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 |
|---|---|---|---|---|---|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
14,068
shares
|
$349,027
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
13,102
shares
|
$325,060
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
12,250
shares
|
$303,922
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
10,407
shares
|
$258,197
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
10,113
shares
|
$250,903
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
9,622
shares
|
$238,721
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
9,202
shares
|
$228,301
0.0% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
8,353
shares
|
$207,237
0.06% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
8,156
shares
|
$202,350
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
6,412
shares
|
$159,081
0.04% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,383
shares
|
$158,362
0.01% of portfolio
|
Q2 2023
Added 37.77%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
6,137
shares
|
$152,258
0.02% of portfolio
|
Q2 2024
Added 51.38%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
5,800
shares
|
$143,898
0.08% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
5,148
shares
|
$127,721
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
3,185
shares
|
$79,019
0.0% of portfolio
|
Q4 2024
Added 223.02%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
2,395
shares
|
$59,419
0.01% of portfolio
|
Q4 2024
Added 42.99%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
2,030
shares
|
$50,364
0.03% of portfolio
|
Q2 2023
Added 98.05%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,000
shares
|
$49,620
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
1,979
shares
|
$49,098
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,904
shares
|
$47,238
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,818
shares
|
$45,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
1,625
shares
|
$40,316
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
1,326
shares
|
$32,898
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
849
shares
|
$21,063
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
689
shares
|
$17,094
0.0% of portfolio
|
Q4 2024
New holding
|