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 |
|---|---|---|---|---|---|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
231,971
shares
|
$4.86 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
229,915
shares
|
$4.81 Million
0.31% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
226,248
shares
|
$4.74 Million
2.49% of portfolio
|
Q1 2025
Reduced 20.75%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
225,338
shares
|
$4.72 Million
1.26% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
220,293
shares
|
$4.61 Million
3.44% of portfolio
|
Q1 2025
Added 697.41%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
211,570
shares
|
$4.43 Million
1.05% of portfolio
|
Q2 2025
Added 42.28%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
209,486
shares
|
$4.38 Million
1.74% of portfolio
|
Q1 2025
Added 19.39%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
208,280
shares
|
$4.36 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
206,377
shares
|
$4.32 Million
1.76% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
205,149
shares
|
$4.29 Million
0.06% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
199,350
shares
|
$4.17 Million
1.77% of portfolio
|
Q1 2025
Added 17.26%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
176,860
shares
|
$3.7 Million
0.15% of portfolio
|
Q1 2025
Added 36.65%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
174,222
shares
|
$3.65 Million
0.31% of portfolio
|
Q4 2024
Added 38.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
170,101
shares
|
$3.56 Million
0.0% of portfolio
|
Q1 2025
Added 19.04%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
167,136
shares
|
$3.5 Million
0.07% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
164,739
shares
|
$3.45 Million
0.74% of portfolio
|
Q1 2025
Added 24.2%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
164,178
shares
|
$3.44 Million
0.91% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
152,703
shares
|
$3.2 Million
0.05% of portfolio
|
Q2 2024
Added 16.17%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
148,706
shares
|
$3.11 Million
0.22% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
148,060
shares
|
$3.1 Million
0.76% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
141,393
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
132,500
shares
|
$2.77 Million
0.04% of portfolio
|
Q1 2025
Added 10.98%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
128,160
shares
|
$2.68 Million
1.81% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
127,237
shares
|
$2.66 Million
0.03% of portfolio
|
Q1 2025
Added 19.81%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
124,814
shares
|
$2.61 Million
0.01% of portfolio
|
Q1 2025
Added 4.08%
|