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 136 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $302 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
132,318
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2024
Added 225.28%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
131,288
shares
|
$2.8 Million
2.22% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
122,322
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
120,133
shares
|
$2.56 Million
0.0% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
113,733
shares
|
$2.43 Million
0.01% of portfolio
|
Q3 2024
Added 288.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
113,431
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 65.41%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
111,310
shares
|
$2.38 Million
0.05% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
109,564
shares
|
$2.34 Million
1.04% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
107,304
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
106,384
shares
|
$2.27 Million
0.02% of portfolio
|
Q4 2024
Added 61.75%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
102,220
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
94,025
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2024
Added 42.48%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
87,684
shares
|
$1.87 Million
1.48% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
86,290
shares
|
$1.84 Million
0.01% of portfolio
|
Q4 2024
Added 9.75%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
81,770
shares
|
$1.75 Million
1.22% of portfolio
|
Q3 2024
Added 46.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
80,853
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Added 763.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
72,964
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
71,130
shares
|
$1.52 Million
0.17% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
70,876
shares
|
$1.51 Million
0.11% of portfolio
|
Q3 2024
Added 12.48%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
68,446
shares
|
$1.46 Million
0.66% of portfolio
|
Q3 2024
Reduced 16.99%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
66,670
shares
|
$1.42 Million
0.06% of portfolio
|
Q2 2024
Added 107.42%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
64,771
shares
|
$1.38 Million
0.94% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
60,610
shares
|
$1.29 Million
0.03% of portfolio
|
Q4 2024
Added 175.51%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
52,721
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
51,806
shares
|
$1.11 Million
0.32% of portfolio
|
Q4 2024
Added 55.2%
|