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 |
|---|---|---|---|---|---|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
11,342
shares
|
$247,028
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
10,669
shares
|
$232,370
0.01% of portfolio
|
Q1 2025
Added 822.13%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
10,562
shares
|
$230,040
0.01% of portfolio
|
Q1 2025
Reduced 19.14%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
10,553
shares
|
$229,844
0.01% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
10,510
shares
|
$228,907
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
10,245
shares
|
$223,136
0.03% of portfolio
|
Q1 2025
Added 29.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
10,125
shares
|
$220,522
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
9,991
shares
|
$217,603
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
9,975
shares
|
$217,255
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
9,962
shares
|
$216,972
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
9,842
shares
|
$214,358
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
9,653
shares
|
$210,242
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
9,569
shares
|
$208,412
0.11% of portfolio
|
Q4 2024
Added 34.51%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
9,500
shares
|
$206,910
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
9,181
shares
|
$199,962
0.0% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
9,001
shares
|
$196,041
0.0% of portfolio
|
Q1 2025
Reduced 33.5%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
7,164
shares
|
$156,031
0.03% of portfolio
|
Q1 2025
Added 52.62%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
6,150
shares
|
$133,947
0.06% of portfolio
|
Q1 2025
Added 30.85%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,787
shares
|
$126,040
0.0% of portfolio
|
Q1 2025
Added 80.84%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5,447
shares
|
$118,635
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,356
shares
|
$116,653
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,266
shares
|
$114,693
0.01% of portfolio
|
Q4 2024
Added 129.66%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,151
shares
|
$112,188
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
4,928
shares
|
$107,331
0.03% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
4,832
shares
|
$105,240
0.07% of portfolio
|
Q1 2025
New holding
|