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 149 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $803 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
3,496,104
shares
|
$71.7 Million
0.02% of portfolio
|
Q2 2024
Added 152.27%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
2,570,910
shares
|
$52.7 Million
1.0% of portfolio
|
Q2 2024
Added 33.43%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,201,067
shares
|
$45.1 Million
0.98% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
2,005,578
shares
|
$41.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.15%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
1,940,759
shares
|
$39.8 Million
1.83% of portfolio
|
Q3 2024
Added 15.68%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,930,160
shares
|
$39.6 Million
0.0% of portfolio
|
Q2 2024
Added 8.64%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Aug 14, 2024 Q2 2024 |
1,564,196
shares
|
$32.1 Million
5.98% of portfolio
|
Q2 2024
Added 5.71%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
1,368,027
shares
|
$28.1 Million
1.42% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,301,012
shares
|
$26.7 Million
0.04% of portfolio
|
Q3 2024
Added 27.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
1,111,221
shares
|
$22.8 Million
0.17% of portfolio
|
Q2 2024
Reduced 3.89%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
920,548
shares
|
$18.9 Million
1.51% of portfolio
|
Q4 2022
Added 108199.76%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
864,143
shares
|
$17.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
820,897
shares
|
$16.8 Million
0.09% of portfolio
|
Q2 2024
Reduced 5.54%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
774,020
shares
|
$15.9 Million
1.02% of portfolio
|
Q3 2024
Added 17.51%
|
|
|
Arrow Financial Corp
|
Jul 30, 2024 Q2 2024 |
670,910
shares
|
$13.8 Million
1.35% of portfolio
|
Q2 2024
Added 2.28%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
642,523
shares
|
$13.2 Million
2.26% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
638,921
shares
|
$13.1 Million
0.02% of portfolio
|
Q3 2024
Added 84.79%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Jul 30, 2024 Q2 2024 |
635,807
shares
|
$13 Million
9.85% of portfolio
|
Q2 2024
Added 5.54%
|
|
|
Summitry LLC
Foster City, CA |
Aug 09, 2024 Q2 2024 |
613,251
shares
|
$12.6 Million
0.69% of portfolio
|
Q2 2024
Reduced 42.34%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 09, 2024 Q2 2024 |
604,020
shares
|
$12.4 Million
0.21% of portfolio
|
Q2 2024
Added 11.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
572,536
shares
|
$11.7 Million
0.03% of portfolio
|
Q2 2024
Added 2.37%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
512,799
shares
|
$10.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
507,769
shares
|
$10.4 Million
1.18% of portfolio
|
Q2 2024
Added 7.93%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
503,132
shares
|
$10.3 Million
1.06% of portfolio
|
Q2 2024
Added 15.24%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
493,656
shares
|
$10.1 Million
0.15% of portfolio
|
Q3 2024
New holding
|