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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
13,829
shares
|
$355,543
0.01% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
13,560
shares
|
$348,627
0.01% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
12,889
shares
|
$331,376
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
12,630
shares
|
$324,717
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
12,273
shares
|
$315,538
0.07% of portfolio
|
Q2 2025
Added 40.55%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
12,000
shares
|
$308,520
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
12,000
shares
|
$308,520
0.02% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
11,977
shares
|
$307,928
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
11,675
shares
|
$300,164
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
11,397
shares
|
$293,016
0.04% of portfolio
|
Q3 2025
Added 11.22%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
10,993
shares
|
$282,630
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
10,555
shares
|
$271,369
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
10,407
shares
|
$267,563
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
9,528
shares
|
$244,964
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
9,361
shares
|
$240,671
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
9,315
shares
|
$239,488
0.01% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
9,261
shares
|
$238,100
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
9,203
shares
|
$236,609
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
8,464
shares
|
$217,609
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Hendershot Investments Inc.
|
Aug 13, 2025 Q2 2025 |
8,156
shares
|
$209,690
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
8,103
shares
|
$208,328
0.02% of portfolio
|
Q3 2025
Reduced 69.56%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
8,097
shares
|
$208,173
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
8,040
shares
|
$206,708
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
7,984
shares
|
$205,268
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
7,930
shares
|
$203,880
0.05% of portfolio
|
Q3 2025
Added 12.8%
|