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 |
|---|---|---|---|---|---|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
163,605
shares
|
$3.45 Million
0.0% of portfolio
|
Q3 2025
Added 13.85%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
153,880
shares
|
$3.25 Million
0.72% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
152,703
shares
|
$3.22 Million
0.05% of portfolio
|
Q2 2024
Added 16.17%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
150,295
shares
|
$3.17 Million
0.21% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
139,329
shares
|
$2.94 Million
0.01% of portfolio
|
Q3 2025
Added 7.83%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
134,583
shares
|
$2.84 Million
0.98% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
132,059
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2025
Added 20.19%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
131,838
shares
|
$2.78 Million
0.02% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
131,401
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2025
Added 470.61%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 15, 2025 Q3 2025 |
128,323
shares
|
$2.71 Million
1.74% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
115,786
shares
|
$2.44 Million
0.03% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
111,309
shares
|
$2.35 Million
0.31% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
110,908
shares
|
$2.34 Million
0.73% of portfolio
|
Q3 2025
Reduced 33.2%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
109,638
shares
|
$2.31 Million
0.44% of portfolio
|
Q3 2025
Added 13.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
108,652
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2025
Added 25.92%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
107,154
shares
|
$2.26 Million
0.49% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
105,078
shares
|
$2.22 Million
0.93% of portfolio
|
Q3 2025
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
103,268
shares
|
$2.18 Million
0.14% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
96,239
shares
|
$2.03 Million
0.22% of portfolio
|
Q3 2025
Added 14.44%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
90,615
shares
|
$1.91 Million
0.12% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
88,258
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
81,785
shares
|
$1.72 Million
0.11% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
81,683
shares
|
$1.72 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
80,228
shares
|
$1.69 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
78,277
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.2%
|
|