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 151 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $378 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
189,437
shares
|
$4.12 Million
0.0% of portfolio
|
Q4 2024
Added 57.69%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
180,602
shares
|
$3.93 Million
2.67% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
176,100
shares
|
$3.83 Million
0.61% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
173,726
shares
|
$3.78 Million
1.02% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
145,025
shares
|
$3.15 Million
0.0% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
136,994
shares
|
$2.98 Million
0.04% of portfolio
|
Q1 2025
Added 28.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
131,480
shares
|
$2.86 Million
0.02% of portfolio
|
Q4 2024
Added 218.41%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
131,288
shares
|
$2.86 Million
2.22% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
127,545
shares
|
$2.77 Million
0.0% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
123,902
shares
|
$2.69 Million
0.0% of portfolio
|
Q4 2024
Added 15.47%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
123,717
shares
|
$2.69 Million
0.09% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
113,033
shares
|
$2.46 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
112,151
shares
|
$2.44 Million
0.06% of portfolio
|
Q1 2025
Added 6615.63%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
111,566
shares
|
$2.43 Million
0.05% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
110,956
shares
|
$2.41 Million
1.04% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
104,108
shares
|
$2.26 Million
0.25% of portfolio
|
Q1 2025
Added 19.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
89,510
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Added 22.68%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
86,806
shares
|
$1.89 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
86,290
shares
|
$1.88 Million
0.01% of portfolio
|
Q4 2024
Added 9.75%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
86,202
shares
|
$1.87 Million
1.32% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
79,658
shares
|
$1.73 Million
0.12% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
78,210
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Added 69.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
73,854
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 21.45%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
66,063
shares
|
$1.44 Million
0.64% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
64,771
shares
|
$1.41 Million
0.94% of portfolio
|
Q4 2024
Reduced 9.82%
|