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 188 institutions that hold shares in the stock, with a total of 42.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
143,548
shares
|
$3.65 Million
0.06% of portfolio
|
Q2 2024
Added 6.46%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
142,591
shares
|
$3.63 Million
0.0% of portfolio
|
Q3 2025
Added 12.6%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
142,530
shares
|
$3.63 Million
2.49% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
140,441
shares
|
$3.58 Million
0.3% of portfolio
|
Q4 2024
Added 39.55%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
129,644
shares
|
$3.3 Million
1.35% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
127,890
shares
|
$3.26 Million
0.72% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
111,601
shares
|
$2.84 Million
0.01% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
105,044
shares
|
$2.67 Million
0.17% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
96,897
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Added 35.58%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
91,619
shares
|
$2.33 Million
0.73% of portfolio
|
Q3 2025
Reduced 33.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
89,582
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2025
Added 30.72%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
88,547
shares
|
$2.25 Million
0.49% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
86,168
shares
|
$2.19 Million
0.29% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
76,557
shares
|
$1.95 Million
1.15% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
75,797
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
73,685
shares
|
$1.88 Million
0.55% of portfolio
|
Q2 2025
Added 16.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
70,338
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2025
Added 25.64%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
69,002
shares
|
$1.76 Million
0.34% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
65,901
shares
|
$1.68 Million
0.11% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
65,715
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.08%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
64,428
shares
|
$1.64 Million
0.56% of portfolio
|
Q3 2025
Added 16.6%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
63,188
shares
|
$1.61 Million
1.0% of portfolio
|
Q3 2025
Added 14.17%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
60,010
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
59,693
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
59,092
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2025
Added 5.5%
|
|