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

iShares iBonds Dec 2029 Term Treasury ETF logo
$21.46 +0.03 (+0.12%)
As of 12:20 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)
28
Total
Institutional Inflows
(last 12 months)
$37.53M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$9.83M
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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
6/3/2026 Parallel Advisors LLC149,253$3.26M0.1%+4.9%0.267%
6/3/2026 NewEdge Advisors LLC454,037$9.92M0.0%+6.5%0.814%
5/18/2026 Reliant Wealth Planning60,419$1.32M0.4%+8.1%0.108%
5/7/2026 Basepoint Wealth LLC2,002$44K0.0%N/A0.004%
5/7/2026 Parallel Advisors LLC149,253$3.26M0.1%+4.9%0.267%
5/7/2026 Koss Olinger Consulting LLC12,841$280K0.0%N/A0.023%
5/5/2026 Midwest Professional Planners LTD.57,797$1.26M0.3%+87.3%0.104%
4/23/2026 Pinnacle Bancorp Inc.5,277$115K0.0%+14.9%0.009%
4/22/2026 Janney 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%
2/18/2026 NewEdge Advisors LLC426,212$9.35M0.0%+10.3%0.826%
2/17/2026 Advisory Services Network LLC12,928$284K0.0%+1,083.9%0.025%
2/17/2026 Captrust Financial Advisors95,323$2.09M0.0%+0.6%0.185%
2/16/2026 RFP Financial Group LLC11,684$256K0.1%-52.1%0.023%
2/13/2026 Integrated Wealth Concepts LLC155,120$3.40M0.0%+103.7%0.301%
2/13/2026 Boston Family Office LLC126,211$2.77M0.2%+14.9%0.245%
2/12/2026 Reliant Wealth Planning55,875$1.23M0.4%+26.1%0.108%
2/12/2026 Titleist Asset Management LLC66,333$1.46M0.1%-6.9%0.129%
2/11/2026 Hughes Financial Services LLC98,070$2.15M0.3%N/A0.190%
2/11/2026 Janney Montgomery Scott LLC159,603$3.50M0.0%+13.8%0.309%
2/11/2026 Parallel Advisors LLC142,229$3.12M0.1%+3.7%0.276%
2/10/2026 Thoroughbred Financial Services LLC157,751$3.46M0.2%+10.3%0.306%
2/5/2026 High Note Wealth LLC2,790$61K0.0%N/A0.005%
1/30/2026 Kohmann Bosshard Financial Services LLC2,209$48K0.0%N/A0.004%
1/30/2026 Opus Capital Group LLC13,900$305K0.0%+11.2%0.027%
1/26/2026 Towne Trust Company N.A8,436$185K0.1%+1,105.1%0.017%
1/21/2026 Prime Capital Investment Advisors LLC16,278$357K0.0%N/A0.032%
1/21/2026 Crews Bank & Trust13,590$298K0.0%-15.0%0.027%
1/15/2026 Rebalance LLC255,822$5.61M0.3%+22.3%0.516%
1/9/2026 Montecito Bank & Trust56,979$1.25M0.2%+6.5%0.116%
1/8/2026 Old Port Advisors24,981$548K0.1%-5.6%0.051%
1/5/2026 Confluence Investment Management LLC180,532$3.96M0.1%-65.3%0.372%
12/2/2025 IFP Advisors Inc63,851$1.40M0.0%-47.1%0.168%
11/19/2025 Captrust Financial Advisors94,729$2.08M0.0%+0.7%0.249%
11/17/2025 NewEdge Advisors LLC386,300$8.48M0.0%+713.5%1.014%
11/17/2025 United Capital Financial Advisors LLC805,137$17.68M0.1%+65.5%2.113%
11/17/2025 Integrated Wealth Concepts LLC76,143$1.67M0.0%+10.0%0.200%
11/17/2025 Ameriprise Financial Inc.177,997$3.89M0.0%+188.3%0.467%
11/13/2025 Parallel Advisors LLC137,114$3.01M0.1%+9.1%0.360%
11/12/2025 RFP Financial Group LLC24,381$536K0.2%-19.0%0.064%
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11/10/2025 Cary Street Partners Financial LLC40,272$884K0.0%-1.7%0.106%
11/10/2025 Thoroughbred Financial Services LLC142,985$3.14M0.2%+63.2%0.375%
11/10/2025 Heartland Bank & Trust Co19,589$430K0.2%+6.8%0.051%
11/3/2025 Atlantic Private Wealth LLC42,399$931K0.6%-4.2%0.111%
10/31/2025 Bank of Jackson Hole Trust2,835$62K0.0%-16.3%0.007%
10/31/2025 Opus Capital Group LLC12,500$274K0.0%N/A0.033%
10/30/2025 CNB Bank18,431$405K0.2%N/A0.050%
10/28/2025 Leavell Investment Management Inc.65,376$1.44M0.1%+84.0%0.176%
10/24/2025 Pinnacle Bancorp Inc.4,594$101K0.0%N/A0.013%
10/23/2025 Strategic Blueprint LLC186,646$4.10M0.2%+395.7%0.517%
10/22/2025 Crews Bank & Trust15,990$351K0.1%+12.9%0.044%
10/16/2025 Rebalance 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%
10/6/2025 Old Port Advisors26,471$581K0.1%-25.5%0.076%
8/15/2025 Captrust Financial Advisors94,055$2.06M0.0%+31.9%0.293%
8/15/2025 Ameriprise Financial Inc.61,747$1.35M0.0%+9.7%0.192%
8/14/2025 NewEdge Advisors LLC47,486$1.04M0.0%-71.3%0.148%
8/14/2025 Cary Street Partners Financial LLC40,960$898K0.0%+3.2%0.128%
8/13/2025 RFP Financial Group LLC30,110$660K0.3%-46.3%0.094%
8/13/2025 Baird Financial Group Inc.103,277$2.26M0.0%+141.8%0.322%
8/13/2025 Boston Family Office LLC107,789$2.36M0.2%+30.1%0.336%
8/12/2025 Titleist Asset Management LLC71,302$1.56M0.2%-1.4%0.222%
8/12/2025 JPMorgan Chase & Co.2,934$64K0.0%-49.3%0.009%
8/8/2025 WASHINGTON TRUST Co9,362$205K0.0%-11.4%0.029%
8/1/2025 Transcend Capital Advisors LLC15,925$349K0.0%-66.1%0.050%
7/31/2025 Leavell Investment Management Inc.35,522$779K0.0%+94.2%0.111%
7/30/2025 Strategic Blueprint LLC37,654$825K0.0%+136.8%0.117%
7/25/2025 Heartland Bank & Trust Co18,350$402K0.2%+3.1%0.057%
7/21/2025 Crews Bank & Trust14,160$310K0.0%+3.4%0.044%
7/17/2025 Janney Montgomery Scott LLC125,767$2.76M0.0%+21.7%0.397%
7/16/2025 Old Port Advisors35,530$779K0.2%-26.7%0.112%
7/16/2025 Rebalance LLC178,285$3.91M0.3%+201.9%0.562%
7/8/2025 Parallel 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%
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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%


IBTJ Institutional Ownership - Frequently Asked Questions

During the previous two years, 51 institutional investors and hedge funds held shares of iShares iBonds Dec 2029 Term Treasury ETF. The most heavily invested institutionals were United Capital Financial Advisors LLC ($17.68M), NewEdge Advisors LLC ($9.92M), Rebalance LLC ($5.61M), Janney Montgomery Scott LLC ($5.55M), Strategic Blueprint LLC ($4.10M), Confluence Investment Management LLC ($3.96M), and Ameriprise Financial Inc. ($3.89M).Learn more on iShares iBonds Dec 2029 Term Treasury ETF's institutional investors.

Of the 44 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: NewEdge Advisors LLC ($530.44K), United Capital Financial Advisors LLC ($355.65K), Rebalance LLC ($255.82K), Strategic Blueprint LLC ($186.65K), Confluence Investment Management LLC ($177.68K), Janney Montgomery Scott LLC ($162.91K), and Parallel Advisors LLC ($154.61K).

Institutional investors have bought a total of 1,710,494 shares in the last 24 months. This purchase volume represents approximately $37.53M 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), Old Port Advisors ($10.55K), Titleist Asset Management LLC ($4.88K), Crews Bank & Trust ($2.40K), and Atlantic Private Wealth LLC ($1.86K).

Institutional investors have sold a total of 448,180 shares in the last 24 months. This volume of shares sold represents approximately $9.83M 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 6/3/2026. New 13F filings are added each quarter as they're published.
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