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 186 institutions that hold shares in the stock, with a total of 28.3 Million shares, which have been reported (via 13F filing form) to have a value of $620 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
370,285
shares
|
$8.12 Million
0.0% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
352,557
shares
|
$7.73 Million
0.01% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
345,918
shares
|
$7.59 Million
0.0% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
317,113
shares
|
$6.95 Million
0.05% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
305,115
shares
|
$6.69 Million
0.21% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
295,232
shares
|
$6.47 Million
0.95% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
291,273
shares
|
$6.39 Million
0.14% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
278,332
shares
|
$6.1 Million
2.53% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
274,005
shares
|
$6.01 Million
2.64% of portfolio
|
Q3 2025
Added 13.32%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
255,925
shares
|
$5.61 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
255,761
shares
|
$5.61 Million
0.05% of portfolio
|
Q4 2025
Added 43.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
245,093
shares
|
$5.37 Million
0.01% of portfolio
|
Q3 2025
Added 276.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
240,072
shares
|
$5.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
209,159
shares
|
$4.59 Million
0.28% of portfolio
|
Q3 2025
Added 17.32%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
206,973
shares
|
$4.54 Million
0.58% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
200,624
shares
|
$4.4 Million
0.0% of portfolio
|
Q3 2025
Added 38.99%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
186,646
shares
|
$4.09 Million
0.2% of portfolio
|
Q3 2025
Added 395.69%
|
|
|
Confluence Investment Management LLC
|
Jan 05, 2026 Q4 2025 |
180,532
shares
|
$3.96 Million
0.06% of portfolio
|
Q4 2025
Reduced 65.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
177,997
shares
|
$3.9 Million
0.0% of portfolio
|
Q3 2025
Added 188.27%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
162,825
shares
|
$3.57 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
160,520
shares
|
$3.52 Million
0.06% of portfolio
|
Q3 2025
Added 18.48%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
150,707
shares
|
$3.31 Million
1.06% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
142,985
shares
|
$3.14 Million
0.19% of portfolio
|
Q3 2025
Added 63.19%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
140,232
shares
|
$3.08 Million
0.01% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
139,095
shares
|
$3.05 Million
0.12% of portfolio
|
Q3 2025
Added 0.52%
|
|