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 151 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 $368 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
64,060
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Added 136.1%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
60,610
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2024
Added 175.51%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Feb 13, 2025 Q4 2024 |
59,868
shares
|
$1.29 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
55,838
shares
|
$1.21 Million
0.07% of portfolio
|
Q4 2024
Added 44.18%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
55,060
shares
|
$1.19 Million
0.54% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
55,050
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
52,362
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
51,806
shares
|
$1.12 Million
0.32% of portfolio
|
Q4 2024
Added 55.2%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
49,490
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 204.07%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
48,000
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Added 43.3%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
46,925
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
39,685
shares
|
$857,592
0.42% of portfolio
|
Q4 2024
Added 34.45%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
39,178
shares
|
$846,636
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
39,100
shares
|
$844,951
0.03% of portfolio
|
Q4 2024
Added 20.21%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
38,591
shares
|
$833,951
0.01% of portfolio
|
Q4 2024
Added 32.93%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
38,234
shares
|
$826,236
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
37,942
shares
|
$819,926
0.01% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
37,738
shares
|
$815,518
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
37,373
shares
|
$807,630
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
36,826
shares
|
$795,809
0.0% of portfolio
|
Q4 2024
Reduced 67.53%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,945
shares
|
$755,161
0.0% of portfolio
|
Q3 2024
Added 22.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
31,123
shares
|
$672,568
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
30,421
shares
|
$657,397
0.05% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
28,277
shares
|
$611,065
0.37% of portfolio
|
Q4 2024
Added 21.55%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
27,921
shares
|
$603,372
0.11% of portfolio
|
Q4 2024
Added 49.09%
|