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 $854 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
64,516
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
58,685
shares
|
$1.2 Million
0.36% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
58,047
shares
|
$1.19 Million
0.26% of portfolio
|
Q3 2024
Added 83.82%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
55,942
shares
|
$1.15 Million
0.46% of portfolio
|
Q3 2024
Added 43.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
51,525
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
48,776
shares
|
$1 Million
0.33% of portfolio
|
Q3 2024
Added 12.08%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
47,275
shares
|
$970,555
0.48% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
42,782
shares
|
$878,314
0.0% of portfolio
|
Q3 2024
Added 17.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
41,903
shares
|
$860,268
0.0% of portfolio
|
Q3 2024
Added 116.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
41,405
shares
|
$850,044
0.0% of portfolio
|
Q3 2024
Added 107.98%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
39,793
shares
|
$816,950
0.02% of portfolio
|
Q2 2024
Added 4.88%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
39,466
shares
|
$810,236
0.01% of portfolio
|
Q3 2024
Added 291.8%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
37,348
shares
|
$766,754
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
37,046
shares
|
$760,554
0.0% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
36,675
shares
|
$752,937
0.06% of portfolio
|
Q3 2024
Added 13.09%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
36,579
shares
|
$750,966
0.13% of portfolio
|
Q3 2024
Added 47.06%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
36,489
shares
|
$749,119
0.18% of portfolio
|
Q3 2024
Added 45.41%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
35,032
shares
|
$719,206
0.02% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
34,642
shares
|
$711,200
0.25% of portfolio
|
Q2 2024
Added 5.53%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
33,468
shares
|
$687,098
0.2% of portfolio
|
Q1 2022
Added 21.35%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
31,475
shares
|
$646,181
0.02% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
30,175
shares
|
$619,492
0.16% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
29,622
shares
|
$608,139
0.12% of portfolio
|
Q2 2024
Added 1.57%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
29,050
shares
|
$596,396
0.06% of portfolio
|
Q3 2024
Added 45.61%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
28,807
shares
|
$591,407
0.36% of portfolio
|
Q3 2024
Added 1.95%
|