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 94 institutions that hold shares in the stock, with a total of 8.06 Million shares, which have been reported (via 13F filing form) to have a value of $172 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atwood & Palmer Inc
|
Apr 10, 2024 Q1 2024 |
926,690
shares
|
$19.8 Million
1.53% of portfolio
|
Q1 2024
Added 12.75%
|
|
|
Hengehold Capital Management LLC
|
Apr 15, 2024 Q1 2024 |
579,247
shares
|
$12.4 Million
1.33% of portfolio
|
Q1 2024
Reduced 0.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
574,542
shares
|
$12.3 Million
0.0% of portfolio
|
Q1 2024
Added 15.07%
|
|
|
Journey Advisory Group, LLC
|
May 09, 2024 Q1 2024 |
483,446
shares
|
$10.3 Million
1.28% of portfolio
|
Q1 2024
New holding
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Apr 22, 2024 Q1 2024 |
436,594
shares
|
$9.33 Million
8.75% of portfolio
|
Q1 2024
Added 7.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
386,698
shares
|
$8.26 Million
0.0% of portfolio
|
Q1 2024
Added 5.78%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
375,942
shares
|
$8.03 Million
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2024 Q1 2024 |
366,684
shares
|
$7.84 Million
0.11% of portfolio
|
Q1 2024
Reduced 4.32%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
248,205
shares
|
$5.3 Million
0.0% of portfolio
|
Q1 2024
Added 72.53%
|
|
|
Fagan Associates, Inc.
|
May 06, 2024 Q1 2024 |
224,505
shares
|
$4.8 Million
0.92% of portfolio
|
Q1 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
222,929
shares
|
$4.76 Million
0.01% of portfolio
|
Q1 2024
Added 145.3%
|
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
193,238
shares
|
$4.13 Million
0.04% of portfolio
|
Q1 2024
Added 50.47%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 02, 2024 Q1 2024 |
181,583
shares
|
$3.88 Million
0.81% of portfolio
|
Q1 2024
Added 89.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
152,344
shares
|
$3.26 Million
0.0% of portfolio
|
Q1 2024
Added 106.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
143,008
shares
|
$3.06 Million
0.0% of portfolio
|
Q1 2024
Added 79.24%
|
|
|
Shelton Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
132,735
shares
|
$2.84 Million
1.8% of portfolio
|
Q1 2024
Added 47.28%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 15, 2024 Q1 2024 |
128,435
shares
|
$2.74 Million
2.65% of portfolio
|
Q4 2023
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2024 Q1 2024 |
125,276
shares
|
$2.68 Million
0.49% of portfolio
|
Q1 2024
Added 23.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
111,222
shares
|
$2.38 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2024 Q1 2024 |
110,929
shares
|
$2.37 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
May 02, 2024 Q1 2024 |
110,387
shares
|
$2.36 Million
1.2% of portfolio
|
Q1 2024
Reduced 6.78%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 06, 2024 Q1 2024 |
106,316
shares
|
$2.27 Million
1.0% of portfolio
|
Q1 2024
Added 7.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
105,024
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2024
Added 0.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
94,685
shares
|
$2.02 Million
0.0% of portfolio
|
Q1 2024
Added 6.69%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
90,594
shares
|
$1.94 Million
0.05% of portfolio
|
Q1 2024
Added 121.86%
|
|