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 |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
56,010
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
55,983
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 9.91%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
55,345
shares
|
$1.42 Million
0.95% of portfolio
|
Q2 2025
Reduced 10.48%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
53,484
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 75.37%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
52,500
shares
|
$1.35 Million
0.55% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
46,642
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Added 26.03%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
46,052
shares
|
$1.18 Million
0.17% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
45,900
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2025
Added 59.38%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
45,817
shares
|
$1.18 Million
0.3% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
45,798
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2025
Added 11.87%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
45,234
shares
|
$1.16 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
44,557
shares
|
$1.15 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
43,516
shares
|
$1.12 Million
0.12% of portfolio
|
Q3 2025
Added 43.71%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
43,495
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
41,744
shares
|
$1.07 Million
0.42% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
41,618
shares
|
$1.07 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
39,199
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
36,890
shares
|
$948,441
0.2% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
36,322
shares
|
$933,838
0.01% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
36,041
shares
|
$926,614
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
35,950
shares
|
$924,274
0.41% of portfolio
|
Q2 2025
Added 49.97%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
32,890
shares
|
$845,601
0.03% of portfolio
|
Q2 2025
Added 52.96%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
32,548
shares
|
$836,809
0.25% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
32,288
shares
|
$830,124
0.02% of portfolio
|
Q2 2025
Added 17.0%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
31,865
shares
|
$819,249
0.01% of portfolio
|
Q2 2025
Added 3.45%
|