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

iShares iBonds Dec 2029 Term Treasury ETF logo
$21.74 -0.06 (-0.25%)
As of 07/3/2025 01:04 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)
$22.65M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.58M
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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
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%
4/1/2025 Confluence 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%
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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%
1/2/2025 Confluence 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%
10/31/2024 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%
10/29/2024Janney 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%
7/1/2024 Confluence 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%
4/1/2024 Confluence 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%
10/10/2023 Confluence 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%
7/3/2023 Confluence 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%
4/4/2023 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%
11/15/2022Flow 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%
8/13/2022Flow 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%
7/6/2022 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%
3/10/2022Comprehensive 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%
11/15/2021Flow 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%
8/24/2021Flow 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 ($11.66M), 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 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 34 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), 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 1,045,301 shares in the last 24 months. This purchase volume represents approximately $22.65M in transactions.

Which of iShares iBonds Dec 2029 Term Treasury ETF's 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: Ameriprise Financial Inc. ($76.61K), Flow Traders U.S. LLC ($13.72K), Atlantic Private Wealth LLC ($12.81K), Confluence Investment Management LLC ($11.51K), 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 119,696 shares in the last 24 months. This volume of shares sold represents approximately $2.58M in transactions.


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This page (NASDAQ:IBTJ) was last updated on 7/4/2025 by MarketBeat.com Staff
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