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 |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
10,561
shares
|
$225,371
0.04% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
10,548
shares
|
$225,094
0.03% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
10,527
shares
|
$224,646
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
10,300
shares
|
$219,802
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$213,400
0.0% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
9,932
shares
|
$211,948
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
9,673
shares
|
$206,421
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
9,633
shares
|
$205,568
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
9,560
shares
|
$204,010
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
9,222
shares
|
$196,797
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
6,757
shares
|
$144,194
0.02% of portfolio
|
Q2 2025
Added 39.95%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
6,413
shares
|
$136,853
0.01% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,949
shares
|
$126,951
0.0% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
5,248
shares
|
$111,992
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,065
shares
|
$108,087
0.0% of portfolio
|
Q2 2025
Added 542.77%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,918
shares
|
$83,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,500
shares
|
$53,350
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,162
shares
|
$46,137
0.0% of portfolio
|
Q2 2025
Reduced 36.13%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,054
shares
|
$43,832
0.0% of portfolio
|
Q2 2025
Added 43.94%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
1,885
shares
|
$40,225
0.01% of portfolio
|
Q2 2025
Added 95.34%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,367
shares
|
$29,171
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,320
shares
|
$28,168
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,312
shares
|
$27,998
0.02% of portfolio
|
Q2 2024
Reduced 20.87%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,290
shares
|
$27,528
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,274
shares
|
$27,187
0.0% of portfolio
|
Q2 2024
New holding
|