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 |
|---|---|---|---|---|---|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
9,560
shares
|
$200,664
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
6,757
shares
|
$141,829
0.02% of portfolio
|
Q2 2025
Added 39.95%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
6,413
shares
|
$134,608
0.01% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,949
shares
|
$124,869
0.0% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
5,248
shares
|
$110,155
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,065
shares
|
$106,314
0.0% of portfolio
|
Q2 2025
Added 542.77%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,055
shares
|
$85,114
0.0% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,918
shares
|
$82,238
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,500
shares
|
$52,474
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,162
shares
|
$45,380
0.0% of portfolio
|
Q2 2025
Reduced 36.13%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,054
shares
|
$43,113
0.0% of portfolio
|
Q2 2025
Added 43.94%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
1,885
shares
|
$39,566
0.01% of portfolio
|
Q2 2025
Added 95.34%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,367
shares
|
$28,693
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,320
shares
|
$27,706
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,312
shares
|
$27,538
0.02% of portfolio
|
Q2 2024
Reduced 20.87%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,290
shares
|
$27,077
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,274
shares
|
$26,741
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,233
shares
|
$25,880
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,195
shares
|
$25,083
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
1,104
shares
|
$23,172
0.0% of portfolio
|
Q4 2024
Added 82.78%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,073
shares
|
$22,522
0.0% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
989
shares
|
$20,759
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
919
shares
|
$19,289
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
450
shares
|
$9,445
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
272
shares
|
$5,709
0.0% of portfolio
|
Q1 2025
New holding
|