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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
698,994
shares
|
$14.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
694,818
shares
|
$14.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
693,211
shares
|
$14.6 Million
1.58% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
688,345
shares
|
$14.4 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
673,998
shares
|
$14.1 Million
2.77% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
638,727
shares
|
$13.4 Million
5.9% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
617,037
shares
|
$13 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
|
$12.3 Million
0.8% of portfolio
|
Q2 2025
Reduced 9.58%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
515,066
shares
|
$10.8 Million
6.36% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
492,336
shares
|
$10.3 Million
0.34% of portfolio
|
Q2 2025
Added 4501.27%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
487,502
shares
|
$10.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
434,488
shares
|
$9.12 Million
0.0% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
405,181
shares
|
$8.5 Million
1.64% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
400,211
shares
|
$8.4 Million
0.01% of portfolio
|
Q3 2024
Added 60.56%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
386,395
shares
|
$8.11 Million
0.02% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
373,120
shares
|
$7.83 Million
0.0% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
369,980
shares
|
$7.77 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
|
$7.45 Million
0.23% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
332,049
shares
|
$6.97 Million
1.86% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
286,371
shares
|
$6.01 Million
0.0% of portfolio
|
Q2 2025
Added 1611.72%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
281,089
shares
|
$5.9 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
271,734
shares
|
$5.7 Million
0.24% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
265,480
shares
|
$5.57 Million
0.03% of portfolio
|
Q2 2025
Added 14.39%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
264,599
shares
|
$5.55 Million
1.76% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
255,333
shares
|
$5.36 Million
0.11% of portfolio
|
Q2 2025
Added 7.73%
|