IBDW Institutional Ownership
iShares iBonds Dec 2031 Term Corporate ETF
1W: -0.3%
1M: -2.3%
3M: -3.9%
YTD: -4.8%
1Y: -4.7%
3Y: +15.4%
5Y: -5.0%
$19.98
-0.05 (-0.25%)
Weekly Expected Move ±0.5%
$20
$20
$20
$20
$20
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBDW
312
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
27
New Positions
172
Increased
68
Reduced
20
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (328 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 7,526,023 | $150M | +132,719 | +1.8% | 15Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 5,468,188 | $109M | +301,401 | +5.8% | 15Q | SEC ↗ |
| 3 | MORGAN STANLEY | 4,872,246 | $97M | -186,581 | -3.7% | 15Q | SEC ↗ |
| 4 | Capital Investment Advisors, LLC | 4,032,502 | $81M | +190,961 | +5.0% | 18Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 3,493,863 | $70M | -72,664 | -2.0% | 7Q | SEC ↗ |
| 6 | CAPITAL ADVISORS INC/OK | 3,366,208 | $67M | +49,458 | +1.5% | 4Q | SEC ↗ |
| 7 | Venture Visionary Partners LLC | 3,118,072 | $62M | +264,645 | +9.3% | 15Q | SEC ↗ |
| 8 | HighTower Advisors, LLC | 3,053,931 | $61M | +1,280,302 | +72.2% | 11Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 2,330,862 | $47M | +250,549 | +12.0% | 18Q | SEC ↗ |
| 10 | Sarver Vrooman Wealth Advisors | 2,220,499 | $44M | +26,318 | +1.2% | 6Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 2,056,315 | $41M | -2,049 | -0.1% | 19Q | SEC ↗ |
| 12 | UBS Group AG | 1,974,964 | $39M | +80,334 | +4.2% | 18Q | SEC ↗ |
| 13 | SIGMA INVESTMENT COUNSELORS INC | 1,899,841 | $38M | +83,829 | +4.6% | 14Q | SEC ↗ |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | 1,890,508 | $38M | +980,979 | +107.9% | 9Q | SEC ↗ |
| 15 | Advisors Capital Management, LLC | 1,859,275 | $37M | +110,013 | +6.3% | 10Q | SEC ↗ |
| 16 | Klingman & Associates, LLC | 1,766,564 | $35M | +66,766 | +3.9% | 13Q | SEC ↗ |
| 17 | SUMMITRY LLC | 1,659,714 | $33M | +55,092 | +3.4% | 14Q | SEC ↗ |
| 18 | AMERIPRISE FINANCIAL INC | 1,536,466 | $31M | -71,285 | -4.4% | 12Q | SEC ↗ |
| 19 | Summit Financial, LLC | 1,399,981 | $28M | -500,254 | -26.3% | 4Q | SEC ↗ |
| 20 | Sound View Wealth Advisors Group, LLC | 1,323,935 | $26M | +141,091 | +11.9% | 11Q | SEC ↗ |
| 21 | NewEdge Advisors, LLC | 1,210,400 | $24M | +40,063 | +3.4% | 15Q | SEC ↗ |
| 22 | WOODMONT INVESTMENT COUNSEL LLC | 1,127,880 | $23M | +191,545 | +20.5% | 4Q | SEC ↗ |
| 23 | MV CAPITAL MANAGEMENT, INC. | 919,403 | $18M | +7,280 | +0.8% | 12Q | SEC ↗ |
| 24 | US BANCORP \DE | 892,375 | $18M | +1,080 | +0.1% | 10Q | SEC ↗ |
| 25 | EP Wealth Advisors, LLC | 868,068 | $17M | +136,939 | +18.7% | 3Q | SEC ↗ |
| 26 | BlackRock, Inc. | 814,335 | $16M | +814,273 | +1313343.5% | 8Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 802,813 | $16M | +33,068 | +4.3% | 16Q | SEC ↗ |
| 28 | Arrow Financial Corp | 741,952 | $15M | +19,194 | +2.7% | 19Q | SEC ↗ |
| 29 | LPL Financial LLC | 724,949 | $14M | +75,169 | +11.6% | 15Q | SEC ↗ |
| 30 | HOWLAND CAPITAL MANAGEMENT LLC | 684,857 | $14M | +164,031 | +31.5% | 9Q | SEC ↗ |
| 31 | Ironwood Financial, llc | 660,559 | $13M | +91,148 | +16.0% | 11Q | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 643,295 | $13M | +11,141 | +1.8% | 14Q | SEC ↗ |
| 33 | Envision Financial Planning, LLC | 641,798 | $13M | +2,031 | +0.3% | 12Q | SEC ↗ |
| 34 | Lido Advisors, LLC | 603,204 | $12M | -93,241 | -13.4% | 14Q | SEC ↗ |
| 35 | Mariner, LLC | 583,372 | $12M | -66,206 | -10.2% | 11Q | SEC ↗ |
| 36 | PFG Private Wealth Management, LLC | 578,995 | $12M | -50,512 | -8.0% | 3Q | SEC ↗ |
| 37 | Janney Montgomery Scott LLC | 578,338 | $12M | +99,716 | +20.8% | 13Q | SEC ↗ |
| 38 | Probity Advisors, Inc. | 573,243 | $11M | +48,639 | +9.3% | 11Q | SEC ↗ |
| 39 | JANE STREET GROUP, LLC | 532,424 | $11M | +307,722 | +136.9% | 2Q | SEC ↗ |
| 40 | First National Trust Co | 520,124 | $10M | +69,978 | +15.5% | 8Q | SEC ↗ |
| 41 | TRUIST FINANCIAL CORP | 508,581 | $10M | +85,545 | +20.2% | 5Q | SEC ↗ |
| 42 | Parkway Wealth Management Group, LLC | 486,711 | $10M | +3,780 | +0.8% | 3Q | SEC ↗ |
| 43 | Kestra Advisory Services, LLC | 475,124 | $9M | +60,598 | +14.6% | 11Q | SEC ↗ |
| 44 | Atlantic Union Bankshares Corp | 463,988 | $9M | +36,394 | +8.5% | 5Q | SEC ↗ |
| 45 | Cornerstone Planning, LLC | 458,296 | $9M | +11,747 | +2.6% | 2Q | SEC ↗ |
| 46 | Windsor Capital Management, LLC | 433,744 | $9M | +397,386 | +1093.0% | 2Q | SEC ↗ |
| 47 | COWA, LLC | 433,167 | $9M | +24,523 | +6.0% | 7Q | SEC ↗ |
| 48 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 431,279 | $9M | +24,465 | +6.0% | 15Q | SEC ↗ |
| 49 | Guidance Point Advisors, LLC | 431,138 | $9M | +8,996 | +2.1% | 15Q | SEC ↗ |
| 50 | Glenview Trust Co | 430,124 | $9M | +36,897 | +9.4% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Concurrent Investment Advisors, LLC | 316,874 | $6M |
| Apollon Wealth Management, LLC | 201,721 | $4M |
| Modern Wealth Management, LLC | 122,246 | $2M |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 60,512 | $1M |
| FIDUCIARY FINANCIAL ADVISORS | 36,336 | $726K |
| InvesTrust | 32,421 | $648K |
| Aspen Wealth Management LLC | 32,055 | $640K |
| HARBOR ADVISORY CORP /MA | 31,273 | $625K |
| Forvis Mazars Wealth Advisors, LLC | 26,159 | $523K |
| Community Financial Services Group, | 25,258 | $505K |
| 1900 WEALTH MANAGEMENT LLC | 15,971 | $319K |
| Berkshire Money Management, Inc. | 14,224 | $284K |
| TFR Capital, LLC. | 13,172 | $263K |
| Diversify Advisory Services, LLC | 10,830 | $216K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 10,830 | $216K |
| Global Retirement Partners, LLC | 10,602 | $212K |
| Moors & Cabot, Inc. | 10,246 | $205K |
| Advisor OS, LLC | 9,960 | $199K |
| CHOREO, LLC | 9,625 | $192K |
| Physician Wealth Advisors, Inc. | 5,552 | $111K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Motley Fool Wealth Management, LLC | 364,416 | $7M |
| Equitable Holdings, Inc. | 207,543 | $4M |
| Whalen Wealth Management Inc. | 161,499 | $3M |
| GOLDMAN SACHS GROUP INC | 158,223 | $3M |
| FLOW TRADERS U.S. LLC | 56,938 | $1M |
| Walleye Partners, LLC | 53,940 | $1M |
| CITADEL ADVISORS LLC | 39,384 | $787K |
| MONECO ADVISORS, LLC | 37,189 | $743K |
| Private Advisor Group, LLC | 36,285 | $725K |
| EVEXIA WEALTH LLC | 34,080 | $681K |
| NESTEGG ADVISORS, INC. | 26,973 | $539K |
| StoneX Group Inc. | 24,225 | $484K |
| Fortis Capital Management LLC | 18,796 | $376K |
| Keeler Thomas Management LLC | 15,650 | $313K |
| BESSEMER GROUP INC | 11,556 | $231K |
| RITHOLTZ WEALTH MANAGEMENT | 10,594 | $212K |
| GTS SECURITIES LLC | 9,909 | $198K |
| STAR Financial Bank | 9,606 | $192K |
| Mendota Financial Group, LLC | 9,222 | $184K |
| Intentional Wealth Strategies, LLC | 5,998 | $120K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HighTower Advisors, LLC | +1,280,302 | +72.2% | 3,053,931 |
| MERCER GLOBAL ADVISORS INC /ADV | +980,979 | +107.9% | 1,890,508 |
| BlackRock, Inc. | +814,273 | +1313343.5% | 814,335 |
| Windsor Capital Management, LLC | +397,386 | +1093.0% | 433,744 |
| Hills Bank & Trust Co | +340,379 | +526.2% | 405,071 |
| JANE STREET GROUP, LLC | +307,722 | +136.9% | 532,424 |
| BANK OF AMERICA CORP /DE | +301,401 | +5.8% | 5,468,188 |
| Venture Visionary Partners LLC | +264,645 | +9.3% | 3,118,072 |
| WELLS FARGO & COMPANY/MN | +250,549 | +12.0% | 2,330,862 |
| WOODMONT INVESTMENT COUNSEL LLC | +191,545 | +20.5% | 1,127,880 |
| Capital Investment Advisors, LLC | +190,961 | +5.0% | 4,032,502 |
| HOWLAND CAPITAL MANAGEMENT LLC | +164,031 | +31.5% | 684,857 |
| Sound View Wealth Advisors Group, L | +141,091 | +11.9% | 1,323,935 |
| EP Wealth Advisors, LLC | +136,939 | +18.7% | 868,068 |
| Aptus Capital Advisors, LLC | +132,719 | +1.8% | 7,526,023 |
| Advisors Capital Management, LLC | +110,013 | +6.3% | 1,859,275 |
| Janney Montgomery Scott LLC | +99,716 | +20.8% | 578,338 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +96,938 | +858.7% | 108,227 |
| Ironwood Financial, llc | +91,148 | +16.0% | 660,559 |
| TRUIST FINANCIAL CORP | +85,545 | +20.2% | 508,581 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MB, LEVIS & ASSOCIATES, LLC | -657,345 | -100.0% | 18 |
| Summit Financial, LLC | -500,254 | -26.3% | 1,399,981 |
| Commonwealth Financial Services, LL | -342,096 | -74.3% | 118,177 |
| MORGAN STANLEY | -186,581 | -3.7% | 4,872,246 |
| Lido Advisors, LLC | -93,241 | -13.4% | 603,204 |
| RAYMOND JAMES FINANCIAL INC | -72,664 | -2.0% | 3,493,863 |
| AMERIPRISE FINANCIAL INC | -71,285 | -4.4% | 1,536,466 |
| Mariner, LLC | -66,206 | -10.2% | 583,372 |
| PFG Private Wealth Management, LLC | -50,512 | -8.0% | 578,995 |
| OneDigital Investment Advisors LLC | -28,454 | -13.3% | 185,102 |
| BENJAMIN EDWARDS INC | -26,075 | -11.9% | 193,491 |
| Freestone Capital Holdings, LLC | -15,085 | -33.7% | 29,714 |
| WRAPMANAGER INC | -8,249 | -8.9% | 84,395 |
| Resonant Capital Advisors, LLC | -5,839 | -7.6% | 70,766 |
| Leo Wealth, LLC | -5,239 | -11.7% | 39,496 |
| Crews Bank & Trust | -5,130 | -19.7% | 20,860 |
| Archford Capital Strategies, LLC | -4,894 | -4.4% | 106,653 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -4,797 | -15.1% | 27,035 |
| Marathon Mission, Inc. | -4,560 | -3.5% | 126,006 |
| CAPTRUST FINANCIAL ADVISORS | -4,538 | -9.7% | 42,343 |