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 133 institutions that hold shares in the stock, with a total of 31.4 Million shares, which have been reported (via 13F filing form) to have a value of $783 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
208,996
shares
|
$5.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.82%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
203,411
shares
|
$5.08 Million
0.01% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
202,996
shares
|
$5.06 Million
0.01% of portfolio
|
Q4 2024
Added 13.75%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
202,981
shares
|
$5.06 Million
0.21% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
201,194
shares
|
$5.02 Million
0.02% of portfolio
|
Q4 2024
Added 486.52%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Apr 15, 2025 Q1 2025 |
200,983
shares
|
$5.01 Million
3.71% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
200,792
shares
|
$5.01 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
182,200
shares
|
$4.55 Million
0.07% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
182,153
shares
|
$4.54 Million
0.33% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
180,513
shares
|
$4.5 Million
1.23% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
176,092
shares
|
$4.39 Million
0.25% of portfolio
|
Q4 2024
Added 48.54%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
166,019
shares
|
$4.14 Million
2.69% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
165,954
shares
|
$4.14 Million
0.13% of portfolio
|
Q4 2024
Added 63.12%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
149,385
shares
|
$3.73 Million
2.54% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
146,602
shares
|
$3.66 Million
1.52% of portfolio
|
Q4 2024
Added 60.74%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
145,378
shares
|
$3.63 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
143,548
shares
|
$3.58 Million
0.06% of portfolio
|
Q2 2024
Added 6.46%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
140,441
shares
|
$3.5 Million
0.3% of portfolio
|
Q4 2024
Added 39.55%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
133,670
shares
|
$3.34 Million
0.04% of portfolio
|
Q4 2024
Added 686.11%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
127,850
shares
|
$3.19 Million
1.03% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
127,435
shares
|
$3.18 Million
0.0% of portfolio
|
Q4 2024
Added 27.36%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
126,035
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
119,771
shares
|
$2.99 Million
1.38% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
113,232
shares
|
$2.83 Million
0.31% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
101,318
shares
|
$2.53 Million
0.51% of portfolio
|
Q3 2024
Added 13.47%
|