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 251 institutions that hold shares in the stock, with a total of 75.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
11,788
shares
|
$248,608
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Dec 02, 2025 Q3 2025 |
11,721
shares
|
$247,195
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
11,138
shares
|
$234,900
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
10,981
shares
|
$231,589
0.02% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
10,788
shares
|
$227,518
0.0% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
10,751
shares
|
$226,738
0.0% of portfolio
|
Q3 2025
Reduced 48.57%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
10,561
shares
|
$222,731
0.04% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
10,548
shares
|
$222,457
0.03% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
10,307
shares
|
$217,374
0.0% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
10,300
shares
|
$217,227
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$210,900
0.0% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
9,945
shares
|
$209,740
0.12% of portfolio
|
Q3 2025
Reduced 88.94%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
9,861
shares
|
$207,968
0.09% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
9,612
shares
|
$202,717
0.01% of portfolio
|
Q3 2025
Reduced 24.94%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
9,599
shares
|
$202,442
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
9,560
shares
|
$201,620
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
9,222
shares
|
$194,491
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
7,722
shares
|
$162,856
0.01% of portfolio
|
Q3 2025
Added 20.41%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
6,757
shares
|
$142,505
0.02% of portfolio
|
Q2 2025
Added 39.95%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
6,735
shares
|
$142,041
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
6,101
shares
|
$128,670
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,013
shares
|
$126,814
0.0% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,779
shares
|
$121,879
0.0% of portfolio
|
Q3 2025
Added 14.1%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
5,248
shares
|
$110,680
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,982
shares
|
$83,980
0.0% of portfolio
|
Q3 2025
Added 93.87%
|
|