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 |
|---|---|---|---|---|---|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
21,001
shares
|
$440,810
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
20,992
shares
|
$440,622
0.06% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
20,906
shares
|
$438,816
0.0% of portfolio
|
Q2 2025
Reduced 45.12%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
20,881
shares
|
$438,292
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
20,142
shares
|
$422,780
0.01% of portfolio
|
Q2 2025
Added 43.11%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
20,000
shares
|
$419,799
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Aug 04, 2025 Q2 2025 |
19,973
shares
|
$419,233
0.32% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
19,750
shares
|
$414,552
0.07% of portfolio
|
Q2 2025
Reduced 34.99%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
19,300
shares
|
$405,106
0.07% of portfolio
|
Q4 2024
Added 26.14%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
18,521
shares
|
$388,755
0.0% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
18,252
shares
|
$383,109
0.29% of portfolio
|
Q2 2024
Added 5.4%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
18,082
shares
|
$379,541
0.02% of portfolio
|
Q2 2025
Reduced 14.07%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
18,007
shares
|
$377,966
0.01% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
17,453
shares
|
$366,338
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
17,387
shares
|
$364,953
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
16,550
shares
|
$347,384
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
16,430
shares
|
$344,865
0.05% of portfolio
|
Q2 2025
Added 40.43%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
15,631
shares
|
$328,094
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
15,567
shares
|
$326,751
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
15,400
shares
|
$323,246
0.09% of portfolio
|
Q2 2025
Added 61.76%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
15,242
shares
|
$319,929
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
15,128
shares
|
$317,536
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
14,950
shares
|
$313,800
0.2% of portfolio
|
Q2 2025
Reduced 16.83%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
14,604
shares
|
$306,537
0.13% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
14,307
shares
|
$300,303
0.01% of portfolio
|
Q1 2025
Added 6.53%
|