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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
138,142
shares
|
$2.83 Million
0.32% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
136,647
shares
|
$2.8 Million
0.2% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
136,108
shares
|
$2.79 Million
0.0% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
135,011
shares
|
$2.77 Million
0.07% of portfolio
|
Q2 2024
Added 7.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
131,734
shares
|
$2.7 Million
0.0% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Executive Wealth Management, LLC
|
Nov 01, 2024 Q3 2024 |
126,019
shares
|
$2.58 Million
0.37% of portfolio
|
Q3 2024
Added 301.12%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
122,751
shares
|
$2.52 Million
0.51% of portfolio
|
Q3 2024
Added 13.44%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 15, 2024 Q2 2024 |
120,000
shares
|
$2.46 Million
1.02% of portfolio
|
Q2 2024
Added 10.6%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
118,178
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
114,098
shares
|
$2.34 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
112,849
shares
|
$2.31 Million
0.04% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
112,525
shares
|
$2.31 Million
0.5% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 11, 2024 Q3 2024 |
109,731
shares
|
$2.25 Million
1.62% of portfolio
|
Q3 2024
Added 197.35%
|
|
|
Sabal Trust CO
|
Jul 30, 2024 Q2 2024 |
85,263
shares
|
$1.75 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
85,193
shares
|
$1.75 Million
0.02% of portfolio
|
Q2 2024
Added 31.08%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
84,658
shares
|
$1.74 Million
0.44% of portfolio
|
Q3 2024
Added 11.02%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
75,950
shares
|
$1.56 Million
1.05% of portfolio
|
Q3 2024
Added 20.15%
|
|
|
Howland Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
75,080
shares
|
$1.54 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
72,298
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2024
Added 21.62%
|
|
|
Fortis Capital Management LLC
|
Jul 23, 2024 Q2 2024 |
69,320
shares
|
$1.42 Million
0.3% of portfolio
|
Q2 2024
Added 3.92%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
67,719
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2024
Added 333.43%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
63,435
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 17.3%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 06, 2024 Q2 2024 |
61,811
shares
|
$1.27 Million
0.36% of portfolio
|
Q2 2024
Added 30.9%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
58,685
shares
|
$1.2 Million
0.36% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
58,047
shares
|
$1.19 Million
0.26% of portfolio
|
Q3 2024
Added 83.82%
|