Institutional Ownership Ishares Tr Ibonds Dec 2032 Ter (IBDX)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBDX). We have compiled data on the 161 institutions that hold shares in the stock, with a total of 36.9 Million shares, which have been reported (via 13F filing form) to have a value of $933 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,004,435
shares
|
$101 Million
1.12% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,752,018
shares
|
$69.6 Million
1.31% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,586,766
shares
|
$65.4 Million
0.02% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,232,514
shares
|
$56.5 Million
0.0% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
1,985,980
shares
|
$50.2 Million
3.04% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,465,493
shares
|
$37.1 Million
0.0% of portfolio
|
Q1 2025
Added 55.49%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,334,174
shares
|
$33.8 Million
6.15% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
1,316,078
shares
|
$33.3 Million
1.87% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
1,053,450
shares
|
$26.7 Million
1.29% of portfolio
|
Q2 2025
Added 23.39%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
866,783
shares
|
$21.9 Million
0.0% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
812,405
shares
|
$20.6 Million
2.21% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
758,407
shares
|
$19.2 Million
0.02% of portfolio
|
Q2 2025
Added 16.65%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
681,184
shares
|
$17.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
657,139
shares
|
$16.6 Million
1.24% of portfolio
|
Q2 2025
Added 20.96%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
636,826
shares
|
$16.1 Million
0.0% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
597,191
shares
|
$15.1 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
590,398
shares
|
$14.9 Million
0.02% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
514,089
shares
|
$13 Million
0.72% of portfolio
|
Q2 2025
Added 30.66%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
504,136
shares
|
$12.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
503,035
shares
|
$12.7 Million
5.59% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
434,091
shares
|
$11 Million
6.72% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
425,259
shares
|
$10.8 Million
0.01% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
421,817
shares
|
$10.7 Million
4.74% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
401,503
shares
|
$10.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
364,151
shares
|
$9.21 Million
0.0% of portfolio
|
Q1 2025
Added 1.78%
|