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 |
|---|---|---|---|---|---|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
3,612
shares
|
$78,669
0.02% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,595
shares
|
$78,299
0.0% of portfolio
|
Q3 2024
Added 91.73%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
3,388
shares
|
$73,790
0.05% of portfolio
|
Q1 2025
Added 73.21%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,204
shares
|
$69,783
0.0% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,289
shares
|
$49,854
0.0% of portfolio
|
Q4 2023
Reduced 39.72%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,126
shares
|
$46,304
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
2,007
shares
|
$43,712
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,000
shares
|
$43,560
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,810
shares
|
$39,421
0.0% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,698
shares
|
$36,982
0.0% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,078
shares
|
$23,478
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,000
shares
|
$21,780
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
930
shares
|
$20,255
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
459
shares
|
$9,997
0.0% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
286
shares
|
$6,229
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
152
shares
|
$3,310
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
136
shares
|
$2,962
0.0% of portfolio
|
Q1 2025
Reduced 66.34%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
64
shares
|
$1,393
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
39
shares
|
$849
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|