Institutional Ownership Ishares Tr Ibonds Dec 2031 Ter (IBDW)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2031 Ter (IBDW). We have compiled data on the 229 institutions that hold shares in the stock, with a total of 64.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
6,360,248
shares
|
$134 Million
1.2% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,132,531
shares
|
$65.8 Million
1.24% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,947,392
shares
|
$61.9 Million
0.0% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,806,470
shares
|
$58.9 Million
0.0% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
2,385,806
shares
|
$50.1 Million
1.97% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
2,150,445
shares
|
$45.1 Million
30.07% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,870,031
shares
|
$39.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
1,619,642
shares
|
$34 Million
1.91% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,617,206
shares
|
$33.9 Million
6.15% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,565,212
shares
|
$32.9 Million
0.01% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
1,495,548
shares
|
$31.4 Million
1.53% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
1,454,740
shares
|
$30.5 Million
0.44% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
1,311,440
shares
|
$27.5 Million
1.53% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,301,012
shares
|
$27.3 Million
0.04% of portfolio
|
Q3 2024
Added 27.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,258,604
shares
|
$26.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 32.58%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,247,720
shares
|
$26.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,163,678
shares
|
$24.4 Million
0.0% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
920,548
shares
|
$19.3 Million
1.51% of portfolio
|
Q4 2022
Added 108199.76%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
901,284
shares
|
$18.9 Million
4.64% of portfolio
|
Q2 2025
Added 13.82%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
885,244
shares
|
$18.6 Million
1.39% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
874,010
shares
|
$18.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
841,259
shares
|
$17.7 Million
0.02% of portfolio
|
Q2 2025
Added 27.96%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
809,165
shares
|
$17 Million
0.02% of portfolio
|
Q2 2025
Added 15.59%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
723,823
shares
|
$15.2 Million
7.12% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
703,640
shares
|
$14.8 Million
1.59% of portfolio
|
Q2 2025
Reduced 0.05%
|