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 |
|---|---|---|---|---|---|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
148,060
shares
|
$3.11 Million
0.76% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
143,708
shares
|
$3.02 Million
0.0% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
141,166
shares
|
$2.96 Million
0.04% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
135,128
shares
|
$2.84 Million
1.09% of portfolio
|
Q2 2025
Added 52.83%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
129,209
shares
|
$2.71 Million
0.01% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
128,160
shares
|
$2.69 Million
1.81% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
127,537
shares
|
$2.68 Million
0.03% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
120,993
shares
|
$2.54 Million
0.94% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
109,874
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2025
Added 16.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
109,540
shares
|
$2.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
106,932
shares
|
$2.24 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
105,834
shares
|
$2.22 Million
0.52% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
97,190
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
96,774
shares
|
$2.03 Million
0.44% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
95,815
shares
|
$2.01 Million
0.14% of portfolio
|
Q2 2025
Added 186.19%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
89,895
shares
|
$1.89 Million
1.2% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
86,845
shares
|
$1.82 Million
0.12% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
86,286
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.99%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
84,093
shares
|
$1.77 Million
0.21% of portfolio
|
Q2 2025
Added 639.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
82,540
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
81,800
shares
|
$1.72 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
81,724
shares
|
$1.72 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
80,242
shares
|
$1.68 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
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
76,603
shares
|
$1.61 Million
0.03% of portfolio
|
Q2 2025
Added 1.3%
|