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 170 institutions that hold shares in the stock, with a total of 24.1 Million shares, which have been reported (via 13F filing form) to have a value of $526 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
40,990
shares
|
$892,762
0.01% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
39,685
shares
|
$864,339
0.44% of portfolio
|
Q4 2024
Added 34.45%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
39,671
shares
|
$864,034
0.03% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
39,100
shares
|
$851,598
0.03% of portfolio
|
Q4 2024
Added 20.21%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
38,573
shares
|
$840,119
0.03% of portfolio
|
Q1 2025
Added 134.61%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
36,498
shares
|
$794,926
0.49% of portfolio
|
Q1 2025
Added 29.07%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
35,894
shares
|
$781,771
0.14% of portfolio
|
Q1 2025
Added 244.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,945
shares
|
$761,102
0.0% of portfolio
|
Q3 2024
Added 22.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
32,999
shares
|
$718,718
0.01% of portfolio
|
Q1 2025
Reduced 13.03%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
32,993
shares
|
$718,587
0.0% of portfolio
|
Q1 2025
Added 55.94%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
31,748
shares
|
$691,471
0.01% of portfolio
|
Q1 2025
Added 340.76%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
27,921
shares
|
$608,119
0.12% of portfolio
|
Q4 2024
Added 49.09%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
26,567
shares
|
$578,629
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
24,708
shares
|
$538,140
0.61% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
24,633
shares
|
$536,506
0.05% of portfolio
|
Q1 2025
Added 91.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
24,514
shares
|
$533,914
0.0% of portfolio
|
Q1 2025
Added 26.67%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
24,207
shares
|
$527,228
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
23,908
shares
|
$520,716
0.21% of portfolio
|
Q1 2025
Added 23.42%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
21,992
shares
|
$478,985
0.25% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
21,684
shares
|
$472,277
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
20,983
shares
|
$457,009
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Greenfield Savings Bank
|
Apr 10, 2025 Q1 2025 |
18,638
shares
|
$405,935
0.2% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
18,535
shares
|
$403,692
0.0% of portfolio
|
Q1 2025
Reduced 49.8%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,406
shares
|
$400,882
0.01% of portfolio
|
Q2 2024
Added 3.31%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
18,289
shares
|
$398,334
0.02% of portfolio
|
Q1 2025
Added 19.15%
|