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 184 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 $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
623,171
shares
|
$12.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
613,920
shares
|
$12.7 Million
0.02% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
602,184
shares
|
$12.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
564,247
shares
|
$11.7 Million
0.02% of portfolio
|
Q4 2024
Added 9.82%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
496,614
shares
|
$10.3 Million
0.15% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
400,211
shares
|
$8.29 Million
0.01% of portfolio
|
Q3 2024
Added 60.56%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
354,593
shares
|
$7.34 Million
0.02% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
329,848
shares
|
$6.83 Million
0.0% of portfolio
|
Q4 2024
Added 30.13%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
326,503
shares
|
$6.76 Million
1.93% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
322,442
shares
|
$6.68 Million
0.21% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
285,479
shares
|
$5.91 Million
2.17% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
281,545
shares
|
$5.83 Million
0.0% of portfolio
|
Q4 2024
Added 53.21%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
254,468
shares
|
$5.27 Million
0.12% of portfolio
|
Q4 2024
Added 19.45%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
254,265
shares
|
$5.27 Million
0.21% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
240,483
shares
|
$4.98 Million
0.0% of portfolio
|
Q4 2024
Added 124.81%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
236,975
shares
|
$4.91 Million
0.44% of portfolio
|
Q4 2024
Added 42.93%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
228,831
shares
|
$4.74 Million
0.03% of portfolio
|
Q4 2024
Added 8.47%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
225,338
shares
|
$4.67 Million
1.26% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
222,607
shares
|
$4.61 Million
2.99% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
219,300
shares
|
$4.54 Million
0.33% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
219,229
shares
|
$4.54 Million
0.26% of portfolio
|
Q4 2024
Added 44.67%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
208,280
shares
|
$4.31 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
198,540
shares
|
$4.11 Million
1.41% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
195,761
shares
|
$4.05 Million
0.06% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
192,866
shares
|
$3.99 Million
1.66% of portfolio
|
Q4 2024
Added 16.29%
|