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 165 institutions that hold shares in the stock, with a total of 42.6 Million shares, which have been reported (via 13F filing form) to have a value of $873 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,330
shares
|
$68,265
0.0% of portfolio
|
Q3 2024
Added 31.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,500
shares
|
$51,250
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,307
shares
|
$47,293
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,427
shares
|
$29,253
0.0% of portfolio
|
Q4 2024
Added 38.95%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,320
shares
|
$27,060
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
1,312
shares
|
$26,896
0.02% of portfolio
|
Q2 2024
Reduced 20.87%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,290
shares
|
$26,445
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,274
shares
|
$26,117
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,268
shares
|
$25,994
0.0% of portfolio
|
Q1 2024
Added 550.26%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,104
shares
|
$22,632
0.01% of portfolio
|
Q4 2024
Added 82.78%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
800
shares
|
$16,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
497
shares
|
$10,188
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
249
shares
|
$5,104
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
57
shares
|
$1,168
0.0% of portfolio
|
Q2 2024
Reduced 96.04%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
39
shares
|
$799
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|