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 169 institutions that hold shares in the stock, with a total of 24.2 Million shares, which have been reported (via 13F filing form) to have a value of $529 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
297,756
shares
|
$6.49 Million
0.0% of portfolio
|
Q1 2025
Added 140.32%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
297,293
shares
|
$6.48 Million
4.45% of portfolio
|
Q1 2025
Added 967.67%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
295,566
shares
|
$6.45 Million
0.05% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
288,994
shares
|
$6.3 Million
1.09% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
282,943
shares
|
$6.17 Million
0.05% of portfolio
|
Q1 2025
Added 341.68%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
268,440
shares
|
$5.85 Million
0.21% of portfolio
|
Q1 2025
Added 14.65%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
261,748
shares
|
$5.71 Million
0.14% of portfolio
|
Q1 2025
Added 18.54%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
259,254
shares
|
$5.65 Million
2.58% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
238,678
shares
|
$5.21 Million
0.0% of portfolio
|
Q1 2025
Added 25.99%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
199,449
shares
|
$4.35 Million
0.61% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
187,580
shares
|
$4.09 Million
2.72% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
178,285
shares
|
$3.89 Million
0.27% of portfolio
|
Q2 2025
Added 201.88%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
178,276
shares
|
$3.89 Million
1.08% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
165,183
shares
|
$3.6 Million
0.02% of portfolio
|
Q1 2025
Added 25.63%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
153,220
shares
|
$3.34 Million
0.03% of portfolio
|
Q2 2025
Added 11.84%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
140,685
shares
|
$3.07 Million
1.12% of portfolio
|
Q1 2025
Added 26.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
137,243
shares
|
$2.99 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
135,487
shares
|
$2.95 Million
0.06% of portfolio
|
Q2 2025
Added 54.43%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
133,257
shares
|
$2.91 Million
2.46% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
132,066
shares
|
$2.88 Million
0.13% of portfolio
|
Q1 2025
Added 237.09%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
127,405
shares
|
$2.78 Million
0.09% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
126,863
shares
|
$2.77 Million
0.05% of portfolio
|
Q1 2025
Added 109.31%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
125,767
shares
|
$2.74 Million
0.01% of portfolio
|
Q2 2025
Added 21.72%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
125,708
shares
|
$2.74 Million
0.06% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
106,084
shares
|
$2.31 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.91%
|