IBTJ Institutional Ownership
iShares iBonds Dec 2029 Term Treasury ETF
1W: +0.1%
1M: -1.2%
3M: -1.9%
YTD: -2.9%
1Y: -2.5%
3Y: +10.8%
5Y: -4.1%
$21.19
-0.02 (-0.09%)
Weekly Expected Move ±0.3%
$21
$21
$21
$21
$21
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBTJ
236
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
22
New Positions
110
Increased
66
Reduced
19
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (244 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,449,133 | $73M | +65,398 | +1.9% | 17Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 2,763,412 | $59M | +305,503 | +12.4% | 15Q | SEC ↗ |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | 2,580,593 | $55M | +243,655 | +10.4% | 10Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 1,766,489 | $37M | -524,038 | -22.9% | 19Q | SEC ↗ |
| 5 | Brookstone Capital Management | 1,700,849 | $36M | -47,283 | -2.7% | 3Q | SEC ↗ |
| 6 | TRUE Private Wealth Advisors | 1,669,970 | $35M | -152,308 | -8.4% | 6Q | SEC ↗ |
| 7 | Financial Advisory Corp | 1,598,459 | $34M | +26,888 | +1.7% | 3Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 1,434,792 | $30M | -136,741 | -8.7% | 7Q | SEC ↗ |
| 9 | Asset Advisors Investment Management, | 1,340,715 | $28M | +102,598 | +8.3% | 4Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 1,295,472 | $27M | +72,993 | +6.0% | 14Q | SEC ↗ |
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,273,661 | $27M | +75,731 | +6.3% | 9Q | SEC ↗ |
| 12 | BlackRock, Inc. | 1,220,815 | $26M | +529,752 | +76.7% | 7Q | SEC ↗ |
| 13 | HENGEHOLD CAPITAL MANAGEMENT LLC | 1,114,945 | $24M | +74,391 | +7.1% | 15Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC | 1,039,013 | $22M | +44,755 | +4.5% | 11Q | SEC ↗ |
| 15 | HM PAYSON & CO | 961,074 | $20M | +189,532 | +24.6% | 5Q | SEC ↗ |
| 16 | ATWOOD & PALMER INC | 958,727 | $20M | +13,753 | +1.5% | 12Q | SEC ↗ |
| 17 | UBS Group AG | 937,678 | $20M | +22,157 | +2.4% | 18Q | SEC ↗ |
| 18 | Journey Advisory Group, LLC | 808,737 | $17M | +11,004 | +1.4% | 10Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 790,679 | $17M | -44,640 | -5.3% | 14Q | SEC ↗ |
| 20 | Arax Advisory Partners NEW | 781,914 | $17M | — | +0.0% | 1Q | SEC ↗ |
| 21 | CWM, LLC | 756,665 | $16M | +45,942 | +6.5% | 12Q | SEC ↗ |
| 22 | Denver PWM, LLC | 685,352 | $15M | +12,832 | +1.9% | 7Q | SEC ↗ |
| 23 | MKT Advisors LLC | 661,757 | $14M | +49,278 | +8.0% | 7Q | SEC ↗ |
| 24 | LPL Financial LLC | 640,840 | $14M | +24,181 | +3.9% | 16Q | SEC ↗ |
| 25 | Merit Financial Group, LLC | 588,260 | $12M | +570,188 | +3155.1% | 5Q | SEC ↗ |
| 26 | Wealth Management Strategies, Inc. | 577,575 | $12M | +34,960 | +6.4% | 7Q | SEC ↗ |
| 27 | Krilogy Financial LLC | 562,283 | $12M | +41,166 | +7.9% | 18Q | SEC ↗ |
| 28 | Integrated Wealth Concepts LLC | 561,142 | $12M | +217,198 | +63.1% | 13Q | SEC ↗ |
| 29 | Legacy Private Trust Co. | 555,562 | $12M | +18,312 | +3.4% | 7Q | SEC ↗ |
| 30 | Stratos Wealth Partners, LTD. | 533,453 | $11M | +15,540 | +3.0% | 12Q | SEC ↗ |
| 31 | Probity Advisors, Inc. | 530,491 | $11M | +44,949 | +9.3% | 11Q | SEC ↗ |
| 32 | SHELTON WEALTH MANAGEMENT, LLC | 501,211 | $11M | +34,314 | +7.3% | 11Q | SEC ↗ |
| 33 | NewEdge Advisors, LLC | 499,976 | $11M | +45,939 | +10.1% | 15Q | SEC ↗ |
| 34 | ES4, LLC NEW | 457,923 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Heartwood Wealth Advisors LLC | 446,254 | $9M | +7,256 | +1.7% | 2Q | SEC ↗ |
| 36 | Waycross Investment Management Co | 443,173 | $9M | +7,259 | +1.7% | 11Q | SEC ↗ |
| 37 | EIGHT 31 FINANCIAL, LLC | 436,563 | $9M | +11,634 | +2.7% | 6Q | SEC ↗ |
| 38 | MCF Advisors LLC | 431,897 | $9M | +430,563 | +32276.1% | 4Q | SEC ↗ |
| 39 | PARK AVENUE SECURITIES LLC | 396,112 | $8M | -40,458 | -9.3% | 12Q | SEC ↗ |
| 40 | D.A. DAVIDSON & CO. | 382,798 | $8M | +23,378 | +6.5% | 15Q | SEC ↗ |
| 41 | Robertson Stephens Wealth Management, | 373,145 | $8M | +11,460 | +3.2% | 9Q | SEC ↗ |
| 42 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 324,028 | $7M | +48,817 | +17.7% | 14Q | SEC ↗ |
| 43 | SPRENG CAPITAL MANAGEMENT, INC. | 322,517 | $7M | -755 | -0.2% | 8Q | SEC ↗ |
| 44 | FORONJY FINANCIAL LLC | 315,571 | $7M | +18,747 | +6.3% | 5Q | SEC ↗ |
| 45 | FAGAN ASSOCIATES, INC. | 294,216 | $6M | +1,367 | +0.5% | 10Q | SEC ↗ |
| 46 | OSAIC HOLDINGS, INC. | 290,713 | $6M | +2,223 | +0.8% | 15Q | SEC ↗ |
| 47 | STIFEL FINANCIAL CORP | 275,978 | $6M | -711,280 | -72.0% | 26Q | SEC ↗ |
| 48 | CENTRAL TRUST Co | 274,945 | $6M | +12,749 | +4.9% | 14Q | SEC ↗ |
| 49 | REBALANCE, LLC | 270,435 | $6M | +23,743 | +9.6% | 6Q | SEC ↗ |
| 50 | Janney Montgomery Scott LLC | 263,619 | $6M | +9,478 | +3.7% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 781,914 | $17M |
| ES4, LLC | 457,923 | $10M |
| Portland Global Advisors LLC | 178,937 | $4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 49,694 | $1M |
| MOULTON WEALTH MANAGEMENT, INC | 42,408 | $899K |
| Community Financial Services Group, | 34,386 | $729K |
| Creative Planning | 26,768 | $567K |
| Modern Wealth Management, LLC | 24,234 | $514K |
| XY Planning Network, Inc. | 17,225 | $365K |
| Single Point Partners, LLC | 15,309 | $324K |
| MILESTONE ASSET MANAGEMENT, LLC | 12,835 | $272K |
| Vestmark Advisory Solutions, Inc. | 11,901 | $252K |
| MGO ONE SEVEN LLC | 11,063 | $234K |
| Global Retirement Partners, LLC | 10,853 | $230K |
| Avidian Wealth Enterprises, LLC | 9,862 | $209K |
| Koshinski Asset Management, Inc. | 9,358 | $198K |
| Talon Private Wealth, LLC | 9,352 | $198K |
| Key Financial Inc | 4,995 | $106K |
| FIDUCIARY FINANCIAL ADVISORS | 3,882 | $82K |
| NBH Bank | 2,835 | $60K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PFG Private Wealth Management, LLC | 393,879 | $8M |
| DROMS STRAUSS ADVISORS INC /MO/ /AD | 236,137 | $5M |
| CONFLUENCE INVESTMENT MANAGEMENT LL | 183,271 | $4M |
| Cypress Point Wealth Management, LL | 119,718 | $3M |
| FF Advisors,LLC | 47,308 | $1M |
| EVEXIA WEALTH LLC | 35,453 | $751K |
| Tower Research Capital LLC (TRC) | 34,032 | $721K |
| SHUFRO ROSE & CO LLC | 25,044 | $531K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 16,242 | $344K |
| Summit Trail Advisors, LLC | 12,800 | $271K |
| CITADEL ADVISORS LLC | 12,410 | $263K |
| RFP Financial Group LLC | 11,684 | $248K |
| Lido Advisors, LLC | 10,036 | $213K |
| BEACON FINANCIAL PLANNING, INC | 9,569 | $203K |
| Bank of New York Mellon Corp | 9,155 | $194K |
| MAI Capital Management | 4,369 | $93K |
| Kohmann Bosshard Financial Services | 1,814 | $38K |
| Clayton Financial Group LLC | 1,066 | $23K |
| HAZLETT, BURT & WATSON, INC. | 812 | $17K |
| Intentional Wealth Strategies, LLC | 647 | $14K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Merit Financial Group, LLC | +570,188 | +3155.1% | 588,260 |
| BlackRock, Inc. | +529,752 | +76.7% | 1,220,815 |
| MCF Advisors LLC | +430,563 | +32276.1% | 431,897 |
| BANK OF AMERICA CORP /DE | +305,503 | +12.4% | 2,763,412 |
| MERCER GLOBAL ADVISORS INC /ADV | +243,655 | +10.4% | 2,580,593 |
| Integrated Wealth Concepts LLC | +217,198 | +63.1% | 561,142 |
| HM PAYSON & CO | +189,532 | +24.6% | 961,074 |
| Asset Advisors Investment Managemen | +102,598 | +8.3% | 1,340,715 |
| UNITED CAPITAL FINANCIAL ADVISORS, | +75,731 | +6.3% | 1,273,661 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | +74,391 | +7.1% | 1,114,945 |
| ENVESTNET ASSET MANAGEMENT INC | +72,993 | +6.0% | 1,295,472 |
| MORGAN STANLEY | +65,398 | +1.9% | 3,449,133 |
| MKT Advisors LLC | +49,278 | +8.0% | 661,757 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +48,817 | +17.7% | 324,028 |
| CWM, LLC | +45,942 | +6.5% | 756,665 |
| NewEdge Advisors, LLC | +45,939 | +10.1% | 499,976 |
| Probity Advisors, Inc. | +44,949 | +9.3% | 530,491 |
| AMERIPRISE FINANCIAL INC | +44,755 | +4.5% | 1,039,013 |
| Krilogy Financial LLC | +41,166 | +7.9% | 562,283 |
| GOLDMAN SACHS GROUP INC | +40,244 | +202.7% | 60,101 |