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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
44,256
shares
|
$976,729
0.69% of portfolio
|
Q2 2025
Reduced 40.89%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
42,251
shares
|
$932,479
0.49% of portfolio
|
Q3 2025
Added 40.74%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
40,960
shares
|
$903,987
0.03% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
39,100
shares
|
$862,937
0.03% of portfolio
|
Q4 2024
Added 20.21%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
37,974
shares
|
$838,086
0.1% of portfolio
|
Q2 2025
Added 56.87%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
36,612
shares
|
$808,026
0.25% of portfolio
|
Q2 2025
Reduced 40.09%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
35,522
shares
|
$783,970
0.04% of portfolio
|
Q2 2025
Added 94.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,945
shares
|
$771,236
0.0% of portfolio
|
Q3 2024
Added 22.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
31,992
shares
|
$706,063
0.01% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
31,849
shares
|
$702,907
0.03% of portfolio
|
Q2 2025
Added 201.8%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
31,748
shares
|
$700,678
0.02% of portfolio
|
Q2 2025
Reduced 44.02%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
30,937
shares
|
$682,779
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
30,110
shares
|
$664,527
0.29% of portfolio
|
Q2 2025
Reduced 46.25%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
26,471
shares
|
$584,214
0.15% of portfolio
|
Q3 2025
Reduced 25.5%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
26,310
shares
|
$580,661
0.1% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
24,456
shares
|
$539,743
0.23% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
24,153
shares
|
$533,056
0.6% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
23,085
shares
|
$509,485
0.0% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
22,790
shares
|
$502,975
0.21% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
22,275
shares
|
$491,609
0.33% of portfolio
|
Q2 2025
Added 89.67%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
21,573
shares
|
$476,116
0.0% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
21,393
shares
|
$472,143
0.04% of portfolio
|
Q3 2025
Reduced 10.92%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
20,942
shares
|
$462,189
0.07% of portfolio
|
Q3 2025
Added 115.45%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
20,911
shares
|
$461,505
0.04% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
20,430
shares
|
$450,890
0.03% of portfolio
|
Q2 2025
Added 21.54%
|