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 171 institutions that hold shares in the stock, with a total of 45.2 Million shares, which have been reported (via 13F filing form) to have a value of $923 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,627,888
shares
|
$74.2 Million
0.02% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,548,460
shares
|
$72.5 Million
1.2% of portfolio
|
Q3 2024
Added 38.02%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,554,613
shares
|
$52.2 Million
1.08% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,168,933
shares
|
$44.3 Million
0.0% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,157,221
shares
|
$44.1 Million
0.0% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,973,030
shares
|
$40.3 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
1,940,759
shares
|
$39.7 Million
1.83% of portfolio
|
Q3 2024
Added 15.68%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,617,206
shares
|
$33.1 Million
6.15% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
1,483,109
shares
|
$30.3 Million
1.79% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,301,012
shares
|
$26.6 Million
0.04% of portfolio
|
Q3 2024
Added 27.99%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
1,024,300
shares
|
$20.9 Million
1.28% of portfolio
|
Q4 2024
Added 32.34%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
944,696
shares
|
$19.3 Million
0.0% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
922,334
shares
|
$18.9 Million
0.13% of portfolio
|
Q3 2024
Reduced 17.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
920,548
shares
|
$18.8 Million
1.51% of portfolio
|
Q4 2022
Added 108199.76%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
719,912
shares
|
$14.7 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
696,080
shares
|
$14.2 Million
1.15% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
679,681
shares
|
$13.9 Million
1.35% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
661,768
shares
|
$13.5 Million
2.25% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
660,389
shares
|
$13.5 Million
7.38% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
632,780
shares
|
$12.9 Million
0.22% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
623,171
shares
|
$12.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
617,775
shares
|
$12.6 Million
0.67% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
611,771
shares
|
$12.5 Million
0.04% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
564,247
shares
|
$11.5 Million
0.02% of portfolio
|
Q4 2024
Added 9.82%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
555,274
shares
|
$11.3 Million
1.28% of portfolio
|
Q3 2024
Added 9.36%
|