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 252 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 $1.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
6,883,950
shares
|
$145 Million
1.15% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,032,653
shares
|
$85 Million
0.01% of portfolio
|
Q3 2025
Added 36.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,640,727
shares
|
$76.8 Million
0.01% of portfolio
|
Q3 2025
Added 29.73%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,405,101
shares
|
$71.8 Million
1.25% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
2,991,693
shares
|
$63.1 Million
1.08% of portfolio
|
Q3 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
2,466,330
shares
|
$52 Million
1.9% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
2,179,772
shares
|
$46 Million
29.73% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,099,734
shares
|
$44.3 Million
0.01% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
2,076,772
shares
|
$43.8 Million
0.01% of portfolio
|
Q3 2025
Added 32.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,888,730
shares
|
$39.8 Million
0.01% of portfolio
|
Q3 2025
Added 50.07%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
1,739,411
shares
|
$36.7 Million
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
1,690,613
shares
|
$35.7 Million
1.9% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,617,206
shares
|
$34.1 Million
6.15% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
1,573,421
shares
|
$33.2 Million
0.44% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
1,513,532
shares
|
$31.9 Million
1.47% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,427,942
shares
|
$30.1 Million
0.0% of portfolio
|
Q3 2025
Added 14.44%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
1,419,923
shares
|
$29.9 Million
1.53% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,308,174
shares
|
$27.6 Million
0.0% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,301,012
shares
|
$27.4 Million
0.04% of portfolio
|
Q3 2024
Added 27.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,136,720
shares
|
$24 Million
0.12% of portfolio
|
Q3 2025
Added 30.06%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
954,062
shares
|
$20.1 Million
1.41% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
920,548
shares
|
$19.4 Million
1.51% of portfolio
|
Q4 2022
Added 108199.76%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
912,481
shares
|
$19.2 Million
4.37% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
870,254
shares
|
$18.4 Million
0.02% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
845,902
shares
|
$17.8 Million
7.61% of portfolio
|
Q3 2025
Added 16.87%
|
|