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 |
|---|---|---|---|---|---|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
255,257
shares
|
$5.36 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
253,000
shares
|
$5.31 Million
0.43% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
245,655
shares
|
$5.16 Million
1.83% of portfolio
|
Q2 2025
Added 17.27%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
243,484
shares
|
$5.11 Million
0.61% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
241,959
shares
|
$5.08 Million
0.29% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
241,900
shares
|
$5.08 Million
0.23% of portfolio
|
Q1 2025
Added 45.82%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
233,230
shares
|
$4.9 Million
2.76% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
229,915
shares
|
$4.83 Million
0.31% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
225,338
shares
|
$4.73 Million
1.26% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
222,116
shares
|
$4.66 Million
2.11% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
217,558
shares
|
$4.57 Million
0.06% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
211,570
shares
|
$4.44 Million
1.05% of portfolio
|
Q2 2025
Added 42.28%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
209,991
shares
|
$4.41 Million
1.84% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
208,691
shares
|
$4.38 Million
2.99% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
208,280
shares
|
$4.37 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
206,178
shares
|
$4.33 Million
0.17% of portfolio
|
Q2 2025
Added 16.58%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
199,350
shares
|
$4.18 Million
1.73% of portfolio
|
Q1 2025
Added 17.26%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
199,136
shares
|
$4.18 Million
0.07% of portfolio
|
Q2 2025
Added 19.15%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
184,764
shares
|
$3.88 Million
0.0% of portfolio
|
Q2 2025
Added 310.76%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
174,222
shares
|
$3.66 Million
0.31% of portfolio
|
Q4 2024
Added 38.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
169,110
shares
|
$3.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
166,029
shares
|
$3.48 Million
0.86% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
164,739
shares
|
$3.46 Million
0.71% of portfolio
|
Q1 2025
Added 24.2%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
152,703
shares
|
$3.21 Million
0.05% of portfolio
|
Q2 2024
Added 16.17%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
148,706
shares
|
$3.12 Million
0.22% of portfolio
|
Q2 2025
Added 2.8%
|