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 |
|---|---|---|---|---|---|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
11,557
shares
|
$246,741
0.21% of portfolio
|
Q4 2024
Reduced 58.91%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
11,545
shares
|
$246,485
0.02% of portfolio
|
Q3 2024
Added 7445.75%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
11,397
shares
|
$243,325
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
10,504
shares
|
$224,260
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
10,424
shares
|
$222,552
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
3,612
shares
|
$77,116
0.02% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
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%
|
|
|
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
|