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 130 institutions that hold shares in the stock, with a total of 31 Million shares, which have been reported (via 13F filing form) to have a value of $767 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,559,880
shares
|
$88.1 Million
0.98% of portfolio
|
Q4 2024
Added 67.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,522,560
shares
|
$62.4 Million
0.01% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,280,007
shares
|
$56.4 Million
1.17% of portfolio
|
Q4 2024
Added 17.0%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
2,196,108
shares
|
$54.4 Million
3.38% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,042,204
shares
|
$50.5 Million
0.0% of portfolio
|
Q4 2024
Added 12.92%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,334,174
shares
|
$33 Million
6.15% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
1,185,972
shares
|
$29.4 Million
1.73% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
942,528
shares
|
$23.3 Million
0.0% of portfolio
|
Q4 2024
Added 43.77%
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
813,707
shares
|
$20.1 Million
1.05% of portfolio
|
Q4 2024
Reduced 18.85%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
792,995
shares
|
$19.6 Million
0.0% of portfolio
|
Q4 2024
Added 18.61%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
771,047
shares
|
$19.1 Million
2.13% of portfolio
|
Q4 2024
Added 23.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
756,323
shares
|
$18.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
599,943
shares
|
$14.8 Million
1.43% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
598,242
shares
|
$14.8 Million
0.0% of portfolio
|
Q4 2024
Added 1327.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
590,398
shares
|
$14.6 Million
0.02% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
568,938
shares
|
$14.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
495,937
shares
|
$12.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
412,486
shares
|
$10.2 Million
4.16% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
411,172
shares
|
$10.2 Million
0.15% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
393,608
shares
|
$9.74 Million
0.01% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
357,789
shares
|
$8.86 Million
0.0% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
299,033
shares
|
$7.4 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
287,576
shares
|
$7.12 Million
0.02% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
272,625
shares
|
$6.75 Million
1.95% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
213,975
shares
|
$5.3 Million
0.48% of portfolio
|
Q4 2024
Added 8.36%
|