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 176 institutions that hold shares in the stock, with a total of 37.9 Million shares, which have been reported (via 13F filing form) to have a value of $975 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
140,441
shares
|
$3.61 Million
0.3% of portfolio
|
Q4 2024
Added 39.55%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
137,444
shares
|
$3.53 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
132,456
shares
|
$3.41 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
129,644
shares
|
$3.33 Million
1.35% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
127,890
shares
|
$3.29 Million
0.72% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
126,635
shares
|
$3.26 Million
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
125,946
shares
|
$3.24 Million
0.02% of portfolio
|
Q2 2025
Reduced 24.95%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
111,601
shares
|
$2.87 Million
0.01% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
103,927
shares
|
$2.67 Million
0.18% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
96,897
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Added 35.58%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
88,004
shares
|
$2.26 Million
0.52% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
86,168
shares
|
$2.22 Million
0.29% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
79,248
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
75,833
shares
|
$1.95 Million
1.2% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
73,685
shares
|
$1.89 Million
0.55% of portfolio
|
Q2 2025
Added 16.1%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
73,185
shares
|
$1.88 Million
1.17% of portfolio
|
Q2 2025
Added 89.33%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
70,106
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
69,002
shares
|
$1.77 Million
0.34% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
68,529
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 20.73%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
65,901
shares
|
$1.69 Million
0.11% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
64,428
shares
|
$1.66 Million
0.56% of portfolio
|
Q3 2025
Added 16.6%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
62,965
shares
|
$1.62 Million
0.06% of portfolio
|
Q2 2025
Added 89.6%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
60,010
shares
|
$1.54 Million
0.1% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
58,851
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
56,824
shares
|
$1.46 Million
0.05% of portfolio
|
Q2 2025
Reduced 30.99%
|