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 |
|---|---|---|---|---|---|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
19,335
shares
|
$426,723
0.18% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
18,415
shares
|
$406,419
0.0% of portfolio
|
Q2 2025
Added 35.76%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,406
shares
|
$406,220
0.01% of portfolio
|
Q2 2024
Added 3.31%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
18,350
shares
|
$404,984
0.19% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
18,200
shares
|
$401,674
0.03% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
18,156
shares
|
$400,702
0.01% of portfolio
|
Q2 2025
Added 70.18%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
17,504
shares
|
$386,313
0.07% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
16,978
shares
|
$374,704
0.01% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
16,162
shares
|
$356,695
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
15,990
shares
|
$352,899
0.05% of portfolio
|
Q3 2025
Added 12.92%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
15,938
shares
|
$351,751
0.0% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
15,925
shares
|
$351,464
0.03% of portfolio
|
Q2 2025
Reduced 66.06%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
15,864
shares
|
$350,118
0.09% of portfolio
|
Q2 2025
Added 61.19%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
15,725
shares
|
$347,050
0.13% of portfolio
|
Q1 2025
Reduced 71.44%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
15,672
shares
|
$345,881
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
15,668
shares
|
$345,792
0.13% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
15,639
shares
|
$345,152
0.22% of portfolio
|
Q2 2025
Added 21.06%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
15,095
shares
|
$333,146
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
15,092
shares
|
$333,080
0.07% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
14,181
shares
|
$312,974
0.01% of portfolio
|
Q1 2025
Added 40.64%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
14,016
shares
|
$309,333
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
13,984
shares
|
$308,626
0.09% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
13,890
shares
|
$306,552
0.1% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
13,696
shares
|
$302,270
0.04% of portfolio
|
Q1 2024
Added 19.66%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
12,746
shares
|
$281,304
0.01% of portfolio
|
Q4 2024
Added 0.76%
|