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 |
---|---|---|---|---|---|
Adirondack Trust CO
|
Jul 09, 2024 Q2 2024 |
38,893
shares
|
$824,920
0.32% of portfolio
|
Q2 2024
Reduced 42.54%
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 01, 2024 Q2 2024 |
36,903
shares
|
$782,712
0.57% of portfolio
|
Q2 2024
Added 233.48%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
36,512
shares
|
$774,419
0.0% of portfolio
|
Q2 2024
Added 0.32%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
35,073
shares
|
$743,898
0.02% of portfolio
|
Q2 2024
Added 40.71%
|
|
Gradient Capital Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
34,642
shares
|
$734,756
0.25% of portfolio
|
Q2 2024
Added 5.53%
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
33,468
shares
|
$709,856
0.2% of portfolio
|
Q1 2022
Added 21.35%
|
|
Segment Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
32,430
shares
|
$687,840
0.05% of portfolio
|
Q2 2024
Added 10.04%
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
31,664
shares
|
$671,593
0.12% of portfolio
|
Q2 2024
Added 24.67%
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 18, 2024 Q2 2024 |
31,578
shares
|
$669,769
0.13% of portfolio
|
Q2 2024
Reduced 44.04%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Aug 13, 2024 Q2 2024 |
31,520
shares
|
$668,539
0.03% of portfolio
|
Q2 2024
Added 85.52%
|
|
Executive Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
31,417
shares
|
$666,354
0.13% of portfolio
|
Q2 2024
Added 91.22%
|
|
Associated Banc Corp
Green Bay, WI |
Aug 01, 2024 Q2 2024 |
30,175
shares
|
$640,011
0.02% of portfolio
|
Q2 2024
Added 38.1%
|
|
Bank Of New Hampshire
|
Jul 01, 2024 Q2 2024 |
30,175
shares
|
$640,011
0.16% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Sep 11, 2024 Q2 2024 |
29,622
shares
|
$628,282
0.12% of portfolio
|
Q2 2024
Added 1.57%
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Sep 06, 2024 Q2 2024 |
28,257
shares
|
$599,330
0.37% of portfolio
|
Q4 2023
New holding
|
|
Lyell Wealth Management, LP
|
Aug 08, 2024 Q2 2024 |
27,550
shares
|
$584,335
0.05% of portfolio
|
Q2 2024
Added 42.93%
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Aug 08, 2024 Q2 2024 |
27,204
shares
|
$576,996
0.07% of portfolio
|
Q2 2024
Added 17.42%
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
26,987
shares
|
$572,394
0.06% of portfolio
|
Q2 2024
New holding
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
26,478
shares
|
$561,598
0.01% of portfolio
|
Q2 2024
Added 2.6%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
26,118
shares
|
$553,962
0.0% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
Timber Creek Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
25,963
shares
|
$550,675
0.17% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
25,094
shares
|
$532,243
0.13% of portfolio
|
Q2 2024
Added 83.93%
|
|
Montecito Bank & Trust
|
Jul 17, 2024 Q2 2024 |
24,873
shares
|
$527,556
0.1% of portfolio
|
Q2 2024
Added 66.55%
|
|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
24,730
shares
|
$524,523
0.06% of portfolio
|
Q2 2024
Added 6.46%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
24,510
shares
|
$519,857
0.01% of portfolio
|
Q2 2024
Added 12.63%
|