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 117 institutions that hold shares in the stock, with a total of 25.1 Million shares, which have been reported (via 13F filing form) to have a value of $623 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
83,937
shares
|
$2.08 Million
0.56% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Sabal Trust CO
|
Jul 30, 2024 Q2 2024 |
66,161
shares
|
$1.64 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
61,909
shares
|
$1.53 Million
0.39% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
58,706
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2024
Added 21.64%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 06, 2024 Q2 2024 |
51,006
shares
|
$1.26 Million
0.36% of portfolio
|
Q2 2024
Added 31.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
49,464
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2024
Added 69.24%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
48,791
shares
|
$1.21 Million
0.36% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
46,506
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2024
Added 208.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
42,839
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
42,263
shares
|
$1.05 Million
0.23% of portfolio
|
Q3 2024
Added 94.27%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
38,937
shares
|
$964,080
0.48% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 15, 2024 Q2 2024 |
38,000
shares
|
$940,880
0.39% of portfolio
|
Q2 2024
Added 31.03%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2024 Q2 2024 |
37,706
shares
|
$933,600
0.19% of portfolio
|
Q1 2024
Added 23.01%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
37,628
shares
|
$931,669
0.3% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
36,659
shares
|
$907,676
0.01% of portfolio
|
Q2 2024
Added 7.12%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
36,234
shares
|
$897,153
0.01% of portfolio
|
Q2 2024
Added 23.41%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
33,437
shares
|
$827,900
0.02% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
31,210
shares
|
$772,759
0.0% of portfolio
|
Q2 2024
Added 8946.38%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
30,154
shares
|
$746,613
0.26% of portfolio
|
Q3 2024
Added 15.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
29,397
shares
|
$727,869
0.0% of portfolio
|
Q2 2024
Added 44.39%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
28,038
shares
|
$694,220
0.13% of portfolio
|
Q2 2024
Added 13.74%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
27,985
shares
|
$692,908
0.12% of portfolio
|
Q3 2024
Added 52.71%
|
|
|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
27,330
shares
|
$676,690
0.08% of portfolio
|
Q2 2024
Added 7.9%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
26,960
shares
|
$667,529
0.05% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
26,706
shares
|
$661,240
0.0% of portfolio
|
Q2 2024
Added 0.36%
|