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 |
|---|---|---|---|---|---|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
109,777
shares
|
$2.42 Million
1.53% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
107,789
shares
|
$2.38 Million
0.16% of portfolio
|
Q2 2025
Added 30.07%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
106,282
shares
|
$2.35 Million
0.03% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
103,277
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Added 141.82%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
96,728
shares
|
$2.13 Million
0.0% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
94,055
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2025
Added 31.88%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
92,604
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
87,619
shares
|
$1.93 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
73,120
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2025
Added 46.76%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
71,669
shares
|
$1.58 Million
0.82% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
71,302
shares
|
$1.57 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
69,201
shares
|
$1.53 Million
0.02% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
65,014
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 54.84%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
63,819
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
61,747
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
59,919
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2025
Added 552.64%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
59,611
shares
|
$1.32 Million
0.1% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
59,135
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Added 49.36%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
53,514
shares
|
$1.18 Million
0.19% of portfolio
|
Q3 2025
Added 49.09%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
51,317
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 33.59%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
50,324
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
47,486
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 71.25%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
46,115
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
45,690
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
44,324
shares
|
$978,230
0.44% of portfolio
|
Q2 2025
Added 11.69%
|