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 |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
24,730
shares
|
$507,212
0.06% of portfolio
|
Q2 2024
Added 6.46%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
24,510
shares
|
$502,700
0.01% of portfolio
|
Q2 2024
Added 12.63%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
22,867
shares
|
$469,002
0.06% of portfolio
|
Q3 2024
Added 26.57%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
22,697
shares
|
$465,515
0.11% of portfolio
|
Q3 2024
Added 16.57%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
22,291
shares
|
$457,188
0.27% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
22,000
shares
|
$451,220
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
21,639
shares
|
$443,815
0.0% of portfolio
|
Q3 2024
Added 117.24%
|
|
|
Lee Financial CO
Dallas, TX |
Aug 14, 2024 Q2 2024 |
20,000
shares
|
$410,200
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Aug 13, 2024 Q2 2024 |
19,950
shares
|
$409,174
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
19,908
shares
|
$408,313
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
19,376
shares
|
$397,401
0.0% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 07, 2024 Q2 2024 |
17,500
shares
|
$358,925
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
14,995
shares
|
$307,547
0.05% of portfolio
|
Q3 2024
Added 14.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
14,753
shares
|
$302,584
0.0% of portfolio
|
Q3 2024
Added 42.58%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
14,739
shares
|
$302,296
0.01% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
13,500
shares
|
$276,885
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
13,493
shares
|
$276,741
0.03% of portfolio
|
Q3 2024
Added 30.39%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
11,908
shares
|
$244,233
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
11,900
shares
|
$244,069
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
11,852
shares
|
$243,084
0.0% of portfolio
|
Q2 2024
Reduced 15.74%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
11,250
shares
|
$230,737
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
11,119
shares
|
$228,050
0.14% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2024 Q2 2024 |
11,050
shares
|
$226,635
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
11,008
shares
|
$225,774
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
10,961
shares
|
$224,810
0.0% of portfolio
|
Q2 2024
New holding
|