IBTJ iShares iBonds Dec 2029 Term Treasury ETF
No fundamentals data yet for this ticker.
Institutional owners (13F) 228 filers · $962.7M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 19 (-8 vs prior Q) | 18 (+11 vs prior Q) | 105 (-8 vs prior Q) | 47 (+9 vs prior Q) | +3.0M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| MORGAN STANLEY | $74,542,113 | 3,443,053 | 7.74% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $55,869,838 | 2,580,593 | 5.80% | Shares |
| Brookstone Capital Management | $36,823,380 | 1,700,849 | 3.83% | Shares |
| TRUE Private Wealth Advisors | $36,154,841 | 1,669,970 | 3.76% | Shares |
| Financial Advisory Corp | $34,606,628 | 1,598,459 | 3.59% | Shares |
| Asset Advisors Investment Management, LLC | $29,026,480 | 1,340,715 | 3.02% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $28,046,960 | 1,295,472 | 2.91% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $27,556,560 | 1,273,661 | 2.86% | Shares |
| BlackRock, Inc. | $26,430,645 | 1,220,815 | 2.75% | Shares |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $24,138,560 | 1,114,945 | 2.51% | Shares |
| AMERIPRISE FINANCIAL INC | $22,425,577 | 1,036,391 | 2.33% | Shares |
| ATWOOD & PALMER INC | $20,756,432 | 958,727 | 2.16% | Shares |
| UBS Group AG | $20,300,729 | 937,678 | 2.11% | Shares |
| Integrated Wealth Concepts LLC | $19,948,993 | 921,429 | 2.07% | Shares |
| WELLS FARGO & COMPANY/MN | $17,775,300 | 821,030 | 1.85% | Shares |
| Journey Advisory Group, LLC | $17,509,156 | 808,737 | 1.82% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $17,118,207 | 790,679 | 1.78% | Shares |
| Arax Advisory Partners | $16,928,439 | 781,914 | 1.76% | Shares |
| HM PAYSON & CO | $16,714,635 | 772,039 | 1.74% | Shares |
| CWM, LLC | $16,527,834 | 756,665 | 1.72% | Shares |
| Denver PWM, LLC | $14,617,230 | 672,520 | 1.52% | Shares |
| MKT Advisors LLC | $14,274,094 | 661,757 | 1.48% | Shares |
| LPL Financial LLC | $13,874,185 | 640,840 | 1.44% | Shares |
| Merit Financial Group, LLC | $12,735,821 | 588,260 | 1.32% | Shares |
| Wealth Management Strategies, Inc. | $12,504,497 | 577,575 | 1.30% | Shares |
| Krilogy Financial LLC | $12,173,424 | 562,283 | 1.26% | Shares |
| Legacy Private Trust Co. | $11,953,333 | 552,117 | 1.24% | Shares |
| Stratos Wealth Partners, LTD. | $11,549,271 | 533,453 | 1.20% | Shares |
| Probity Advisors, Inc. | $11,485,126 | 530,491 | 1.19% | Shares |
| SHELTON WEALTH MANAGEMENT, LLC | $10,851,218 | 501,211 | 1.13% | Shares |
| NewEdge Advisors, LLC | $10,824,498 | 499,976 | 1.12% | Shares |
| ES4, LLC | $10,605,487 | 457,923 | 1.10% | Shares |
| Heartwood Wealth Advisors LLC | $9,661,399 | 446,254 | 1.00% | Shares |
| Waycross Investment Management Co | $9,594,695 | 443,173 | 1.00% | Shares |
| EIGHT 31 FINANCIAL, LLC | $9,451,589 | 436,563 | 0.98% | Shares |
| D.A. DAVIDSON & CO. | $8,287,577 | 382,798 | 0.86% | Shares |
| Robertson Stephens Wealth Management, LLC | $8,078,579 | 373,145 | 0.84% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7,015,199 | 324,028 | 0.73% | Shares |
| SPRENG CAPITAL MANAGEMENT, INC. | $6,982,493 | 322,517 | 0.73% | Shares |
| FORONJY FINANCIAL LLC | $6,832,107 | 315,571 | 0.71% | Shares |
| FAGAN ASSOCIATES, INC. | $6,369,770 | 294,216 | 0.66% | Shares |
| OSAIC HOLDINGS, INC. | $6,262,111 | 289,073 | 0.65% | Shares |
| STIFEL FINANCIAL CORP | $5,972,878 | 275,882 | 0.62% | Shares |
| CENTRAL TRUST Co | $5,857,213 | 270,541 | 0.61% | Shares |
| REBALANCE, LLC | $5,854,912 | 270,435 | 0.61% | Shares |
| Baird Financial Group, Inc. | $5,618,067 | 259,495 | 0.58% | Shares |
| Stockman Wealth Management, Inc. | $5,541,066 | 255,938 | 0.58% | Shares |
| Baltimore-Washington Financial Advisors, Inc. | $5,493,233 | 253,729 | 0.57% | Shares |
| Asset Dedication, LLC | $5,365,477 | 247,828 | 0.56% | Shares |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $5,146,638 | 237,720 | 0.53% | Shares |
| Belpointe Asset Management LLC | $4,810,023 | 222,170 | 0.50% | Shares |
| Accretive Wealth Partners, LLC | $4,371,893 | 201,935 | 0.45% | Shares |
| Portland Global Advisors LLC | $3,873,986 | 178,937 | 0.40% | Shares |
| Financial Engines Advisors L.L.C. | $3,872,097 | 178,850 | 0.40% | Shares |
| HOWLAND CAPITAL MANAGEMENT LLC | $3,817,588 | 176,332 | 0.40% | Shares |
| Northstar Group, Inc. | $3,701,869 | 170,987 | 0.38% | Shares |
| SIGNATUREFD, LLC | $3,658,525 | 168,985 | 0.38% | Shares |
| RAYMOND JAMES FINANCIAL INC | $3,636,399 | 167,963 | 0.38% | Shares |
| ROYAL BANK OF CANADA | $3,545,000 | 163,726 | 0.37% | Shares |
| Parallel Advisors, LLC | $3,456,649 | 159,660 | 0.36% | Shares |
| MV CAPITAL MANAGEMENT, INC. | $3,090,711 | 142,758 | 0.32% | Shares |
| SCS Capital Management LLC | $2,870,140 | 132,570 | 0.30% | Shares |
| Cetera Investment Advisers | $2,835,548 | 130,972 | 0.29% | Shares |
| Sanctuary Advisors, LLC | $2,681,679 | 123,865 | 0.28% | Shares |
| Apella Capital, LLC | $2,667,138 | 123,650 | 0.28% | Shares |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $2,545,369 | 117,569 | 0.26% | Shares |
| Hughes Financial Services, LLC | $2,226,356 | 102,834 | 0.23% | Shares |
| Valmark Advisers, Inc. | $2,192,387 | 101,265 | 0.23% | Shares |
| TITLEIST ASSET MANAGEMENT, LLC | $2,153,829 | 99,482 | 0.22% | Shares |
| HighTower Advisors, LLC | $1,829,867 | 84,520 | 0.19% | Shares |
| Leo Wealth, LLC | $1,800,642 | 82,436 | 0.19% | Shares |
| Atria Investments, Inc | $1,775,368 | 82,003 | 0.18% | Shares |
| Allworth Financial LP | $1,712,927 | 79,119 | 0.18% | Shares |
| Midwest Professional Planners, LTD. | $1,661,075 | 76,724 | 0.17% | Shares |
| Associated Banc-Corp | $1,499,110 | 69,243 | 0.16% | Shares |
| SUMMITPOINT CAPITAL MANAGEMENT | $1,452,276 | 67,080 | 0.15% | Shares |
| IFP Advisors, Inc | $1,439,357 | 66,483 | 0.15% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $1,425,826 | 65,858 | 0.15% | Shares |
| Reliant Wealth Planning | $1,327,469 | 61,315 | 0.14% | Shares |
| JIM SAULNIER & ASSOCIATES, LLC | $1,317,177 | 60,840 | 0.14% | Shares |
| GOLDMAN SACHS GROUP INC | $1,301,187 | 60,101 | 0.14% | Shares |
| KING LUTHER CAPITAL MANAGEMENT CORP | $1,290,557 | 59,610 | 0.13% | Shares |
| Foundry Financial Group, Inc. | $1,289,193 | 59,547 | 0.13% | Shares |
| Montecito Bank & Trust | $1,288,327 | 59,507 | 0.13% | Shares |
| BIP Wealth, LLC | $1,253,553 | 57,901 | 0.13% | Shares |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $1,223,334 | 56,505 | 0.13% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,075,875 | 49,694 | 0.11% | Shares |
| Snowden Capital Advisors LLC | $943,040 | 43,558 | 0.10% | Shares |
| Cerity Partners LLC | $926,393 | 42,790 | 0.10% | Shares |
| MOULTON WEALTH MANAGEMENT, INC | $914,733 | 42,408 | 0.10% | Shares |
| KFG WEALTH MANAGEMENT, LLC | $897,177 | 41,440 | 0.09% | Shares |
| Atlantic Private Wealth, LLC | $890,226 | 41,119 | 0.09% | Shares |
| Compass Ion Advisors, LLC | $824,673 | 38,091 | 0.09% | Shares |
| DUNCKER STREETT & CO INC | $817,078 | 37,740 | 0.08% | Shares |
| Great Diamond Partners, LLC | $802,674 | 37,075 | 0.08% | Shares |
| KOM Wealth Management Group, LLC | $771,510 | 35,636 | 0.08% | Shares |
| Chris Bulman Inc | $770,550 | 35,591 | 0.08% | Shares |
| Capital Investment Advisors, LLC | $720,295 | 33,270 | 0.07% | Shares |
| BENJAMIN EDWARDS INC | $711,429 | 32,860 | 0.07% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $702,543 | 32,450 | 0.07% | Shares |
ETF ownership Held by 1 ETF
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| LDRT · iShares Trust | 19.98% | 1,955,928 PA | Aug. 8, 2026 | Daily |