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 |
---|---|---|---|---|---|
First Premier Bank
|
Apr 12, 2024 Q1 2024 |
3,482
shares
|
$73,992
0.02% of portfolio
|
Q1 2024
Added 2.41%
|
|
Bogart Wealth, LLC
|
Apr 25, 2024 Q1 2024 |
3,204
shares
|
$68,085
0.0% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
3,000
shares
|
$63,750
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
2,724
shares
|
$57,885
0.0% of portfolio
|
Q1 2024
Added 20.42%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
2,289
shares
|
$48,641
0.0% of portfolio
|
Q4 2023
Reduced 39.72%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
2,126
shares
|
$45,177
0.0% of portfolio
|
Q3 2023
New holding
|
|
Benjamin Edwards Inc
Clayton, MO |
Apr 29, 2024 Q1 2024 |
2,046
shares
|
$43,477
0.01% of portfolio
|
Q1 2024
Added 74.87%
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
1,930
shares
|
$41,012
0.0% of portfolio
|
Q1 2024
Added 0.63%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
1,875
shares
|
$39,843
0.0% of portfolio
|
Q1 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
1,780
shares
|
$37,825
0.0% of portfolio
|
Q3 2023
Added 112.16%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
1,634
shares
|
$34,722
0.0% of portfolio
|
Q1 2024
Reduced 73.77%
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Apr 16, 2024 Q1 2024 |
1,168
shares
|
$24,820
0.01% of portfolio
|
Q4 2023
New holding
|
|
Grove Bank & Trust
|
Apr 30, 2024 Q1 2024 |
1,125
shares
|
$23,906
0.0% of portfolio
|
Q2 2023
New holding
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,000
shares
|
$21,250
0.0% of portfolio
|
Q4 2022
New holding
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
948
shares
|
$20,145
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
May 01, 2024 Q1 2024 |
627
shares
|
$13,323
0.0% of portfolio
|
Q1 2024
Added 291.88%
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 17, 2024 Q1 2024 |
400
shares
|
$8,500
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
64
shares
|
$1,360
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|