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 26.4 Million shares, which have been reported (via 13F filing form) to have a value of $653 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
30,432
shares
|
$751,366
0.0% of portfolio
|
Q3 2024
Added 15.83%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
27,985
shares
|
$690,949
0.12% of portfolio
|
Q3 2024
Added 52.71%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
27,700
shares
|
$683,913
0.02% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
27,330
shares
|
$674,777
0.08% of portfolio
|
Q2 2024
Added 7.9%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
26,713
shares
|
$659,543
0.13% of portfolio
|
Q4 2024
Added 75.72%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
22,923
shares
|
$565,968
0.06% of portfolio
|
Q4 2024
Added 58.61%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
21,319
shares
|
$526,366
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
|
$497,626
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
19,517
shares
|
$481,874
0.01% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
17,656
shares
|
$435,926
0.0% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
17,647
shares
|
$435,704
0.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
17,265
shares
|
$426,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
17,004
shares
|
$419,828
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
15,518
shares
|
$383,139
0.01% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
15,462
shares
|
$381,756
0.11% of portfolio
|
Q1 2024
Reduced 35.78%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
14,068
shares
|
$347,338
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
13,639
shares
|
$336,746
0.0% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
13,410
shares
|
$331,092
0.0% of portfolio
|
Q3 2024
Reduced 11.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,423
shares
|
$282,033
0.0% of portfolio
|
Q3 2024
Reduced 95.39%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
10,834
shares
|
$267,491
0.19% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
10,560
shares
|
$260,726
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,542
shares
|
$260,281
0.0% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
10,407
shares
|
$256,948
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
9,622
shares
|
$237,567
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
8,768
shares
|
$216,481
0.07% of portfolio
|
Q3 2024
Added 4.97%
|