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 171 institutions that hold shares in the stock, with a total of 45.2 Million shares, which have been reported (via 13F filing form) to have a value of $923 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
19,661
shares
|
$401,870
0.03% of portfolio
|
Q4 2024
Added 79.63%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
16,000
shares
|
$327,040
0.08% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
15,631
shares
|
$319,497
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
15,300
shares
|
$312,732
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
14,753
shares
|
$301,551
0.0% of portfolio
|
Q3 2024
Added 42.58%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
13,680
shares
|
$279,619
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
13,163
shares
|
$269,051
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
12,753
shares
|
$260,671
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
12,472
shares
|
$254,927
0.0% of portfolio
|
Q4 2024
Added 101.65%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
12,007
shares
|
$245,423
0.0% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
11,908
shares
|
$243,399
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
11,900
shares
|
$243,236
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
11,386
shares
|
$232,729
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
11,250
shares
|
$229,950
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
11,115
shares
|
$227,190
0.16% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
10,211
shares
|
$208,712
0.03% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
9,467
shares
|
$193,505
0.01% of portfolio
|
Q3 2024
Reduced 14.0%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
8,317
shares
|
$169,999
0.1% of portfolio
|
Q3 2024
Reduced 25.2%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
8,115
shares
|
$165,870
0.05% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
8,110
shares
|
$165,768
0.0% of portfolio
|
Q4 2024
Added 193.52%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
6,642
shares
|
$135,762
0.03% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
6,234
shares
|
$127,422
0.01% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
5,248
shares
|
$107,269
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,146
shares
|
$105,184
0.0% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
4,897
shares
|
$100,094
0.05% of portfolio
|
Q4 2023
Added 33.91%
|