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 |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
9,362
shares
|
$205,308
0.01% of portfolio
|
Q2 2025
Reduced 11.36%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
9,305
shares
|
$204,058
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
9,233
shares
|
$202,479
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
8,433
shares
|
$184,935
0.0% of portfolio
|
Q3 2025
Reduced 11.4%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
7,164
shares
|
$157,106
0.02% of portfolio
|
Q1 2025
Added 52.62%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
6,915
shares
|
$151,645
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
6,291
shares
|
$137,961
0.03% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,756
shares
|
$126,229
0.0% of portfolio
|
Q3 2025
Added 151.46%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,356
shares
|
$117,457
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,266
shares
|
$115,483
0.01% of portfolio
|
Q4 2024
Added 129.66%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
5,119
shares
|
$112,259
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
4,832
shares
|
$105,965
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
4,594
shares
|
$100,746
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,369
shares
|
$95,812
0.04% of portfolio
|
Q2 2025
Reduced 19.79%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
4,095
shares
|
$89,803
0.0% of portfolio
|
Q2 2025
Added 13.91%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
3,720
shares
|
$81,579
0.0% of portfolio
|
Q3 2025
Added 461.09%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
3,566
shares
|
$78,202
0.02% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
3,204
shares
|
$70,263
0.0% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
3,048
shares
|
$66,842
0.0% of portfolio
|
Q3 2025
Added 69.62%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
2,835
shares
|
$62,171
0.03% of portfolio
|
Q3 2025
Reduced 16.32%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
2,046
shares
|
$44,868
0.0% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,732
shares
|
$37,982
0.0% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
1,311
shares
|
$28,750
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,092
shares
|
$23,947
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,000
shares
|
$21,930
0.0% of portfolio
|
Q4 2022
New holding
|
|