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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
137,114
shares
|
$3.01 Million
0.06% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
120,955
shares
|
$2.65 Million
0.28% of portfolio
|
Q2 2025
Added 16.18%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
119,299
shares
|
$2.62 Million
1.12% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
116,325
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2025
Added 12.63%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
109,866
shares
|
$2.41 Million
0.15% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
106,703
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
106,481
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
102,588
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
94,729
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
85,896
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2025
Added 67.38%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
79,146
shares
|
$1.74 Million
0.83% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
76,143
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
73,120
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2025
Added 46.76%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
71,212
shares
|
$1.56 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
67,715
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Added 48.21%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
67,083
shares
|
$1.47 Million
0.19% of portfolio
|
Q3 2025
Added 12.53%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
65,376
shares
|
$1.43 Million
0.06% of portfolio
|
Q3 2025
Added 84.04%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
63,851
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 47.11%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
63,819
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
59,919
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Added 552.64%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
59,135
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 49.36%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
54,436
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2025
Added 166.45%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
53,514
shares
|
$1.17 Million
0.19% of portfolio
|
Q3 2025
Added 49.09%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
50,324
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
44,324
shares
|
$972,025
0.37% of portfolio
|
Q2 2025
Added 11.69%
|
|