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 183 institutions that hold shares in the stock, with a total of 54.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
77,768
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
75,623
shares
|
$1.55 Million
0.03% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
73,310
shares
|
$1.51 Million
0.11% of portfolio
|
Q4 2024
Added 99.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
71,342
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
70,431
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
70,032
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Added 69.14%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
67,994
shares
|
$1.4 Million
0.26% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
64,554
shares
|
$1.33 Million
0.91% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
64,221
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Added 177.08%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
61,125
shares
|
$1.26 Million
0.21% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
57,554
shares
|
$1.18 Million
0.05% of portfolio
|
Q4 2024
Reduced 15.01%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
52,909
shares
|
$1.09 Million
0.31% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
51,525
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
51,005
shares
|
$1.05 Million
0.33% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
48,532
shares
|
$997,332
0.02% of portfolio
|
Q4 2024
Added 21.96%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
44,155
shares
|
$907,385
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
43,439
shares
|
$892,671
0.0% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
42,682
shares
|
$877,115
0.63% of portfolio
|
Q4 2024
Added 274.86%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
41,485
shares
|
$852,516
0.21% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
40,672
shares
|
$835,809
0.0% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
40,662
shares
|
$835,604
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
40,660
shares
|
$835,563
0.03% of portfolio
|
Q4 2024
Added 29.18%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
40,381
shares
|
$829,829
0.01% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
38,621
shares
|
$793,661
0.51% of portfolio
|
Q4 2024
Reduced 18.31%
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
37,673
shares
|
$774,180
0.79% of portfolio
|
Q4 2024
New holding
|