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 |
|---|---|---|---|---|---|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
9,708
shares
|
$203,188
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
9,673
shares
|
$202,455
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
9,520
shares
|
$199,253
0.06% of portfolio
|
Q1 2025
Added 17.31%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
7,270
shares
|
$152,161
0.03% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
7,100
shares
|
$148,603
0.15% of portfolio
|
Q1 2025
Added 255.0%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
6,757
shares
|
$141,424
0.02% of portfolio
|
Q2 2025
Added 39.95%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
6,413
shares
|
$134,224
0.01% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,884
shares
|
$123,152
0.0% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
5,248
shares
|
$109,840
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,055
shares
|
$84,871
0.0% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
3,918
shares
|
$82,003
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,385
shares
|
$70,848
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,500
shares
|
$52,325
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,427
shares
|
$29,867
0.0% of portfolio
|
Q4 2024
Added 38.95%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,320
shares
|
$27,627
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,312
shares
|
$27,460
0.02% of portfolio
|
Q2 2024
Reduced 20.87%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,290
shares
|
$26,999
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,274
shares
|
$26,664
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,268
shares
|
$26,539
0.0% of portfolio
|
Q1 2024
Added 550.26%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,233
shares
|
$25,806
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,195
shares
|
$25,011
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,104
shares
|
$23,106
0.0% of portfolio
|
Q4 2024
Added 82.78%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
989
shares
|
$20,699
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
965
shares
|
$20,197
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
919
shares
|
$19,234
0.01% of portfolio
|
Q1 2025
New holding
|