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iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) Institutional Ownership

iShares iBonds Dec 2029 Term Treasury ETF logo
$22.00 -0.02 (-0.09%)
Closing price 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2029 Term Treasury ETF (NASDAQ:IBTJ)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$30.54M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$7.26M
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IBTJ Institutional Buying and Selling by Quarter

iShares iBonds Dec 2029 Term Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2025 Confluence Investment Management LLC521,000$11.44M0.2%-2.0%1.482%
10/7/2025 Montecito Bank & Trust53,514$1.18M0.2%N/A0.153%
10/6/2025 Old Port Advisors26,471$581K0.1%-25.5%0.076%
8/15/2025Captrust Financial Advisors94,055$2.06M0.0%+31.9%0.293%
8/15/2025Ameriprise Financial Inc.61,747$1.35M0.0%+9.7%0.192%
8/14/2025NewEdge Advisors LLC47,486$1.04M0.0%-71.3%0.148%
8/14/2025Cary Street Partners Financial LLC40,960$898K0.0%+3.2%0.128%
8/13/2025RFP Financial Group LLC30,110$660K0.3%-46.3%0.094%
8/13/2025Baird Financial Group Inc.103,277$2.26M0.0%+141.8%0.322%
8/13/2025Boston Family Office LLC107,789$2.36M0.2%+30.1%0.336%
8/12/2025Titleist Asset Management LLC71,302$1.56M0.2%-1.4%0.222%
8/12/2025JPMorgan Chase & Co.2,934$64K0.0%-49.3%0.009%
8/8/2025WASHINGTON TRUST Co9,362$205K0.0%-11.4%0.029%
8/1/2025Transcend Capital Advisors LLC15,925$349K0.0%-66.1%0.050%
7/31/2025Leavell Investment Management Inc.35,522$779K0.0%+94.2%0.111%
7/30/2025Strategic Blueprint LLC37,654$825K0.0%+136.8%0.117%
7/25/2025Heartland Bank & Trust Co18,350$402K0.2%+3.1%0.057%
7/21/2025Crews Bank & Trust14,160$310K0.0%+3.4%0.044%
7/17/2025Janney Montgomery Scott LLC125,767$2.76M0.0%+21.7%0.397%
7/16/2025 Old Port Advisors35,530$779K0.2%-26.7%0.112%
7/16/2025Rebalance LLC178,285$3.91M0.3%+201.9%0.562%
7/8/2025Parallel Advisors LLC125,708$2.76M0.1%+12.1%0.400%
7/8/2025Lowe Wealth Advisors LLC4,369$96K0.0%-19.8%0.014%
7/1/2025 Confluence Investment Management LLC531,810$11.66M0.2%-0.6%1.785%
5/16/2025NewEdge Advisors LLC165,183$3.60M0.0%+25.6%0.554%
5/16/2025Integrated Wealth Concepts LLC69,008$1.50M0.0%+43.8%0.232%
5/15/2025Titleist Asset Management LLC72,311$1.57M0.2%N/A0.243%
5/15/2025Baird Financial Group Inc.42,708$930K0.0%+37.2%0.143%
5/13/2025Boston Family Office LLC82,873$1.80M0.1%+4.0%0.278%
5/9/2025Atlantic Private Wealth LLC74,875$1.63M1.2%-13.7%0.251%
5/9/2025Cary Street Partners Financial LLC39,671$864K0.0%+6.1%0.133%
5/8/2025Bank of Jackson Hole Trust3,388$74K0.0%+73.2%0.011%
5/6/2025Old Port Advisors48,443$1.06M0.3%-6.5%0.163%
4/30/2025Leavell Investment Management Inc.18,289$398K0.0%+19.1%0.061%
4/29/2025Bank of New York Mellon Corp14,056$306K0.0%N/A0.048%
4/29/2025Strategic Blueprint LLC15,901$346K0.0%N/A0.054%
4/28/2025Private Trust Co. NA5,151$112K0.0%N/A0.017%
4/24/2025Jaffetilchin Investment Partners LLC11,829$258K0.0%N/A0.040%
4/22/2025Cambridge Investment Research Advisors Inc.24,514$534K0.0%+26.7%0.083%
4/22/2025Crews Bank & Trust13,700$298K0.1%-6.5%0.046%
4/22/2025Heartland Bank & Trust Co17,794$387K0.2%N/A0.060%
4/22/2025RFP Financial Group LLC56,022$1.26M0.5%N/A0.190%
4/17/2025Montecito Bank & Trust35,894$781K0.1%+244.3%0.122%
4/17/2025Janney Montgomery Scott LLC103,324$2.25M0.0%+19.7%0.350%
4/17/2025Rebalance LLC59,059$1.29M0.1%N/A0.200%
4/8/2025Parallel Advisors LLC112,151$2.44M0.1%+6,615.6%0.384%
4/8/2025Lowe Wealth Advisors LLC5,447$119K0.1%N/A0.019%
4/1/2025Confluence Investment Management LLC534,836$11.64M0.2%+48.2%2.135%
2/17/2025Captrust Financial Advisors49,490$1.06M0.0%+204.1%0.198%
2/17/2025Cary Street Partners Financial LLC37,373$797K0.0%N/A0.149%
2/17/2025Baird Financial Group Inc.31,123$664K0.0%N/A0.124%
2/17/2025Ameriprise Financial Inc.36,826$785K0.0%-67.5%0.147%
2/14/2025Integrated Wealth Concepts LLC48,000$1.02M0.0%+43.3%0.192%
2/13/2025NewEdge Advisors LLC131,480$2.80M0.0%+218.4%0.525%
2/13/2025United Capital Financial Advisors LLC64,060$1.37M0.0%+136.1%0.256%
2/12/2025Boston Family Office LLC79,658$1.70M0.1%+12.4%0.318%
2/12/2025JPMorgan Chase & Co.3,200$68K0.0%N/A0.013%
2/11/2025Atlantic Private Wealth LLC86,806$1.85M1.4%-1.0%0.347%
2/5/2025Kohmann Bosshard Financial Services LLC2,209$47K0.0%N/A0.009%
1/31/2025Bank of Jackson Hole Trust1,956$42K0.0%N/A0.009%
1/29/2025Leavell Investment Management Inc.15,350$327K0.0%+7.0%0.068%
1/28/2025Barrett & Company Inc.4,700$100K0.0%+1,075.0%0.021%
1/23/2025Crews Bank & Trust14,650$312K0.1%N/A0.065%
1/21/2025Montecito Bank & Trust10,424$222K0.0%N/A0.047%
1/17/2025Janney Montgomery Scott LLC86,290$1.84M0.0%+9.7%0.389%
1/13/2025PSI Advisors LLC2,000$43K0.0%N/A0.009%
1/2/2025Confluence Investment Management LLC360,901$7.70M0.1%+1.0%2.123%
11/18/2024JDM Financial Group LLC12,313$272K0.1%-5.6%0.072%
11/15/2024Integrated Wealth Concepts LLC33,497$740K0.0%+125.5%0.197%
11/14/2024Flow Traders U.S. LLC13,225$292K0.0%-50.9%0.078%
11/14/2024Captrust Financial Advisors16,276$360K0.0%N/A0.096%
11/13/2024Boston Family Office LLC70,876$1.57M0.1%+12.5%0.417%
11/1/2024Leavell Investment Management Inc.14,350$317K0.0%N/A0.085%
10/31/2024Confluence 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%
10/29/2024Janney Montgomery Scott LLC78,626$1.74M0.0%+2.4%0.465%
10/29/2024Farther Finance Advisors LLC2,261$50K0.0%N/A0.013%
7/16/2024WASHINGTON TRUST Co13,062$279K0.0%+37.5%0.100%
7/1/2024Confluence Investment Management LLC365,644$7.81M0.1%-0.3%3.294%
5/1/2024Janney Montgomery Scott LLC61,298$1.32M0.0%N/A0.565%
4/23/2024WASHINGTON TRUST Co9,500$204K0.0%N/A0.089%
4/1/2024Confluence Investment Management LLC366,684$7.88M0.1%N/A4.445%
2/9/2024Atlantic Private Wealth LLC68,381$1.49M1.3%N/A0.829%
2/7/2024Bogart Wealth LLC3,281$71K0.0%N/A0.040%
10/16/2023First PREMIER Bank3,400$72K0.0%+580.0%0.066%
10/10/2023Confluence Investment Management LLC383,235$8.05M0.1%-1.4%7.589%
8/9/2023Flow Traders U.S. LLC19,448$421K0.0%-78.5%0.556%
7/3/2023Confluence Investment Management LLC388,777$8.41M0.1%-0.2%12.959%
5/15/2023Flow Traders U.S. LLC90,507$2.01M0.1%N/A3.017%
5/12/2023NewEdge Advisors LLC54,399$1.21M0.0%-4.5%1.813%
4/4/2023Confluence Investment Management LLC389,647$8.64M0.1%+4.0%13.208%
1/4/2023Confluence Investment Management LLC374,762$8.09M0.1%-10.5%20.820%
11/15/2022Flow Traders U.S. LLC27,701$597K0.0%-29.6%1.539%
10/3/2022Confluence Investment Management LLC418,724$9.03M0.2%+11.4%38.066%
8/13/2022Flow 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%
7/6/2022Confluence Investment Management LLC375,942$8.56M0.1%-1.6%50.126%
4/4/2022Confluence Investment Management LLC381,976$9.03M0.1%+3.1%54.568%
3/10/2022Comprehensive Financial Consultants Institutional Inc.1,977$49K0.0%N/A0.282%
1/4/2022Confluence Investment Management LLC370,371$9.30M0.1%+1.4%56.980%
(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, 39 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 ($11.44M), Rebalance LLC ($3.91M), Janney Montgomery Scott LLC ($2.76M), Parallel Advisors LLC ($2.76M), Boston Family Office LLC ($2.36M), Baird Financial Group Inc. ($2.26M), and Captrust Financial Advisors ($2.06M).Learn more on iShares iBonds Dec 2029 Term Treasury ETF's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2029 Term Treasury ETF's stock?

Of the 35 institutional investors that purchased iShares iBonds Dec 2029 Term Treasury ETF's 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), Rebalance LLC ($178.29K), Parallel Advisors LLC ($124.04K), NewEdge Advisors LLC ($123.89K), Janney Montgomery Scott LLC ($110.30K), Baird Financial Group Inc. ($103.28K), and Montecito Bank & Trust ($89.41K).

How much institutional buying is happening at iShares iBonds Dec 2029 Term Treasury ETF?

Institutional investors have bought a total of 1,405,460 shares in the last 24 months. This purchase volume represents approximately $30.54M in transactions.

Which of iShares iBonds Dec 2029 Term Treasury ETF's major shareholders have been selling company stock?

Of the 14 institutional investors that sold iShares iBonds Dec 2029 Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NewEdge Advisors LLC ($117.70K), Ameriprise Financial Inc. ($76.61K), Transcend Capital Advisors LLC ($31K), RFP Financial Group LLC ($25.91K), Old Port Advisors ($25.34K), Confluence Investment Management LLC ($22.32K), and Flow Traders U.S. LLC ($13.72K).

How much institutional selling is happening at iShares iBonds Dec 2029 Term Treasury ETF?

Institutional investors have sold a total of 333,227 shares in the last 24 months. This volume of shares sold represents approximately $7.26M in transactions.


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This page (NASDAQ:IBTJ) was last updated on 10/15/2025 by MarketBeat.com Staff
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