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 |
|---|---|---|---|---|---|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
4,828
shares
|
$98,684
0.01% of portfolio
|
Q3 2024
Added 98.44%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
4,500
shares
|
$91,980
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,334
shares
|
$88,586
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
3,900
shares
|
$79,716
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,500
shares
|
$51,100
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,307
shares
|
$47,155
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,427
shares
|
$29,167
0.0% of portfolio
|
Q4 2024
Added 38.95%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,320
shares
|
$26,980
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,312
shares
|
$26,817
0.02% of portfolio
|
Q2 2024
Reduced 20.87%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,290
shares
|
$26,367
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,274
shares
|
$26,040
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,268
shares
|
$25,917
0.0% of portfolio
|
Q1 2024
Added 550.26%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,248
shares
|
$25,509
0.0% of portfolio
|
Q4 2024
Reduced 62.52%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,104
shares
|
$22,565
0.01% of portfolio
|
Q4 2024
Added 82.78%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
800
shares
|
$16,352
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
497
shares
|
$10,158
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
450
shares
|
$9,198
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
249
shares
|
$5,089
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
57
shares
|
$1,165
0.0% of portfolio
|
Q2 2024
Reduced 96.04%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
39
shares
|
$797
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|