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 94 institutions that hold shares in the stock, with a total of 8.06 Million shares, which have been reported (via 13F filing form) to have a value of $171 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
18,637
shares
|
$396,036
0.01% of portfolio
|
Q1 2024
New holding
|
|
Redw Wealth LLC
|
May 01, 2024 Q1 2024 |
18,559
shares
|
$394,378
0.11% of portfolio
|
Q1 2024
Added 91.17%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
17,817
shares
|
$378,611
0.01% of portfolio
|
Q1 2024
Added 18.47%
|
|
Resonant Capital Advisors, LLC
|
May 01, 2024 Q1 2024 |
16,253
shares
|
$345,376
0.03% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
15,840
shares
|
$336,600
0.0% of portfolio
|
Q1 2024
New holding
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
14,824
shares
|
$315,010
0.0% of portfolio
|
Q1 2024
Added 7.06%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
14,470
shares
|
$307,487
0.0% of portfolio
|
Q1 2024
New holding
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Apr 30, 2024 Q1 2024 |
13,801
shares
|
$293,271
0.21% of portfolio
|
Q1 2024
New holding
|
|
James Investment Research Inc
|
May 01, 2024 Q1 2024 |
13,696
shares
|
$291,040
0.04% of portfolio
|
Q1 2024
Added 19.66%
|
|
Hara Capital LLC
Bellevue, WA |
Apr 26, 2024 Q1 2024 |
13,421
shares
|
$285,196
0.17% of portfolio
|
Q1 2024
New holding
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
13,256
shares
|
$281,690
0.01% of portfolio
|
Q1 2024
Added 0.64%
|
|
Old Port Advisors
|
Jun 26, 2024 Q1 2024 |
12,403
shares
|
$263,563
0.08% of portfolio
|
Q1 2024
New holding
|
|
Highland Financial Advisors, LLC
|
May 06, 2024 Q1 2024 |
11,698
shares
|
$248,582
0.1% of portfolio
|
Q4 2023
New holding
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
11,432
shares
|
$242,930
0.01% of portfolio
|
Q1 2024
Reduced 11.23%
|
|
Thoroughbred Financial Services, LLC
|
May 07, 2024 Q1 2024 |
11,258
shares
|
$239,232
0.02% of portfolio
|
Q1 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
10,754
shares
|
$228,522
0.0% of portfolio
|
Q1 2024
Added 11.13%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
10,689
shares
|
$227,141
0.01% of portfolio
|
Q4 2023
New holding
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 19, 2024 Q1 2024 |
10,600
shares
|
$225,250
0.15% of portfolio
|
Q1 2024
New holding
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 09, 2024 Q1 2024 |
10,196
shares
|
$216,665
0.0% of portfolio
|
Q1 2024
New holding
|
|
Reliant Wealth Planning
|
May 14, 2024 Q1 2024 |
10,155
shares
|
$215,793
0.1% of portfolio
|
Q1 2024
New holding
|
|
Bcs Wealth Management
|
Apr 10, 2024 Q1 2024 |
9,991
shares
|
$212,308
0.07% of portfolio
|
Q4 2023
New holding
|
|
Greenfield Savings Bank
|
Apr 10, 2024 Q1 2024 |
9,917
shares
|
$210,736
0.11% of portfolio
|
Q1 2024
New holding
|
|
Washington Trust CO
|
Apr 23, 2024 Q1 2024 |
9,500
shares
|
$201,875
0.01% of portfolio
|
Q1 2024
New holding
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
May 22, 2024 Q1 2024 |
7,425
shares
|
$157,781
0.1% of portfolio
|
Q1 2024
New holding
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
5,351
shares
|
$113,708
0.02% of portfolio
|
Q1 2024
Added 24.47%
|