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 169 institutions that hold shares in the stock, with a total of 37.5 Million shares, which have been reported (via 13F filing form) to have a value of $950 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
5,298
shares
|
$134,039
0.01% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
5,100
shares
|
$129,030
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
2,922
shares
|
$73,926
0.0% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
2,590
shares
|
$65,527
0.01% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,000
shares
|
$50,600
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
1,979
shares
|
$50,068
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,625
shares
|
$41,112
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
1,570
shares
|
$39,721
0.01% of portfolio
|
Q2 2025
Added 96.25%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,177
shares
|
$29,778
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,083
shares
|
$27,399
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
904
shares
|
$22,871
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
849
shares
|
$21,479
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
496
shares
|
$12,548
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
274
shares
|
$6,932
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
226
shares
|
$5,717
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
206
shares
|
$5,211
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
47
shares
|
$1,189
0.0% of portfolio
|
Q2 2024
Reduced 96.05%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1
shares
|
$25
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|