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 |
|---|---|---|---|---|---|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
4,832
shares
|
$104,999
0.07% of portfolio
|
Q4 2024
Reduced 48.16%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
4,700
shares
|
$102,131
0.04% of portfolio
|
Q4 2024
Added 1075.0%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
4,694
shares
|
$102,000
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
4,389
shares
|
$95,372
0.02% of portfolio
|
Q4 2024
Added 22.6%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
3,612
shares
|
$78,488
0.02% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
3,595
shares
|
$78,119
0.0% of portfolio
|
Q3 2024
Added 91.73%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
3,204
shares
|
$69,622
0.0% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3,200
shares
|
$69,536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,289
shares
|
$49,739
0.0% of portfolio
|
Q4 2023
Reduced 39.72%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
2,209
shares
|
$48,001
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,126
shares
|
$46,197
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,000
shares
|
$43,460
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
1,994
shares
|
$43,329
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,956
shares
|
$42,503
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,824
shares
|
$39,635
0.0% of portfolio
|
Q4 2024
Added 185.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,688
shares
|
$36,680
0.0% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
1,168
shares
|
$25,380
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,157
shares
|
$25,141
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,078
shares
|
$23,424
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,000
shares
|
$21,730
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
768
shares
|
$16,688
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
456
shares
|
$9,908
0.01% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
286
shares
|
$6,214
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
178
shares
|
$3,867
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
152
shares
|
$3,302
0.0% of portfolio
|
Q3 2024
New holding
|