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 69.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
37,684
shares
|
$804,176
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
35,801
shares
|
$763,993
0.0% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
33,923
shares
|
$723,916
0.0% of portfolio
|
Q2 2025
Added 42.83%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
33,605
shares
|
$717,130
0.0% of portfolio
|
Q2 2025
Added 25.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
33,499
shares
|
$714,868
0.0% of portfolio
|
Q2 2025
Reduced 17.79%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
33,186
shares
|
$708,189
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
32,815
shares
|
$700,272
0.06% of portfolio
|
Q3 2025
Reduced 42.26%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
32,803
shares
|
$700,016
0.11% of portfolio
|
Q3 2025
Reduced 11.14%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
32,649
shares
|
$696,729
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
32,287
shares
|
$689,004
0.35% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
31,690
shares
|
$676,264
0.06% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
30,566
shares
|
$652,278
0.01% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
29,618
shares
|
$632,048
0.0% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
28,355
shares
|
$605,095
0.01% of portfolio
|
Q3 2025
Added 13.84%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
27,692
shares
|
$590,947
0.06% of portfolio
|
Q1 2025
Added 21.1%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
27,260
shares
|
$581,728
0.46% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
27,260
shares
|
$581,728
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
26,517
shares
|
$565,872
0.1% of portfolio
|
Q2 2025
Reduced 10.48%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
26,380
shares
|
$562,949
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
26,184
shares
|
$558,766
0.12% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
25,910
shares
|
$552,919
0.35% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
25,443
shares
|
$542,953
0.04% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
25,438
shares
|
$542,846
0.06% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
24,730
shares
|
$527,738
0.06% of portfolio
|
Q2 2024
Added 6.46%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
23,600
shares
|
$503,624
0.24% of portfolio
|
Q4 2024
Added 74.81%
|