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 169 institutions that hold shares in the stock, with a total of 37.5 Million shares, which have been reported (via 13F filing form) to have a value of $950 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,261,556
shares
|
$108 Million
0.96% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,752,018
shares
|
$69.6 Million
1.31% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,675,128
shares
|
$67.7 Million
0.01% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,252,296
shares
|
$57 Million
0.0% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
1,985,980
shares
|
$50.2 Million
3.04% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,596,453
shares
|
$40.4 Million
0.0% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,334,174
shares
|
$33.8 Million
6.15% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
1,316,078
shares
|
$33.3 Million
1.87% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
1,053,450
shares
|
$26.7 Million
1.29% of portfolio
|
Q2 2025
Added 23.39%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
812,405
shares
|
$20.6 Million
2.21% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
808,343
shares
|
$20.5 Million
0.01% of portfolio
|
Q2 2025
Added 26.93%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
758,407
shares
|
$19.2 Million
0.02% of portfolio
|
Q2 2025
Added 16.65%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
736,785
shares
|
$18.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.0%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
657,139
shares
|
$16.6 Million
1.24% of portfolio
|
Q2 2025
Added 20.96%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
591,999
shares
|
$15 Million
1.62% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
590,398
shares
|
$14.9 Million
0.02% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
514,089
shares
|
$13 Million
0.72% of portfolio
|
Q2 2025
Added 30.66%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
504,136
shares
|
$12.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
503,035
shares
|
$12.7 Million
5.59% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
446,942
shares
|
$11.3 Million
6.64% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
445,324
shares
|
$11.3 Million
0.01% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
421,817
shares
|
$10.7 Million
4.74% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
401,503
shares
|
$10.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
349,038
shares
|
$8.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
345,959
shares
|
$8.75 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.5%
|