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 173 institutions that hold shares in the stock, with a total of 26.5 Million shares, which have been reported (via 13F filing form) to have a value of $586 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
348,460
shares
|
$7.69 Million
0.01% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
337,280
shares
|
$7.44 Million
0.0% of portfolio
|
Q2 2025
Added 13.27%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
317,113
shares
|
$7 Million
0.05% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
297,293
shares
|
$6.56 Million
0.21% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
297,293
shares
|
$6.56 Million
4.45% of portfolio
|
Q1 2025
Added 967.67%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
289,131
shares
|
$6.38 Million
1.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
286,001
shares
|
$6.31 Million
0.15% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
278,332
shares
|
$6.14 Million
2.53% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
274,005
shares
|
$6.05 Million
2.64% of portfolio
|
Q3 2025
Added 13.32%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
255,925
shares
|
$5.65 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
212,635
shares
|
$4.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
209,159
shares
|
$4.62 Million
0.28% of portfolio
|
Q3 2025
Added 17.32%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
206,973
shares
|
$4.57 Million
0.58% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
186,646
shares
|
$4.12 Million
0.2% of portfolio
|
Q3 2025
Added 395.69%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
177,887
shares
|
$3.93 Million
0.03% of portfolio
|
Q3 2025
Added 16.1%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
162,825
shares
|
$3.59 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
160,520
shares
|
$3.54 Million
0.06% of portfolio
|
Q3 2025
Added 18.48%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
147,476
shares
|
$3.25 Million
1.1% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
144,344
shares
|
$3.19 Million
0.0% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
140,232
shares
|
$3.09 Million
0.01% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
138,377
shares
|
$3.05 Million
0.13% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
125,708
shares
|
$2.77 Million
0.06% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
120,955
shares
|
$2.67 Million
0.28% of portfolio
|
Q2 2025
Added 16.18%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
120,719
shares
|
$2.66 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
117,474
shares
|
$2.59 Million
1.16% of portfolio
|
Q2 2025
Added 29.88%
|