iShares iBonds Dec 2032 Term Treasury ETF(IBTM)

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iShares iBonds Dec 2032 Term Treasury ETF(IBTM)

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$22.46—

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IBTM(IBTM)

IBTM

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

Institutional Ownership

Top 130 Institutional Holders

Holder	Shares	Date	Change	% Held
CONFLUENCE INVESTMENT MANAGEMENT LLC	735.85K	Jun 30, 26	-68.25K	3.04%
TITLEIST ASSET MANAGEMENT, LLC	439.39K	Jun 30, 26	+347.73K	1.81%
PARK AVENUE SECURITIES LLC	177.91K	Jun 30, 26	+10.20K	0.73%
IFP Advisors, Inc	53.02K	Jun 30, 26	+6.90K	0.22%
4WEALTH ADVISORS, INC.	26.39K	Jun 30, 26	+2.06K	0.11%
MOULTON WEALTH MANAGEMENT, INC	20.40K	Jun 30, 26	+8.51K	0.08%
Brookstone Capital Management	15.48K	Jun 30, 26	+49	0.06%
Single Point Partners, LLC	14.59K	Jun 30, 26	+14.59K	0.06%
CARY STREET PARTNERS FINANCIAL LLC	14.21K	Jun 30, 26	-405	0.06%
Greater Midwest Financial Group, LLC	13.48K	Jun 30, 26	--	0.06%
Great Diamond Partners, LLC	11.85K	Jun 30, 26	+11.85K	0.05%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	10.07K	Jun 30, 26	--	0.04%
Physician Wealth Advisors, Inc.	8.08K	Jun 30, 26	+3.61K	0.03%
Crews Bank & Trust	1.10K	Jun 30, 26	--	0.00%
Bank of New Hampshire	800	Jun 30, 26	--	0.00%
First PREMIER Bank	667	Jun 30, 26	--	0.00%
Noble Wealth Management PBC	--	Jun 30, 26	-1.50K	--
HARMONY ASSET MANAGEMENT LLC	--	Jun 30, 26	-38.53K	--
Clayton Financial Group LLC	--	Jun 30, 26	-5.76K	--
Krilogy Financial LLC	2.45M	Mar 31, 26	-227.70K	10.10%
UBS Group AG	995.71K	Mar 31, 26	+40.55K	4.11%
Parcion Private Wealth LLC	893.91K	Mar 31, 26	+893.91K	3.69%
MORGAN STANLEY	848.98K	Mar 31, 26	+22.54K	3.50%
Janney Montgomery Scott LLC	551.41K	Mar 31, 26	+65.45K	2.28%
RAYMOND JAMES FINANCIAL INC	527.22K	Mar 31, 26	+35.27K	2.18%
D.A. DAVIDSON & CO.	421.78K	Mar 31, 26	+12.08K	1.74%
TRUIST FINANCIAL CORP	373.68K	Mar 31, 26	+15.01K	1.54%
Snowden Capital Advisors LLC	369.19K	Mar 31, 26	+4.13K	1.52%
ENVESTNET ASSET MANAGEMENT INC	352.82K	Mar 31, 26	+352.82K	1.46%
WELLS FARGO & COMPANY/MN	351.07K	Mar 31, 26	+23.94K	1.45%
Legacy Private Trust Co.	340.08K	Mar 31, 26	+37.95K	1.40%
Probity Advisors, Inc.	318.94K	Mar 31, 26	+167.05K	1.32%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	304.41K	Mar 31, 26	+55.24K	1.26%
AMERIPRISE FINANCIAL INC	282.76K	Mar 31, 26	-95.60K	1.17%
HighTower Advisors, LLC	279.94K	Mar 31, 26	+11.74K	1.16%
Atlantic Private Wealth, LLC	234.63K	Mar 31, 26	+13.69K	0.97%
Stockman Wealth Management, Inc.	200.62K	Mar 31, 26	+52.21K	0.83%
MERCER GLOBAL ADVISORS INC /ADV	199.07K	Mar 31, 26	+12.90K	0.82%
CITADEL ADVISORS LLC	192.88K	Mar 31, 26	+94.27K	0.80%
Asset Dedication, LLC	189.02K	Mar 31, 26	+80.42K	0.78%
BANK OF AMERICA CORP /DE/	187.99K	Mar 31, 26	-1.26K	0.78%
LPL Financial LLC	182.76K	Mar 31, 26	+13.80K	0.75%
PARK AVENUE SECURITIES LLC	167.71K	Mar 31, 26	+4.27K	0.69%
Parallel Advisors, LLC	162.87K	Mar 31, 26	+96.84K	0.67%
NewEdge Advisors, LLC	160.11K	Mar 31, 26	-12.07K	0.66%
JAMES INVESTMENT RESEARCH INC	155.79K	Mar 31, 26	-5.01K	0.64%
Yoder Wealth Management, Inc.	155.33K	Mar 31, 26	+54.95K	0.64%
Accretive Wealth Partners, LLC	147.76K	Mar 31, 26	-712	0.61%
ROYAL BANK OF CANADA	145.27K	Mar 31, 26	+2.11K	0.60%
STIFEL FINANCIAL CORP	128.21K	Mar 31, 26	+24.44K	0.53%
Cambridge Investment Research Advisors, Inc.	125.87K	Mar 31, 26	+125.87K	0.52%
THOROUGHBRED FINANCIAL SERVICES, LLC	108.60K	Mar 31, 26	+10.10K	0.45%
CENTRAL TRUST Co	106.50K	Mar 31, 26	+55.83K	0.44%
Sanctuary Advisors, LLC	96.82K	Mar 31, 26	+3.78K	0.40%
TITLEIST ASSET MANAGEMENT, LLC	91.67K	Mar 31, 26	+91.67K	0.38%
GOLDMAN SACHS GROUP INC	83.53K	Mar 31, 26	--	0.34%
Tower Research Capital LLC (TRC)	83.12K	Mar 31, 26	+22.09K	0.34%
Cetera Investment Advisers	78.50K	Mar 31, 26	-119.11K	0.32%
BOSTON FAMILY OFFICE LLC	74.68K	Mar 31, 26	+2.46K	0.31%
CWM, LLC	53.03K	Mar 31, 26	+781	0.22%
JANE STREET GROUP, LLC	52.37K	Mar 31, 26	+52.37K	0.22%
FIRST NATIONAL BANK OF OMAHA	50.42K	Mar 31, 26	-16.95K	0.21%
Private Advisor Group, LLC	49.38K	Mar 31, 26	+1.58K	0.20%
Cushing Capital Partners, LLC	47.12K	Mar 31, 26	+1.62K	0.19%
VERUS CAPITAL PARTNERS, LLC	46.65K	Mar 31, 26	+14.78K	0.19%
IFP Advisors, Inc	46.12K	Mar 31, 26	+3.43K	0.19%
Visionary Wealth Advisors	45.70K	Mar 31, 26	+855	0.19%
Reliant Wealth Planning	40.75K	Mar 31, 26	--	0.17%
HARMONY ASSET MANAGEMENT LLC	38.53K	Mar 31, 26	-387	0.16%
COMMONWEALTH EQUITY SERVICES, LLC	35.95K	Mar 31, 26	+1.97K	0.15%
BENJAMIN EDWARDS INC	30.94K	Mar 31, 26	+178	0.13%
Integrated Wealth Concepts LLC	30.67K	Mar 31, 26	+10.15K	0.13%
CAPTRUST FINANCIAL ADVISORS	29.52K	Mar 31, 26	+110	0.12%
EVEXIA WEALTH LLC	28.26K	Mar 31, 26	+4.04K	0.12%
L2 Asset Management, LLC	27.86K	Mar 31, 26	+171	0.11%
Kestra Advisory Services, LLC	26.74K	Mar 31, 26	+4.10K	0.11%
Financial Engines Advisors L.L.C.	26.66K	Mar 31, 26	+691	0.11%
ASSOCIATED BANC-CORP	23.94K	Mar 31, 26	+6.49K	0.10%
LEAVELL INVESTMENT MANAGEMENT, INC.	23.87K	Mar 31, 26	+23.87K	0.10%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	22.47K	Mar 31, 26	+3.29K	0.09%
HEADINVEST, LLC	20.78K	Mar 31, 26	-1.95K	0.09%
AQR CAPITAL MANAGEMENT LLC	18.95K	Mar 31, 26	--	0.08%
MML INVESTORS SERVICES, LLC	18.77K	Mar 31, 26	-1.45K	0.08%
Jacobi Capital Management LLC	17.46K	Mar 31, 26	+346	0.07%
Leo Wealth, LLC	17.23K	Mar 31, 26	+96	0.07%
Kestra Investment Management, LLC	14.97K	Mar 31, 26	+35	0.06%
Guidance Point Advisors, LLC	14.62K	Mar 31, 26	+902	0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	14.36K	Mar 31, 26	+14.36K	0.06%
ADVISOR GROUP HOLDINGS, INC.	13.60K	Mar 31, 26	-2.23K	0.06%
Keeler THomas Management LLC	12.76K	Mar 31, 26	-38.09K	0.05%
Jaffetilchin Investment Partners, LLC	12.05K	Mar 31, 26	+74	0.05%
MBA Advisors LLC	12.03K	Mar 31, 26	+12.03K	0.05%
Gladstone Institutional Advisory LLC	11.46K	Mar 31, 26	+650	0.05%
Compass Ion Advisors, LLC	11.20K	Mar 31, 26	--	0.05%
COLDSTREAM CAPITAL MANAGEMENT INC	10.15K	Mar 31, 26	+565	0.04%
Lido Advisors, LLC	10.03K	Mar 31, 26	+327	0.04%
JIM SAULNIER & ASSOCIATES, LLC	9.61K	Mar 31, 26	+9.61K	0.04%
Strait & Sound Wealth Management LLC	9.55K	Mar 31, 26	+9.55K	0.04%
STAR Financial Bank	9.00K	Mar 31, 26	-3.23K	0.04%
HRT FINANCIAL LP	8.83K	Mar 31, 26	+8.83K	0.04%
SIGNATUREFD, LLC	8.81K	Mar 31, 26	--	0.04%
Atlantic Union Bankshares Corp	6.73K	Mar 31, 26	--	0.03%
JPL Wealth Management, LLC	6.65K	Mar 31, 26	+6.65K	0.03%
Clayton Financial Group LLC	5.76K	Mar 31, 26	-703	0.02%
Physician Wealth Advisors, Inc.	4.47K	Mar 31, 26	--	0.02%
CNB Bank	3.43K	Mar 31, 26	-17	0.01%
McIlrath & Eck, LLC	3.16K	Mar 31, 26	+3.16K	0.01%
FIFTH THIRD BANCORP	2.77K	Mar 31, 26	+2.77K	0.01%
Cherry Tree Wealth Management, LLC	2.37K	Mar 31, 26	--	0.01%
Clearstead Trust, LLC	1.95K	Mar 31, 26	+1.95K	0.01%
Bogart Wealth, LLC	1.77K	Mar 31, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	1.77K	Mar 31, 26	+226	0.01%
US BANCORP \DE\	1.75K	Mar 31, 26	+1.75K	0.01%
Advisory Services Network, LLC	1.51K	Mar 31, 26	+1.51K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.30K	Mar 31, 26	--	0.01%
Allworth Financial LP	907	Mar 31, 26	+907	0.00%
Federation des caisses Desjardins du Quebec	900	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	299	Mar 31, 26	+299	0.00%
Bank of Jackson Hole Trust	249	Mar 31, 26	--	0.00%
Parkside Financial Bank & Trust	202	Mar 31, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	173	Mar 31, 26	+1	0.00%
Avantax Planning Partners, Inc.	--	Mar 31, 26	-8.71K	--
COMERICA BANK	1.38K	Dec 31, 25	-815	0.01%
COUNTRY CLUB BANK /GFN	73.78K	Sep 30, 25	-2.51K	0.30%
AllSquare Wealth Management LLC	15.67K	Sep 30, 25	+1.21K	0.06%
Spectrum Wealth Counsel, LLC	2.18K	Mar 31, 25	--	0.01%
RAYMOND JAMES & ASSOCIATES	371.19K	Sep 30, 24	+20.94K	1.53%
FinTrust Capital Advisors, LLC	4.65K	Sep 30, 24	--	0.02%
BENJAMIN F. EDWARDS & COMPANY, INC.	84	Jun 30, 24	+84	0.00%
First National Bank of South Miami	--	Jun 30, 23	-517	--

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Holder

Date

Change

% Held

CONFLUENCE INVESTMENT MANAGEMENT LLC

735.85K

Jun 30, 26

-68.25K

3.04%

TITLEIST ASSET MANAGEMENT, LLC

439.39K

Jun 30, 26

+347.73K

1.81%

PARK AVENUE SECURITIES LLC

177.91K

Jun 30, 26

+10.20K

0.73%

IFP Advisors, Inc

53.02K

Jun 30, 26

+6.90K

0.22%

4WEALTH ADVISORS, INC.

26.39K

Jun 30, 26

+2.06K

0.11%

MOULTON WEALTH MANAGEMENT, INC

20.40K

Jun 30, 26

+8.51K

0.08%

Brookstone Capital Management

15.48K

Jun 30, 26

+49

0.06%

Single Point Partners, LLC

14.59K

Jun 30, 26

+14.59K

0.06%

CARY STREET PARTNERS FINANCIAL LLC

14.21K

Jun 30, 26

-405

0.06%

Greater Midwest Financial Group, LLC

13.48K

Jun 30, 26

0.06%

Great Diamond Partners, LLC

11.85K

Jun 30, 26

+11.85K

0.05%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

10.07K

Jun 30, 26

0.04%

Physician Wealth Advisors, Inc.

8.08K

Jun 30, 26

+3.61K

0.03%

Crews Bank & Trust

1.10K

Jun 30, 26

0.00%

Bank of New Hampshire

800

Jun 30, 26

0.00%

First PREMIER Bank

667

Jun 30, 26

0.00%

Noble Wealth Management PBC

Jun 30, 26

-1.50K

HARMONY ASSET MANAGEMENT LLC

Jun 30, 26

-38.53K

Clayton Financial Group LLC

Jun 30, 26

-5.76K

Krilogy Financial LLC

2.45M

Mar 31, 26

-227.70K

10.10%

UBS Group AG

995.71K

Mar 31, 26

+40.55K

4.11%

Parcion Private Wealth LLC

893.91K

Mar 31, 26

+893.91K

3.69%

MORGAN STANLEY

848.98K

Mar 31, 26

+22.54K

3.50%

Janney Montgomery Scott LLC

551.41K

Mar 31, 26

+65.45K

2.28%

RAYMOND JAMES FINANCIAL INC

527.22K

Mar 31, 26

+35.27K

2.18%

D.A. DAVIDSON & CO.

421.78K

Mar 31, 26

+12.08K

1.74%

TRUIST FINANCIAL CORP

373.68K

Mar 31, 26

+15.01K

1.54%

Snowden Capital Advisors LLC

369.19K

Mar 31, 26

+4.13K

1.52%

ENVESTNET ASSET MANAGEMENT INC

352.82K

Mar 31, 26

+352.82K

1.46%

WELLS FARGO & COMPANY/MN

351.07K

Mar 31, 26

+23.94K

1.45%

Legacy Private Trust Co.

340.08K

Mar 31, 26

+37.95K

1.40%

Probity Advisors, Inc.

318.94K

Mar 31, 26

+167.05K

1.32%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

304.41K

Mar 31, 26

+55.24K

1.26%

AMERIPRISE FINANCIAL INC

282.76K

Mar 31, 26

-95.60K

1.17%

HighTower Advisors, LLC

279.94K

Mar 31, 26

+11.74K

1.16%

Atlantic Private Wealth, LLC

234.63K

Mar 31, 26

+13.69K

0.97%

Stockman Wealth Management, Inc.

200.62K

Mar 31, 26

+52.21K

0.83%

MERCER GLOBAL ADVISORS INC /ADV

199.07K

Mar 31, 26

+12.90K

0.82%

CITADEL ADVISORS LLC

192.88K

Mar 31, 26

+94.27K

0.80%

Asset Dedication, LLC

189.02K

Mar 31, 26

+80.42K

0.78%

BANK OF AMERICA CORP /DE/

187.99K

Mar 31, 26

-1.26K

0.78%

LPL Financial LLC

182.76K

Mar 31, 26

+13.80K

0.75%

PARK AVENUE SECURITIES LLC

167.71K

Mar 31, 26

+4.27K

0.69%

Parallel Advisors, LLC

162.87K

Mar 31, 26

+96.84K

0.67%

NewEdge Advisors, LLC

160.11K

Mar 31, 26

-12.07K

0.66%

JAMES INVESTMENT RESEARCH INC

155.79K

Mar 31, 26

-5.01K

0.64%

Yoder Wealth Management, Inc.

155.33K

Mar 31, 26

+54.95K

0.64%

Accretive Wealth Partners, LLC

147.76K

Mar 31, 26

-712

0.61%

ROYAL BANK OF CANADA

145.27K

Mar 31, 26

+2.11K

0.60%

STIFEL FINANCIAL CORP

128.21K

Mar 31, 26

+24.44K

0.53%

Cambridge Investment Research Advisors, Inc.

125.87K

Mar 31, 26

+125.87K

0.52%

THOROUGHBRED FINANCIAL SERVICES, LLC

108.60K

Mar 31, 26

+10.10K

0.45%

CENTRAL TRUST Co

106.50K

Mar 31, 26

+55.83K

0.44%

Sanctuary Advisors, LLC

96.82K

Mar 31, 26

+3.78K

0.40%

TITLEIST ASSET MANAGEMENT, LLC

91.67K

Mar 31, 26

+91.67K

0.38%

GOLDMAN SACHS GROUP INC

83.53K

Mar 31, 26

0.34%

Tower Research Capital LLC (TRC)

83.12K

Mar 31, 26

+22.09K

0.34%

Cetera Investment Advisers

78.50K

Mar 31, 26

-119.11K

0.32%

BOSTON FAMILY OFFICE LLC

74.68K

Mar 31, 26

+2.46K

0.31%

CWM, LLC

53.03K

Mar 31, 26

+781

0.22%

JANE STREET GROUP, LLC

52.37K

Mar 31, 26

+52.37K

0.22%

FIRST NATIONAL BANK OF OMAHA

50.42K

Mar 31, 26

-16.95K

0.21%

Private Advisor Group, LLC

49.38K

Mar 31, 26

+1.58K

0.20%

Cushing Capital Partners, LLC

47.12K

Mar 31, 26

+1.62K

0.19%

VERUS CAPITAL PARTNERS, LLC

46.65K

Mar 31, 26

+14.78K

0.19%

IFP Advisors, Inc

46.12K

Mar 31, 26

+3.43K

0.19%

Visionary Wealth Advisors

45.70K

Mar 31, 26

+855

0.19%

Reliant Wealth Planning

40.75K

Mar 31, 26

0.17%

HARMONY ASSET MANAGEMENT LLC

38.53K

Mar 31, 26

-387

0.16%

COMMONWEALTH EQUITY SERVICES, LLC

35.95K

Mar 31, 26

+1.97K

0.15%

BENJAMIN EDWARDS INC

30.94K

Mar 31, 26

+178

0.13%

Integrated Wealth Concepts LLC

30.67K

Mar 31, 26

+10.15K

0.13%

CAPTRUST FINANCIAL ADVISORS

29.52K

Mar 31, 26

+110

0.12%

EVEXIA WEALTH LLC

28.26K

Mar 31, 26

+4.04K

0.12%

L2 Asset Management, LLC

27.86K

Mar 31, 26

+171

0.11%

Kestra Advisory Services, LLC

26.74K

Mar 31, 26

+4.10K

0.11%

Financial Engines Advisors L.L.C.

26.66K

Mar 31, 26

+691

0.11%

ASSOCIATED BANC-CORP

23.94K

Mar 31, 26

+6.49K

0.10%

LEAVELL INVESTMENT MANAGEMENT, INC.

23.87K

Mar 31, 26

+23.87K

0.10%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

22.47K

Mar 31, 26

+3.29K

0.09%

HEADINVEST, LLC

20.78K

Mar 31, 26

-1.95K

0.09%

AQR CAPITAL MANAGEMENT LLC

18.95K

Mar 31, 26

0.08%

MML INVESTORS SERVICES, LLC

18.77K

Mar 31, 26

-1.45K

0.08%

Jacobi Capital Management LLC

17.46K

Mar 31, 26

+346

0.07%

Leo Wealth, LLC

17.23K

Mar 31, 26

+96

0.07%

Kestra Investment Management, LLC

14.97K

Mar 31, 26

+35

0.06%

Guidance Point Advisors, LLC

14.62K

Mar 31, 26

+902

0.06%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

14.36K

Mar 31, 26

+14.36K

0.06%

ADVISOR GROUP HOLDINGS, INC.

13.60K

Mar 31, 26

-2.23K

0.06%

Keeler THomas Management LLC

12.76K

Mar 31, 26

-38.09K

0.05%

Jaffetilchin Investment Partners, LLC

12.05K

Mar 31, 26

+74

0.05%

MBA Advisors LLC

12.03K

Mar 31, 26

+12.03K

0.05%

Gladstone Institutional Advisory LLC

11.46K

Mar 31, 26

+650

0.05%

Compass Ion Advisors, LLC

11.20K

Mar 31, 26

0.05%

COLDSTREAM CAPITAL MANAGEMENT INC

10.15K

Mar 31, 26

+565

0.04%

Lido Advisors, LLC

10.03K

Mar 31, 26

+327

0.04%

JIM SAULNIER & ASSOCIATES, LLC

9.61K

Mar 31, 26

+9.61K

0.04%

Strait & Sound Wealth Management LLC

9.55K

Mar 31, 26

+9.55K

0.04%

STAR Financial Bank

9.00K

Mar 31, 26

-3.23K

0.04%

HRT FINANCIAL LP

8.83K

Mar 31, 26

+8.83K

0.04%

SIGNATUREFD, LLC

8.81K

Mar 31, 26

0.04%

Atlantic Union Bankshares Corp

6.73K

Mar 31, 26

0.03%

JPL Wealth Management, LLC

6.65K

Mar 31, 26

+6.65K

0.03%

Clayton Financial Group LLC

5.76K

Mar 31, 26

-703

0.02%

Physician Wealth Advisors, Inc.

4.47K

Mar 31, 26

0.02%

CNB Bank

3.43K

Mar 31, 26

-17

0.01%

McIlrath & Eck, LLC

3.16K

Mar 31, 26

+3.16K

0.01%

FIFTH THIRD BANCORP

2.77K

Mar 31, 26

+2.77K

0.01%

Cherry Tree Wealth Management, LLC

2.37K

Mar 31, 26

0.01%

Clearstead Trust, LLC

1.95K

Mar 31, 26

+1.95K

0.01%

Bogart Wealth, LLC

1.77K

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

1.77K

Mar 31, 26

+226

0.01%

US BANCORP \DE\

1.75K

Mar 31, 26

+1.75K

0.01%

Advisory Services Network, LLC

1.51K

Mar 31, 26

+1.51K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.30K

Mar 31, 26

0.01%

Allworth Financial LP

907

Mar 31, 26

+907

0.00%

Federation des caisses Desjardins du Quebec

900

Mar 31, 26

0.00%

Root Financial Partners, LLC

299

Mar 31, 26

+299

0.00%

Bank of Jackson Hole Trust

249

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

202

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

173

Mar 31, 26

0.00%

Avantax Planning Partners, Inc.

Mar 31, 26

-8.71K

COMERICA BANK

1.38K

Dec 31, 25

-815

0.01%

COUNTRY CLUB BANK /GFN

73.78K

Sep 30, 25

-2.51K

0.30%

AllSquare Wealth Management LLC

15.67K

Sep 30, 25

+1.21K

0.06%

Spectrum Wealth Counsel, LLC

2.18K

Mar 31, 25

0.01%

RAYMOND JAMES & ASSOCIATES

371.19K

Sep 30, 24

+20.94K

1.53%

FinTrust Capital Advisors, LLC

4.65K

Sep 30, 24

0.02%

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

+84

0.00%

First National Bank of South Miami

Jun 30, 23

-517