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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
152,703
shares
|
$3.26 Million
0.05% of portfolio
|
Q2 2024
Added 16.17%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
148,706
shares
|
$3.17 Million
0.22% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
143,708
shares
|
$3.07 Million
0.0% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
141,166
shares
|
$3.01 Million
0.04% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
139,329
shares
|
$2.97 Million
0.01% of portfolio
|
Q3 2025
Added 7.83%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
135,128
shares
|
$2.88 Million
1.09% of portfolio
|
Q2 2025
Added 52.83%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
134,583
shares
|
$2.87 Million
0.98% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 15, 2025 Q3 2025 |
128,323
shares
|
$2.74 Million
1.74% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
127,537
shares
|
$2.72 Million
0.03% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
111,309
shares
|
$2.38 Million
0.31% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
109,874
shares
|
$2.34 Million
0.0% of portfolio
|
Q2 2025
Added 16.34%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
109,638
shares
|
$2.34 Million
0.44% of portfolio
|
Q3 2025
Added 13.29%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
109,540
shares
|
$2.34 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
105,834
shares
|
$2.26 Million
0.52% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
103,268
shares
|
$2.2 Million
0.14% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
97,190
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
90,615
shares
|
$1.93 Million
0.12% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
89,895
shares
|
$1.92 Million
1.2% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
86,286
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.99%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
84,093
shares
|
$1.79 Million
0.21% of portfolio
|
Q2 2025
Added 639.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
82,540
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
81,800
shares
|
$1.75 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
81,785
shares
|
$1.75 Million
0.11% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
80,242
shares
|
$1.71 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
78,432
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Added 7.45%
|