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 150 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $364 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
1,089,552
shares
|
$23.3 Million
1.62% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,040,314
shares
|
$22.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
833,210
shares
|
$17.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
821,744
shares
|
$17.5 Million
0.0% of portfolio
|
Q4 2024
Added 41.54%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
745,436
shares
|
$15.9 Million
0.0% of portfolio
|
Q4 2024
Added 31.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
673,401
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2024
Added 272.55%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
641,709
shares
|
$13.7 Million
1.3% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
588,407
shares
|
$12.6 Million
0.02% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
552,242
shares
|
$11.8 Million
4.6% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
515,204
shares
|
$11 Million
1.32% of portfolio
|
Q2 2024
Added 6.57%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 13, 2025 Q4 2024 |
456,898
shares
|
$9.75 Million
10.25% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
456,508
shares
|
$9.75 Million
0.0% of portfolio
|
Q4 2024
Added 25.47%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
427,028
shares
|
$9.12 Million
4.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
381,056
shares
|
$8.14 Million
0.02% of portfolio
|
Q4 2024
Added 17.45%
|
|
|
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
|
Jan 02, 2025 Q4 2024 |
360,901
shares
|
$7.71 Million
0.11% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
340,521
shares
|
$7.27 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
303,721
shares
|
$6.48 Million
3.45% of portfolio
|
Q4 2024
Added 33.74%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
289,759
shares
|
$6.19 Million
1.02% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
277,254
shares
|
$5.92 Million
1.19% of portfolio
|
Q3 2024
Added 13.88%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
274,852
shares
|
$5.87 Million
0.05% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
245,108
shares
|
$5.23 Million
2.3% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
234,130
shares
|
$5 Million
0.18% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
220,809
shares
|
$4.71 Million
0.12% of portfolio
|
Q4 2024
Added 30.78%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
189,955
shares
|
$4.06 Million
0.0% of portfolio
|
Q4 2024
Added 85.83%
|