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 148 institutions that hold shares in the stock, with a total of 35.1 Million shares, which have been reported (via 13F filing form) to have a value of $876 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
126,035
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
121,986
shares
|
$3.05 Million
1.42% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
113,865
shares
|
$2.84 Million
0.79% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
113,232
shares
|
$2.83 Million
0.31% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
100,772
shares
|
$2.52 Million
0.18% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
100,354
shares
|
$2.51 Million
0.01% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
96,897
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2024
Added 35.58%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
85,636
shares
|
$2.14 Million
0.56% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
83,939
shares
|
$2.1 Million
0.33% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
82,338
shares
|
$2.06 Million
0.09% of portfolio
|
Q1 2025
Reduced 50.39%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
82,260
shares
|
$2.05 Million
1.41% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
74,357
shares
|
$1.86 Million
0.01% of portfolio
|
Q1 2025
Added 21.21%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
65,560
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
63,553
shares
|
$1.59 Million
0.38% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
63,465
shares
|
$1.59 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
61,823
shares
|
$1.54 Million
1.16% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
58,014
shares
|
$1.45 Million
0.03% of portfolio
|
Q4 2024
Added 18.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
56,763
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Added 52.21%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
54,960
shares
|
$1.37 Million
0.1% of portfolio
|
Q1 2025
Added 12.3%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
53,358
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Added 479.85%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
52,500
shares
|
$1.31 Million
0.56% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
50,933
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Added 25.39%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
48,007
shares
|
$1.2 Million
0.47% of portfolio
|
Q1 2025
Added 54.6%
|
|
|
Little House Capital LLC
Braintree, MA |
Apr 24, 2025 Q1 2025 |
45,299
shares
|
$1.13 Million
0.33% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
44,691
shares
|
$1.12 Million
0.18% of portfolio
|
Q1 2025
Added 1.25%
|