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 185 institutions that hold shares in the stock, with a total of 28.5 Million shares, which have been reported (via 13F filing form) to have a value of $625 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
1,954,759
shares
|
$42.9 Million
5.22% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,490,322
shares
|
$32.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,046,617
shares
|
$23 Million
0.04% of portfolio
|
Q3 2025
Added 74.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
970,584
shares
|
$21.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
963,438
shares
|
$21.1 Million
1.85% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
948,336
shares
|
$20.8 Million
0.0% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
904,871
shares
|
$19.8 Million
1.32% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
903,091
shares
|
$19.8 Million
0.02% of portfolio
|
Q3 2025
Added 9.91%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
829,913
shares
|
$18.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.57%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
805,137
shares
|
$17.7 Million
0.13% of portfolio
|
Q3 2025
Added 65.52%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
745,513
shares
|
$16.3 Million
1.25% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
708,424
shares
|
$15.5 Million
0.19% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
690,448
shares
|
$15.1 Million
4.58% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
681,145
shares
|
$14.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
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%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
614,165
shares
|
$13.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
521,000
shares
|
$11.4 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
476,861
shares
|
$10.5 Million
4.0% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Nov 17, 2025 Q3 2025 |
472,931
shares
|
$10.4 Million
5.33% of portfolio
|
Q3 2025
Added 59.08%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
432,974
shares
|
$9.5 Million
0.58% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 23, 2025 Q3 2025 |
420,746
shares
|
$9.23 Million
9.42% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
411,717
shares
|
$9.03 Million
5.1% of portfolio
|
Q3 2025
Added 16.41%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
411,393
shares
|
$9.02 Million
1.54% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
386,300
shares
|
$8.47 Million
0.04% of portfolio
|
Q3 2025
Added 713.5%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
375,942
shares
|
$8.24 Million
0.13% of portfolio
|
Q2 2022
New holding
|
|