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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
36,917
shares
|
$774,887
0.14% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
35,801
shares
|
$751,462
0.0% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
33,923
shares
|
$712,043
0.0% of portfolio
|
Q2 2025
Added 42.83%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
33,605
shares
|
$705,368
0.0% of portfolio
|
Q2 2025
Added 25.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
33,499
shares
|
$703,144
0.0% of portfolio
|
Q2 2025
Reduced 17.79%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
33,186
shares
|
$696,574
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
32,649
shares
|
$685,302
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
32,287
shares
|
$677,704
0.35% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
31,690
shares
|
$665,173
0.06% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
30,566
shares
|
$641,580
0.01% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
29,618
shares
|
$621,681
0.0% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
27,761
shares
|
$582,703
0.14% of portfolio
|
Q2 2025
Added 54.46%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
27,692
shares
|
$581,255
0.06% of portfolio
|
Q1 2025
Added 21.1%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
27,260
shares
|
$572,187
0.46% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
26,517
shares
|
$556,591
0.11% of portfolio
|
Q2 2025
Reduced 10.48%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
26,184
shares
|
$549,602
0.12% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
25,443
shares
|
$534,048
0.04% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
25,438
shares
|
$533,943
0.06% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
24,908
shares
|
$522,818
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
24,730
shares
|
$519,082
0.06% of portfolio
|
Q2 2024
Added 6.46%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
23,770
shares
|
$498,932
0.34% of portfolio
|
Q2 2025
Added 42.9%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
23,600
shares
|
$495,363
0.26% of portfolio
|
Q4 2024
Added 74.81%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
23,202
shares
|
$487,009
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
22,000
shares
|
$461,779
0.03% of portfolio
|
Q4 2024
Added 25.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
21,827
shares
|
$458,148
0.0% of portfolio
|
Q2 2025
Reduced 39.37%
|