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 |
|---|---|---|---|---|---|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
8,317
shares
|
$170,914
0.1% of portfolio
|
Q3 2024
Reduced 25.2%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
8,115
shares
|
$166,763
0.05% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
8,110
shares
|
$166,660
0.0% of portfolio
|
Q4 2024
Added 193.52%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
6,642
shares
|
$136,493
0.03% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
6,234
shares
|
$128,108
0.01% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,840
shares
|
$120,012
0.0% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
5,248
shares
|
$107,846
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
4,897
shares
|
$100,633
0.05% of portfolio
|
Q4 2023
Added 33.91%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
4,828
shares
|
$99,215
0.01% of portfolio
|
Q3 2024
Added 98.44%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
4,500
shares
|
$92,475
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,432
shares
|
$91,077
0.0% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
3,900
shares
|
$80,145
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,500
shares
|
$51,375
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,307
shares
|
$47,408
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,176
shares
|
$44,716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$41,100
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,427
shares
|
$29,324
0.0% of portfolio
|
Q4 2024
Added 38.95%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,320
shares
|
$27,126
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,312
shares
|
$26,961
0.02% of portfolio
|
Q2 2024
Reduced 20.87%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,290
shares
|
$26,509
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,274
shares
|
$26,180
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,268
shares
|
$26,057
0.0% of portfolio
|
Q1 2024
Added 550.26%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,248
shares
|
$25,646
0.0% of portfolio
|
Q4 2024
Reduced 62.52%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,195
shares
|
$24,557
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,104
shares
|
$22,687
0.01% of portfolio
|
Q4 2024
Added 82.78%
|