Ishrs Ibnds Dec 27 Corp. ETFIBDSETF
13F holders, Q3 2024 (September 30)312holders +6
28new positions
19sold out
1famous investor
$24.32avg. 13F price*
At the end of Q3 2024, 312 institutions reported holding Ishrs Ibnds Dec 27 Corp. ETF (IBDS) in their 13F filings, up 6 from Q2 2024. 28 opened new positions and 19 sold out. The largest holders were Bank of America Corp. ($177.7M), Shufro Rose & Co. LLC ($129.4M) and Capital Advisors Inc. ($85.3M). 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 (Q3 2024)
- CUSIP
- 46435UAA9
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $16.8M |
| Exits | 19 | $49.7M |
All 13F filers, Q2 2024 → Q3 2024: 7,172,273 shares bought and 6,009,370 shares sold, net +1,162,903 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 312 holders
| Bank of America Corp. | 0.02% | Add +1.1% | 7,291,716 | $177.7M |
| Shufro Rose & Co. LLC | 10.56% | No change | 5,452,691 | $129.4M |
| Capital Advisors Inc. | 1.71% | Add +6.2% | 3,501,687 | $85.3M |
| Morgan Stanley | 0.01% | Add +4.0% | 3,290,334 | $80.2M |
| Aptus Capital Advisors, LLC | 1.16% | Add +38.0% | 3,123,331 | $76.1M |
| UBS Group AG | 0.02% | Add +12.6% | 2,250,418 | $54.8M |
| Mercer Global Advisors Inc. | 0.12% | Add +1.0% | 2,024,189 | $49.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +8.5% | 2,011,141 | $49.0M |
| Capital Investment Advisors, LLC | 0.97% | Add +1.4% | 1,938,949 | $47.3M |
| Royal Bank of Canada | 0.01% | Add +2.6% | 1,930,286 | $47.0M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +4.8% | 1,831,335 | $44.6M |
| Wells Fargo & Company | 0.01% | Add +8.5% | 1,697,273 | $41.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -67.0% | 1,631,827 | $39.9M |
| LPL Financial LLC | 0.02% | Add +16.3% | 1,568,811 | $38.2M |
| Woodmont Investment Counsel LLC | 2.36% | Add +7.5% | 1,287,113 | $31.4M |
| Gratus Wealth Advisors, LLC | 4.77% | Add +5.0% | 1,209,911 | $29.2M |
| Truist Financial Corp. | 0.04% | Add +1.6% | 1,141,468 | $27.8M |
| Sigma Investment Counselors Inc. | 1.50% | Add +3.6% | 1,049,497 | $25.6M |
| Klingman & Associates, LLC | 1.54% | Reduce -0.7% | 1,017,458 | $24.8M |
| Kathmere Capital Management, LLC | 2.22% | Reduce -11.8% | 968,787 | $23.6M |
| Sound View Wealth Advisors Group, LLC | 1.91% | Add +25.8% | 961,816 | $23.4M |
| RVW Wealth, LLC | 1.98% | Add +9.1% | 875,857 | $21.3M |
| Howland Capital Management LLC | 0.85% | Add +74.7% | 808,513 | $19.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +9.0% | 805,483 | $19.6M |
| Stifel Financial Corp. | 0.02% | Add +2.3% | 659,111 | $16.1M |
| Raymond James & Associates | 0.01% | Add +6.7% | 654,276 | $15.9M |
| Gateway Advisory, LLC | 2.46% | Add +3.8% | 626,432 | $15.3M |
| Seven Springs Wealth Group, LLC | 5.50% | Add +4.5% | 606,625 | $14.8M |
| Arrow Financial Corp | 1.26% | Add +1.6% | 557,633 | $13.6M |
| Hengehold Capital Management LLC | 1.29% | Add +5.0% | 556,548 | $13.6M |
| MV Capital Management, Inc. | 1.42% | Add +1.7% | 548,800 | $13.4M |
| WJ Wealth Management, LLC | 4.34% | Add +41.7% | 506,365 | $12.3M |
| US Bancorp \de | 0.02% | Reduce -8.0% | 501,393 | $12.2M |
| Global Retirement Partners, LLC | 0.36% | Add +5.5% | 494,070 | $12.0M |
| Windsor Capital Management, LLC | 3.47% | Add +5.4% | 490,420 | $12.0M |
| Glenview Trust Co | 0.23% | Add +16.1% | 485,665 | $11.8M |
| Cwm, LLC | 0.05% | Add +15.6% | 454,759 | $11.1M |
| Benjamin Edwards Inc. | 0.16% | Add +1136.3% | 444,945 | $10.8M |
| Kestra Advisory Services, LLC | 0.06% | Add +6.0% | 435,747 | $10.6M |
| Captrust Financial Advisors | 0.03% | Add +36.4% | 414,425 | $10.1M |
| Sanctuary Advisors, LLC | 0.06% | Add +44.3% | 409,646 | $9.8M |
| Commonwealth Financial Services, LLC | 1.83% | Add +5.7% | 382,256 | $9.3M |
| Keeler Thomas Management LLC | 2.85% | Reduce -0.5% | 369,185 | $9.0M |
| CENTRAL TRUST Co | 0.21% | Add +19.1% | 367,864 | $9.0M |
| HM Payson & Co. | 0.15% | Add +2504.4% | 366,259 | $8.9M |
| Lyell Wealth Management, LP | 0.77% | Add +11.8% | 346,431 | $8.4M |
| Hamel Associates, Inc. | 2.39% | Add +1.7% | 321,241 | $7.8M |
| PFG Private Wealth Management, LLC | 4.34% | Add +0.4% | 307,539 | $7.5M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +10.2% | 294,318 | $7.2M |
| Peloton Wealth Strategists | 2.88% | Reduce -2.0% | 292,130 | $7.1M |
| Creative Planning | 0.01% | Add +24.4% | 288,383 | $7.0M |
| Probity Advisors, Inc. | 1.33% | Add +13.6% | 284,601 | $6.9M |
| Signature Wealth Management Group | 2.52% | Add +0.8% | 258,357 | $6.3M |
| Arcadia Investment Advisors LLC | 3.37% | Add +3.3% | 257,956 | $6.3M |
| Spinnaker Trust | 0.37% | Add +8.9% | 244,290 | $6.0M |
| IFP Advisors, Inc | 0.21% | Add +1.9% | 244,100 | $5.9M |
| Sandy Spring Bank | 0.24% | Add +2.3% | 237,347 | $5.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +27.7% | 233,547 | $5.7M |
| MCF Advisors LLC | 0.38% | Add +0.5% | 223,247 | $5.4M |
| Houlihan Financial Resource Group, Ltd. | 2.10% | Add +14.3% | 208,282 | $5.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.1% | 204,777 | $5.0M |
| Praetorian Wealth Management, Inc. | 1.24% | Add +0.9% | 204,653 | $5.0M |
| Platte River Wealth Advisors, LLC | 1.30% | Reduce -16.1% | 198,298 | $4.8M |
| Parallel Advisors, LLC | 0.11% | Add +45.4% | 196,552 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.2% | 190,937 | $4.7M |
| 4Thought Financial Group Inc. | 2.78% | Add +1.4% | 185,174 | $4.5M |
| TLWM | 0.89% | New | 181,042 | $4.4M |
| Robbins Farley | 2.22% | Add +4.6% | 180,804 | $4.4M |
| Droms Strauss Advisors Inc. /Mo/ | 1.46% | Add +3.2% | 168,791 | $4.1M |
| NewEdge Advisors, LLC | 0.03% | Add +4.3% | 166,455 | $4.1M |
| Confluence Investment Management LLC | 0.05% | Reduce -3.0% | 164,089 | $4.0M |
| Kesler, Norman & Wride, LLC | 0.78% | Reduce -5.9% | 162,487 | $4.0M |
| Sax Wealth Advisors, LLC | 0.34% | Add +19.4% | 154,163 | $3.8M |
| Cherry Tree Wealth Management, LLC | 0.88% | Add +18.3% | 151,587 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +54.1% | 148,048 | $3.6M |
| CGN Advisors LLC | 0.35% | Add +5.5% | 143,003 | $3.5M |
| Marathon Mission, Inc. | 2.41% | Add +0.3% | 141,773 | $3.5M |
| Fulton Breakefield Broenniman LLC | 0.24% | Add +10.5% | 140,316 | $3.4M |
| Precedent Wealth Partners, LLC | 1.12% | Add +16.3% | 138,888 | $3.4M |
| Krilogy Financial LLC | 0.23% | Reduce -15.1% | 137,992 | $3.4M |
| Allworth Financial LP | 0.02% | Add +0.3% | 136,994 | $3.3M |
| Strid Group, LLC | 0.51% | Reduce -14.5% | 136,545 | $3.3M |
| First National Trust Co | 0.13% | Add +247.5% | 135,556 | $3.3M |
| Virginia Wealth Management Group, Inc. | 2.06% | New | 135,120 | $3.3M |
| Sightline Wealth Advisors, LLC | 1.81% | Add +59.2% | 135,042 | $3.3M |
| Wrapmanager Inc. | 0.83% | Add +4.4% | 131,952 | $3.2M |
| Fortis Capital Management LLC | 0.64% | Add +9.6% | 129,628 | $3.2M |
| STAR Financial Bank | 2.12% | Add +88.6% | 129,283 | $3.2M |
| Matthew Goff Investment Advisor, LLC | 0.59% | Reduce -0.6% | 126,425 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +13.1% | 126,359 | $3.1M |
| Laurel Wealth Advisors LLC | 0.49% | Add +7.4% | 126,093 | $3.1M |
| Evergreen Private Wealth LLC | 1.41% | Add +1.1% | 124,541 | $3.0M |
| Leavell Investment Management, Inc. | 0.15% | Add +35.1% | 121,963 | $3.0M |
| Foundation Wealth Management, LLC | 2.24% | Add +0.1% | 120,981 | $2.9M |
| Atria Investments, Inc | 0.04% | Add +8.6% | 120,698 | $2.9M |
| Mesirow Financial Investment Management, Inc. | 0.06% | Add +7.3% | 118,002 | $2.9M |
| Sowell Financial Services LLC | 0.13% | Add +95.0% | 116,768 | $2.8M |
| Executive Wealth Management, LLC | 0.22% | Add +259.7% | 116,273 | $2.8M |
| GAMMA Investing LLC | 0.27% | Add +154.1% | 113,377 | $2.8M |
| FF Advisors,LLC | 1.80% | Add +2.4% | 114,056 | $2.8M |
| Resonant Capital Advisors, LLC | 0.20% | Add +338.2% | 111,996 | $2.7M |
| Leo Wealth, LLC | 0.25% | Add +36.4% | 110,061 | $2.7M |
| Sabal Trust CO | 0.14% | Add +61.4% | 107,727 | $2.6M |
| Cetera Investment Advisers | 0.01% | Add +33.8% | 107,318 | $2.6M |
| Quantum Financial Advisors, LLC | 0.40% | Add +6.5% | 105,981 | $2.6M |
| EP Wealth Advisors, LLC | 0.02% | Add +164.6% | 105,471 | $2.6M |
| Stonebrook Private Inc. | 0.67% | Add +37.8% | 104,564 | $2.5M |
| LifePlan Financial, LLC | 2.15% | Add +1.8% | 102,724 | $2.5M |
| Asset Dedication, LLC | 0.16% | Reduce -26.1% | 99,431 | $2.4M |
| Moneco Advisors, LLC | 0.30% | Add +7.7% | 98,015 | $2.4M |
| Safeguard Financial, LLC | 0.53% | Add +52.6% | 93,005 | $2.3M |
| Foundry Financial Group, Inc. | 1.41% | Add +1.1% | 92,534 | $2.3M |
| Associated Banc-Corp | 0.07% | Reduce -0.5% | 92,268 | $2.2M |
| Clearstead Advisors, LLC | 0.03% | Reduce -29.7% | 89,383 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Add +0.4% | 88,807 | $2.2M |
| Covington Investment Advisors Inc. | 0.29% | Add +11.9% | 80,475 | $2.0M |
| Ironwood Financial, llc | 0.41% | Add +30.2% | 79,562 | $1.9M |
| Madden Advisory Services, Inc. | 0.88% | Add +115.4% | 78,441 | $1.9M |
| United Capital Financial Advisors, LLC | 0.02% | Add +4.2% | 76,900 | $1.9M |
| Round Rock Advisors LLC | 0.42% | Reduce -10.0% | 74,462 | $1.8M |
| Valley Wealth Managers, Inc. | 0.13% | Add +0.7% | 74,118 | $1.8M |
| Smith, Moore & Co. | 0.17% | Add +4.7% | 73,696 | $1.8M |
| Coldstream Capital Management Inc. | 0.04% | Add +0.2% | 72,655 | $1.8M |
| Renaissance Technologies | 0.00% | Add +23.1% | 70,300 | $1.7M |
| Sonata Capital Group Inc. | 0.71% | New | 68,849 | $1.7M |
| AlTi Global, Inc. | 0.04% | No change | 63,500 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.27% | Add +0.8% | 63,031 | $1.5M |
| Cary Street Partners Investment Advisory LLC | 0.06% | Add +12.2% | 62,901 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -16.8% | 62,845 | $1.5M |
| Great Diamond Partners, LLC | 0.39% | Add +2.6% | 62,532 | $1.5M |
| Weaver Consulting Group | 0.48% | Add +3.4% | 62,434 | $1.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -15.4% | 61,887 | $1.5M |
| WealthTrust Axiom LLC | 0.44% | Add +3.4% | 61,300 | $1.5M |
| Camelot Portfolios, LLC | 1.46% | Reduce -44.6% | 60,876 | $1.5M |
| Buffington Mohr McNeal | 0.24% | Add +54.0% | 59,121 | $1.4M |
| Cornell Pochily Investment Advisors, Inc. | 0.50% | Add +21.4% | 59,038 | $1.4M |
| FinTrust Capital Advisors, LLC | 0.24% | Add +13.5% | 58,249 | $1.4M |
| Segment Wealth Management, LLC | 0.10% | Add +3.9% | 56,867 | $1.4M |
| First Fiduciary Investment Counsel, Inc. | 0.27% | Reduce -4.9% | 56,345 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -28.5% | 55,342 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +61.3% | 55,292 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.06% | New | 54,300 | $1.3M |
| Archford Capital Strategies, LLC | 0.20% | Reduce -2.5% | 54,248 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +13.2% | 53,707 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +12.1% | 53,614 | $1.3M |
| Cabot Wealth Management Inc. | 0.16% | Add +5.4% | 53,112 | $1.3M |
| Arcataur Capital Management LLC | 0.42% | Add +9.5% | 51,405 | $1.3M |
| Mendota Financial Group, LLC | 0.60% | Add +39.9% | 51,280 | $1.2M |
| Element Wealth, LLC | 0.65% | Add +62.2% | 50,174 | $1.2M |
| Meitav Investment House Ltd. | 0.02% | Reduce -7.5% | 49,517 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +13.2% | 48,523 | $1.2M |
| James Investment Research, Inc. | 0.13% | Reduce -6.9% | 46,378 | $1.1M |
| Heartland Bank & Trust Co | 0.61% | Add +43.6% | 46,127 | $1.1M |
| McGlone Suttner Wealth Management, Inc. | 0.23% | Add +17.6% | 44,494 | $1.1M |
| Horan Securities, Inc. | 0.41% | Reduce -4.8% | 43,609 | $1.1M |
| Montecito Bank & Trust | 0.18% | Add +51.0% | 43,527 | $1.1M |
| Conrad Siegel Investment Advisors, Inc. | 0.29% | Add +40.0% | 43,396 | $1.1M |
| 4J Wealth Management LLC | 0.81% | Add +3.2% | 42,943 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.2% | 42,653 | $1.0M |
| Blue Square Asset Management, LLC | 0.55% | Add +9.5% | 42,114 | $1.0M |
| Redwood Financial Network Corp | 0.77% | Add +4.8% | 40,421 | $985K |
| MML Investors Services, LLC | 0.00% | Add +22.0% | 39,709 | $968K |
| Timber Creek Capital Management LLC | 0.27% | Add +16.6% | 39,663 | $967K |
| Harbor Investment Advisory, LLC | 0.09% | Add +38.5% | 39,473 | $962K |
| Chesley Taft & Associates LLC | 0.04% | Add +20.5% | 38,734 | $944K |
| Regions Financial Corp. | 0.01% | Add +9.4% | 38,650 | $942K |
| Barrett & Company, Inc. | 0.41% | Add +0.6% | 38,585 | $940K |
| Crew Capital Management, Ltd | 0.75% | Reduce -17.7% | 38,216 | $931K |
| Comerica Bank | 0.00% | Add +81.5% | 38,013 | $926K |
| Jane Street Group, LLC | 0.00% | Reduce -57.7% | 37,748 | $920K |
| Baron Silver Stevens Financial Advisors, LLC | 0.16% | New | 37,139 | $905K |
| Hilltop Holdings Inc. | 0.06% | Add +3.9% | 36,330 | $885K |
| Godshalk Welsh Capital Management, Inc. | 0.56% | Add +42.6% | 36,150 | $881K |
| Beacon Financial Group | 0.09% | Reduce -8.3% | 34,973 | $852K |
| Consolidated Portfolio Review Corp | 0.18% | Add +6.2% | 32,853 | $801K |
| Bank of New Hampshire | 0.20% | Reduce -2.8% | 32,520 | $793K |
| First Interstate Bank | 0.05% | No change | 32,442 | $791K |
| Reliant Wealth Planning | 0.33% | Add +13.3% | 31,632 | $771K |
| Black Swift Group, LLC | 0.17% | Add +12.2% | 31,200 | $760K |
| Harbor Advisory Corp. | 0.23% | No change | 29,545 | $720K |
| Oppenheimer & Co. Inc. | 0.01% | New | 28,476 | $694K |
| Brookstone Capital Management | 0.01% | Add +30.9% | 28,407 | $692K |
| Exchange Capital Management, Inc. | 0.11% | Reduce -1.9% | 27,996 | $682K |
| Cary Street Partners Asset Management LLC | 0.09% | No change | 27,865 | $679K |
| Stokes Family Office, LLC | 0.07% | No change | 26,935 | $656K |
| Ritholtz Wealth Management | 0.02% | Reduce -51.0% | 26,640 | $649K |
| Autumn Glory Partners, LLC | 0.25% | Reduce -1.6% | 26,390 | $643K |
| Adirondack Trust Co. | 0.25% | Add +51.4% | 26,185 | $638K |
| Bank of New York Mellon Corp | 0.00% | Add +21.1% | 26,038 | $635K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $634K |
| Princeton Global Asset Management LLC | 0.12% | Add +5.5% | 25,898 | $631K |
| Robinson Smith Wealth Advisors LLC | 0.53% | Add +0.6% | 25,586 | $624K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +7.3% | 24,300 | $592K |
| Spectrum Wealth Counsel, LLC | 0.07% | No change | 23,778 | $579K |
| Integrated Advisors Network LLC | 0.03% | Add +13.1% | 23,575 | $575K |
| Baird Financial Group, Inc. | 0.00% | Add +1.3% | 23,547 | $574K |
| Dearborn Partners LLC | 0.02% | Add +0.8% | 22,713 | $554K |
| Flow Traders U.S. LLC | 0.03% | New | 22,297 | $543K |
| Phillips Financial Management, LLC | 0.04% | Add +10.4% | 21,980 | $536K |
| Mattern Capital Management, LLC | 0.07% | New | 21,912 | $534K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +1.3% | 21,901 | $533K |
| 1900 Wealth Management LLC | 0.04% | Add +1.1% | 20,998 | $512K |
| Neuberger Berman Group LLC | 0.00% | Add +4.6% | 20,532 | $500K |
| Straight Path Wealth Management | 0.21% | Add +7.8% | 20,034 | $488K |
| Mutual Advisors, LLC | 0.01% | Reduce -15.4% | 20,120 | $485K |
| BCS Wealth Management | 0.20% | No change | 19,655 | $479K |
| Jacobi Capital Management LLC | 0.04% | New | 19,563 | $477K |
| Raymond James Trust N.A. | 0.01% | Add +13.2% | 19,559 | $477K |
| Alterna Wealth Management, Inc. | 0.43% | Add +0.7% | 19,481 | $475K |
| Lee Financial Co | 0.07% | New | 19,430 | $474K |
| Johnson Bixby & Associates, LLC | 0.07% | Add +30.3% | 19,219 | $468K |
| Yoder Wealth Management, Inc. | 0.28% | No change | 18,800 | $458K |
| Provenance Wealth Advisors, LLC | 0.06% | Add +126.6% | 18,539 | $452K |
| Bellecapital International Ltd. | 0.09% | No change | 18,503 | $451K |
| Summit Wealth Partners, LLC | 0.08% | No change | 17,956 | $438K |
| American Money Management, LLC | 0.09% | Reduce -1.3% | 17,439 | $425K |
| Duncker Streett & Co. Inc. | 0.07% | No change | 16,703 | $407K |
| Penobscot Investment Management Company, Inc. | 0.04% | Add +28.5% | 16,700 | $407K |
| Harbour Investments, Inc. | 0.01% | Add +97.8% | 16,532 | $403K |
| Schmidt P J Investment Management Inc. | 0.07% | No change | 16,239 | $396K |
| Ancora Advisors LLC | 0.01% | Add +872.0% | 16,194 | $395K |
| Empirical Asset Management, LLC | 0.14% | No change | 16,110 | $393K |
| Newman Dignan & Sheerar, Inc. | 0.09% | Add +25.1% | 15,698 | $378K |
| Valley Forge Investment Consultants Inc. Adv | 0.13% | Add +1.1% | 15,305 | $373K |
| Bank of Montreal | 0.00% | Add +19.8% | 14,461 | $353K |
| Roble, Belko & Company, Inc | 0.06% | Add +5.5% | 14,399 | $351K |
| Willis Johnson & Associates, Inc. | 0.03% | No change | 14,050 | $342K |
| Up Strategic Wealth Investment Advisors LLC | 0.38% | No change | 14,030 | $342K |
| Koshinski Asset Management, Inc. | 0.03% | Add +54.1% | 13,540 | $330K |
| MKT Advisors LLC | 0.14% | Reduce -15.8% | 12,557 | $305K |
| Principal Securities, Inc. | 0.01% | Add +1.8% | 12,031 | $293K |
| Meredith Wealth Planning | 0.14% | Add +1.1% | 11,798 | $288K |
| Wick Capital Partners, LLC | 0.09% | No change | 11,695 | $285K |
| LBMC Investment Advisors, LLC | 0.02% | New | 11,630 | $283K |
| Kintra Wealth, LLC | 0.19% | Add +0.5% | 11,492 | $280K |
| Talisman Wealth Advisors LLC | 0.29% | New | 11,433 | $279K |
| Fullcircle Wealth LLC | 0.13% | No change | 11,563 | $279K |
| Summit Asset Management, LLC | 0.03% | New | 11,415 | $278K |
| Advisory Services Network, LLC | 0.01% | No change | 11,697 | $278K |
| Cypress Wealth Services, LLC | 0.06% | No change | 11,313 | $276K |
| Gradient Capital Advisors, LLC | 0.09% | Add +18.1% | 11,279 | $275K |
| Anchor Capital Advisors LLC | 0.01% | No change | 11,225 | $274K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +10.3% | 11,005 | $268K |
| Atwater Malick LLC | 0.09% | No change | 10,950 | $267K |
| Cooper/Haims Advisors, LLC | 0.14% | No change | 10,729 | $261K |
| HRT Financial LP | 0.00% | New | 10,725 | $261K |
| Highland Financial Advisors, LLC | 0.09% | No change | 10,606 | $258K |
| Scotia Capital Inc. | 0.00% | No change | 10,100 | $246K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -3.0% | 10,011 | $244K |
| Mosaic Family Wealth Partners, LLC | 0.03% | New | 9,286 | $226K |
| M3 Advisory Group, LLC | 0.16% | New | 9,150 | $223K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 9,124 | $222K |
| Avantax Planning Partners, Inc. | 0.01% | Add +1.2% | 9,110 | $222K |
| Addison Advisors LLC | 0.06% | No change | 8,965 | $218K |
| Jones Financial Companies LLLP | 0.00% | Add +796.9% | 8,736 | $213K |
| Avantax Advisory Services, Inc. | 0.00% | New | 8,721 | $213K |
| Private Portfolio Partners LLC | 0.04% | No change | 8,500 | $207K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -0.9% | 8,484 | $207K |
| Mayflower Financial Advisors, LLC | 0.03% | Reduce -16.7% | 8,447 | $206K |
| Syntegra Private Wealth Group, LLC | 0.02% | No change | 8,446 | $206K |
| First Manhattan Co. Llc. | 0.00% | New | 8,375 | $204K |
| Greenfield Savings Bank | 0.10% | Reduce -5.2% | 8,235 | $201K |
| Horizons Wealth Management | 0.15% | Add +0.7% | 7,700 | $188K |
| CVA Family Office, LLC | 0.03% | Add +131.2% | 7,295 | $178K |
| Wells Financial Advisors INC | 0.23% | Reduce -23.6% | 6,950 | $169K |
| Bogart Wealth, LLC | 0.01% | Add +14.8% | 6,425 | $157K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -62.0% | 5,576 | $136K |
| National Bank of Canada | 0.00% | No change | 5,433 | $132K |
| Cordgrass Capital Advisors, LLC | 0.04% | No change | 5,322 | $130K |
| Koesten, Hirschmann & Crabtree, INC. | 0.07% | No change | 5,160 | $126K |
| Private Trust Co. NA | 0.01% | Reduce -1.0% | 5,060 | $123K |
| PSI Advisors, LLC | 0.03% | No change | 4,400 | $107K |
| Fifth Third Bancorp | 0.00% | Add +2500.0% | 3,900 | $95K |
| Maryland Capital Advisors Inc. | 0.04% | Reduce -4.5% | 3,775 | $92K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 3,657 | $89K |
| Ogorek Anthony Joseph /NY/ | 0.03% | Add +1.1% | 3,681 | $89K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,400 | $83K |
| First Horizon Advisors, Inc. | 0.00% | No change | 3,068 | $75K |
| Barclays PLC | 0.00% | No change | 2,733 | $67K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | New | 2,500 | $61K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,500 | $61K |
| TD Waterhouse Canada Inc. | 0.00% | New | 2,493 | $61K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 2,435 | $59K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 2,135 | $52K |
| Trust Co | 0.01% | No change | 2,096 | $51K |
| Sachetta, LLC | 0.02% | Reduce -25.9% | 2,000 | $49K |
| Coastline Trust Co | 0.01% | New | 1,893 | $46K |
| Bokf, NA | 0.00% | No change | 1,750 | $42K |
| NorthRock Partners, LLC | 0.00% | Reduce -2.6% | 1,524 | $37K |
| Stephens Consulting, LLC | 0.01% | Add +1.1% | 1,463 | $36K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2220.0% | 1,160 | $28K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,082 | $26K |
| Eastern Bank | 0.00% | New | 1,015 | $25K |
| Motco | 0.00% | No change | 989 | $24K |
| Hemington Wealth Management | 0.01% | New | 986 | $23K |
| PNC Financial Services Group, Inc. | 0.00% | Add +117.8% | 928 | $23K |
| United Community Bank | 0.01% | No change | 861 | $21K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 855 | $21K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.2% | 837 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.2% | 762 | $19K |
| Abound Wealth Management | 0.01% | New | 640 | $16K |
| Trust Co. of Vermont | 0.00% | New | 412 | $10K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +0.9% | 336 | $8K |
| First PREMIER Bank | 0.00% | No change | 315 | $8K |
| Peoples Bank | 0.00% | No change | 200 | $5K |
| Legacy Bridge, LLC | 0.00% | No change | 182 | $4K |
| BlackRock, Inc. | 0.00% | — | 144 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 114 | $3K |
| FMR LLC | 0.00% | Reduce -77.3% | 86 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 80 | $2K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 35 | $853 |
"% 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.