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 $524 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
1,508,488
shares
|
$32.7 Million
4.17% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,439,491
shares
|
$31.2 Million
0.01% of portfolio
|
Q1 2025
Added 38.37%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
1,138,479
shares
|
$24.7 Million
1.76% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
854,872
shares
|
$18.5 Million
0.01% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
803,005
shares
|
$17.4 Million
0.02% of portfolio
|
Q1 2025
Added 529.59%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
785,917
shares
|
$17 Million
0.0% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
758,661
shares
|
$16.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
746,617
shares
|
$16.2 Million
1.56% of portfolio
|
Q1 2025
Added 16.35%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
704,956
shares
|
$15.3 Million
1.28% of portfolio
|
Q1 2025
Added 36.83%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
691,740
shares
|
$15 Million
0.01% of portfolio
|
Q1 2025
Added 51.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
673,401
shares
|
$14.6 Million
0.02% of portfolio
|
Q3 2024
Added 272.55%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
659,217
shares
|
$14.3 Million
0.21% of portfolio
|
Q1 2025
Added 2950.66%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
637,870
shares
|
$13.8 Million
0.02% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
629,081
shares
|
$13.6 Million
4.97% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
534,836
shares
|
$11.6 Million
0.17% of portfolio
|
Q1 2025
Added 48.19%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Apr 08, 2025 Q1 2025 |
454,081
shares
|
$9.85 Million
11.15% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
444,890
shares
|
$9.65 Million
4.28% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
429,969
shares
|
$9.33 Million
0.02% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
398,735
shares
|
$8.65 Million
0.61% of portfolio
|
Q1 2025
Added 17.1%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
377,061
shares
|
$8.18 Million
5.26% of portfolio
|
Q1 2025
New holding
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
375,942
shares
|
$8.15 Million
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
375,835
shares
|
$8.15 Million
1.63% of portfolio
|
Q1 2025
Added 35.56%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
350,017
shares
|
$7.59 Million
0.0% of portfolio
|
Q1 2025
Added 84.26%
|
|
|
Shelton Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
334,348
shares
|
$7.25 Million
4.05% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
333,819
shares
|
$7.24 Million
0.01% of portfolio
|
Q1 2025
Added 272.94%
|