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 |
|---|---|---|---|---|---|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
10,945
shares
|
$224,481
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 15, 2024 Q2 2024 |
10,685
shares
|
$219,149
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
10,073
shares
|
$206,597
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
10,045
shares
|
$206,022
0.03% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
9,794
shares
|
$200,874
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
8,115
shares
|
$166,438
0.06% of portfolio
|
Q2 2024
Added 14.62%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
6,562
shares
|
$134,586
0.03% of portfolio
|
Q3 2024
Added 112.43%
|
|
|
Banque Cantonale Vaudoise
|
Jul 31, 2024 Q2 2024 |
6,154
shares
|
$126,218
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
5,083
shares
|
$104,252
0.0% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
4,897
shares
|
$100,437
0.05% of portfolio
|
Q4 2023
Added 33.91%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
4,828
shares
|
$99,022
0.01% of portfolio
|
Q3 2024
Added 98.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,334
shares
|
$88,890
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
2,763
shares
|
$56,669
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
2,542
shares
|
$52,136
0.0% of portfolio
|
Q3 2023
Added 65.71%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
2,500
shares
|
$51,275
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
1,320
shares
|
$27,073
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
1,312
shares
|
$26,909
0.02% of portfolio
|
Q2 2024
Reduced 20.87%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
1,290
shares
|
$26,457
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
1,274
shares
|
$26,129
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,268
shares
|
$26,006
0.0% of portfolio
|
Q1 2024
Added 550.26%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,027
shares
|
$21,063
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
249
shares
|
$5,106
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
57
shares
|
$1,169
0.0% of portfolio
|
Q2 2024
Reduced 96.04%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|