Institutional Ownership Ishares Tr Ibonds Dec 2029 Tre (IBTJ)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Tre (IBTJ). We have compiled data on the 167 institutions that hold shares in the stock, with a total of 24.5 Million shares, which have been reported (via 13F filing form) to have a value of $537 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
1,508,488
shares
|
$33 Million
4.17% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,439,491
shares
|
$31.5 Million
0.01% of portfolio
|
Q1 2025
Added 38.37%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
971,487
shares
|
$21.3 Million
0.01% of portfolio
|
Q2 2025
Added 40.44%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
921,543
shares
|
$20.2 Million
1.88% of portfolio
|
Q2 2025
Added 23.43%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
903,240
shares
|
$19.8 Million
1.4% of portfolio
|
Q2 2025
Reduced 20.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
854,872
shares
|
$18.7 Million
0.01% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
803,005
shares
|
$17.6 Million
0.02% of portfolio
|
Q1 2025
Added 529.59%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
785,917
shares
|
$17.2 Million
0.0% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
758,661
shares
|
$16.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
716,790
shares
|
$15.7 Million
1.26% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
673,401
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2024
Added 272.55%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
659,217
shares
|
$14.4 Million
0.21% of portfolio
|
Q1 2025
Added 2950.66%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
648,479
shares
|
$14.2 Million
0.02% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
629,081
shares
|
$13.8 Million
4.97% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
531,810
shares
|
$11.6 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
461,822
shares
|
$10.1 Million
4.08% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jul 22, 2025 Q2 2025 |
454,990
shares
|
$9.96 Million
10.37% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
429,969
shares
|
$9.41 Million
0.02% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
413,863
shares
|
$9.06 Million
0.6% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
393,741
shares
|
$8.62 Million
1.58% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
377,061
shares
|
$8.25 Million
5.26% of portfolio
|
Q1 2025
New holding
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
375,942
shares
|
$8.23 Million
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
350,017
shares
|
$7.66 Million
0.0% of portfolio
|
Q1 2025
Added 84.26%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
347,632
shares
|
$7.61 Million
3.8% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
333,819
shares
|
$7.31 Million
0.01% of portfolio
|
Q1 2025
Added 272.94%
|