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 121 institutions that hold shares in the stock, with a total of 25.9 Million shares, which have been reported (via 13F filing form) to have a value of $643 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
27,700
shares
|
$687,791
0.02% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
27,330
shares
|
$678,603
0.08% of portfolio
|
Q2 2024
Added 7.9%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
26,960
shares
|
$669,416
0.05% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
21,319
shares
|
$529,350
0.0% of portfolio
|
Q3 2024
Added 91.17%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
20,155
shares
|
$500,448
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
19,517
shares
|
$484,607
0.01% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
17,656
shares
|
$438,398
0.0% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
17,457
shares
|
$433,457
0.01% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
17,265
shares
|
$428,689
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
17,004
shares
|
$422,209
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
15,518
shares
|
$385,311
0.01% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
15,462
shares
|
$383,921
0.11% of portfolio
|
Q1 2024
Reduced 35.78%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
15,202
shares
|
$377,465
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
14,452
shares
|
$358,843
0.04% of portfolio
|
Q3 2024
Reduced 20.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
13,639
shares
|
$338,656
0.0% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
13,410
shares
|
$332,970
0.0% of portfolio
|
Q3 2024
Reduced 11.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,423
shares
|
$283,633
0.0% of portfolio
|
Q3 2024
Reduced 95.39%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
10,869
shares
|
$269,877
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
10,834
shares
|
$269,008
0.19% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
10,692
shares
|
$265,482
0.11% of portfolio
|
Q3 2024
Added 22.24%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
10,560
shares
|
$262,204
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,542
shares
|
$261,757
0.0% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
10,407
shares
|
$258,405
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
8,768
shares
|
$217,709
0.07% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
8,606
shares
|
$213,686
0.0% of portfolio
|
Q3 2024
New holding
|