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 |
|---|---|---|---|---|---|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
75,700
shares
|
$1.6 Million
0.07% of portfolio
|
Q3 2025
Added 16.46%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
73,782
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
70,006
shares
|
$1.48 Million
1.01% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
69,941
shares
|
$1.48 Million
0.77% of portfolio
|
Q3 2025
Added 15.36%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
69,301
shares
|
$1.46 Million
0.03% of portfolio
|
Q3 2025
Added 38.63%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
68,754
shares
|
$1.45 Million
0.87% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
66,661
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2025
Added 25.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
64,428
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Added 36.23%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
63,614
shares
|
$1.34 Million
0.19% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
63,462
shares
|
$1.34 Million
0.14% of portfolio
|
Q3 2025
Added 32.61%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
61,735
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2025
Added 13.44%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
57,747
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Added 71.84%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
57,465
shares
|
$1.21 Million
0.31% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
55,713
shares
|
$1.17 Million
0.29% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
54,750
shares
|
$1.15 Million
0.09% of portfolio
|
Q3 2025
Added 12.42%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
54,722
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
53,047
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
51,640
shares
|
$1.09 Million
0.25% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
50,275
shares
|
$1.06 Million
0.23% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
47,004
shares
|
$991,314
0.0% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
44,661
shares
|
$941,900
0.12% of portfolio
|
Q3 2025
Added 36.79%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
44,471
shares
|
$937,893
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
44,470
shares
|
$937,872
0.08% of portfolio
|
Q3 2025
Added 40.33%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
42,919
shares
|
$905,161
0.03% of portfolio
|
Q3 2025
Reduced 11.83%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
42,625
shares
|
$898,961
0.38% of portfolio
|
Q2 2025
Added 269.24%
|
|