iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) Institutional Ownership $21.74 +0.05 (+0.23%) As of 03:59 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2029 Term Treasury ETF (NASDAQ:IBTJ)Number ofInstitutional Buyers(last 12 months)31TotalInstitutional Inflows(last 12 months)$22.65MNumber ofInstitutional Sellers(last 12 months)7TotalInstitutional Outflows(last 12 months)$2.54M Get IBTJ Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares iBonds Dec 2029 Term Treasury ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data IBTJ Institutional Buying and Selling by Quarter iShares iBonds Dec 2029 Term Treasury ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/16/2025 NewEdge Advisors LLC165,183$3.60M0.0%+25.6%0.554% 5/16/2025 Integrated Wealth Concepts LLC69,008$1.50M0.0%+43.8%0.232% 5/15/2025 Titleist Asset Management LLC72,311$1.57M0.2%N/A0.243% 5/15/2025 Baird Financial Group Inc.42,708$930K0.0%+37.2%0.143% 5/13/2025 Boston Family Office LLC82,873$1.80M0.1%+4.0%0.278% 5/9/2025 Atlantic Private Wealth LLC74,875$1.63M1.2%-13.7%0.251% 5/9/2025 Cary Street Partners Financial LLC39,671$864K0.0%+6.1%0.133% 5/8/2025 Bank of Jackson Hole Trust3,388$74K0.0%+73.2%0.011% 5/6/2025 Old Port Advisors48,443$1.06M0.3%-6.5%0.163% 4/30/2025 Leavell Investment Management Inc.18,289$398K0.0%+19.1%0.061% Get the Latest News and Ratings for IBTJ and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares iBonds Dec 2029 Term Treasury ETF and its competitors with MarketBeat's FREE daily newsletter. 4/29/2025 Bank of New York Mellon Corp14,056$306K0.0%N/A0.048% 4/29/2025 Strategic Blueprint LLC15,901$346K0.0%N/A0.054% 4/28/2025 Private Trust Co. NA5,151$112K0.0%N/A0.017% 4/24/2025 Jaffetilchin Investment Partners LLC11,829$258K0.0%N/A0.040% 4/22/2025 Cambridge Investment Research Advisors Inc.24,514$534K0.0%+26.7%0.083% 4/22/2025 Crews Bank & Trust13,700$298K0.1%-6.5%0.046% 4/22/2025 Heartland Bank & Trust Co17,794$387K0.2%N/A0.060% 4/22/2025 RFP Financial Group LLC56,022$1.26M0.5%N/A0.190% 4/17/2025 Montecito Bank & Trust35,894$781K0.1%+244.3%0.122% 4/17/2025 Janney Montgomery Scott LLC103,324$2.25M0.0%+19.7%0.350% 4/17/2025 Rebalance LLC59,059$1.29M0.1%N/A0.200% 4/8/2025 Parallel Advisors LLC112,151$2.44M0.1%+6,615.6%0.384% 4/8/2025 Lowe Wealth Advisors LLC5,447$119K0.1%N/A0.019% 4/1/2025 Confluence Investment Management LLC534,836$11.64M0.2%+48.2%2.135% 2/17/2025 Captrust Financial Advisors49,490$1.06M0.0%+204.1%0.198% 2/17/2025 Cary Street Partners Financial LLC37,373$797K0.0%N/A0.149% 2/17/2025 Baird Financial Group Inc.31,123$664K0.0%N/A0.124% 2/17/2025 Ameriprise Financial Inc.36,826$785K0.0%-67.5%0.147% 2/14/2025 Integrated Wealth Concepts LLC48,000$1.02M0.0%+43.3%0.192% 2/13/2025 NewEdge Advisors LLC131,480$2.80M0.0%+218.4%0.525% 2/13/2025 United Capital Financial Advisors LLC64,060$1.37M0.0%+136.1%0.256% 2/12/2025 Boston Family Office LLC79,658$1.70M0.1%+12.4%0.318% 2/12/2025 JPMorgan Chase & Co.3,200$68K0.0%N/A0.013% 2/11/2025 Atlantic Private Wealth LLC86,806$1.85M1.4%-1.0%0.347% 2/5/2025 Kohmann Bosshard Financial Services LLC2,209$47K0.0%N/A0.009% 1/31/2025 Bank of Jackson Hole Trust1,956$42K0.0%N/A0.009% 1/29/2025 Leavell Investment Management Inc.15,350$327K0.0%+7.0%0.068% 1/28/2025 Barrett & Company Inc.4,700$100K0.0%+1,075.0%0.021% 1/23/2025 Crews Bank & Trust14,650$312K0.1%N/A0.065% 1/21/2025 Montecito Bank & Trust10,424$222K0.0%N/A0.047% Gold is soaring. Here’s how to get paid from it (Ad)Gold just broke through $3,300… And while the headlines shout about price targets, something even more powerful is happening behind the scenes… Some investors are using a little-known ETF to collect up to $1,152/month from gold's surge. No trading gold futures. No mining stocks. No vaults. Just a simple fund delivering monthly payouts — like clockwork.Click here to discover the income ETF behind it all.1/17/2025 Janney Montgomery Scott LLC86,290$1.84M0.0%+9.7%0.389% 1/13/2025 PSI Advisors LLC2,000$43K0.0%N/A0.009% 1/2/2025 Confluence Investment Management LLC360,901$7.70M0.1%+1.0%2.123% 11/18/2024 JDM Financial Group LLC12,313$272K0.1%-5.6%0.072% 11/15/2024 Integrated Wealth Concepts LLC33,497$740K0.0%+125.5%0.197% 11/14/2024 Flow Traders U.S. LLC13,225$292K0.0%-50.9%0.078% 11/14/2024 Captrust Financial Advisors16,276$360K0.0%N/A0.096% 11/13/2024 Boston Family Office LLC70,876$1.57M0.1%+12.5%0.417% 11/1/2024 Leavell Investment Management Inc.14,350$317K0.0%N/A0.085% 10/31/2024 Confluence Investment Management LLC357,157$7.90M0.1%-2.3%2.113% 10/30/2024Cary Street Partners Asset Management LLC11,397$252K0.0%N/A0.067% 10/29/2024 Janney Montgomery Scott LLC78,626$1.74M0.0%+2.4%0.465% 10/29/2024 Farther Finance Advisors LLC2,261$50K0.0%N/A0.013% 7/16/2024 WASHINGTON TRUST Co13,062$279K0.0%+37.5%0.100% 7/1/2024 Confluence Investment Management LLC365,644$7.81M0.1%-0.3%3.294% 5/1/2024 Janney Montgomery Scott LLC61,298$1.32M0.0%N/A0.565% 4/23/2024 WASHINGTON TRUST Co9,500$204K0.0%N/A0.089% 4/1/2024 Confluence Investment Management LLC366,684$7.88M0.1%N/A4.445% 2/9/2024 Atlantic Private Wealth LLC68,381$1.49M1.3%N/A0.829% 2/7/2024 Bogart Wealth LLC3,281$71K0.0%N/A0.040% 10/16/2023 First PREMIER Bank3,400$72K0.0%+580.0%0.066% 10/10/2023 Confluence Investment Management LLC383,235$8.05M0.1%-1.4%7.589% 8/9/2023 Flow Traders U.S. LLC19,448$421K0.0%-78.5%0.556% 7/3/2023 Confluence Investment Management LLC388,777$8.41M0.1%-0.2%12.959% 5/15/2023 Flow Traders U.S. LLC90,507$2.01M0.1%N/A3.017% 5/12/2023 NewEdge Advisors LLC54,399$1.21M0.0%-4.5%1.813% 4/4/2023 Confluence Investment Management LLC389,647$8.64M0.1%+4.0%13.208% 1/4/2023 Confluence Investment Management LLC374,762$8.09M0.1%-10.5%20.820% 11/15/2022 Flow Traders U.S. LLC27,701$597K0.0%-29.6%1.539% 10/3/2022 Confluence Investment Management LLC418,724$9.03M0.2%+11.4%38.066% 8/13/2022 Flow Traders U.S. LLC39,345$895K0.0%+210.5%3.577% 7/13/2022First National Bank of South Miami1,125$26K0.0%N/A0.150% 7/6/2022 Confluence Investment Management LLC375,942$8.56M0.1%-1.6%50.126% 4/4/2022 Confluence Investment Management LLC381,976$9.03M0.1%+3.1%54.568% 3/10/2022 Comprehensive Financial Consultants Institutional Inc.1,977$49K0.0%N/A0.282% 1/4/2022 Confluence Investment Management LLC370,371$9.30M0.1%+1.4%56.980% 11/15/2021 Flow Traders U.S. LLC10,536$265K0.0%-65.9%1.505% 10/4/2021 Confluence Investment Management LLC365,251$9.20M0.1%+0.7%52.179% 8/24/2021 Flow Traders U.S. LLC30,883$780K0.0%N/A4.412% 7/1/2021 Confluence Investment Management LLC362,810$9.16M0.1%-1.7%51.830% (Data available from 1/1/2016 forward) IBTJ Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of IBTJ shares? During the previous two years, 38 institutional investors and hedge funds held shares of iShares iBonds Dec 2029 Term Treasury ETF. The most heavily invested institutionals were Confluence Investment Management LLC ($11.64M), NewEdge Advisors LLC ($3.60M), Parallel Advisors LLC ($2.44M), Janney Montgomery Scott LLC ($2.25M), Boston Family Office LLC ($1.80M), Atlantic Private Wealth LLC ($1.63M), and Titleist Asset Management LLC ($1.57M).Learn more on IBTJ's institutional investors. Which institutional investors have been buying iShares iBonds Dec 2029 Term Treasury ETF stock? Of the 34 institutional investors that purchased iShares iBonds Dec 2029 Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Confluence Investment Management LLC ($544.36K), NewEdge Advisors LLC ($123.89K), Parallel Advisors LLC ($110.48K), Janney Montgomery Scott LLC ($87.86K), Titleist Asset Management LLC ($72.31K), Atlantic Private Wealth LLC ($68.38K), and Rebalance LLC ($59.06K). How much institutional buying is happening at iShares iBonds Dec 2029 Term Treasury ETF? Institutional investors have bought a total of 1,557,345 shares in the last 24 months. This purchase volume represents approximately $33.67M in transactions. Which iShares iBonds Dec 2029 Term Treasury ETF major shareholders have been selling company stock? The following institutional investors have sold iShares iBonds Dec 2029 Term Treasury ETF stock in the last 24 months: Flow Traders U.S. LLC ($84.78K), Ameriprise Financial Inc. ($76.61K), Confluence Investment Management LLC ($15.94K), Atlantic Private Wealth LLC ($12.81K), Old Port Advisors ($3.36K), Crews Bank & Trust ($950.00), and JDM Financial Group LLC ($736.00). How much institutional selling is happening at iShares iBonds Dec 2029 Term Treasury ETF? Institutional investors have sold a total of 195,181 shares in the last 24 months. This volume of shares sold represents approximately $4.21M in transactions. 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