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 |
|---|---|---|---|---|---|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
40,966
shares
|
$863,972
0.19% of portfolio
|
Q3 2025
Added 47.57%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
40,378
shares
|
$851,572
0.22% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
39,388
shares
|
$830,692
0.23% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
38,781
shares
|
$817,891
0.0% of portfolio
|
Q3 2025
Added 15.77%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
38,671
shares
|
$815,571
0.04% of portfolio
|
Q3 2025
Reduced 14.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
38,347
shares
|
$808,738
0.0% of portfolio
|
Q3 2025
Added 13.04%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
36,550
shares
|
$770,839
0.11% of portfolio
|
Q2 2025
Reduced 35.98%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
35,801
shares
|
$755,043
0.0% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
34,053
shares
|
$718,177
0.46% of portfolio
|
Q3 2025
Added 86.57%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
33,186
shares
|
$699,892
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
32,815
shares
|
$692,068
0.06% of portfolio
|
Q3 2025
Reduced 42.26%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
32,803
shares
|
$691,815
0.11% of portfolio
|
Q3 2025
Reduced 11.14%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
32,704
shares
|
$689,727
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
32,502
shares
|
$685,467
0.33% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
31,750
shares
|
$669,607
0.01% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
30,185
shares
|
$636,601
0.04% of portfolio
|
Q3 2025
Added 18.64%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
29,964
shares
|
$631,940
0.0% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
29,776
shares
|
$627,975
0.23% of portfolio
|
Q3 2025
Added 118.94%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
28,355
shares
|
$598,006
0.01% of portfolio
|
Q3 2025
Added 13.84%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
27,692
shares
|
$584,024
0.05% of portfolio
|
Q1 2025
Added 21.1%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
27,260
shares
|
$574,913
0.46% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
27,260
shares
|
$574,913
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
26,517
shares
|
$559,243
0.1% of portfolio
|
Q2 2025
Reduced 10.48%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
26,380
shares
|
$556,354
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
26,184
shares
|
$552,220
0.12% of portfolio
|
Q1 2025
Added 13.57%
|
|