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 137 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $306 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
18,728
shares
|
$401,341
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
18,710
shares
|
$400,955
0.0% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,406
shares
|
$394,440
0.01% of portfolio
|
Q2 2024
Added 3.31%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
16,441
shares
|
$352,330
0.01% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
16,276
shares
|
$348,794
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
15,663
shares
|
$335,658
0.22% of portfolio
|
Q4 2024
Reduced 25.66%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
15,270
shares
|
$327,236
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
15,030
shares
|
$322,092
0.07% of portfolio
|
Q4 2024
Added 64.3%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
14,817
shares
|
$317,528
0.02% of portfolio
|
Q3 2024
Reduced 23.03%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
14,650
shares
|
$313,949
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
14,452
shares
|
$309,706
0.02% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
14,350
shares
|
$307,520
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
14,235
shares
|
$305,056
0.02% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
13,696
shares
|
$293,505
0.04% of portfolio
|
Q1 2024
Added 19.66%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,225
shares
|
$283,411
0.01% of portfolio
|
Q3 2024
Reduced 50.92%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
13,062
shares
|
$279,918
0.01% of portfolio
|
Q2 2024
Added 37.49%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
12,944
shares
|
$277,389
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
12,865
shares
|
$275,696
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,662
shares
|
$271,346
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
12,650
shares
|
$271,089
0.01% of portfolio
|
Q3 2024
Added 9.36%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
12,423
shares
|
$266,224
0.02% of portfolio
|
Q3 2024
Added 14.27%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
12,330
shares
|
$264,231
0.0% of portfolio
|
Q3 2024
Added 241.55%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
12,313
shares
|
$263,867
0.15% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,177
shares
|
$260,953
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
12,005
shares
|
$257,267
0.08% of portfolio
|
Q3 2024
New holding
|