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 |
|---|---|---|---|---|---|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
73,171
shares
|
$1.54 Million
0.94% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
66,727
shares
|
$1.4 Million
0.97% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
65,000
shares
|
$1.36 Million
0.06% of portfolio
|
Q2 2025
Added 21.95%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
63,192
shares
|
$1.33 Million
0.2% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
60,626
shares
|
$1.27 Million
0.71% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
56,832
shares
|
$1.19 Million
0.12% of portfolio
|
Q2 2025
Reduced 64.83%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
54,654
shares
|
$1.15 Million
0.3% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
54,421
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Added 22.99%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
53,022
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Added 10568.41%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
52,470
shares
|
$1.1 Million
0.35% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
49,989
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
49,719
shares
|
$1.04 Million
0.24% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
49,191
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
48,700
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2025
Added 17.63%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
48,677
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Added 26.97%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
47,857
shares
|
$1 Million
0.11% of portfolio
|
Q2 2025
Added 15.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
47,295
shares
|
$992,722
0.0% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
47,053
shares
|
$987,642
0.0% of portfolio
|
Q2 2025
Reduced 31.94%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
46,490
shares
|
$975,825
0.24% of portfolio
|
Q2 2025
Added 16.99%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
45,472
shares
|
$954,457
0.04% of portfolio
|
Q2 2025
Added 52.68%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
44,384
shares
|
$931,620
0.01% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
42,625
shares
|
$894,698
0.42% of portfolio
|
Q2 2025
Added 269.24%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
40,378
shares
|
$847,534
0.22% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
39,388
shares
|
$826,754
0.25% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
37,684
shares
|
$790,987
0.03% of portfolio
|
Q2 2025
New holding
|