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 |
|---|---|---|---|---|---|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
23,056
shares
|
$477,489
0.1% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
22,867
shares
|
$473,575
0.05% of portfolio
|
Q3 2024
Added 26.57%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
22,000
shares
|
$455,620
0.03% of portfolio
|
Q4 2024
Added 25.71%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
20,000
shares
|
$414,200
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
19,996
shares
|
$414,117
0.03% of portfolio
|
Q4 2024
Added 43.36%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
19,865
shares
|
$411,404
0.06% of portfolio
|
Q4 2024
Added 32.48%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
19,661
shares
|
$407,179
0.03% of portfolio
|
Q4 2024
Added 79.63%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
19,300
shares
|
$399,703
0.07% of portfolio
|
Q4 2024
Added 26.14%
|
|
|
Members Wealth LLC
Media, PA |
Mar 17, 2025 Q4 2024 |
18,252
shares
|
$377,998
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
17,975
shares
|
$372,262
0.26% of portfolio
|
Q4 2024
Added 61.72%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
16,000
shares
|
$331,360
0.08% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
15,709
shares
|
$325,333
0.0% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
15,631
shares
|
$323,718
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
14,800
shares
|
$306,508
0.0% of portfolio
|
Q4 2024
Added 23.26%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
13,680
shares
|
$283,312
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
13,430
shares
|
$278,135
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
13,163
shares
|
$272,605
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
12,753
shares
|
$264,114
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
12,472
shares
|
$258,295
0.0% of portfolio
|
Q4 2024
Added 101.65%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
11,908
shares
|
$246,614
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
11,900
shares
|
$246,449
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
11,668
shares
|
$241,644
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
11,373
shares
|
$235,534
0.01% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
11,250
shares
|
$232,987
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
10,211
shares
|
$211,469
0.03% of portfolio
|
Q4 2024
Added 1.65%
|