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 |
|---|---|---|---|---|---|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
17,794
shares
|
$387,553
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
17,480
shares
|
$380,714
0.07% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
17,090
shares
|
$372,220
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
16,809
shares
|
$366,100
0.03% of portfolio
|
Q1 2025
Added 16.31%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
15,901
shares
|
$346,323
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
15,725
shares
|
$342,490
0.15% of portfolio
|
Q1 2025
Reduced 71.44%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
15,672
shares
|
$341,336
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
15,361
shares
|
$334,562
0.15% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
15,092
shares
|
$328,703
0.07% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
14,343
shares
|
$312,390
0.01% of portfolio
|
Q1 2025
Added 17.79%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
14,251
shares
|
$310,386
0.12% of portfolio
|
Q4 2024
Reduced 29.97%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
14,181
shares
|
$308,862
0.01% of portfolio
|
Q1 2025
Added 40.64%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
13,700
shares
|
$298,386
0.05% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
13,696
shares
|
$298,298
0.04% of portfolio
|
Q1 2024
Added 19.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
13,564
shares
|
$295,423
0.0% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
13,410
shares
|
$292,069
0.09% of portfolio
|
Q1 2025
Added 11.7%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
13,160
shares
|
$286,624
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
12,918
shares
|
$281,354
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,746
shares
|
$277,607
0.01% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
12,079
shares
|
$263,080
0.02% of portfolio
|
Q1 2025
Reduced 15.15%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
11,884
shares
|
$258,833
0.02% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
11,829
shares
|
$257,635
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
11,744
shares
|
$255,784
0.2% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
11,698
shares
|
$254,782
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
11,397
shares
|
$248,226
0.04% of portfolio
|
Q3 2024
New holding
|