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 188 institutions that hold shares in the stock, with a total of 42.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,612,394
shares
|
$117 Million
0.93% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,973,967
shares
|
$75.7 Million
1.31% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,891,694
shares
|
$73.6 Million
0.01% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,216,022
shares
|
$56.4 Million
0.0% of portfolio
|
Q3 2025
Added 38.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,096,594
shares
|
$53.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
2,010,433
shares
|
$51.2 Million
2.93% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,707,594
shares
|
$43.5 Million
0.01% of portfolio
|
Q3 2025
Added 111.25%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
1,441,585
shares
|
$36.7 Million
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
1,380,127
shares
|
$35.1 Million
1.88% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,334,174
shares
|
$34 Million
6.15% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
874,546
shares
|
$22.3 Million
5.55% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
855,517
shares
|
$21.8 Million
0.0% of portfolio
|
Q3 2025
Added 16.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
831,739
shares
|
$21.2 Million
0.1% of portfolio
|
Q3 2025
Added 560.39%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
812,405
shares
|
$20.7 Million
2.21% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
722,066
shares
|
$18.4 Million
1.29% of portfolio
|
Q3 2025
Added 9.88%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
713,578
shares
|
$18.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
675,192
shares
|
$17.2 Million
0.88% of portfolio
|
Q3 2025
Added 31.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
590,398
shares
|
$15 Million
0.02% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
576,976
shares
|
$14.7 Million
1.55% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
541,044
shares
|
$13.8 Million
0.02% of portfolio
|
Q3 2025
Added 21.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
506,927
shares
|
$12.9 Million
0.03% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
505,918
shares
|
$12.9 Million
5.61% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
469,690
shares
|
$12 Million
5.11% of portfolio
|
Q3 2025
Added 11.35%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
426,998
shares
|
$10.9 Million
0.01% of portfolio
|
Q3 2025
Added 23.42%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
420,297
shares
|
$10.7 Million
3.6% of portfolio
|
Q3 2025
Added 34.38%
|
|