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 |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
20,379
shares
|
$446,911
0.04% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
20,110
shares
|
$441,012
0.18% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
19,895
shares
|
$436,297
0.01% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
19,797
shares
|
$434,148
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
19,589
shares
|
$429,586
0.18% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
19,335
shares
|
$424,016
0.18% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
18,431
shares
|
$404,191
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,406
shares
|
$403,643
0.01% of portfolio
|
Q2 2024
Added 3.31%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
18,400
shares
|
$403,512
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
18,363
shares
|
$402,700
0.0% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
18,313
shares
|
$401,604
0.03% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Nov 05, 2025 Q3 2025 |
17,850
shares
|
$391,450
0.27% of portfolio
|
Q3 2025
Added 18.25%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
17,528
shares
|
$384,389
0.07% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
16,978
shares
|
$372,327
0.01% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
16,708
shares
|
$366,406
0.0% of portfolio
|
Q3 2025
Added 44.42%
|
|
|
Signature Wealth Management Group
|
Oct 29, 2025 Q3 2025 |
16,651
shares
|
$365,156
0.15% of portfolio
|
Q3 2025
Reduced 26.94%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
16,162
shares
|
$354,432
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
15,990
shares
|
$350,660
0.05% of portfolio
|
Q3 2025
Added 12.92%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
15,938
shares
|
$349,520
0.0% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
15,925
shares
|
$349,235
0.02% of portfolio
|
Q2 2025
Reduced 66.06%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
15,920
shares
|
$349,125
0.01% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
15,725
shares
|
$344,849
0.12% of portfolio
|
Q1 2025
Reduced 71.44%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
15,672
shares
|
$343,686
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
15,668
shares
|
$343,599
0.13% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
15,639
shares
|
$342,963
0.22% of portfolio
|
Q2 2025
Added 21.06%
|
|