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 237 institutions that hold shares in the stock, with a total of 69.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
799,964
shares
|
$17.1 Million
0.02% of portfolio
|
Q3 2025
Added 15.13%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
723,823
shares
|
$15.4 Million
7.12% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
703,640
shares
|
$15 Million
1.59% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
698,994
shares
|
$14.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
688,345
shares
|
$14.7 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
675,702
shares
|
$14.4 Million
1.51% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
673,998
shares
|
$14.4 Million
2.77% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
640,408
shares
|
$13.7 Million
5.88% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
617,037
shares
|
$13.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
584,669
shares
|
$12.5 Million
0.8% of portfolio
|
Q2 2025
Reduced 9.58%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
515,066
shares
|
$11 Million
6.36% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
493,528
shares
|
$10.5 Million
1.86% of portfolio
|
Q3 2025
Added 199.58%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
492,336
shares
|
$10.5 Million
0.34% of portfolio
|
Q2 2025
Added 4501.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
434,488
shares
|
$9.27 Million
0.0% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
412,716
shares
|
$8.81 Million
1.5% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
400,211
shares
|
$8.54 Million
0.01% of portfolio
|
Q3 2024
Added 60.56%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
386,395
shares
|
$8.25 Million
0.02% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
373,120
shares
|
$7.96 Million
0.0% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
369,980
shares
|
$7.9 Million
1.42% of portfolio
|
Q2 2025
Added 26.2%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
354,958
shares
|
$7.57 Million
0.23% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
342,874
shares
|
$7.32 Million
1.83% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
303,344
shares
|
$6.47 Million
0.27% of portfolio
|
Q2 2025
Added 25.4%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
286,371
shares
|
$6.11 Million
0.0% of portfolio
|
Q2 2025
Added 1611.72%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
281,089
shares
|
$6 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
271,734
shares
|
$5.8 Million
0.24% of portfolio
|
Q1 2025
Added 6.87%
|