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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
512,799
shares
|
$10.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
496,614
shares
|
$10.2 Million
0.15% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
494,253
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2024
Added 25.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
400,211
shares
|
$8.18 Million
0.01% of portfolio
|
Q3 2024
Added 60.56%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
354,593
shares
|
$7.25 Million
0.02% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
334,041
shares
|
$6.83 Million
0.0% of portfolio
|
Q3 2024
Added 9.56%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
319,297
shares
|
$6.53 Million
2.05% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
308,801
shares
|
$6.31 Million
0.2% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
285,479
shares
|
$5.84 Million
2.17% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
253,473
shares
|
$5.18 Million
0.0% of portfolio
|
Q3 2024
Added 34.67%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
243,773
shares
|
$4.98 Million
0.22% of portfolio
|
Q3 2024
Added 13.27%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
236,975
shares
|
$4.84 Million
0.44% of portfolio
|
Q4 2024
Added 42.93%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
225,338
shares
|
$4.61 Million
1.26% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
222,607
shares
|
$4.55 Million
2.99% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
219,300
shares
|
$4.48 Million
0.33% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
219,229
shares
|
$4.48 Million
0.26% of portfolio
|
Q4 2024
Added 44.67%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
213,033
shares
|
$4.35 Million
0.11% of portfolio
|
Q3 2024
Added 57.79%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
210,971
shares
|
$4.31 Million
0.03% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
208,280
shares
|
$4.26 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
198,540
shares
|
$4.06 Million
1.41% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
188,558
shares
|
$3.85 Million
0.06% of portfolio
|
Q3 2024
Added 495.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
183,769
shares
|
$3.76 Million
0.0% of portfolio
|
Q3 2024
Added 22.76%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
175,467
shares
|
$3.59 Million
1.43% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
170,000
shares
|
$3.47 Million
1.43% of portfolio
|
Q4 2024
Added 15.1%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
165,892
shares
|
$3.39 Million
0.15% of portfolio
|
Q4 2024
Added 40.0%
|