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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
76,603
shares
|
$1.63 Million
0.03% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
75,700
shares
|
$1.62 Million
0.07% of portfolio
|
Q3 2025
Added 16.46%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
73,171
shares
|
$1.56 Million
0.94% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
70,006
shares
|
$1.49 Million
1.01% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
66,661
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2025
Added 25.72%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
63,614
shares
|
$1.36 Million
0.19% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
63,462
shares
|
$1.35 Million
0.14% of portfolio
|
Q3 2025
Added 32.61%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
61,735
shares
|
$1.32 Million
0.04% of portfolio
|
Q3 2025
Added 13.44%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
60,626
shares
|
$1.29 Million
0.71% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
57,465
shares
|
$1.23 Million
0.31% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
54,750
shares
|
$1.17 Million
0.09% of portfolio
|
Q3 2025
Added 12.42%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
54,722
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
54,654
shares
|
$1.17 Million
0.3% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
51,640
shares
|
$1.1 Million
0.25% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
49,989
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
49,719
shares
|
$1.06 Million
0.24% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
48,677
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
Added 26.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
47,295
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
47,053
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.94%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
45,472
shares
|
$970,372
0.04% of portfolio
|
Q2 2025
Added 52.68%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
44,384
shares
|
$947,154
0.01% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
42,625
shares
|
$909,617
0.38% of portfolio
|
Q2 2025
Added 269.24%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
40,966
shares
|
$874,214
0.19% of portfolio
|
Q3 2025
Added 47.57%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
40,378
shares
|
$861,666
0.22% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
39,388
shares
|
$840,539
0.25% of portfolio
|
Q1 2025
Added 4.99%
|