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 168 institutions that hold shares in the stock, with a total of 42.8 Million shares, which have been reported (via 13F filing form) to have a value of $877 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
152,703
shares
|
$3.13 Million
0.05% of portfolio
|
Q2 2024
Added 16.17%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
151,542
shares
|
$3.11 Million
0.18% of portfolio
|
Q3 2024
Added 77.73%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
147,700
shares
|
$3.03 Million
1.27% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
147,116
shares
|
$3.02 Million
0.98% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
141,393
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
138,764
shares
|
$2.84 Million
0.2% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
137,314
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
132,644
shares
|
$2.72 Million
0.57% of portfolio
|
Q4 2024
Added 17.88%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
126,019
shares
|
$2.58 Million
0.23% of portfolio
|
Q3 2024
Added 301.12%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
122,751
shares
|
$2.52 Million
0.51% of portfolio
|
Q3 2024
Added 13.44%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
121,722
shares
|
$2.5 Million
1.74% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
118,178
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
114,496
shares
|
$2.35 Million
0.03% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
112,738
shares
|
$2.31 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
106,972
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 67.06%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
100,915
shares
|
$2.07 Million
0.79% of portfolio
|
Q4 2024
Added 80.39%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
96,131
shares
|
$1.97 Million
0.02% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
89,659
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 70.55%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
88,276
shares
|
$1.81 Million
0.5% of portfolio
|
Q3 2024
Added 42.82%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
86,268
shares
|
$1.77 Million
0.36% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
76,457
shares
|
$1.57 Million
0.33% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
73,310
shares
|
$1.5 Million
0.11% of portfolio
|
Q4 2024
Added 99.89%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
73,088
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
73,072
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
68,749
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Added 40.44%
|