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 |
|---|---|---|---|---|---|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
699,516
shares
|
$14.6 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
697,966
shares
|
$14.6 Million
7.38% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
673,998
shares
|
$14.1 Million
2.77% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
657,462
shares
|
$13.8 Million
0.02% of portfolio
|
Q1 2025
Added 16.52%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
646,620
shares
|
$13.5 Million
0.85% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
633,961
shares
|
$13.3 Million
0.03% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
628,699
shares
|
$13.2 Million
6.06% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
502,812
shares
|
$10.5 Million
6.46% of portfolio
|
Q1 2025
Added 5945.59%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
487,502
shares
|
$10.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
414,122
shares
|
$8.67 Million
1.76% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
400,211
shares
|
$8.38 Million
0.01% of portfolio
|
Q3 2024
Added 60.56%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
386,395
shares
|
$8.09 Million
0.02% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
376,251
shares
|
$7.87 Million
0.0% of portfolio
|
Q1 2025
Added 33.64%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
363,599
shares
|
$7.61 Million
0.0% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
354,274
shares
|
$7.41 Million
0.24% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
329,569
shares
|
$6.9 Million
2.02% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
293,167
shares
|
$6.14 Million
1.21% of portfolio
|
Q1 2025
Added 138.83%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
271,734
shares
|
$5.69 Million
0.24% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
264,599
shares
|
$5.54 Million
1.76% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
255,333
shares
|
$5.34 Million
0.11% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
243,975
shares
|
$5.11 Million
0.48% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
241,959
shares
|
$5.06 Million
0.29% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
241,900
shares
|
$5.06 Million
0.23% of portfolio
|
Q1 2025
Added 45.82%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
233,230
shares
|
$4.88 Million
2.76% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
232,084
shares
|
$4.86 Million
0.02% of portfolio
|
Q1 2025
Added 1.42%
|