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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
122,322
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
120,133
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
113,733
shares
|
$2.43 Million
0.01% of portfolio
|
Q3 2024
Added 288.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
113,431
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 65.41%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
111,310
shares
|
$2.38 Million
0.05% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
109,564
shares
|
$2.34 Million
1.04% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
107,736
shares
|
$2.31 Million
2.17% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
107,304
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
102,220
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
94,025
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2024
Added 42.48%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
87,684
shares
|
$1.88 Million
1.48% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
81,770
shares
|
$1.75 Million
1.22% of portfolio
|
Q3 2024
Added 46.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
80,853
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Added 763.17%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
78,626
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
72,964
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
71,828
shares
|
$1.54 Million
1.0% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
71,130
shares
|
$1.52 Million
0.17% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
70,876
shares
|
$1.52 Million
0.11% of portfolio
|
Q3 2024
Added 12.48%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
68,446
shares
|
$1.46 Million
0.66% of portfolio
|
Q3 2024
Reduced 16.99%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
66,670
shares
|
$1.43 Million
0.06% of portfolio
|
Q2 2024
Added 107.42%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
65,770
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
52,721
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
50,561
shares
|
$1.08 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
46,925
shares
|
$1 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
46,278
shares
|
$990,349
0.0% of portfolio
|
Q3 2024
Added 2.72%
|