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 |
|---|---|---|---|---|---|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
104,108
shares
|
$2.27 Million
0.25% of portfolio
|
Q1 2025
Added 19.14%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
101,301
shares
|
$2.21 Million
1.61% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
92,565
shares
|
$2.02 Million
0.13% of portfolio
|
Q1 2025
Added 65.77%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
90,578
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
Added 15.81%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
90,448
shares
|
$1.97 Million
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
82,873
shares
|
$1.81 Million
0.13% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
81,587
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Added 102.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
77,268
shares
|
$1.69 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
74,875
shares
|
$1.63 Million
1.29% of portfolio
|
Q1 2025
Reduced 13.74%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
72,311
shares
|
$1.58 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
71,669
shares
|
$1.56 Million
0.82% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
71,320
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Added 44.11%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
69,008
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2025
Added 43.77%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Apr 11, 2025 Q1 2025 |
61,116
shares
|
$1.33 Million
0.48% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
59,831
shares
|
$1.3 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
58,845
shares
|
$1.28 Million
0.18% of portfolio
|
Q1 2025
Added 53.91%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
56,277
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 52.82%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
56,022
shares
|
$1.22 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
55,043
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
49,822
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Added 29.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
47,664
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.46%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
46,925
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
46,115
shares
|
$1.01 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
42,708
shares
|
$931,461
0.0% of portfolio
|
Q1 2025
Added 37.22%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
40,990
shares
|
$893,991
0.01% of portfolio
|
Q1 2025
Added 6.22%
|