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 168 institutions that hold shares in the stock, with a total of 26.1 Million shares, which have been reported (via 13F filing form) to have a value of $569 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,940,071
shares
|
$42.4 Million
5.58% of portfolio
|
Q2 2025
Added 28.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,504,363
shares
|
$32.9 Million
0.01% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,020,133
shares
|
$22.3 Million
0.01% of portfolio
|
Q2 2025
Added 19.33%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
971,487
shares
|
$21.2 Million
0.01% of portfolio
|
Q2 2025
Added 40.44%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
922,187
shares
|
$20.1 Million
0.0% of portfolio
|
Q2 2025
Added 17.34%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
921,543
shares
|
$20.1 Million
1.88% of portfolio
|
Q2 2025
Added 23.43%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
903,240
shares
|
$19.7 Million
1.4% of portfolio
|
Q2 2025
Reduced 20.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
821,677
shares
|
$18 Million
0.02% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
724,237
shares
|
$15.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
716,790
shares
|
$15.7 Million
1.26% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
690,448
shares
|
$15.1 Million
4.78% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
673,401
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2024
Added 272.55%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
664,024
shares
|
$14.5 Million
0.2% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
648,479
shares
|
$14.2 Million
0.02% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
599,379
shares
|
$13.1 Million
0.03% of portfolio
|
Q2 2025
Added 39.4%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
531,810
shares
|
$11.6 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
486,420
shares
|
$10.6 Million
0.09% of portfolio
|
Q2 2025
Added 71.91%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
461,822
shares
|
$10.1 Million
4.08% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jul 22, 2025 Q2 2025 |
454,990
shares
|
$9.94 Million
10.37% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
413,863
shares
|
$9.04 Million
0.6% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
393,741
shares
|
$8.6 Million
1.58% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
375,942
shares
|
$8.21 Million
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
365,909
shares
|
$8 Million
0.0% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
353,686
shares
|
$7.73 Million
5.12% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
348,460
shares
|
$7.61 Million
0.01% of portfolio
|
Q2 2025
Added 4.39%
|