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 129 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $280 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,051,024
shares
|
$22.5 Million
0.01% of portfolio
|
Q3 2024
Added 73.19%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
1,013,660
shares
|
$21.7 Million
1.55% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
673,401
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2024
Added 272.55%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
613,961
shares
|
$13.1 Million
1.29% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
580,574
shares
|
$12.4 Million
0.0% of portfolio
|
Q3 2024
Added 26.04%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
565,131
shares
|
$12.1 Million
0.0% of portfolio
|
Q3 2024
Added 115.85%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
557,475
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2024
Added 17.56%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
515,204
shares
|
$11 Million
1.32% of portfolio
|
Q2 2024
Added 6.57%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 04, 2024 Q3 2024 |
452,943
shares
|
$9.69 Million
9.22% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
375,942
shares
|
$8.05 Million
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
363,830
shares
|
$7.79 Million
0.0% of portfolio
|
Q3 2024
Added 100.4%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
357,157
shares
|
$7.64 Million
0.11% of portfolio
|
Q4 2023
Added 0.8%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
324,442
shares
|
$6.94 Million
0.02% of portfolio
|
Q3 2024
Added 126.24%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
277,254
shares
|
$5.93 Million
1.19% of portfolio
|
Q3 2024
Added 13.88%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
268,497
shares
|
$5.75 Million
1.04% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
252,645
shares
|
$5.41 Million
0.05% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
238,436
shares
|
$5.1 Million
2.46% of portfolio
|
Q3 2024
New holding
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
227,105
shares
|
$4.86 Million
2.79% of portfolio
|
Q3 2024
Added 17.6%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
212,862
shares
|
$4.56 Million
0.17% of portfolio
|
Q3 2024
Added 19.35%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
179,613
shares
|
$3.84 Million
2.81% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
173,667
shares
|
$3.72 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
168,836
shares
|
$3.61 Million
0.09% of portfolio
|
Q3 2024
Added 35.27%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
159,991
shares
|
$3.42 Million
0.57% of portfolio
|
Q3 2024
Added 10.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
132,318
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2024
Added 225.28%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Oct 21, 2024 Q3 2024 |
128,896
shares
|
$2.76 Million
2.34% of portfolio
|
Q3 2024
Added 1.2%
|