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 182 institutions that hold shares in the stock, with a total of 54.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,312,844
shares
|
$109 Million
1.21% of portfolio
|
Q4 2024
Added 49.72%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,173,424
shares
|
$85.5 Million
2.66% of portfolio
|
Q4 2024
Added 115.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,782,762
shares
|
$77.5 Million
0.02% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,554,613
shares
|
$52.3 Million
1.08% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,435,696
shares
|
$49.9 Million
0.0% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,410,676
shares
|
$49.4 Million
0.0% of portfolio
|
Q4 2024
Added 11.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,973,030
shares
|
$40.4 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,617,206
shares
|
$33.1 Million
6.15% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
1,483,109
shares
|
$30.4 Million
1.79% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
1,369,729
shares
|
$28.1 Million
1.46% of portfolio
|
Q4 2024
Added 121.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,301,012
shares
|
$26.7 Million
0.04% of portfolio
|
Q3 2024
Added 27.99%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
1,228,959
shares
|
$25.2 Million
0.41% of portfolio
|
Q4 2024
Added 94.22%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,169,143
shares
|
$24 Million
0.0% of portfolio
|
Q4 2024
Added 23.76%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
1,024,300
shares
|
$21 Million
1.28% of portfolio
|
Q4 2024
Added 32.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
963,198
shares
|
$19.7 Million
0.12% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
957,158
shares
|
$19.6 Million
0.0% of portfolio
|
Q4 2024
Added 93.66%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
920,548
shares
|
$18.9 Million
1.51% of portfolio
|
Q4 2022
Added 108199.76%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
884,677
shares
|
$18.1 Million
0.08% of portfolio
|
Q4 2024
Added 22.89%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
792,563
shares
|
$16.2 Million
0.0% of portfolio
|
Q4 2024
Added 137.27%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
702,409
shares
|
$14.4 Million
1.39% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
696,080
shares
|
$14.3 Million
1.15% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
681,463
shares
|
$14 Million
7.17% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Feb 11, 2025 Q4 2024 |
679,423
shares
|
$13.9 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
661,768
shares
|
$13.6 Million
2.25% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
657,393
shares
|
$13.5 Million
1.5% of portfolio
|
Q4 2024
Added 18.39%
|