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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
17,744
shares
|
$443,245
0.0% of portfolio
|
Q4 2024
Added 127.75%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
17,507
shares
|
$437,324
0.0% of portfolio
|
Q1 2025
Reduced 14.6%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
17,265
shares
|
$431,279
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
17,217
shares
|
$430,080
0.0% of portfolio
|
Q1 2025
Added 17.11%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
17,074
shares
|
$426,508
0.03% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
16,772
shares
|
$418,964
0.03% of portfolio
|
Q1 2025
Added 74.31%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
16,732
shares
|
$417,965
0.01% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
16,000
shares
|
$399,680
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
15,544
shares
|
$388,289
0.05% of portfolio
|
Q1 2025
Added 1072.25%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
14,068
shares
|
$351,418
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
13,829
shares
|
$345,448
0.01% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
13,432
shares
|
$335,531
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
13,153
shares
|
$328,561
0.01% of portfolio
|
Q1 2025
Added 30.06%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
12,825
shares
|
$320,368
0.0% of portfolio
|
Q1 2025
Reduced 94.85%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
12,751
shares
|
$318,519
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
12,134
shares
|
$303,107
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
11,600
shares
|
$289,768
0.03% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
10,407
shares
|
$259,966
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
10,381
shares
|
$259,317
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
9,698
shares
|
$242,256
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
9,663
shares
|
$241,381
0.07% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
9,500
shares
|
$237,310
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
8,777
shares
|
$219,249
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
8,732
shares
|
$218,125
0.05% of portfolio
|
Q1 2025
Added 36.18%
|
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
8,156
shares
|
$203,736
0.03% of portfolio
|
Q2 2024
New holding
|