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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
17,725
shares
|
$373,820
0.02% of portfolio
|
Q3 2025
Added 63.21%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
17,600
shares
|
$371,184
0.05% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
17,516
shares
|
$369,412
0.0% of portfolio
|
Q3 2025
Added 48.34%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
17,387
shares
|
$366,691
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
17,204
shares
|
$362,832
0.01% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
16,735
shares
|
$352,941
0.01% of portfolio
|
Q3 2025
Added 312.7%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
15,997
shares
|
$337,376
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
15,932
shares
|
$336,005
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
15,709
shares
|
$331,302
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
15,631
shares
|
$329,657
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
15,574
shares
|
$328,455
0.01% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
15,485
shares
|
$326,578
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
15,400
shares
|
$324,786
0.09% of portfolio
|
Q2 2025
Added 61.76%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
15,315
shares
|
$322,993
0.01% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
15,128
shares
|
$319,049
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
14,950
shares
|
$315,295
0.19% of portfolio
|
Q2 2025
Reduced 16.83%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
14,779
shares
|
$311,689
0.01% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
14,219
shares
|
$299,878
0.03% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
13,534
shares
|
$285,432
0.11% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
13,092
shares
|
$276,110
0.04% of portfolio
|
Q1 2025
Added 22.83%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
12,693
shares
|
$267,695
0.04% of portfolio
|
Q2 2025
Added 30.75%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
12,347
shares
|
$260,398
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
12,265
shares
|
$258,668
0.08% of portfolio
|
Q3 2025
Added 27.32%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
12,206
shares
|
$257,424
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
11,908
shares
|
$251,139
0.05% of portfolio
|
Q3 2024
New holding
|
|