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 157 institutions that hold shares in the stock, with a total of 41.6 Million shares, which have been reported (via 13F filing form) to have a value of $855 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
151,542
shares
|
$3.11 Million
0.18% of portfolio
|
Q3 2024
Added 77.73%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
147,700
shares
|
$3.03 Million
1.27% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
141,393
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
138,142
shares
|
$2.84 Million
0.32% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
137,314
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
136,647
shares
|
$2.81 Million
0.2% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
126,019
shares
|
$2.59 Million
0.23% of portfolio
|
Q3 2024
Added 301.12%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
122,751
shares
|
$2.52 Million
0.51% of portfolio
|
Q3 2024
Added 13.44%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
118,497
shares
|
$2.43 Million
0.11% of portfolio
|
Q3 2024
Added 57.83%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
118,178
shares
|
$2.43 Million
0.01% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
114,098
shares
|
$2.34 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
112,849
shares
|
$2.32 Million
0.04% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
112,525
shares
|
$2.31 Million
0.5% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 11, 2024 Q3 2024 |
109,731
shares
|
$2.25 Million
1.62% of portfolio
|
Q3 2024
Added 197.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
106,972
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 67.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
96,131
shares
|
$1.97 Million
0.02% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
89,659
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 70.55%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
88,276
shares
|
$1.81 Million
0.5% of portfolio
|
Q3 2024
Added 42.82%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
84,658
shares
|
$1.74 Million
0.44% of portfolio
|
Q3 2024
Added 11.02%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
76,457
shares
|
$1.57 Million
0.33% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
75,950
shares
|
$1.56 Million
1.05% of portfolio
|
Q3 2024
Added 20.15%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
73,088
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
73,072
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
68,749
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Added 40.44%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
67,719
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2024
Added 333.43%
|