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 208 institutions that hold shares in the stock, with a total of 60.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,976,439
shares
|
$125 Million
1.38% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,132,531
shares
|
$65.6 Million
1.24% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,701,846
shares
|
$56.5 Million
0.0% of portfolio
|
Q1 2025
Added 10.93%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,658,519
shares
|
$55.6 Million
0.0% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
2,385,806
shares
|
$49.9 Million
1.97% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
2,150,445
shares
|
$45 Million
30.07% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,875,376
shares
|
$39.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 50.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,866,893
shares
|
$39.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,617,206
shares
|
$33.8 Million
6.15% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
1,574,129
shares
|
$32.9 Million
2.03% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
1,441,348
shares
|
$30.2 Million
1.64% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
1,328,604
shares
|
$27.8 Million
0.45% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,304,453
shares
|
$27.3 Million
0.01% of portfolio
|
Q1 2025
Added 64.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,301,012
shares
|
$27.2 Million
0.04% of portfolio
|
Q3 2024
Added 27.99%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,293,248
shares
|
$27.1 Million
0.01% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
1,282,281
shares
|
$26.8 Million
1.63% of portfolio
|
Q1 2025
Added 25.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,057,759
shares
|
$22.1 Million
0.0% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
945,737
shares
|
$19.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
920,548
shares
|
$19.3 Million
1.51% of portfolio
|
Q4 2022
Added 108199.76%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
791,867
shares
|
$16.6 Million
4.61% of portfolio
|
Q1 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
770,502
shares
|
$16.1 Million
1.33% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
710,685
shares
|
$14.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
705,991
shares
|
$14.8 Million
0.02% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
703,969
shares
|
$14.7 Million
1.64% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
700,018
shares
|
$14.7 Million
0.02% of portfolio
|
Q1 2025
Added 12.33%
|