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 151 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $368 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Feb 20, 2025 Q4 2024 |
27,845
shares
|
$604,236
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
24,207
shares
|
$525,291
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
22,372
shares
|
$485,472
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
21,657
shares
|
$469,956
0.0% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
21,609
shares
|
$468,915
0.01% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
21,290
shares
|
$461,993
0.25% of portfolio
|
Q4 2024
Added 69.8%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
21,157
shares
|
$459,106
0.0% of portfolio
|
Q4 2024
Added 71.59%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,287
shares
|
$440,227
0.0% of portfolio
|
Q4 2024
Reduced 25.2%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
19,371
shares
|
$420,350
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
19,353
shares
|
$419,960
0.0% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
18,852
shares
|
$409,088
0.19% of portfolio
|
Q4 2024
Added 92.11%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
18,837
shares
|
$408,762
0.07% of portfolio
|
Q4 2024
Added 29.46%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,406
shares
|
$399,410
0.01% of portfolio
|
Q2 2024
Added 3.31%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
17,077
shares
|
$370,570
0.03% of portfolio
|
Q4 2024
Added 31.93%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
16,441
shares
|
$356,769
0.01% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
15,663
shares
|
$339,887
0.22% of portfolio
|
Q4 2024
Reduced 25.66%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
15,350
shares
|
$333,095
0.02% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
15,270
shares
|
$331,359
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
15,030
shares
|
$326,151
0.07% of portfolio
|
Q4 2024
Added 64.3%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
14,650
shares
|
$317,905
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
14,452
shares
|
$313,608
0.02% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
14,251
shares
|
$309,246
0.11% of portfolio
|
Q4 2024
Reduced 29.97%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
14,235
shares
|
$308,899
0.02% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
14,022
shares
|
$304,277
0.0% of portfolio
|
Q4 2024
Added 33.49%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
13,696
shares
|
$297,203
0.04% of portfolio
|
Q1 2024
Added 19.66%
|