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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
16,276
shares
|
$348,306
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
16,228
shares
|
$347,279
0.01% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
14,902
shares
|
$318,902
0.02% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
14,817
shares
|
$317,083
0.02% of portfolio
|
Q3 2024
Reduced 23.03%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
14,551
shares
|
$311,391
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
14,350
shares
|
$307,090
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
13,696
shares
|
$293,094
0.04% of portfolio
|
Q1 2024
Added 19.66%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,225
shares
|
$283,015
0.01% of portfolio
|
Q3 2024
Reduced 50.92%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
13,105
shares
|
$280,447
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
13,062
shares
|
$279,526
0.01% of portfolio
|
Q2 2024
Added 37.49%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
13,049
shares
|
$279,248
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
12,944
shares
|
$277,001
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,662
shares
|
$270,966
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
12,650
shares
|
$270,710
0.01% of portfolio
|
Q3 2024
Added 9.36%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
12,538
shares
|
$268,313
0.16% of portfolio
|
Q3 2024
Added 13.71%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
12,423
shares
|
$265,852
0.02% of portfolio
|
Q3 2024
Added 14.27%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
12,330
shares
|
$263,862
0.0% of portfolio
|
Q3 2024
Added 241.55%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
12,005
shares
|
$256,906
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
11,698
shares
|
$250,337
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
11,545
shares
|
$247,062
0.02% of portfolio
|
Q3 2024
Added 7445.75%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
11,397
shares
|
$243,895
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
10,504
shares
|
$224,785
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,041
shares
|
$214,877
0.0% of portfolio
|
Q3 2024
Reduced 19.27%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
9,991
shares
|
$213,807
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
9,813
shares
|
$209,998
0.1% of portfolio
|
Q3 2024
Reduced 6.54%
|