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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
400,211
shares
|
$8.21 Million
0.01% of portfolio
|
Q3 2024
Added 60.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
394,009
shares
|
$8.08 Million
0.0% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
337,146
shares
|
$6.91 Million
0.02% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
324,786
shares
|
$6.66 Million
0.0% of portfolio
|
Q2 2024
Added 1639.52%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
319,297
shares
|
$6.55 Million
2.05% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
304,885
shares
|
$6.25 Million
0.0% of portfolio
|
Q2 2024
Added 9.95%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
304,445
shares
|
$6.24 Million
0.01% of portfolio
|
Q2 2024
Added 323.26%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
289,100
shares
|
$5.93 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
287,613
shares
|
$5.9 Million
1.97% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
243,773
shares
|
$5 Million
0.22% of portfolio
|
Q3 2024
Added 13.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
243,327
shares
|
$4.99 Million
0.01% of portfolio
|
Q2 2024
Added 2.02%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
225,338
shares
|
$4.62 Million
1.26% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
217,182
shares
|
$4.45 Million
2.94% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
210,953
shares
|
$4.33 Million
0.33% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
208,280
shares
|
$4.27 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
203,207
shares
|
$4.17 Million
0.02% of portfolio
|
Q2 2024
Added 3.25%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
195,236
shares
|
$4 Million
1.48% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
188,223
shares
|
$3.86 Million
0.0% of portfolio
|
Q2 2024
Added 47.0%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
178,648
shares
|
$3.66 Million
0.98% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
165,854
shares
|
$3.4 Million
1.45% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
165,800
shares
|
$3.4 Million
0.32% of portfolio
|
Q3 2024
Added 501.81%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
164,300
shares
|
$3.37 Million
1.42% of portfolio
|
Q3 2024
Added 129.75%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
157,176
shares
|
$3.22 Million
1.1% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
152,703
shares
|
$3.13 Million
0.05% of portfolio
|
Q2 2024
Added 16.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
149,692
shares
|
$3.07 Million
0.0% of portfolio
|
Q2 2024
Added 3.46%
|