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 |
|---|---|---|---|---|---|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
23,202
shares
|
$495,130
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
23,028
shares
|
$491,417
0.0% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
22,000
shares
|
$469,480
0.03% of portfolio
|
Q4 2024
Added 25.71%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
21,585
shares
|
$460,623
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
21,347
shares
|
$455,544
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
21,001
shares
|
$448,161
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
20,992
shares
|
$447,969
0.06% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
20,906
shares
|
$446,134
0.0% of portfolio
|
Q2 2025
Reduced 45.12%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
20,881
shares
|
$445,600
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
20,484
shares
|
$437,128
0.02% of portfolio
|
Q3 2025
Added 13.28%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
20,142
shares
|
$429,830
0.01% of portfolio
|
Q2 2025
Added 43.11%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
20,000
shares
|
$426,800
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Aug 04, 2025 Q2 2025 |
19,973
shares
|
$426,223
0.32% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
19,777
shares
|
$422,041
0.02% of portfolio
|
Q3 2025
Added 13.32%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
19,750
shares
|
$421,465
0.07% of portfolio
|
Q2 2025
Reduced 34.99%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
19,300
shares
|
$411,862
0.07% of portfolio
|
Q4 2024
Added 26.14%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
18,521
shares
|
$395,238
0.0% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
18,252
shares
|
$389,497
0.29% of portfolio
|
Q2 2024
Added 5.4%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
17,600
shares
|
$375,584
0.05% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
17,516
shares
|
$373,791
0.0% of portfolio
|
Q3 2025
Added 48.34%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
17,387
shares
|
$371,038
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
17,204
shares
|
$367,133
0.01% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
16,735
shares
|
$357,124
0.01% of portfolio
|
Q3 2025
Added 312.7%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
16,550
shares
|
$353,177
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
15,709
shares
|
$335,230
0.04% of portfolio
|
Q3 2025
New holding
|