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 161 institutions that hold shares in the stock, with a total of 18.7 Million shares, which have been reported (via 13F filing form) to have a value of $412 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
1,138,479
shares
|
$25 Million
1.76% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,040,314
shares
|
$22.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
833,210
shares
|
$18.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
821,744
shares
|
$18.1 Million
0.0% of portfolio
|
Q4 2024
Added 41.54%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
746,617
shares
|
$16.4 Million
1.56% of portfolio
|
Q1 2025
Added 16.35%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
745,436
shares
|
$16.4 Million
0.0% of portfolio
|
Q4 2024
Added 31.9%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
691,740
shares
|
$15.2 Million
0.01% of portfolio
|
Q1 2025
Added 51.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
673,401
shares
|
$14.8 Million
0.02% of portfolio
|
Q3 2024
Added 272.55%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
629,081
shares
|
$13.8 Million
4.97% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
588,407
shares
|
$12.9 Million
0.02% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
534,836
shares
|
$11.8 Million
0.17% of portfolio
|
Q1 2025
Added 48.19%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
515,204
shares
|
$11.3 Million
1.32% of portfolio
|
Q2 2024
Added 6.57%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Apr 08, 2025 Q1 2025 |
454,081
shares
|
$9.99 Million
11.15% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
444,890
shares
|
$9.78 Million
4.28% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
398,735
shares
|
$8.77 Million
0.61% of portfolio
|
Q1 2025
Added 17.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
381,056
shares
|
$8.38 Million
0.02% of portfolio
|
Q4 2024
Added 17.45%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
375,942
shares
|
$8.27 Million
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Shelton Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
334,348
shares
|
$7.35 Million
4.05% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
333,819
shares
|
$7.34 Million
0.01% of portfolio
|
Q1 2025
Added 272.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
297,756
shares
|
$6.55 Million
0.0% of portfolio
|
Q1 2025
Added 140.32%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
295,566
shares
|
$6.5 Million
0.05% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
288,994
shares
|
$6.35 Million
1.09% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
277,254
shares
|
$6.1 Million
1.19% of portfolio
|
Q3 2024
Added 13.88%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
268,440
shares
|
$5.9 Million
0.21% of portfolio
|
Q1 2025
Added 14.65%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
261,748
shares
|
$5.76 Million
0.14% of portfolio
|
Q1 2025
Added 18.54%
|