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 |
|---|---|---|---|---|---|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
15,092
shares
|
$330,967
0.07% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
14,471
shares
|
$317,349
0.0% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
14,016
shares
|
$307,370
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
13,984
shares
|
$306,669
0.09% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
13,890
shares
|
$304,607
0.1% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
13,739
shares
|
$301,296
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
13,696
shares
|
$300,353
0.03% of portfolio
|
Q1 2024
Added 19.66%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
12,748
shares
|
$279,563
0.04% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
12,746
shares
|
$279,519
0.0% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
12,500
shares
|
$274,125
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
12,300
shares
|
$269,739
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
12,079
shares
|
$264,892
0.02% of portfolio
|
Q1 2025
Reduced 15.15%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
12,064
shares
|
$264,563
0.02% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
11,876
shares
|
$260,440
0.12% of portfolio
|
Q2 2025
Added 24.11%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
11,833
shares
|
$259,497
0.07% of portfolio
|
Q3 2025
Added 22.37%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
11,698
shares
|
$256,537
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
11,502
shares
|
$252,238
0.01% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
11,397
shares
|
$249,936
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
11,309
shares
|
$248,006
0.08% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
10,660
shares
|
$233,773
0.08% of portfolio
|
Q3 2025
Added 29.45%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
10,242
shares
|
$224,607
0.02% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
10,070
shares
|
$220,835
0.0% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
10,036
shares
|
$220,089
0.0% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$219,300
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
9,500
shares
|
$208,335
0.12% of portfolio
|
Q1 2025
New holding
|
|