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 |
|---|---|---|---|---|---|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
15,631
shares
|
$333,565
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
15,567
shares
|
$332,199
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
15,400
shares
|
$328,636
0.09% of portfolio
|
Q2 2025
Added 61.76%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
15,242
shares
|
$325,264
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
15,128
shares
|
$322,831
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
15,009
shares
|
$320,292
0.01% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
14,950
shares
|
$319,033
0.2% of portfolio
|
Q2 2025
Reduced 16.83%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
14,307
shares
|
$305,311
0.01% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
14,219
shares
|
$303,433
0.03% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
14,085
shares
|
$300,573
0.21% of portfolio
|
Q2 2025
Added 20.37%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
13,714
shares
|
$292,656
0.01% of portfolio
|
Q2 2025
Added 20.16%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
13,600
shares
|
$290,224
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
13,534
shares
|
$288,815
0.11% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
13,092
shares
|
$279,383
0.04% of portfolio
|
Q1 2025
Added 22.83%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
12,805
shares
|
$273,258
0.02% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
12,700
shares
|
$271,018
0.01% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
12,693
shares
|
$270,868
0.04% of portfolio
|
Q2 2025
Added 30.75%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
12,600
shares
|
$268,884
0.25% of portfolio
|
Q2 2025
Added 77.46%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
12,347
shares
|
$263,484
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
12,206
shares
|
$260,476
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
11,908
shares
|
$254,116
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
11,400
shares
|
$243,276
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
11,138
shares
|
$237,684
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
10,860
shares
|
$231,752
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
10,860
shares
|
$231,752
0.02% of portfolio
|
Q2 2025
New holding
|