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 $877 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,004,435
shares
|
$100 Million
1.12% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,586,766
shares
|
$64.6 Million
0.02% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,487,441
shares
|
$62.1 Million
1.26% of portfolio
|
Q1 2025
Added 9.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,232,514
shares
|
$55.8 Million
0.0% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
2,030,810
shares
|
$50.7 Million
3.13% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,465,493
shares
|
$36.6 Million
0.0% of portfolio
|
Q1 2025
Added 55.49%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,334,174
shares
|
$33.3 Million
6.15% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
1,274,909
shares
|
$31.8 Million
1.98% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
866,783
shares
|
$21.7 Million
0.0% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
853,783
shares
|
$21.3 Million
1.17% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
817,522
shares
|
$20.4 Million
2.29% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
681,184
shares
|
$17 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
650,177
shares
|
$16.2 Million
0.02% of portfolio
|
Q1 2025
Added 14.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
636,826
shares
|
$15.9 Million
0.0% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
597,191
shares
|
$14.9 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
590,398
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
543,273
shares
|
$13.6 Million
1.13% of portfolio
|
Q1 2025
Added 81.68%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
515,775
shares
|
$12.9 Million
0.03% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
491,146
shares
|
$12.3 Million
5.7% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Seneca House Advisors
|
Apr 11, 2025 Q1 2025 |
434,634
shares
|
$10.9 Million
4.71% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
434,091
shares
|
$10.8 Million
6.72% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
425,259
shares
|
$10.6 Million
0.01% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
407,434
shares
|
$10.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
393,449
shares
|
$9.83 Million
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
364,151
shares
|
$9.1 Million
0.0% of portfolio
|
Q1 2025
Added 1.78%
|