |
| Bank of Montreal | 0.00% | Add +31.9% | 12,076 | $287K |
| GTS Securities LLC | 0.01% | New | 11,991 | $285K |
| Principal Securities, Inc. | 0.01% | No change | 11,816 | $280K |
| Advisory Services Network, LLC | 0.01% | New | 11,697 | $278K |
| Wick Capital Partners, LLC | 0.10% | Add +7.0% | 11,695 | $278K |
| Meredith Wealth Planning | 0.15% | Add +0.8% | 11,669 | $277K |
| Fullcircle Wealth LLC | 0.14% | — | 11,563 | $276K |
| Kintra Wealth, LLC | 0.19% | Add +16.9% | 11,436 | $271K |
| Cypress Wealth Services, LLC | 0.06% | No change | 11,313 | $268K |
| Anchor Capital Advisors LLC | 0.01% | No change | 11,225 | $266K |
| Atwater Malick LLC | 0.09% | No change | 10,950 | $260K |
| Cooper/Haims Advisors, LLC | 0.14% | No change | 10,729 | $255K |
| Highland Financial Advisors, LLC | 0.09% | No change | 10,606 | $252K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +18.2% | 10,324 | $245K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 10,139 | $241K |
| Scotia Capital Inc. | 0.00% | No change | 10,100 | $240K |
| NorthCoast Asset Management LLC | 0.00% | No change | 10,087 | $239K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 9,980 | $237K |
| Gradient Capital Advisors, LLC | 0.08% | New | 9,546 | $227K |
| Wells Financial Advisors INC | 0.14% | No change | 9,100 | $216K |
| Avantax Planning Partners, Inc. | 0.01% | Add +6.3% | 8,998 | $214K |
| Addison Advisors LLC | 0.07% | Add +56.0% | 8,965 | $213K |
| Koshinski Asset Management, Inc. | 0.02% | Add +2.5% | 8,786 | $209K |
| D.A. Davidson & Co. | 0.00% | Reduce -43.7% | 8,701 | $206K |
| Greenfield Savings Bank | 0.11% | New | 8,686 | $206K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -43.0% | 8,558 | $203K |
| Private Portfolio Partners LLC | 0.16% | No change | 8,500 | $202K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 8,446 | $200K |
| Harbour Investments, Inc. | 0.01% | Add +12.2% | 8,356 | $198K |
| International Assets Investment Management, LLC | 0.02% | New | 8,200 | $195K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 8,181 | $194K |
| Horizons Wealth Management | 0.15% | No change | 7,647 | $183K |
| XTX Topco Ltd | 0.01% | New | 10,629 | $143K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 5,597 | $133K |
| National Bank of Canada | 0.00% | Add +251.9% | 5,433 | $128K |
| Cordgrass Capital Advisors, LLC | 0.04% | No change | 5,322 | $126K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 5,160 | $123K |
| Private Trust Co. NA | 0.01% | Add +1.0% | 5,110 | $121K |
| PSI Advisors, LLC | 0.03% | No change | 4,400 | $104K |
| Maryland Capital Advisors Inc. | 0.05% | Reduce -1.2% | 3,951 | $94K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 3,657 | $87K |
| Ogorek Anthony Joseph /NY/ | 0.03% | Add +1.1% | 3,641 | $86K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,400 | $81K |
| CVA Family Office, LLC | 0.01% | No change | 3,155 | $75K |
| First Horizon Advisors, Inc. | 0.00% | Add +3.4% | 3,068 | $73K |
| Barclays PLC | 0.00% | No change | 2,733 | $65K |
| Sachetta, LLC | 0.03% | No change | 2,700 | $65K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,500 | $59K |
| CIBC Private Wealth Group LLC | 0.00% | Add +21.0% | 2,432 | $58K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 2,135 | $51K |
| Trust Co | 0.01% | No change | 2,096 | $50K |
| Bokf, NA | 0.00% | No change | 1,750 | $42K |
| Ancora Advisors LLC | 0.00% | Add +58.5% | 1,666 | $40K |
| NorthRock Partners, LLC | 0.00% | Add +0.3% | 1,565 | $37K |
| Stephens Consulting, LLC | 0.01% | Add +1.1% | 1,447 | $34K |
| Citigroup Inc. | 0.00% | No change | 1,298 | $31K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,082 | $26K |
| Horizon Bancorp Inc. | 0.01% | New | 1,000 | $24K |
| Signaturefd, LLC | 0.00% | New | 1,000 | $24K |
| Motco | 0.00% | No change | 989 | $23K |
| Jones Financial Companies LLLP | 0.00% | Add +14.7% | 974 | $23K |
| United Community Bank | 0.01% | No change | 861 | $20K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 855 | $20K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.2% | 835 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.1% | 753 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -52.2% | 426 | $10K |
| FMR LLC | 0.00% | Add +37800.0% | 379 | $9K |
| Blue Trust, Inc. | 0.00% | No change | 300 | $7K |
| Biltmore Family Office, LLC | 0.00% | New | 300 | $7K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -76.6% | 333 | $7K |
| First PREMIER Bank | 0.00% | New | 315 | $7K |
| Peoples Bank | 0.00% | No change | 200 | $5K |
| Legacy Bridge, LLC | 0.00% | No change | 182 | $4K |
| Fifth Third Bancorp | 0.00% | New | 150 | $4K |
| BlackRock Inc. | 0.00% | Reduce -89.2% | 144 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +1.8% | 114 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 100 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -92.8% | 50 | $1K |
"% 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.