ISHARES IBONDS DEC 2029 TERM IBTJ
$21.60
+0.2% 52w: $20.95 – $21.85
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data20.9521.4021.85
Jun 20, 2025 Jul 2, 2026
Institutional holders
216
+15 QoQ
13F value
$1.07B
+20.6% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBTJ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 3.4M | $73.9M | 0.0% | -0.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.5M | $53.7M | 0.0% | +12.3% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 2.3M | $51.0M | 0.1% | +18.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.3M | $50.0M | 0.0% | +13.7% |
| TRUE Private Wealth Advisors | Wealth advisor | 1.8M | $39.8M | 3.8% | -5.8% |
| Brookstone Capital Management | Wealth advisor | 1.7M | $38.2M | 0.4% | +1.1% |
| Financial Advisory Corp | Wealth advisor | 1.6M | $34.3M | 4.8% | +3248.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.6M | $34.3M | 0.0% | +4.6% |
| Asset Advisors Investment Management, LLC | Other | 1.2M | $27.0M | 2.6% | +18.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.2M | $26.7M | 0.0% | +5249.8% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 1.2M | $26.1M | 0.2% | +13.5% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | Wealth advisor | 1.0M | $22.7M | 2.0% | +4.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 994.3K | $21.7M | 0.0% | +375.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 987.3K | $21.6M | 0.0% | +3.4% |
| ATWOOD & PALMER INC | Other | 945.0K | $20.6M | 1.2% | +1.9% |
| UBS Group AG | Bank broker | 915.5K | $20.0M | 0.0% | -11.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 835.3K | $18.2M | 0.0% | -6.3% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 803.1K | $17.5M | 0.2% | +6.8% |
| Journey Advisory Group, LLC | Wealth advisor | 797.7K | $17.4M | 1.5% | +3.2% |
| HM PAYSON & CO | Diversified mechanical | 771.5K | $16.9M | 0.2% | +90.7% |
| CWM, LLC | Wealth advisor | 756.7K | $16.5M | 0.0% | +6.5% |
| BlackRock, Inc. | Index provider | 691.1K | $15.1M | 0.0% | +138.1% |
| Denver PWM, LLC | Wealth advisor | 672.5K | $14.6M | 5.0% | -2.6% |
| LPL Financial LLC | Bank broker | 616.7K | $13.5M | 0.0% | +16.3% |
| MKT Advisors LLC | Wealth advisor | 612.5K | $13.3M | 4.5% | +2.5% |
| Wealth Management Strategies, Inc. | Wealth advisor | 542.6K | $11.9M | 5.4% | +5.9% |
| Legacy Private Trust Co. | Wealth advisor | 537.3K | $11.7M | 0.7% | +2.5% |
| Krilogy Financial LLC | Wealth advisor | 521.1K | $11.4M | 0.4% | +4.8% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 517.9K | $11.3M | 0.1% | +4.5% |
| Probity Advisors, Inc. | Wealth advisor | 485.5K | $10.6M | 1.7% | +11.0% |
| SHELTON WEALTH MANAGEMENT, LLC | Wealth advisor | 466.9K | $10.2M | 4.5% | +17.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 454.0K | $9.9M | 0.0% | +6.5% |
| Heartwood Wealth Advisors LLC | Wealth advisor | 439.0K | $9.6M | 0.8% | New |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 436.6K | $9.5M | 0.1% | +70.7% |
| Waycross Investment Management Co | Wealth advisor | 435.9K | $9.5M | 9.1% | +2.6% |
| EIGHT 31 FINANCIAL, LLC | Wealth advisor | 424.9K | $9.3M | 5.6% | -1.8% |
| PFG Private Wealth Management, LLC | Wealth advisor | 393.9K | $9.2M | 3.9% | New |
| Robertson Stephens Wealth Management, LLC | Wealth advisor | 361.7K | $7.9M | 0.2% | +3.9% |
| D.A. DAVIDSON & CO. | Wealth advisor | 359.4K | $7.9M | 0.0% | +6.1% |
| Integrated Wealth Concepts LLC | Wealth advisor | 343.9K | $7.5M | 0.1% | +121.7% |
| SPRENG CAPITAL MANAGEMENT, INC. | Wealth advisor | 323.3K | $7.1M | 3.3% | +10.0% |
| FORONJY FINANCIAL LLC | Wealth advisor | 296.8K | $6.5M | 2.7% | +2.6% |
| FAGAN ASSOCIATES, INC. | Other | 292.8K | $6.4M | 0.9% | -1.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 288.5K | $6.3M | 0.0% | -4.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 275.2K | $6.0M | 0.0% | +19.6% |
| CENTRAL TRUST Co | Diversified mechanical | 262.2K | $5.7M | 0.1% | +2.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 254.1K | $5.6M | 0.0% | +59.2% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | Wealth advisor | 236.1K | $5.5M | 1.4% | New |
| Stockman Wealth Management, Inc. | Other | 247.9K | $5.4M | 0.6% | +10.8% |
| REBALANCE, LLC | Wealth advisor | 246.7K | $5.4M | 0.3% | -3.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.