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 |
|---|---|---|---|---|---|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
52,470
shares
|
$1.1 Million
0.35% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
49,191
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
48,700
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2025
Added 17.63%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
47,857
shares
|
$1 Million
0.11% of portfolio
|
Q2 2025
Added 15.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
47,295
shares
|
$989,884
0.0% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
46,490
shares
|
$973,035
0.24% of portfolio
|
Q2 2025
Added 16.99%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
46,244
shares
|
$967,886
0.23% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
44,981
shares
|
$941,452
0.0% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
44,249
shares
|
$926,131
0.03% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
42,802
shares
|
$895,845
0.01% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
40,746
shares
|
$852,813
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
40,069
shares
|
$838,644
0.23% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
39,388
shares
|
$824,390
0.25% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
38,336
shares
|
$802,372
0.03% of portfolio
|
Q1 2025
Added 27.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
38,094
shares
|
$797,307
0.0% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
37,500
shares
|
$784,875
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
36,917
shares
|
$772,672
0.14% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
36,000
shares
|
$753,480
0.0% of portfolio
|
Q4 2024
Added 118.86%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
33,479
shares
|
$700,715
0.05% of portfolio
|
Q1 2025
Added 70.28%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
33,186
shares
|
$694,582
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
32,045
shares
|
$670,701
0.38% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
31,690
shares
|
$663,271
0.06% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
30,381
shares
|
$635,874
0.13% of portfolio
|
Q1 2025
Reduced 55.32%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
29,810
shares
|
$623,923
0.0% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
29,783
shares
|
$623,358
0.04% of portfolio
|
Q1 2025
New holding
|