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 |
|---|---|---|---|---|---|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
55,942
shares
|
$1.15 Million
0.46% of portfolio
|
Q3 2024
Added 43.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
51,525
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
48,952
shares
|
$1 Million
0.0% of portfolio
|
Q2 2024
Added 749.27%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
48,776
shares
|
$1 Million
0.33% of portfolio
|
Q3 2024
Added 12.08%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
47,275
shares
|
$969,610
0.48% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
39,968
shares
|
$819,743
0.0% of portfolio
|
Q2 2024
Reduced 11.17%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
39,793
shares
|
$816,154
0.02% of portfolio
|
Q2 2024
Added 4.88%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
36,675
shares
|
$752,204
0.06% of portfolio
|
Q3 2024
Added 13.09%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
36,579
shares
|
$750,235
0.13% of portfolio
|
Q3 2024
Added 47.06%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
36,512
shares
|
$748,861
0.0% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
35,032
shares
|
$718,506
0.02% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
34,642
shares
|
$710,507
0.25% of portfolio
|
Q2 2024
Added 5.53%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
33,468
shares
|
$686,428
0.2% of portfolio
|
Q1 2022
Added 21.35%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
31,664
shares
|
$649,428
0.12% of portfolio
|
Q2 2024
Added 24.67%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 01, 2024 Q2 2024 |
30,175
shares
|
$618,889
0.02% of portfolio
|
Q2 2024
Added 38.1%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
30,175
shares
|
$618,889
0.16% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
29,622
shares
|
$607,547
0.12% of portfolio
|
Q2 2024
Added 1.57%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Oct 16, 2024 Q3 2024 |
28,749
shares
|
$589,641
0.36% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Sep 06, 2024 Q2 2024 |
28,257
shares
|
$579,551
0.37% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Aug 08, 2024 Q2 2024 |
27,204
shares
|
$557,954
0.07% of portfolio
|
Q2 2024
Added 17.42%
|
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
26,987
shares
|
$553,503
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
26,600
shares
|
$545,566
0.01% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
26,118
shares
|
$535,680
0.0% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
Timber Creek Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
25,963
shares
|
$532,501
0.17% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
25,094
shares
|
$514,677
0.13% of portfolio
|
Q2 2024
Added 83.93%
|