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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
29,782
shares
|
$623,337
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
29,622
shares
|
$619,988
0.12% of portfolio
|
Q2 2024
Added 1.57%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
28,640
shares
|
$599,435
0.01% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
27,761
shares
|
$581,037
0.14% of portfolio
|
Q2 2025
Added 54.46%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
27,692
shares
|
$579,593
0.06% of portfolio
|
Q1 2025
Added 21.1%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
27,260
shares
|
$570,551
0.46% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
26,687
shares
|
$558,558
0.0% of portfolio
|
Q1 2025
Added 2332.73%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
26,184
shares
|
$548,031
0.12% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
25,438
shares
|
$532,417
0.06% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
24,730
shares
|
$517,598
0.06% of portfolio
|
Q2 2024
Added 6.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
23,751
shares
|
$497,108
0.0% of portfolio
|
Q1 2025
Added 51.19%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
23,600
shares
|
$493,948
0.26% of portfolio
|
Q4 2024
Added 74.81%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
22,925
shares
|
$479,820
0.04% of portfolio
|
Q1 2025
Added 14.65%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
22,000
shares
|
$460,460
0.03% of portfolio
|
Q4 2024
Added 25.71%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Apr 30, 2025 Q1 2025 |
21,494
shares
|
$449,869
0.31% of portfolio
|
Q1 2025
Reduced 13.36%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
21,042
shares
|
$440,409
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
20,992
shares
|
$439,362
0.07% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
20,744
shares
|
$434,171
0.01% of portfolio
|
Q1 2025
Reduced 39.04%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
20,000
shares
|
$418,600
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
19,382
shares
|
$405,665
0.01% of portfolio
|
Q1 2025
Reduced 28.32%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
19,300
shares
|
$403,949
0.07% of portfolio
|
Q4 2024
Added 26.14%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
18,252
shares
|
$382,014
0.29% of portfolio
|
Q2 2024
Added 5.4%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
17,975
shares
|
$376,216
0.26% of portfolio
|
Q4 2024
Added 61.72%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
17,800
shares
|
$372,554
0.0% of portfolio
|
Q1 2025
Added 20.27%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
17,453
shares
|
$365,291
0.02% of portfolio
|
Q2 2025
New holding
|