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 |
|---|---|---|---|---|---|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
14,085
shares
|
$295,644
0.21% of portfolio
|
Q2 2025
Added 20.37%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
13,714
shares
|
$287,856
0.01% of portfolio
|
Q2 2025
Added 20.16%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
13,680
shares
|
$287,143
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
13,600
shares
|
$285,464
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
13,412
shares
|
$281,517
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
12,805
shares
|
$268,776
0.02% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
12,700
shares
|
$266,573
0.01% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
12,693
shares
|
$266,426
0.04% of portfolio
|
Q2 2025
Added 30.75%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
12,600
shares
|
$264,474
0.25% of portfolio
|
Q2 2025
Added 77.46%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
12,287
shares
|
$257,904
0.01% of portfolio
|
Q2 2025
Added 15.33%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
12,206
shares
|
$256,203
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
11,908
shares
|
$249,948
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
11,808
shares
|
$247,849
0.0% of portfolio
|
Q2 2025
Added 11.68%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
11,400
shares
|
$239,285
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
11,138
shares
|
$233,786
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
10,860
shares
|
$227,951
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
10,860
shares
|
$227,951
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
10,527
shares
|
$220,961
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
10,491
shares
|
$220,206
0.04% of portfolio
|
Q2 2025
Added 44.31%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
10,423
shares
|
$218,778
0.03% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
10,300
shares
|
$216,196
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$209,899
0.0% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
9,932
shares
|
$208,472
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
9,673
shares
|
$203,036
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
9,633
shares
|
$202,196
0.07% of portfolio
|
Q2 2025
New holding
|