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 |
|---|---|---|---|---|---|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
12,644
shares
|
$279,053
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
12,079
shares
|
$266,583
0.02% of portfolio
|
Q1 2025
Reduced 15.15%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
11,946
shares
|
$263,648
0.02% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
11,876
shares
|
$262,103
0.12% of portfolio
|
Q2 2025
Added 24.11%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
11,833
shares
|
$261,154
0.07% of portfolio
|
Q3 2025
Added 22.37%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
11,698
shares
|
$258,174
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
11,569
shares
|
$255,327
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
11,502
shares
|
$253,849
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
11,397
shares
|
$251,531
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
10,846
shares
|
$239,371
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
10,242
shares
|
$226,040
0.02% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
10,070
shares
|
$222,244
0.0% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
9,999
shares
|
$220,677
0.0% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
9,518
shares
|
$210,062
0.0% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
9,500
shares
|
$209,665
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
9,362
shares
|
$206,619
0.01% of portfolio
|
Q2 2025
Reduced 11.36%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
9,241
shares
|
$203,948
0.02% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
9,233
shares
|
$203,772
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
8,235
shares
|
$181,746
0.07% of portfolio
|
Q2 2025
Added 33.9%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
7,164
shares
|
$158,109
0.03% of portfolio
|
Q1 2025
Added 52.62%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
6,915
shares
|
$152,614
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
6,017
shares
|
$132,795
0.03% of portfolio
|
Q2 2025
Added 22.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,787
shares
|
$127,719
0.0% of portfolio
|
Q1 2025
Added 80.84%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,756
shares
|
$127,034
0.0% of portfolio
|
Q3 2025
Added 151.46%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,356
shares
|
$118,206
0.02% of portfolio
|
Q3 2024
Added 0.06%
|