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 141 institutions that hold shares in the stock, with a total of 36.4 Million shares, which have been reported (via 13F filing form) to have a value of $770 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
131,734
shares
|
$2.79 Million
0.0% of portfolio
|
Q2 2024
Added 1.13%
|
|
Garrett Investment Advisors LLC
|
Jul 10, 2024 Q2 2024 |
130,446
shares
|
$2.77 Million
0.33% of portfolio
|
Q2 2024
Added 3.34%
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 15, 2024 Q2 2024 |
120,000
shares
|
$2.55 Million
1.02% of portfolio
|
Q2 2024
Added 10.6%
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2024 Q2 2024 |
116,283
shares
|
$2.47 Million
0.39% of portfolio
|
Q2 2024
Added 4.7%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
113,662
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2024
Added 11.33%
|
|
Probity Advisors, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
108,212
shares
|
$2.3 Million
0.46% of portfolio
|
Q2 2024
Added 25.01%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
106,365
shares
|
$2.26 Million
0.04% of portfolio
|
Q2 2024
Added 4.56%
|
|
Sabal Trust CO
|
Jul 30, 2024 Q2 2024 |
85,263
shares
|
$1.81 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
85,193
shares
|
$1.81 Million
0.02% of portfolio
|
Q2 2024
Added 31.08%
|
|
Ironwood Financial, LLC
|
Jul 19, 2024 Q2 2024 |
84,398
shares
|
$1.79 Million
0.38% of portfolio
|
Q2 2024
Added 20.79%
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 15, 2024 Q2 2024 |
76,258
shares
|
$1.62 Million
0.38% of portfolio
|
Q2 2024
Added 4.16%
|
|
Howland Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
75,080
shares
|
$1.59 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
72,298
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2024
Added 21.62%
|
|
Moseley Investment Management Inc
|
Jul 16, 2024 Q2 2024 |
71,514
shares
|
$1.52 Million
0.68% of portfolio
|
Q2 2024
Added 53.71%
|
|
Fortis Capital Management LLC
|
Jul 23, 2024 Q2 2024 |
69,320
shares
|
$1.47 Million
0.3% of portfolio
|
Q2 2024
Added 3.92%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
63,435
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2024
Reduced 17.3%
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
63,215
shares
|
$1.34 Million
0.79% of portfolio
|
Q2 2024
Added 17.84%
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 06, 2024 Q2 2024 |
61,811
shares
|
$1.31 Million
0.36% of portfolio
|
Q2 2024
Added 30.9%
|
|
Little House Capital LLC
Braintree, MA |
Aug 01, 2024 Q2 2024 |
56,726
shares
|
$1.2 Million
0.36% of portfolio
|
Q2 2024
Added 13.87%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
49,017
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2024
Added 2.86%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
48,952
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2024
Added 749.27%
|
|
Nova Point Capital, LLC
|
Jul 10, 2024 Q2 2024 |
43,520
shares
|
$923,059
0.3% of portfolio
|
Q2 2024
New holding
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 11, 2024 Q2 2024 |
42,882
shares
|
$909,527
0.47% of portfolio
|
Q2 2024
Added 1.28%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
39,968
shares
|
$847,721
0.0% of portfolio
|
Q2 2024
Reduced 11.17%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
39,793
shares
|
$844,009
0.02% of portfolio
|
Q2 2024
Added 4.88%
|