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

iShares iBonds Dec 2029 Term Treasury ETF logo
$21.24 +0.01 (+0.05%)
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)
32
Total
Institutional Inflows
(last 12 months)
$94.79M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$9.64M
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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
10/8/2026Farther Finance Advisors LLC45,174$1.01M0.0%N/A0.066%
10/5/2026Horizons Wealth Management112,120$2.49M1.6%N/A0.165%
10/5/2026Heartwood Wealth Advisors LLC1,806,572$39.29M3.1%N/A2.657%
10/1/2026 Montecito Bank & Trust245,953$5.43M0.8%N/A0.369%
10/1/2026 Confluence Investment Management LLC542,665$11.67M0.2%N/A0.814%
6/3/2026Parallel Advisors LLC149,253$3.26M0.1%+4.9%0.267%
6/3/2026NewEdge Advisors LLC454,037$9.92M0.0%+6.5%0.814%
5/18/2026Reliant Wealth Planning60,419$1.32M0.4%+8.1%0.108%
5/7/2026Basepoint Wealth LLC2,002$44K0.0%N/A0.004%
5/7/2026Parallel Advisors LLC149,253$3.26M0.1%+4.9%0.267%
5/7/2026Koss Olinger Consulting LLC12,841$280K0.0%N/A0.023%
5/5/2026Midwest Professional Planners LTD.57,797$1.26M0.3%+87.3%0.104%
4/23/2026Pinnacle Bancorp Inc.5,277$115K0.0%+14.9%0.009%
4/22/2026Janney Montgomery Scott LLC254,141$5.55M0.0%+59.2%0.447%
4/16/2026 Montecito Bank & Trust56,297$1.23M0.2%-1.2%0.100%
2/18/2026NewEdge Advisors LLC426,212$9.35M0.0%+10.3%0.826%
2/17/2026Advisory Services Network LLC12,928$284K0.0%+1,083.9%0.025%
2/17/2026Captrust Financial Advisors95,323$2.09M0.0%+0.6%0.185%
2/16/2026RFP Financial Group LLC11,684$256K0.1%-52.1%0.023%
2/13/2026Integrated Wealth Concepts LLC155,120$3.40M0.0%+103.7%0.301%
2/13/2026Boston Family Office LLC126,211$2.77M0.2%+14.9%0.245%
2/12/2026Reliant Wealth Planning55,875$1.23M0.4%+26.1%0.108%
2/12/2026Titleist Asset Management LLC66,333$1.46M0.1%-6.9%0.129%
2/11/2026Hughes Financial Services LLC98,070$2.15M0.3%N/A0.190%
2/11/2026Janney Montgomery Scott LLC159,603$3.50M0.0%+13.8%0.309%
2/11/2026Parallel Advisors LLC142,229$3.12M0.1%+3.7%0.276%
2/10/2026Thoroughbred Financial Services LLC157,751$3.46M0.2%+10.3%0.306%
2/5/2026High Note Wealth LLC2,790$61K0.0%N/A0.005%
1/30/2026Kohmann Bosshard Financial Services LLC2,209$48K0.0%N/A0.004%
1/30/2026Opus Capital Group LLC13,900$305K0.0%+11.2%0.027%
1/26/2026Towne Trust Company N.A8,436$185K0.1%+1,105.1%0.017%
1/21/2026Prime Capital Investment Advisors LLC16,278$357K0.0%N/A0.032%
1/21/2026Crews Bank & Trust13,590$298K0.0%-15.0%0.027%
1/15/2026Rebalance LLC255,822$5.61M0.3%+22.3%0.516%
1/9/2026 Montecito Bank & Trust56,979$1.25M0.2%+6.5%0.116%
1/8/2026Old Port Advisors24,981$548K0.1%-5.6%0.051%
1/5/2026 Confluence Investment Management LLC180,532$3.96M0.1%-65.3%0.372%
12/2/2025IFP Advisors Inc63,851$1.40M0.0%-47.1%0.168%
11/19/2025Captrust Financial Advisors94,729$2.08M0.0%+0.7%0.249%
11/17/2025NewEdge Advisors LLC386,300$8.48M0.0%+713.5%1.014%
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11/17/2025United Capital Financial Advisors LLC805,137$17.68M0.1%+65.5%2.113%
11/17/2025Integrated Wealth Concepts LLC76,143$1.67M0.0%+10.0%0.200%
11/17/2025Ameriprise Financial Inc.177,997$3.89M0.0%+188.3%0.467%
11/13/2025Parallel Advisors LLC137,114$3.01M0.1%+9.1%0.360%
11/12/2025RFP Financial Group LLC24,381$536K0.2%-19.0%0.064%
11/10/2025Cary Street Partners Financial LLC40,272$884K0.0%-1.7%0.106%
11/10/2025Thoroughbred Financial Services LLC142,985$3.14M0.2%+63.2%0.375%
11/10/2025Heartland Bank & Trust Co19,589$430K0.2%+6.8%0.051%
11/3/2025Atlantic Private Wealth LLC42,399$931K0.6%-4.2%0.111%
10/31/2025Bank of Jackson Hole Trust2,835$62K0.0%-16.3%0.007%
10/31/2025Opus Capital Group LLC12,500$274K0.0%N/A0.033%
10/30/2025CNB Bank18,431$405K0.2%N/A0.050%
10/28/2025Leavell Investment Management Inc.65,376$1.44M0.1%+84.0%0.176%
10/24/2025Pinnacle Bancorp Inc.4,594$101K0.0%N/A0.013%
10/23/2025Strategic Blueprint LLC186,646$4.10M0.2%+395.7%0.517%
10/22/2025Crews Bank & Trust15,990$351K0.1%+12.9%0.044%
10/16/2025Rebalance LLC209,159$4.59M0.3%+17.3%0.591%
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%
10/6/2025Old 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%
7/16/2025Old 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%
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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%


IBTJ Institutional Ownership - Frequently Asked Questions

During the previous two years, 53 institutional investors and hedge funds held shares of iShares iBonds Dec 2029 Term Treasury ETF. The most heavily invested institutionals were Heartwood Wealth Advisors LLC ($39.29M), United Capital Financial Advisors LLC ($17.68M), Confluence Investment Management LLC ($11.67M), NewEdge Advisors LLC ($9.92M), Rebalance LLC ($5.61M), Janney Montgomery Scott LLC ($5.55M), and Montecito Bank & Trust ($5.43M).Learn more on iShares iBonds Dec 2029 Term Treasury ETF's institutional investors.

Of the 46 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: Heartwood Wealth Advisors LLC ($1.81M), Confluence Investment Management LLC ($720.34K), NewEdge Advisors LLC ($530.44K), United Capital Financial Advisors LLC ($355.65K), Montecito Bank & Trust ($338.83K), Rebalance LLC ($255.82K), and Strategic Blueprint LLC ($186.65K).

Institutional investors have bought a total of 4,409,464 shares in the last 24 months. This purchase volume represents approximately $94.79M in transactions.

Of the 10 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: Confluence Investment Management LLC ($351.28K), IFP Advisors Inc ($56.87K), RFP Financial Group LLC ($18.43K), Titleist Asset Management LLC ($4.88K), Crews Bank & Trust ($2.40K), Atlantic Private Wealth LLC ($1.86K), and Old Port Advisors ($1.49K).

Institutional investors have sold a total of 439,121 shares in the last 24 months. This volume of shares sold represents approximately $9.64M in transactions.


Related Companies

Institutional ownership data for NASDAQ:IBTJ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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