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 124 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $684 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
198,026
shares
|
$4.88 Million
0.01% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
193,230
shares
|
$4.77 Million
0.21% of portfolio
|
Q3 2024
Added 20.78%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
189,577
shares
|
$4.67 Million
3.27% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
182,153
shares
|
$4.49 Million
0.33% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
180,513
shares
|
$4.45 Million
1.23% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
178,453
shares
|
$4.4 Million
0.01% of portfolio
|
Q3 2024
Added 77.52%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
178,047
shares
|
$4.39 Million
1.2% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
176,218
shares
|
$4.35 Million
0.07% of portfolio
|
Q3 2024
Added 528.5%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
176,092
shares
|
$4.34 Million
0.25% of portfolio
|
Q4 2024
Added 48.54%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
172,352
shares
|
$4.25 Million
0.11% of portfolio
|
Q3 2024
Added 64.16%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
166,019
shares
|
$4.09 Million
2.69% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
149,385
shares
|
$3.68 Million
2.54% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
145,378
shares
|
$3.59 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
143,548
shares
|
$3.54 Million
0.06% of portfolio
|
Q2 2024
Added 6.46%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
127,850
shares
|
$3.15 Million
1.03% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
126,035
shares
|
$3.11 Million
0.0% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
119,771
shares
|
$2.95 Million
1.38% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
107,799
shares
|
$2.66 Million
0.28% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
101,738
shares
|
$2.51 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
101,318
shares
|
$2.5 Million
0.51% of portfolio
|
Q3 2024
Added 13.47%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
100,636
shares
|
$2.48 Million
0.22% of portfolio
|
Q3 2024
Added 345.71%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
100,062
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Added 21.92%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
96,965
shares
|
$2.39 Million
0.01% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
96,897
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2024
Added 35.58%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
96,021
shares
|
$2.37 Million
0.17% of portfolio
|
Q4 2024
Added 1.54%
|