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 140 institutions that hold shares in the stock, with a total of 36.3 Million shares, which have been reported (via 13F filing form) to have a value of $766 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
3,496,104
shares
|
$73.8 Million
0.02% of portfolio
|
Q2 2024
Added 152.27%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
2,570,910
shares
|
$54.2 Million
1.0% of portfolio
|
Q2 2024
Added 33.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
2,005,578
shares
|
$42.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.15%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,930,160
shares
|
$40.7 Million
0.0% of portfolio
|
Q1 2024
Added 11.69%
|
|
|
Capital Investment Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
1,913,203
shares
|
$40.4 Million
0.89% of portfolio
|
Q2 2024
Added 18.44%
|
|
|
Venture Visionary Partners LLC
|
Aug 13, 2024 Q2 2024 |
1,677,720
shares
|
$35.4 Million
1.59% of portfolio
|
Q2 2024
Added 8.89%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Aug 14, 2024 Q2 2024 |
1,564,196
shares
|
$33 Million
5.98% of portfolio
|
Q2 2024
Added 5.71%
|
|
|
Sigma Investment Counselors Inc
|
Jul 25, 2024 Q2 2024 |
1,243,314
shares
|
$26.2 Million
1.32% of portfolio
|
Q2 2024
Added 15.3%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
1,111,221
shares
|
$23.4 Million
0.17% of portfolio
|
Q2 2024
Reduced 3.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
1,016,467
shares
|
$21.4 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
920,548
shares
|
$19.4 Million
1.51% of portfolio
|
Q4 2022
Added 108199.76%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
864,143
shares
|
$18.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
820,897
shares
|
$17.3 Million
0.09% of portfolio
|
Q2 2024
Reduced 5.54%
|
|
|
Arrow Financial Corp
|
Jul 30, 2024 Q2 2024 |
670,910
shares
|
$14.2 Million
1.35% of portfolio
|
Q2 2024
Added 2.28%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2024 Q2 2024 |
658,667
shares
|
$13.9 Million
0.9% of portfolio
|
Q2 2024
Added 16.65%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Jul 30, 2024 Q2 2024 |
635,807
shares
|
$13.4 Million
9.85% of portfolio
|
Q2 2024
Added 5.54%
|
|
|
Buffington Mohr Mc Neal
|
Jul 11, 2024 Q2 2024 |
617,686
shares
|
$13 Million
2.2% of portfolio
|
Q2 2024
Added 1.99%
|
|
|
Summitry LLC
Foster City, CA |
Aug 09, 2024 Q2 2024 |
613,251
shares
|
$12.9 Million
0.69% of portfolio
|
Q2 2024
Reduced 42.34%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 09, 2024 Q2 2024 |
604,020
shares
|
$12.7 Million
0.21% of portfolio
|
Q2 2024
Added 11.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
572,536
shares
|
$12.1 Million
0.03% of portfolio
|
Q2 2024
Added 2.37%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
513,218
shares
|
$10.8 Million
0.02% of portfolio
|
Q2 2024
Added 13.82%
|
|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
507,769
shares
|
$10.7 Million
1.18% of portfolio
|
Q2 2024
Added 7.93%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
503,132
shares
|
$10.6 Million
1.06% of portfolio
|
Q2 2024
Added 15.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
394,009
shares
|
$8.31 Million
0.0% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
345,758
shares
|
$7.3 Million
0.01% of portfolio
|
Q2 2024
Added 86.06%
|