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 |
|---|---|---|---|---|---|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
273,683
shares
|
$5.77 Million
0.11% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
271,734
shares
|
$5.73 Million
0.24% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
268,716
shares
|
$5.67 Million
0.11% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
263,245
shares
|
$5.55 Million
0.6% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Oct 20, 2025 Q3 2025 |
260,724
shares
|
$5.5 Million
1.59% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
257,298
shares
|
$5.43 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
257,290
shares
|
$5.43 Million
0.23% of portfolio
|
Q3 2025
Added 11.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
247,578
shares
|
$5.22 Million
0.0% of portfolio
|
Q3 2025
Added 46.4%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
243,276
shares
|
$5.13 Million
0.08% of portfolio
|
Q3 2025
Added 22.17%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
242,426
shares
|
$5.11 Million
0.18% of portfolio
|
Q3 2025
Added 17.58%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
241,959
shares
|
$5.1 Million
0.29% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
233,956
shares
|
$4.93 Million
2.66% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
227,368
shares
|
$4.8 Million
0.06% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
227,351
shares
|
$4.79 Million
1.01% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
225,338
shares
|
$4.75 Million
1.26% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
224,986
shares
|
$4.74 Million
2.04% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
218,061
shares
|
$4.6 Million
2.87% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Signature Wealth Management Group
|
Oct 29, 2025 Q3 2025 |
212,241
shares
|
$4.48 Million
1.87% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
208,280
shares
|
$4.39 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
201,350
shares
|
$4.25 Million
1.74% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
199,252
shares
|
$4.2 Million
0.0% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
187,615
shares
|
$3.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 34.49%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
182,047
shares
|
$3.84 Million
1.29% of portfolio
|
Q3 2025
Added 34.72%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
174,222
shares
|
$3.67 Million
0.31% of portfolio
|
Q4 2024
Added 38.25%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
163,977
shares
|
$3.46 Million
0.05% of portfolio
|
Q3 2025
Added 16.16%
|
|