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 |
|---|---|---|---|---|---|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
175,467
shares
|
$3.63 Million
1.43% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
174,222
shares
|
$3.61 Million
0.31% of portfolio
|
Q4 2024
Added 38.25%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
170,000
shares
|
$3.52 Million
1.43% of portfolio
|
Q4 2024
Added 15.1%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
165,892
shares
|
$3.44 Million
0.15% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
160,004
shares
|
$3.31 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
155,644
shares
|
$3.22 Million
0.34% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
152,703
shares
|
$3.16 Million
0.05% of portfolio
|
Q2 2024
Added 16.17%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
149,764
shares
|
$3.1 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
147,116
shares
|
$3.05 Million
0.98% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
142,891
shares
|
$2.96 Million
0.0% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
141,393
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
138,764
shares
|
$2.87 Million
0.2% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
132,644
shares
|
$2.75 Million
0.57% of portfolio
|
Q4 2024
Added 17.88%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
129,422
shares
|
$2.68 Million
0.1% of portfolio
|
Q4 2024
Added 246.53%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
122,751
shares
|
$2.54 Million
0.51% of portfolio
|
Q3 2024
Added 13.44%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
121,722
shares
|
$2.52 Million
1.74% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
119,919
shares
|
$2.48 Million
0.01% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
119,393
shares
|
$2.47 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
114,712
shares
|
$2.38 Million
0.81% of portfolio
|
Q4 2024
Reduced 35.79%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
114,496
shares
|
$2.37 Million
0.03% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
112,738
shares
|
$2.33 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
106,195
shares
|
$2.2 Million
0.02% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
100,915
shares
|
$2.09 Million
0.79% of portfolio
|
Q4 2024
Added 80.39%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
96,906
shares
|
$2.01 Million
0.52% of portfolio
|
Q4 2024
Added 9.78%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
86,268
shares
|
$1.79 Million
0.36% of portfolio
|
Q4 2024
Added 1.9%
|