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 |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,266
shares
|
$116,220
0.01% of portfolio
|
Q4 2024
Added 129.66%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
4,832
shares
|
$106,642
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
4,594
shares
|
$101,389
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,369
shares
|
$96,423
0.04% of portfolio
|
Q2 2025
Reduced 19.79%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
4,095
shares
|
$90,376
0.0% of portfolio
|
Q2 2025
Added 13.91%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
3,566
shares
|
$78,701
0.02% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
3,388
shares
|
$74,773
0.04% of portfolio
|
Q1 2025
Added 73.21%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
3,204
shares
|
$70,712
0.0% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,126
shares
|
$46,920
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
2,026
shares
|
$44,713
0.0% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,797
shares
|
$39,659
0.0% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,715
shares
|
$37,850
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,000
shares
|
$22,070
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
930
shares
|
$20,525
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
700
shares
|
$15,449
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
663
shares
|
$14,632
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
617
shares
|
$13,617
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
463
shares
|
$10,218
0.0% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
286
shares
|
$6,312
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
152
shares
|
$3,354
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
64
shares
|
$1,412
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
39
shares
|
$860
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|