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 |
|---|---|---|---|---|---|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
25,910
shares
|
$546,441
0.35% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
25,438
shares
|
$536,487
0.06% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
25,000
shares
|
$527,250
0.03% of portfolio
|
Q3 2025
Added 13.64%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
24,730
shares
|
$521,555
0.05% of portfolio
|
Q2 2024
Added 6.46%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
24,657
shares
|
$520,016
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
24,218
shares
|
$510,757
0.01% of portfolio
|
Q3 2025
Added 20.24%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
23,600
shares
|
$497,724
0.24% of portfolio
|
Q4 2024
Added 74.81%
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
22,723
shares
|
$479,228
0.06% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
21,585
shares
|
$455,227
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
21,375
shares
|
$450,798
0.4% of portfolio
|
Q3 2025
Added 29.15%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
21,347
shares
|
$450,208
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
21,001
shares
|
$442,911
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
20,992
shares
|
$442,721
0.06% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
20,484
shares
|
$432,007
0.02% of portfolio
|
Q3 2025
Added 13.28%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
20,400
shares
|
$430,236
0.39% of portfolio
|
Q3 2025
Added 61.9%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
20,000
shares
|
$421,800
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
19,946
shares
|
$420,661
0.06% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
19,938
shares
|
$420,492
0.01% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Nov 05, 2025 Q3 2025 |
19,848
shares
|
$418,594
0.27% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
19,777
shares
|
$417,096
0.02% of portfolio
|
Q3 2025
Added 13.32%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
19,300
shares
|
$407,037
0.07% of portfolio
|
Q4 2024
Added 26.14%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
18,876
shares
|
$398,094
0.26% of portfolio
|
Q3 2025
Added 34.01%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
18,591
shares
|
$392,084
0.01% of portfolio
|
Q3 2025
Added 21.97%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
18,521
shares
|
$390,607
0.0% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
18,067
shares
|
$381,033
0.02% of portfolio
|
Q3 2025
Added 16.06%
|
|