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 |
|---|---|---|---|---|---|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
39,685
shares
|
$865,529
0.44% of portfolio
|
Q4 2024
Added 34.45%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
39,671
shares
|
$865,224
0.03% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
39,100
shares
|
$852,771
0.03% of portfolio
|
Q4 2024
Added 20.21%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
37,974
shares
|
$828,212
0.1% of portfolio
|
Q2 2025
Added 56.87%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
35,894
shares
|
$782,848
0.14% of portfolio
|
Q1 2025
Added 244.34%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
35,530
shares
|
$774,909
0.21% of portfolio
|
Q2 2025
Reduced 26.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,945
shares
|
$762,150
0.0% of portfolio
|
Q3 2024
Added 22.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
32,999
shares
|
$719,708
0.01% of portfolio
|
Q1 2025
Reduced 13.03%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
32,993
shares
|
$719,577
0.0% of portfolio
|
Q1 2025
Added 55.94%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
31,748
shares
|
$692,423
0.01% of portfolio
|
Q1 2025
Added 340.76%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
30,020
shares
|
$654,736
0.37% of portfolio
|
Q2 2025
Reduced 17.75%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
27,921
shares
|
$608,957
0.12% of portfolio
|
Q4 2024
Added 49.09%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
26,567
shares
|
$579,426
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
24,708
shares
|
$538,881
0.61% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
24,633
shares
|
$537,245
0.05% of portfolio
|
Q1 2025
Added 91.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
24,514
shares
|
$534,650
0.0% of portfolio
|
Q1 2025
Added 26.67%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
23,908
shares
|
$521,433
0.21% of portfolio
|
Q1 2025
Added 23.42%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
21,992
shares
|
$479,645
0.25% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
21,684
shares
|
$472,928
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
20,983
shares
|
$457,639
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
19,106
shares
|
$416,701
0.19% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,406
shares
|
$401,434
0.01% of portfolio
|
Q2 2024
Added 3.31%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
18,289
shares
|
$398,883
0.02% of portfolio
|
Q1 2025
Added 19.15%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
17,794
shares
|
$388,087
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
17,480
shares
|
$381,238
0.07% of portfolio
|
Q1 2025
Reduced 7.2%
|