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 |
|---|---|---|---|---|---|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
37,516
shares
|
$776,956
0.25% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
37,489
shares
|
$776,397
0.0% of portfolio
|
Q4 2024
Added 73.25%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
37,475
shares
|
$776,107
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
37,015
shares
|
$766,580
0.19% of portfolio
|
Q4 2024
Added 22.67%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
36,814
shares
|
$762,417
0.08% of portfolio
|
Q4 2024
Added 38.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
36,749
shares
|
$761,071
0.0% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
36,579
shares
|
$757,551
0.13% of portfolio
|
Q3 2024
Added 47.06%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
36,400
shares
|
$753,844
0.07% of portfolio
|
Q4 2024
Added 25.3%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
35,200
shares
|
$728,992
0.03% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
34,030
shares
|
$704,761
0.02% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
33,468
shares
|
$693,122
0.2% of portfolio
|
Q1 2022
Added 21.35%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
32,782
shares
|
$678,915
0.37% of portfolio
|
Q4 2024
Added 47.06%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
31,835
shares
|
$659,302
0.37% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
29,993
shares
|
$621,155
0.02% of portfolio
|
Q4 2024
Added 16.42%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
29,622
shares
|
$613,471
0.12% of portfolio
|
Q2 2024
Added 1.57%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
29,484
shares
|
$610,613
0.0% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
28,175
shares
|
$583,504
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
27,626
shares
|
$572,134
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
27,270
shares
|
$564,761
0.07% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
27,175
shares
|
$562,794
0.01% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
27,039
shares
|
$559,977
0.01% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
26,290
shares
|
$544,465
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
24,809
shares
|
$513,794
0.32% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
24,730
shares
|
$512,158
0.06% of portfolio
|
Q2 2024
Added 6.46%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
23,600
shares
|
$488,756
0.27% of portfolio
|
Q4 2024
Added 74.81%
|