IBDW ISHARES TR
FollowIBONDS DEC 2031 (fund)
213 managers (214 13F filers) reported a position in IBDW shares at 2025-06-30, 57,852,239 shares in all. 29 filers opened a position and 7 filers sold out during the quarter.
- Managers
- 213
- 13F filers
- 214
- New
- 29
- Added
- 108
- Reduced
- 43
- Sold out
- 7
- Shares held by filers
- 57,852,239
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Bradley & Co. Private Wealth Management… | 1,312 | $27.6K | 0.02% | 0 | 13F-HRTimeline |
| PRIVATE TRUST CO NA | 1,290 | $27.1K | <0.01% | 0 | 13F-HRTimeline |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,274 | $26.8K | <0.01% | 0 | 13F-HRTimeline |
| Annis Gardner Whiting Capital Advisors,… | 1,233 | $25.9K | 0.01% | new | 13F-HRTimeline |
| Ancora Advisors LLCin group Ancora Advisors LLC | 1,195 | $25.1K | <0.01% | 0 | 13F-HRTimelineGroup |
| Hemington Wealth Management | 1,104 | $23K | <0.01% | 0 | 13F-HRTimeline |
| PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC | 1,073 | $22.6K | <0.01% | -195 | 13F-HRTimelineGroup |
| Pacifica Partners Inc. | 989 | $20.7K | 0.01% | new | 13F-HRTimeline |
| Rossby Financial, LCC | 919 | $19.3K | 0.01% | 0 | 13F-HRTimeline |
| 2UniFi Bank | 272 | $5.72K | <0.01% | 0 | 13F-HRTimeline |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 249 | $5.24K | <0.01% | 0 | 13F-HRTimeline |
| BlackRock, Inc.in group BlackRock, Inc. | 61 | $1.28K | <0.01% | 0 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |