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 132 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $290 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,041
shares
|
$214,375
0.0% of portfolio
|
Q3 2024
Reduced 19.27%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
9,991
shares
|
$213,307
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
9,321
shares
|
$199,003
0.13% of portfolio
|
Q3 2024
Reduced 30.55%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
7,894
shares
|
$168,536
0.02% of portfolio
|
Q4 2024
Added 22.46%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
7,114
shares
|
$151,883
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
6,294
shares
|
$134,376
0.0% of portfolio
|
Q3 2024
Added 253.6%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,356
shares
|
$114,350
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,595
shares
|
$76,753
0.0% of portfolio
|
Q3 2024
Added 91.73%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
3,580
shares
|
$76,433
0.02% of portfolio
|
Q3 2024
Added 11.32%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
3,482
shares
|
$74,340
0.02% of portfolio
|
Q1 2024
Added 2.41%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
3,204
shares
|
$68,405
0.0% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,781
shares
|
$59,374
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
2,293
shares
|
$48,955
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,289
shares
|
$48,870
0.0% of portfolio
|
Q4 2023
Reduced 39.72%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,261
shares
|
$48,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,126
shares
|
$45,390
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,000
shares
|
$42,700
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,969
shares
|
$42,038
0.0% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,666
shares
|
$35,569
0.0% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
1,168
shares
|
$24,936
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,000
shares
|
$21,350
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
948
shares
|
$20,239
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
775
shares
|
$16,546
0.01% of portfolio
|
Q3 2024
Reduced 89.56%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
640
shares
|
$13,664
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
450
shares
|
$9,607
0.01% of portfolio
|
Q3 2024
New holding
|