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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
14,022
shares
|
$304,698
0.0% of portfolio
|
Q4 2024
Added 33.49%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
13,696
shares
|
$297,614
0.04% of portfolio
|
Q1 2024
Added 19.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
13,536
shares
|
$294,137
0.0% of portfolio
|
Q4 2024
Added 115.06%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
13,410
shares
|
$291,399
0.09% of portfolio
|
Q1 2025
Added 11.7%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,407
shares
|
$291,334
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
13,062
shares
|
$283,837
0.01% of portfolio
|
Q2 2024
Added 37.49%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
12,918
shares
|
$280,708
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
12,865
shares
|
$279,556
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
12,746
shares
|
$276,970
0.01% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
12,286
shares
|
$266,974
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
11,698
shares
|
$254,197
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
11,580
shares
|
$251,633
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
11,557
shares
|
$251,133
0.21% of portfolio
|
Q4 2024
Reduced 58.91%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
11,397
shares
|
$247,656
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
10,424
shares
|
$226,513
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
10,245
shares
|
$222,623
0.03% of portfolio
|
Q1 2025
Added 29.78%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
10,083
shares
|
$219,103
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
9,991
shares
|
$217,104
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
9,940
shares
|
$215,996
0.0% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
9,569
shares
|
$207,934
0.11% of portfolio
|
Q4 2024
Added 34.51%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
9,474
shares
|
$205,870
0.0% of portfolio
|
Q4 2024
Added 899.37%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
7,203
shares
|
$156,521
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5,447
shares
|
$118,363
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,356
shares
|
$116,385
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
5,266
shares
|
$114,430
0.01% of portfolio
|
Q4 2024
Added 129.66%
|