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 |
|---|---|---|---|---|---|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
120,993
shares
|
$2.53 Million
0.94% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
116,806
shares
|
$2.44 Million
0.04% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
106,932
shares
|
$2.24 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
103,951
shares
|
$2.18 Million
0.01% of portfolio
|
Q1 2025
Added 61.86%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
103,210
shares
|
$2.16 Million
0.56% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
97,190
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
96,774
shares
|
$2.03 Million
0.44% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
94,441
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
Added 34.85%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
88,420
shares
|
$1.85 Million
0.78% of portfolio
|
Q1 2025
Added 571.73%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
86,845
shares
|
$1.82 Million
0.12% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
83,217
shares
|
$1.74 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
81,724
shares
|
$1.71 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
80,777
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
80,271
shares
|
$1.68 Million
0.62% of portfolio
|
Q1 2025
Reduced 30.02%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
78,792
shares
|
$1.65 Million
1.2% of portfolio
|
Q1 2025
Added 84.6%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
75,623
shares
|
$1.58 Million
0.03% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
73,171
shares
|
$1.53 Million
0.94% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
72,994
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
69,132
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Added 70.02%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
68,246
shares
|
$1.43 Million
1.01% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
65,000
shares
|
$1.36 Million
0.06% of portfolio
|
Q2 2025
Added 21.95%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
63,192
shares
|
$1.32 Million
0.2% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Beaumont Asset Management, L.L.C.
|
May 08, 2025 Q1 2025 |
57,220
shares
|
$1.2 Million
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
56,832
shares
|
$1.19 Million
0.12% of portfolio
|
Q2 2025
Reduced 64.83%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
54,654
shares
|
$1.14 Million
0.3% of portfolio
|
Q2 2025
Added 0.28%
|