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iShares iBonds Sep 2020 Term Muni Bond ETF Institutional Ownership

(ETF)
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Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 61.62%
Total Shares Outstanding (millions) 14
Total Value of Holdings (millions) $219

Active Positions

Holders Shares
Increased Positions 61 746,979
Decreased Positions 32 378,932
Held Positions 22 7,439,759
Total Institutional Shares 115 8,565,670

New and Sold Out Positions


Holders Shares
New Positions 12 269,386
Sold Out Positions 6 56,961

32 Decreased Institutional Holders
378,932 Decreased Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).


Owner Name Date Shares Held Change (Shares) Change (%) Value (in 1,000s)
US BANCORP \DE\ 03/31/2019 678,551 (4,084) (0.6) 17,351
GATEWAY ADVISORY, LLC 03/31/2019 216,706 (36,783) (14.51) 5,541
CONFLUENCE INVESTMENT MANAGEMENT LLC 03/31/2019 201,118 (1,691) (0.83) 5,143
UNITED CAPITAL FINANCIAL ADVISERS, LLC 03/31/2019 198,222 (977) (0.49) 5,069
ASSETMARK, INC 03/31/2019 190,037 (103,949) (35.36) 4,859
FUSION FAMILY WEALTH LLC 03/31/2019 187,900 (9,502) (4.81) 4,805
PRIVATE ADVISOR GROUP, LLC 03/31/2019 162,315 (55,274) (25.4) 4,151
STIFEL FINANCIAL CORP 03/31/2019 80,788 (2,515) (3.02) 2,066
GUIDANT WEALTH ADVISORS 06/30/2019 72,608 (2,537) (3.38) 1,857
RAYMOND JAMES & ASSOCIATES 03/31/2019 37,375 (76,863) (67.28) 956
BOSTON ADVISORS LLC 03/31/2019 32,562 (10) (0.03) 833
ALTIUM WEALTH MANAGEMENT LLC 06/30/2019 32,000 (1,000) (3.03) 818
REGIONS FINANCIAL CORP 03/31/2019 29,332 (2,384) (7.52) 750
CEDAR BROOK FINANCIAL PARTNERS, LLC 03/31/2019 26,617 (14) (0.05) 681
WRAPMANAGER INC 03/31/2019 22,294 (923) (3.98) 570

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
info  Learn more about Institutional Holdings