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 118 institutions that hold shares in the stock, with a total of 26.3 Million shares, which have been reported (via 13F filing form) to have a value of $646 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,342,635
shares
|
$57.5 Million
0.01% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,280,007
shares
|
$56 Million
1.17% of portfolio
|
Q4 2024
Added 17.0%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
2,167,641
shares
|
$53.2 Million
3.5% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,121,618
shares
|
$52.1 Million
0.87% of portfolio
|
Q3 2024
Added 38.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,808,549
shares
|
$44.4 Million
0.0% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,334,174
shares
|
$32.8 Million
6.15% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
1,076,249
shares
|
$26.4 Million
1.35% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
1,002,688
shares
|
$24.6 Million
1.33% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
668,574
shares
|
$16.4 Million
0.0% of portfolio
|
Q3 2024
Added 12.17%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
655,580
shares
|
$16.1 Million
0.0% of portfolio
|
Q3 2024
Added 50.05%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
623,601
shares
|
$15.3 Million
1.74% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
590,398
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
585,000
shares
|
$14.4 Million
1.41% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
581,866
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2024
Added 112.95%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
504,849
shares
|
$12.4 Million
0.04% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
412,486
shares
|
$10.1 Million
4.16% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
411,172
shares
|
$10.1 Million
0.15% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
388,733
shares
|
$9.54 Million
0.01% of portfolio
|
Q3 2024
Added 132.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
350,296
shares
|
$8.6 Million
0.0% of portfolio
|
Q3 2024
Added 15.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
293,602
shares
|
$7.21 Million
0.0% of portfolio
|
Q3 2024
Added 16.47%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
287,576
shares
|
$7.06 Million
0.02% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
266,708
shares
|
$6.55 Million
2.07% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
198,026
shares
|
$4.86 Million
0.01% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
197,475
shares
|
$4.85 Million
0.47% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
193,230
shares
|
$4.74 Million
0.21% of portfolio
|
Q3 2024
Added 20.78%
|