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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
801,081
shares
|
$16.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
799,964
shares
|
$16.9 Million
0.02% of portfolio
|
Q3 2025
Added 15.13%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
703,640
shares
|
$14.8 Million
1.59% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
700,047
shares
|
$14.8 Million
0.05% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
688,345
shares
|
$14.5 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
675,702
shares
|
$14.3 Million
1.51% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
673,998
shares
|
$14.2 Million
2.77% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
640,408
shares
|
$13.5 Million
5.88% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
619,809
shares
|
$13.1 Million
0.03% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
605,186
shares
|
$12.8 Million
0.86% of portfolio
|
Q3 2025
New holding
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
548,085
shares
|
$11.6 Million
0.85% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
509,755
shares
|
$10.8 Million
0.0% of portfolio
|
Q3 2025
Added 17.32%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
493,528
shares
|
$10.4 Million
1.86% of portfolio
|
Q3 2025
Added 199.58%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
425,810
shares
|
$8.98 Million
1.54% of portfolio
|
Q3 2025
Added 15.09%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
417,673
shares
|
$8.81 Million
0.02% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
412,716
shares
|
$8.7 Million
1.5% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
400,211
shares
|
$8.44 Million
0.01% of portfolio
|
Q3 2024
Added 60.56%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
359,233
shares
|
$7.58 Million
0.22% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
342,874
shares
|
$7.23 Million
1.83% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
322,053
shares
|
$6.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.69%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
319,446
shares
|
$6.74 Million
2.14% of portfolio
|
Q3 2025
Added 30.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
319,029
shares
|
$6.73 Million
0.0% of portfolio
|
Q3 2025
Added 228.25%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
316,231
shares
|
$6.67 Million
0.26% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
287,383
shares
|
$6.06 Million
0.12% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
286,096
shares
|
$6.03 Million
0.46% of portfolio
|
Q3 2025
Added 13.08%
|
|