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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
42,399
shares
|
$929,810
0.64% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
42,295
shares
|
$927,529
0.03% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
42,251
shares
|
$926,564
0.49% of portfolio
|
Q3 2025
Added 40.74%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
40,272
shares
|
$883,164
0.02% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Nov 12, 2025 Q3 2025 |
38,510
shares
|
$844,524
0.25% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
38,019
shares
|
$833,756
0.09% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
35,716
shares
|
$783,251
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
35,574
shares
|
$780,137
0.03% of portfolio
|
Q3 2025
Reduced 22.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,945
shares
|
$766,343
0.0% of portfolio
|
Q3 2024
Added 22.03%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
33,981
shares
|
$745,203
0.03% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
33,483
shares
|
$734,282
0.41% of portfolio
|
Q3 2025
Added 50.32%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
32,025
shares
|
$702,308
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
30,937
shares
|
$678,448
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
29,321
shares
|
$643,009
0.38% of portfolio
|
Q3 2025
Reduced 73.29%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
26,471
shares
|
$580,509
0.15% of portfolio
|
Q3 2025
Reduced 25.5%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
26,310
shares
|
$576,978
0.1% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
24,456
shares
|
$536,320
0.23% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
24,381
shares
|
$534,675
0.23% of portfolio
|
Q3 2025
Reduced 19.03%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
24,153
shares
|
$529,675
0.52% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
24,080
shares
|
$528,074
0.0% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
23,596
shares
|
$517,460
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
21,597
shares
|
$473,622
0.12% of portfolio
|
Q3 2025
Added 36.14%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
21,573
shares
|
$473,095
0.0% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
21,393
shares
|
$469,148
0.04% of portfolio
|
Q3 2025
Reduced 10.92%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
20,942
shares
|
$459,258
0.07% of portfolio
|
Q3 2025
Added 115.45%
|
|