iShares iBonds Dec 2031 Term Fund(IBTL)

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iShares iBonds Dec 2031 Term Fund(IBTL)

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$20.02—

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IBTL(IBTL)

IBTL

Overview Stream Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 154 Institutional Holders

Holder	Shares	Date	Change	% Held
TRUE Private Wealth Advisors	1.69M	Jun 30, 26	-173.61K	5.85%
CONFLUENCE INVESTMENT MANAGEMENT LLC	1.10M	Jun 30, 26	-104.31K	3.81%
TITLEIST ASSET MANAGEMENT, LLC	990.42K	Jun 30, 26	+35.34K	3.43%
ENVESTNET ASSET MANAGEMENT INC	892.70K	Jun 30, 26	+34.83K	3.09%
Krilogy Financial LLC	753.03K	Jun 30, 26	+47.59K	2.61%
Probity Advisors, Inc.	558.79K	Jun 30, 26	+55.65K	1.94%
SHELTON WEALTH MANAGEMENT, LLC	536.80K	Jun 30, 26	+40.98K	1.86%
PARK AVENUE SECURITIES LLC	470.14K	Jun 30, 26	-71.17K	1.63%
Legacy Private Trust Co.	455.75K	Jun 30, 26	+27.54K	1.58%
Headland Capital, LLC	405.44K	Jun 30, 26	+30.51K	1.40%
FORONJY FINANCIAL LLC	337.59K	Jun 30, 26	+21.09K	1.17%
SPRENG CAPITAL MANAGEMENT, INC.	314.83K	Jun 30, 26	+9.41K	1.09%
FAGAN ASSOCIATES, INC.	277.46K	Jun 30, 26	+5.25K	0.96%
Asset Dedication, LLC	242.01K	Jun 30, 26	+31.50K	0.84%
Yoder Wealth Management, Inc.	226.17K	Jun 30, 26	+2.54K	0.78%
Accretive Wealth Partners, LLC	205.09K	Jun 30, 26	+39.47K	0.71%
CENTRAL TRUST Co	187.04K	Jun 30, 26	+13.56K	0.65%
D.A. DAVIDSON & CO.	133.68K	Jun 30, 26	+27.13K	0.46%
HOWLAND CAPITAL MANAGEMENT LLC	86.56K	Jun 30, 26	+300	0.30%
SIGNATUREFD, LLC	57.65K	Jun 30, 26	+19.82K	0.20%
MOULTON WEALTH MANAGEMENT, INC	49.51K	Jun 30, 26	-57.16K	0.17%
LEAVELL INVESTMENT MANAGEMENT, INC.	46.90K	Jun 30, 26	+10.59K	0.16%
Community Financial Services Group, LLC	41.07K	Jun 30, 26	+41.07K	0.14%
ASSOCIATED BANC-CORP	38.09K	Jun 30, 26	-3.06K	0.13%
BENJAMIN EDWARDS INC	36.10K	Jun 30, 26	+1.09K	0.13%
Montecito Bank & Trust	35.53K	Jun 30, 26	+5.93K	0.12%
Kestra Advisory Services, LLC	33.67K	Jun 30, 26	+2.26K	0.12%
JIM SAULNIER & ASSOCIATES, LLC	33.51K	Jun 30, 26	+2.06K	0.12%
NBC SECURITIES, INC.	33.34K	Jun 30, 26	-415	0.12%
COMMONWEALTH EQUITY SERVICES, LLC	31.63K	Jun 30, 26	-2.58K	0.11%
Old Port Advisors	28.83K	Jun 30, 26	+5.51K	0.10%
Summit Wealth Partners, LLC	28.64K	Jun 30, 26	+8.22K	0.10%
IFP Advisors, Inc	25.41K	Jun 30, 26	+3.55K	0.09%
DecisionMap Wealth Management, LLC	21.58K	Jun 30, 26	+4.86K	0.07%
Granite Harbor Advisors, Inc.	20.59K	Jun 30, 26	--	0.07%
Jacobi Capital Management LLC	19.80K	Jun 30, 26	+133	0.07%
CARY STREET PARTNERS FINANCIAL LLC	19.47K	Jun 30, 26	-553	0.07%
XY Planning Network, Inc.	18.96K	Jun 30, 26	+18.96K	0.07%
CGN Advisors LLC	18.96K	Jun 30, 26	+68	0.07%
Great Diamond Partners, LLC	18.42K	Jun 30, 26	+5.77K	0.06%
Prosperity Planning, Inc.	17.43K	Jun 30, 26	+17.43K	0.06%
Single Point Partners, LLC	16.39K	Jun 30, 26	+16.39K	0.06%
BIP Wealth, LLC	15.61K	Jun 30, 26	-500	0.05%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	14.70K	Jun 30, 26	--	0.05%
Physician Wealth Advisors, Inc.	14.10K	Jun 30, 26	+9.08K	0.05%
Guidance Point Advisors, LLC	13.81K	Jun 30, 26	+324	0.05%
HM PAYSON & CO	12.42K	Jun 30, 26	+12.42K	0.04%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	11.33K	Jun 30, 26	--	0.04%
Koshinski Asset Management, Inc.	11.13K	Jun 30, 26	+534	0.04%
Cambridge Investment Research Advisors, Inc.	10.76K	Jun 30, 26	+10.76K	0.04%
Trust Co	8.39K	Jun 30, 26	--	0.03%
Bellecapital International Ltd.	6.99K	Jun 30, 26	+6.99K	0.02%
BARRETT & COMPANY, INC.	5.54K	Jun 30, 26	+5.54K	0.02%
Key FInancial Inc	5.37K	Jun 30, 26	+5.37K	0.02%
PHILLIPS FINANCIAL MANAGEMENT, LLC	4.89K	Jun 30, 26	+4.89K	0.02%
Bogart Wealth, LLC	3.59K	Jun 30, 26	--	0.01%
PRIVATE TRUST CO NA	1.28K	Jun 30, 26	--	0.00%
Longview Financial Advisors LLC	1.24K	Jun 30, 26	+1.24K	0.00%
Crews Bank & Trust	1.15K	Jun 30, 26	--	0.00%
Pflug Koory, LLC	884	Jun 30, 26	--	0.00%
First PREMIER Bank	837	Jun 30, 26	--	0.00%
Farther Finance Advisors, LLC	617	Jun 30, 26	--	0.00%
ASSETMARK, INC	96	Jun 30, 26	+96	0.00%
Keeler THomas Management LLC	--	Jun 30, 26	-14.22K	--
Clayton Financial Group LLC	--	Jun 30, 26	-1.14K	--
Root Financial Partners, LLC	--	Jun 30, 26	-338	--
Private Advisor Group, LLC	--	Jun 30, 26	-72.24K	--
Kohmann Bosshard Financial Services, LLC	--	Jun 30, 26	-1.85K	--
HAZLETT, BURT & WATSON, INC.	--	Jun 30, 26	-195	--
WELLS FARGO & COMPANY/MN	2.96M	Mar 31, 26	+511.56K	10.25%
BANK OF AMERICA CORP /DE/	788.86K	Mar 31, 26	+15.46K	2.73%
MORGAN STANLEY	717.09K	Mar 31, 26	+55.59K	2.48%
AMERIPRISE FINANCIAL INC	652.47K	Mar 31, 26	+177.62K	2.26%
NewEdge Advisors, LLC	638.56K	Mar 31, 26	+30.22K	2.21%
Snowden Capital Advisors LLC	400.39K	Mar 31, 26	+2.96K	1.39%
RAYMOND JAMES FINANCIAL INC	366.99K	Mar 31, 26	-7.94K	1.27%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	363.18K	Mar 31, 26	+45.41K	1.26%
HighTower Advisors, LLC	357.98K	Mar 31, 26	+16.24K	1.24%
ROYAL BANK OF CANADA	293.26K	Mar 31, 26	-49.97K	1.02%
FAGAN ASSOCIATES, INC.	272.20K	Mar 31, 26	+1.03K	0.94%
Stockman Wealth Management, Inc.	252.19K	Mar 31, 26	+34.44K	0.87%
MERCER GLOBAL ADVISORS INC /ADV	232.83K	Mar 31, 26	+13.43K	0.81%
UBS Group AG	210.73K	Mar 31, 26	+10.98K	0.73%
THOROUGHBRED FINANCIAL SERVICES, LLC	209.99K	Mar 31, 26	+22.47K	0.73%
Parallel Advisors, LLC	200.70K	Mar 31, 26	+30.32K	0.70%
Whalen Wealth Management Inc.	200.56K	Mar 31, 26	+3.46K	0.69%
Resources Investment Advisors, LLC.	181.50K	Mar 31, 26	+181.50K	0.63%
Signature Wealth Management Group	181.50K	Mar 31, 26	+181.50K	0.63%
STIFEL FINANCIAL CORP	161.56K	Mar 31, 26	+40.85K	0.56%
Janney Montgomery Scott LLC	149.91K	Mar 31, 26	+60.60K	0.52%
BOSTON FAMILY OFFICE LLC	123.35K	Mar 31, 26	+18.09K	0.43%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	121.29K	Mar 31, 26	+61.86K	0.42%
GOLDMAN SACHS GROUP INC	110.41K	Mar 31, 26	-25.04K	0.38%
LPL Financial LLC	96.47K	Mar 31, 26	+30.32K	0.33%
Cetera Investment Advisers	79.80K	Mar 31, 26	+33.85K	0.28%
Creative Planning	78.52K	Mar 31, 26	+2.30K	0.27%
Tower Research Capital LLC (TRC)	75.88K	Mar 31, 26	-61.20K	0.26%
Smartleaf Asset Management LLC	72.24K	Mar 31, 26	-64	0.25%
EIGHT 31 FINANCIAL LLC	65.18K	Mar 31, 26	+960	0.23%
L2 Asset Management, LLC	64.69K	Mar 31, 26	+5.31K	0.22%
FIRST NATIONAL BANK OF OMAHA	63.58K	Mar 31, 26	-21.03K	0.22%
Integrated Wealth Concepts LLC	58.40K	Mar 31, 26	+32.53K	0.20%
SHELTON CAPITAL MANAGEMENT	57.92K	Mar 31, 26	+57.92K	0.20%
CWM, LLC	57.68K	Mar 31, 26	+508	0.20%
Valmark Advisers, Inc.	57.51K	Mar 31, 26	+2.04K	0.20%
Financial Engines Advisors L.L.C.	57.44K	Mar 31, 26	+890	0.20%
Cerity Partners LLC	33.22K	Mar 31, 26	+8.46K	0.12%
JANE STREET GROUP, LLC	31.60K	Mar 31, 26	+31.60K	0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	27.96K	Mar 31, 26	+27.96K	0.10%
Compass Ion Advisors, LLC	26.18K	Mar 31, 26	--	0.09%
Atlantic Private Wealth, LLC	25.71K	Mar 31, 26	-402	0.09%
Leo Wealth, LLC	24.95K	Mar 31, 26	+139	0.09%
AQR CAPITAL MANAGEMENT LLC	23.64K	Mar 31, 26	--	0.08%
Visionary Wealth Advisors	20.68K	Mar 31, 26	+749	0.07%
ADVISOR GROUP HOLDINGS, INC.	17.93K	Mar 31, 26	+222	0.06%
Kestra Investment Management, LLC	16.97K	Mar 31, 26	+42	0.06%
Reliant Wealth Planning	16.90K	Mar 31, 26	--	0.06%
HARBOUR INVESTMENTS, INC.	16.64K	Mar 31, 26	-1.86K	0.06%
STAR Financial Bank	16.56K	Mar 31, 26	-4.62K	0.06%
Capital Investment Advisors, LLC	14.77K	Mar 31, 26	+2.60K	0.05%
CAPTRUST FINANCIAL ADVISORS	14.59K	Mar 31, 26	-4.79K	0.05%
Jaffetilchin Investment Partners, LLC	13.45K	Mar 31, 26	+82	0.05%
COLDSTREAM CAPITAL MANAGEMENT INC	11.37K	Mar 31, 26	+635	0.04%
Lido Advisors, LLC	9.95K	Mar 31, 26	+9.95K	0.03%
Atlantic Union Bankshares Corp	7.58K	Mar 31, 26	--	0.03%
Hills Bank & Trust Co	5.88K	Mar 31, 26	+707	0.02%
FIFTH THIRD BANCORP	5.23K	Mar 31, 26	+5.23K	0.02%
Cherry Tree Wealth Management, LLC	4.40K	Mar 31, 26	--	0.02%
JPL Wealth Management, LLC	4.23K	Mar 31, 26	+4.23K	0.01%
CNB Bank	3.86K	Mar 31, 26	-18	0.01%
Advisory Services Network, LLC	3.01K	Mar 31, 26	+3.01K	0.01%
McIlrath & Eck, LLC	2.57K	Mar 31, 26	+2.57K	0.01%
TD Capital Management LLC	2.45K	Mar 31, 26	+15	0.01%
MAI Capital Management	2.00K	Mar 31, 26	--	0.01%
US BANCORP \DE\	1.22K	Mar 31, 26	--	0.00%
Allworth Financial LP	1.02K	Mar 31, 26	--	0.00%
Federation des caisses Desjardins du Quebec	748	Mar 31, 26	-2.41K	0.00%
Bank of Jackson Hole Trust	280	Mar 31, 26	--	0.00%
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-25.09K	--
HUNTINGTON NATIONAL BANK	--	Mar 31, 26	-661	--
JPMORGAN CHASE & CO	--	Mar 31, 26	-517	--
BANK OF MONTREAL /CAN/	--	Mar 31, 26	-659	--
Equitable Holdings, Inc.	--	Mar 31, 26	-33.05K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-78.18K	--
COMERICA BANK	2.97K	Dec 31, 25	+72	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-304	--
COUNTRY CLUB BANK /GFN	91.83K	Sep 30, 25	-3.35K	0.32%
Lowe Wealth Advisors, LLC	2.00K	Sep 30, 25	-2.25K	0.01%
AllSquare Wealth Management LLC	1.07K	Sep 30, 25	+1.07K	0.00%
Spectrum Wealth Counsel, LLC	2.45K	Mar 31, 25	--	0.01%
RAYMOND JAMES & ASSOCIATES	32.85K	Sep 30, 24	+9	0.11%
Raymond James Financial Services Advisors, Inc.	11.25K	Sep 30, 24	+11.25K	0.04%
FinTrust Capital Advisors, LLC	5.28K	Sep 30, 24	--	0.02%
BENJAMIN F. EDWARDS & COMPANY, INC.	19.73K	Jun 30, 24	+729	0.07%

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Holder

Date

Change

% Held

TRUE Private Wealth Advisors

1.69M

Jun 30, 26

-173.61K

5.85%

CONFLUENCE INVESTMENT MANAGEMENT LLC

1.10M

Jun 30, 26

-104.31K

3.81%

TITLEIST ASSET MANAGEMENT, LLC

990.42K

Jun 30, 26

+35.34K

3.43%

ENVESTNET ASSET MANAGEMENT INC

892.70K

Jun 30, 26

+34.83K

3.09%

Krilogy Financial LLC

753.03K

Jun 30, 26

+47.59K

2.61%

Probity Advisors, Inc.

558.79K

Jun 30, 26

+55.65K

1.94%

SHELTON WEALTH MANAGEMENT, LLC

536.80K

Jun 30, 26

+40.98K

1.86%

PARK AVENUE SECURITIES LLC

470.14K

Jun 30, 26

-71.17K

1.63%

Legacy Private Trust Co.

455.75K

Jun 30, 26

+27.54K

1.58%

Headland Capital, LLC

405.44K

Jun 30, 26

+30.51K

1.40%

FORONJY FINANCIAL LLC

337.59K

Jun 30, 26

+21.09K

1.17%

SPRENG CAPITAL MANAGEMENT, INC.

314.83K

Jun 30, 26

+9.41K

1.09%

FAGAN ASSOCIATES, INC.

277.46K

Jun 30, 26

+5.25K

0.96%

Asset Dedication, LLC

242.01K

Jun 30, 26

+31.50K

0.84%

Yoder Wealth Management, Inc.

226.17K

Jun 30, 26

+2.54K

0.78%

Accretive Wealth Partners, LLC

205.09K

Jun 30, 26

+39.47K

0.71%

CENTRAL TRUST Co

187.04K

Jun 30, 26

+13.56K

0.65%

D.A. DAVIDSON & CO.

133.68K

Jun 30, 26

+27.13K

0.46%

HOWLAND CAPITAL MANAGEMENT LLC

86.56K

Jun 30, 26

+300

0.30%

SIGNATUREFD, LLC

57.65K

Jun 30, 26

+19.82K

0.20%

MOULTON WEALTH MANAGEMENT, INC

49.51K

Jun 30, 26

-57.16K

0.17%

LEAVELL INVESTMENT MANAGEMENT, INC.

46.90K

Jun 30, 26

+10.59K

0.16%

Community Financial Services Group, LLC

41.07K

Jun 30, 26

+41.07K

0.14%

ASSOCIATED BANC-CORP

38.09K

Jun 30, 26

-3.06K

0.13%

BENJAMIN EDWARDS INC

36.10K

Jun 30, 26

+1.09K

0.13%

Montecito Bank & Trust

35.53K

Jun 30, 26

+5.93K

0.12%

Kestra Advisory Services, LLC

33.67K

Jun 30, 26

+2.26K

0.12%

JIM SAULNIER & ASSOCIATES, LLC

33.51K

Jun 30, 26

+2.06K

0.12%

NBC SECURITIES, INC.

33.34K

Jun 30, 26

-415

0.12%

COMMONWEALTH EQUITY SERVICES, LLC

31.63K

Jun 30, 26

-2.58K

0.11%

Old Port Advisors

28.83K

Jun 30, 26

+5.51K

0.10%

Summit Wealth Partners, LLC

28.64K

Jun 30, 26

+8.22K

0.10%

IFP Advisors, Inc

25.41K

Jun 30, 26

+3.55K

0.09%

DecisionMap Wealth Management, LLC

21.58K

Jun 30, 26

+4.86K

0.07%

Granite Harbor Advisors, Inc.

20.59K

Jun 30, 26

0.07%

Jacobi Capital Management LLC

19.80K

Jun 30, 26

+133

0.07%

CARY STREET PARTNERS FINANCIAL LLC

19.47K

Jun 30, 26

-553

0.07%

XY Planning Network, Inc.

18.96K

Jun 30, 26

+18.96K

0.07%

CGN Advisors LLC

18.96K

Jun 30, 26

+68

0.07%

Great Diamond Partners, LLC

18.42K

Jun 30, 26

+5.77K

0.06%

Prosperity Planning, Inc.

17.43K

Jun 30, 26

+17.43K

0.06%

Single Point Partners, LLC

16.39K

Jun 30, 26

+16.39K

0.06%

BIP Wealth, LLC

15.61K

Jun 30, 26

-500

0.05%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

14.70K

Jun 30, 26

0.05%

Physician Wealth Advisors, Inc.

14.10K

Jun 30, 26

+9.08K

0.05%

Guidance Point Advisors, LLC

13.81K

Jun 30, 26

+324

0.05%

HM PAYSON & CO

12.42K

Jun 30, 26

+12.42K

0.04%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

11.33K

Jun 30, 26

0.04%

Koshinski Asset Management, Inc.

11.13K

Jun 30, 26

+534

0.04%

Cambridge Investment Research Advisors, Inc.

10.76K

Jun 30, 26

+10.76K

0.04%

Trust Co

8.39K

Jun 30, 26

0.03%

Bellecapital International Ltd.

6.99K

Jun 30, 26

+6.99K

0.02%

BARRETT & COMPANY, INC.

5.54K

Jun 30, 26

+5.54K

0.02%

Key FInancial Inc

5.37K

Jun 30, 26

+5.37K

0.02%

PHILLIPS FINANCIAL MANAGEMENT, LLC

4.89K

Jun 30, 26

+4.89K

0.02%

Bogart Wealth, LLC

3.59K

Jun 30, 26

0.01%

PRIVATE TRUST CO NA

1.28K

Jun 30, 26

0.00%

Longview Financial Advisors LLC

1.24K

Jun 30, 26

+1.24K

0.00%

Crews Bank & Trust

1.15K

Jun 30, 26

0.00%

Pflug Koory, LLC

884

Jun 30, 26

0.00%

First PREMIER Bank

837

Jun 30, 26

0.00%

Farther Finance Advisors, LLC

617

Jun 30, 26

0.00%

ASSETMARK, INC

Jun 30, 26

+96

0.00%

Keeler THomas Management LLC

Jun 30, 26

-14.22K

Clayton Financial Group LLC

Jun 30, 26

-1.14K

Root Financial Partners, LLC

Jun 30, 26

-338

Private Advisor Group, LLC

Jun 30, 26

-72.24K

Kohmann Bosshard Financial Services, LLC

Jun 30, 26

-1.85K

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

-195

WELLS FARGO & COMPANY/MN

2.96M

Mar 31, 26

+511.56K

10.25%

BANK OF AMERICA CORP /DE/

788.86K

Mar 31, 26

+15.46K

2.73%

MORGAN STANLEY

717.09K

Mar 31, 26

+55.59K

2.48%

AMERIPRISE FINANCIAL INC

652.47K

Mar 31, 26

+177.62K

2.26%

NewEdge Advisors, LLC

638.56K

Mar 31, 26

+30.22K

2.21%

Snowden Capital Advisors LLC

400.39K

Mar 31, 26

+2.96K

1.39%

RAYMOND JAMES FINANCIAL INC

366.99K

Mar 31, 26

-7.94K

1.27%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

363.18K

Mar 31, 26

+45.41K

1.26%

HighTower Advisors, LLC

357.98K

Mar 31, 26

+16.24K

1.24%

ROYAL BANK OF CANADA

293.26K

Mar 31, 26

-49.97K

1.02%

FAGAN ASSOCIATES, INC.

272.20K

Mar 31, 26

+1.03K

0.94%

Stockman Wealth Management, Inc.

252.19K

Mar 31, 26

+34.44K

0.87%

MERCER GLOBAL ADVISORS INC /ADV

232.83K

Mar 31, 26

+13.43K

0.81%

UBS Group AG

210.73K

Mar 31, 26

+10.98K

0.73%

THOROUGHBRED FINANCIAL SERVICES, LLC

209.99K

Mar 31, 26

+22.47K

0.73%

Parallel Advisors, LLC

200.70K

Mar 31, 26

+30.32K

0.70%

Whalen Wealth Management Inc.

200.56K

Mar 31, 26

+3.46K

0.69%

Resources Investment Advisors, LLC.

181.50K

Mar 31, 26

+181.50K

0.63%

Signature Wealth Management Group

181.50K

Mar 31, 26

+181.50K

0.63%

STIFEL FINANCIAL CORP

161.56K

Mar 31, 26

+40.85K

0.56%

Janney Montgomery Scott LLC

149.91K

Mar 31, 26

+60.60K

0.52%

BOSTON FAMILY OFFICE LLC

123.35K

Mar 31, 26

+18.09K

0.43%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

121.29K

Mar 31, 26

+61.86K

0.42%

GOLDMAN SACHS GROUP INC

110.41K

Mar 31, 26

-25.04K

0.38%

LPL Financial LLC

96.47K

Mar 31, 26

+30.32K

0.33%

Cetera Investment Advisers

79.80K

Mar 31, 26

+33.85K

0.28%

Creative Planning

78.52K

Mar 31, 26

+2.30K

0.27%

Tower Research Capital LLC (TRC)

75.88K

Mar 31, 26

-61.20K

0.26%

Smartleaf Asset Management LLC

72.24K

Mar 31, 26

-64

0.25%

EIGHT 31 FINANCIAL LLC

65.18K

Mar 31, 26

+960

0.23%

L2 Asset Management, LLC

64.69K

Mar 31, 26

+5.31K

0.22%

FIRST NATIONAL BANK OF OMAHA

63.58K

Mar 31, 26

-21.03K

0.22%

Integrated Wealth Concepts LLC

58.40K

Mar 31, 26

+32.53K

0.20%

SHELTON CAPITAL MANAGEMENT

57.92K

Mar 31, 26

+57.92K

0.20%

CWM, LLC

57.68K

Mar 31, 26

+508

0.20%

Valmark Advisers, Inc.

57.51K

Mar 31, 26

+2.04K

0.20%

Financial Engines Advisors L.L.C.

57.44K

Mar 31, 26

+890

0.20%

Cerity Partners LLC

33.22K

Mar 31, 26

+8.46K

0.12%

JANE STREET GROUP, LLC

31.60K

Mar 31, 26

+31.60K

0.11%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

27.96K

Mar 31, 26

+27.96K

0.10%

Compass Ion Advisors, LLC

26.18K

Mar 31, 26

0.09%

Atlantic Private Wealth, LLC

25.71K

Mar 31, 26

-402

0.09%

Leo Wealth, LLC

24.95K

Mar 31, 26

+139

0.09%

AQR CAPITAL MANAGEMENT LLC

23.64K

Mar 31, 26

0.08%

Visionary Wealth Advisors

20.68K

Mar 31, 26

+749

0.07%

ADVISOR GROUP HOLDINGS, INC.

17.93K

Mar 31, 26

+222

0.06%

Kestra Investment Management, LLC

16.97K

Mar 31, 26

+42

0.06%

Reliant Wealth Planning

16.90K

Mar 31, 26

0.06%

HARBOUR INVESTMENTS, INC.

16.64K

Mar 31, 26

-1.86K

0.06%

STAR Financial Bank

16.56K

Mar 31, 26

-4.62K

0.06%

Capital Investment Advisors, LLC

14.77K

Mar 31, 26

+2.60K

0.05%

CAPTRUST FINANCIAL ADVISORS

14.59K

Mar 31, 26

-4.79K

0.05%

Jaffetilchin Investment Partners, LLC

13.45K

Mar 31, 26

+82

0.05%

COLDSTREAM CAPITAL MANAGEMENT INC

11.37K

Mar 31, 26

+635

0.04%

Lido Advisors, LLC

9.95K

Mar 31, 26

+9.95K

0.03%

Atlantic Union Bankshares Corp

7.58K

Mar 31, 26

0.03%

Hills Bank & Trust Co

5.88K

Mar 31, 26

+707

0.02%

FIFTH THIRD BANCORP

5.23K

Mar 31, 26

+5.23K

0.02%

Cherry Tree Wealth Management, LLC

4.40K

Mar 31, 26

0.02%

JPL Wealth Management, LLC

4.23K

Mar 31, 26

+4.23K

0.01%

CNB Bank

3.86K

Mar 31, 26

-18

0.01%

Advisory Services Network, LLC

3.01K

Mar 31, 26

+3.01K

0.01%

McIlrath & Eck, LLC

2.57K

Mar 31, 26

+2.57K

0.01%

TD Capital Management LLC

2.45K

Mar 31, 26

+15

0.01%

MAI Capital Management

2.00K

Mar 31, 26

0.01%

US BANCORP \DE\

1.22K

Mar 31, 26

0.00%

Allworth Financial LP

1.02K

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

748

Mar 31, 26

-2.41K

0.00%

Bank of Jackson Hole Trust

280

Mar 31, 26

0.00%

FLOW TRADERS U.S. LLC

Mar 31, 26

-25.09K

HUNTINGTON NATIONAL BANK

Mar 31, 26

-661

JPMORGAN CHASE & CO

Mar 31, 26

-517

BANK OF MONTREAL /CAN/

Mar 31, 26

-659

Equitable Holdings, Inc.

Mar 31, 26

-33.05K

CITADEL ADVISORS LLC

Mar 31, 26

-78.18K

COMERICA BANK

2.97K

Dec 31, 25

+72

0.01%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-304

COUNTRY CLUB BANK /GFN

91.83K

Sep 30, 25

-3.35K

0.32%

Lowe Wealth Advisors, LLC

2.00K

Sep 30, 25

-2.25K

0.01%

AllSquare Wealth Management LLC

1.07K

Sep 30, 25

+1.07K

0.00%

Spectrum Wealth Counsel, LLC

2.45K

Mar 31, 25

0.01%

RAYMOND JAMES & ASSOCIATES

32.85K

Sep 30, 24

0.11%

Raymond James Financial Services Advisors, Inc.

11.25K

Sep 30, 24

+11.25K

0.04%

FinTrust Capital Advisors, LLC

5.28K

Sep 30, 24

0.02%

BENJAMIN F. EDWARDS & COMPANY, INC.

19.73K

Jun 30, 24

+729

0.07%