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Ishares Ibonds DEC 2029 Term (IBTJ)

CUSIP: 46436E825 | NYSE | 328 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Brookstone Capital Management1,754,598
0.4% of portfolio›$37.2M
Asset Advisors Investment Management, LLC1,709,106
3.2% of portfolio›$36.3M
True Private Wealth Advisors1,702,962
3.1% of portfolio›$36.1M
Financial Advisory Corp1,653,449
4.5% of portfolio›$35.1M
Hengehold Capital Management LLC1,196,533
1.9% of portfolio›$25.4M
Atwood & Palmer Inc913,459
1.0% of portfolio›$19.4M
Journey Advisory Group, LLC781,949
1.2% of portfolio›$16.6M
Denver PWM, LLC695,280
4.9% of portfolio›$14.8M
MKT Advisors LLC660,121
4.5% of portfolio›$14.0M
Parallel Advisors, LLC639,490
0.2% of portfolio›$13.6M
Probity Advisors, Inc.575,047
1.7% of portfolio›$12.2M
Legacy Private Trust Co.549,620
0.6% of portfolio›$11.7M
Shelton Wealth Management, LLC533,016
4.4% of portfolio›$11.3M
Krilogy Financial LLC512,518
0.3% of portfolio›$10.9M
Waycross Investment Management Co456,903
7.8% of portfolio›$9.7M
Heartwood Wealth Advisors LLC456,166
0.8% of portfolio›$9.7M
Commonwealth Equity Services, LLC435,466
0.0% of portfolio›$9.2M
Park Avenue Securities LLC423,539
0.0% of portfolio›$9.0K
Robertson Stephens Wealth Management, LLC390,740
0.2% of portfolio›$8.3M
Wealth Enhancement Trust Services, Inc.370,000
0.8% of portfolio›$7.9M
D.A. Davidson & Co.355,823
0.0% of portfolio›$7.6M
Cliftonlarsonallen Wealth Advisors, LLC351,915
0.1% of portfolio›$7.5M
Foronjy Financial LLC321,987
2.4% of portfolio›$6.8M
Confluence Investment Management LLC314,762
0.1% of portfolio›$6.7M
Fagan Associates, Inc.314,158
0.8% of portfolio›$6.7M
Central Trust Co287,772
0.1% of portfolio›$6.1M
Rebalance, LLC276,465
0.3% of portfolio›$5.9M
Asset Dedication, LLC272,385
0.4% of portfolio›$5.8M
Stockman Wealth Management, Inc.265,845
0.6% of portfolio›$5.6M
Signaturefd, LLC216,968
0.1% of portfolio›$4.6M
Howland Capital Management LLC197,700
0.1% of portfolio›$4.2M
Choreo, LLC154,897
0.0% of portfolio›$3.3M
Apella Capital, LLC151,684
0.0% of portfolio›$3.2M
Community Financial Services Group, LLC147,590
0.5% of portfolio›$3.1M
MV Capital Management, Inc.142,758
0.3% of portfolio›$3.0M
Cambridge Investment Research Advisors, Inc.127,463
0.0% of portfolio›$2.7K
Atria Investments, Inc118,046
0.0% of portfolio›$2.5M
Hughes Financial Services, LLC113,961
0.3% of portfolio›$2.4M
Midwest Professional Planners, Ltd.108,006
0.5% of portfolio›$2.3M
Titleist Asset Management, LLC106,262
0.1% of portfolio›$2.3M
BIP Wealth, LLC94,750
0.1% of portfolio›$2.0M
Leo Wealth, LLC80,106
0.4% of portfolio›$1.7M
Montecito Bank & Trust69,414
0.2% of portfolio›$1.5M
Associated Banc-Corp68,794
0.0% of portfolio›$1.5M
Woodley Farra Manion Portfolio Management Inc67,856
0.1% of portfolio›$1.4M
IFP Advisors, Inc67,086
0.0% of portfolio›$1.4M
JIM Saulnier & Associates, LLC60,670
0.5% of portfolio›$1.3M
King Luther Capital Management Corp59,610
0.0% of portfolio›$1.3M
Foundry Financial Group, Inc.54,943
0.5% of portfolio›$1.2M
Great Diamond Partners, LLC53,802
0.2% of portfolio›$1.1M
Thrivent Financial for Lutherans48,664
0.0% of portfolio›$1.0M
Compass Ion Advisors, LLC42,731
0.1% of portfolio›$907.0K
Peck Wealth Management, LLC42,450
0.8% of portfolio›$901.0K
Moulton Wealth Management, Inc40,263
0.6% of portfolio›$854.0K
Duncker Streett & Co Inc38,101
0.1% of portfolio›$808.7K
KOM Wealth Management Group, LLC36,192
0.4% of portfolio›$768.2K
Chris Bulman Inc35,456
0.3% of portfolio›$752.5K
Capital Investment Advisors, LLC32,603
0.0% of portfolio›$692.0K
Mendota Financial Group, LLC32,111
0.4% of portfolio›$681.5K
Keeler Thomas Management LLC30,943
0.3% of portfolio›$656.8K
Straight Path Wealth Management29,965
0.1% of portfolio›$636.0K
KFG Wealth Management, LLC29,862
0.1% of portfolio›$633.8K
Blake Schutter Theil Wealth Advisors, LLC27,441
0.4% of portfolio›$582.4K
Schmidt P J Investment Management Inc25,045
0.1% of portfolio›$531.6K
Prosperity Planning, Inc.24,742
0.1% of portfolio›$525.1K
Mlp3, LLC24,122
0.4% of portfolio›$512.0K
Fifth Third Bancorp23,919
0.0% of portfolio›$507.7K
Old Port Advisors22,564
0.1% of portfolio›$478.9K
Tableaux LLC21,728
0.2% of portfolio›$461.2K
XY Planning Network, Inc.21,697
0.0% of portfolio›$460.5K
Kestra Advisory Services, LLC21,545
0.0% of portfolio›$457.3K
Wealth Enhancement Advisory Services, LLC21,475
0.0% of portfolio›$456.2K
Opus Capital Group, LLC20,850
0.0% of portfolio›$443
Atwater Malick LLC20,698
0.1% of portfolio›$439.3K
DecisionMap Wealth Management, LLC20,302
0.2% of portfolio›$430.9K
Jacobi Capital Management LLC19,867
0.0% of portfolio›$421.7K
Walleye Partners, LLC19,311
0.5% of portfolio›$409.9K
Towne Trust Company, N.a18,786
0.1% of portfolio›$398.7K
Barrett & Company, Inc.18,749
0.1% of portfolio›$397.9K
Truist Financial Corp18,438
0.0% of portfolio›$391.3K
Smithbridge Asset Management Inc18,400
0.1% of portfolio›$390.5K
Apollon Wealth Management, LLC17,767
0.0% of portfolio›$377.1K
Madrid Wealth Management, LLC16,901
0.2% of portfolio›$358.7K
Kestra Investment Management, LLC16,848
0.0% of portfolio›$357.6K
Prime Capital Investment Advisors, LLC16,671
0.0% of portfolio›$353.8K
Trinity Wealth Management, LLC15,891
0.1% of portfolio›$337.3K
Midland Wealth Advisors, LLC15,556
0.0% of portfolio›$330.2K
Single Point Partners, LLC15,309
0.1% of portfolio›$324.9K
Cyr Financial Inc.14,228
0.1% of portfolio›$302.0K
Cambridge Financial Group, LLC14,011
0.1% of portfolio›$303.3K
James Investment Research, Inc.13,696
0.0% of portfolio›$290.7K
Old Mission Investment Co LLC13,502
0.1% of portfolio›$286.6K
Milestone Asset Management, LLC13,244
0.0% of portfolio›$281.1K
Alamar Capital Management, LLC12,700
0.1% of portfolio›$269.6K
Conrad Siegel Investment Advisors, Inc.12,395
0.0% of portfolio›$263.1K
CFS Investment Advisory Services, LLC12,389
0.0% of portfolio›$262.9K
Guidance Point Advisors, LLC12,127
0.1% of portfolio›$257.4K
Aspen Private Advisors, LLC11,750
0.2% of portfolio›$249.4K
Highland Financial Advisors, LLC11,698
0.1% of portfolio›$248.3K
Horizons Wealth Management11,616
0.2% of portfolio›$246.6K
Resonant Capital Advisors, LLC11,603
0.0% of portfolio›$246.3K
Penobscot Investment Management Company, Inc.10,750
0.0% of portfolio›$228.2K
Creative Planning10,600
0.0% of portfolio›$225.0K
KPP Advisory Services LLC10,500
0.0% of portfolio›$222.9K
Trust Co10,272
0.0% of portfolio›$218.0K
Ellis Investment Partners, LLC9,429
0.0% of portfolio›$200.1K
Pinnacle Bancorp, Inc.9,036
0.1% of portfolio›$191.8K
Physician Wealth Advisors, Inc.7,943
0.0% of portfolio›$168.6K
Concord Wealth Partners7,154
0.0% of portfolio›$151.9K
Cherry Tree Wealth Management, LLC6,383
0.0% of portfolio›$135.5K
High Note Wealth, LLC5,744
0.0% of portfolio›$121.9K
Key FInancial Inc4,995
0.0% of portfolio›$106.0K
Farther Finance Advisors, LLC4,658
0.0% of portfolio›$98.9K
US Bancorp \de\4,095
0.0% of portfolio›$86.9K
Hara Capital LLC4,000
0.0% of portfolio›$84.9K
First Premier Bank3,590
0.0% of portfolio›$76
NBH Bank2,835
0.0% of portfolio›$60.2K
Hyposwiss Advisors SA2,280
0.0% of portfolio›$48.4K
Birch Financial Group, LLC1,923
0.0% of portfolio›$40.8K
Laurel Wealth Advisors LLC1,200
0.0% of portfolio›$25.5K
Clayton Financial Group LLC979
0.0% of portfolio›$20.8K
Robbins Farley938
0.0% of portfolio›$19.9K
Gilpin Wealth Management, LLC388
0.0% of portfolio›$8.2K
Larson Financial Group LLC54
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Brookstone Capital Management
1,754,598$37.2M0.4%ETFMediumWheaton, IL2026-10-22
Asset Advisors Investment Management, LLC
1,709,106$36.3M3.2%CoreLowAugusta, GA2026-10-19
True Private Wealth Advisors
1,702,962$36.1M3.1%ETFMediumSalem, OR2026-10-19
Financial Advisory Corp
1,653,449$35.1M4.5%ETFVery LowGrand Rapids, MI2026-10-14
Hengehold Capital Management LLC
1,196,533$25.4M1.9%ETFLowCincinnati, OH2026-10-16
Atwood & Palmer Inc
913,459$19.4M1.0%CoreVery LowKansas City, MO2026-10-08
Journey Advisory Group, LLC
781,949$16.6M1.2%CoreMediumCovington, KY2026-11-04
Denver PWM, LLC
695,280$14.8M4.9%ETFLowDenver, CO2026-10-22
MKT Advisors LLC
660,121$14.0M4.5%ETFLowCarlsbad, CA2026-10-20
Parallel Advisors, LLC
639,490$13.6M0.2%IndexLowSan Francisco, CA2026-11-03
Probity Advisors, Inc.
575,047$12.2M1.7%ETFLowDallas, TX2026-10-23
Legacy Private Trust Co.
549,620$11.7M0.6%ETFLowNeenah, WI2026-10-06
Shelton Wealth Management, LLC
533,016$11.3M4.4%GrowthMediumFort Worth, TX2026-10-16
Krilogy Financial LLC
512,518$10.9M0.3%GrowthLowSt. Louis, MO2026-10-13
Waycross Investment Management Co
456,903$9.7M7.8%ETFLowBellingham, WA2026-10-14
Heartwood Wealth Advisors LLC
456,166$9.7M0.8%ETFLowRichmond, VA2026-10-05
Commonwealth Equity Services, LLC
435,466$9.2M0.0%ETFLowWaltham, MA2026-11-02
Park Avenue Securities LLC
423,539$9.0K0.0%ETFMediumNew York, NY2026-10-26
Robertson Stephens Wealth Management, LLC
390,740$8.3M0.2%ETFMediumSan Francisco, CA2026-10-16
Wealth Enhancement Trust Services, Inc.
370,000$7.9M0.8%GrowthMediumSioux Falls, SD2026-10-07
D.A. Davidson & Co.
355,823$7.6M0.0%CoreLowGreat Falls, MT2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
351,915$7.5M0.1%ETFLowMinneapolis, MN2026-10-14
Foronjy Financial LLC
321,987$6.8M2.4%ETFLowLos Osos, CA2026-10-14
Confluence Investment Management LLC
314,762$6.7M0.1%ValueMediumSt. Louis, MO2026-10-01
Fagan Associates, Inc.
314,158$6.7M0.8%GrowthLowTroy, NY2026-10-13
Central Trust Co
287,772$6.1M0.1%CoreLowJefferson City, MO2026-11-05
Rebalance, LLC
276,465$5.9M0.3%ETFVery LowPalo Alto, CA2026-10-22
Asset Dedication, LLC
272,385$5.8M0.4%ETFLowSan Francisco, CA2026-11-03
Stockman Wealth Management, Inc.
265,845$5.6M0.6%CoreLowBillings, MT2026-10-27
Signaturefd, LLC
216,968$4.6M0.1%IndexLowAtlanta, GA2026-10-23
Howland Capital Management LLC
197,700$4.2M0.1%CoreLowBoston, MA2026-10-22
Choreo, LLC
154,897$3.3M0.0%IndexLowRockford, IL2026-10-28
Apella Capital, LLC
151,684$3.2M0.0%ETFVery LowWest Hartford, CT2026-10-08
Community Financial Services Group, LLC
147,590$3.1M0.5%GrowthLowNewport, VT2026-10-15
MV Capital Management, Inc.
142,758$3.0M0.3%ETFLowBethesda, MD2026-10-29
Cambridge Investment Research Advisors, Inc.
127,463$2.7K0.0%ETFLowFairfield, IA2026-11-02
Atria Investments, Inc
118,046$2.5M0.0%CoreMediumCharlotte, NC2026-10-15
Hughes Financial Services, LLC
113,961$2.4M0.3%ETFLowHerndon, VA2026-10-30
Midwest Professional Planners, Ltd.
108,006$2.3M0.5%GrowthMediumWausau, WI2026-10-29
Titleist Asset Management, LLC
106,262$2.3M0.1%ETFLowSan Antonio, TX2026-10-08
BIP Wealth, LLC
94,750$2.0M0.1%ETFMediumAtlanta, GA2026-10-22
Leo Wealth, LLC
80,106$1.7M0.4%CoreLowHurst, TX2026-10-26
Montecito Bank & Trust
69,414$1.5M0.2%GrowthVery LowSanta Barbara, CA2026-10-01
Associated Banc-Corp
68,794$1.5M0.0%CoreLowGreen Bay, WI2026-10-30
Woodley Farra Manion Portfolio Management Inc
67,856$1.4M0.1%ValueMediumIndianapolis, IN2026-11-05
IFP Advisors, Inc
67,086$1.4M0.0%GrowthLowTampa, FL2026-10-16
JIM Saulnier & Associates, LLC
60,670$1.3M0.5%ETFLowFort Collins, CO2026-11-04
King Luther Capital Management Corp
59,610$1.3M0.0%CoreLowFort Worth, TX2026-11-05
Foundry Financial Group, Inc.
54,943$1.2M0.5%ETFLowLaconia, NH2026-10-28
Great Diamond Partners, LLC
53,802$1.1M0.2%CoreMediumPortland, ME2026-10-13
Thrivent Financial for Lutherans
48,664$1.0M0.0%GARPMediumMinneapolis, MN2026-11-05
Compass Ion Advisors, LLC
42,731$907.0K0.1%ETFVery LowConshohocken, PA2026-10-23
Peck Wealth Management, LLC
42,450$901.0K0.8%ETFLowWhite Plains, NY2026-10-29
Moulton Wealth Management, Inc
40,263$854.0K0.6%ETFVery HighSpokane, WA2026-10-13
Duncker Streett & Co Inc
38,101$808.7K0.1%GrowthLowSt. Louis, MO2026-10-27
KOM Wealth Management Group, LLC
36,192$768.2K0.4%ETFLowAppleton, WI2026-10-15
Chris Bulman Inc
35,456$752.5K0.3%ETFLowRoseville, CA2026-10-20
Capital Investment Advisors, LLC
32,603$692.0K0.0%CoreLowAtlanta, GA2026-10-22
Mendota Financial Group, LLC
32,111$681.5K0.4%ETFLowMadison, WI2026-10-07
Keeler Thomas Management LLC
30,943$656.8K0.3%CoreHighOrem, UT2026-10-29
Straight Path Wealth Management
29,965$636.0K0.1%ETFLowJenison, MI2026-10-23
KFG Wealth Management, LLC
29,862$633.8K0.1%ETFMediumGranger, IN2026-10-16
Blake Schutter Theil Wealth Advisors, LLC
27,441$582.4K0.4%ETFLowDayton, OH2026-11-02
Schmidt P J Investment Management Inc
25,045$531.6K0.1%GrowthVery LowCedarburg, WI2026-11-02
Prosperity Planning, Inc.
24,742$525.1K0.1%ETFVery LowNorth Kansas City, MO2026-10-09
Mlp3, LLC
24,122$512.0K0.4%CoreVery LowLinwood, NJ2026-10-22
Fifth Third Bancorp
23,919$507.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Old Port Advisors
22,564$478.9K0.1%GARPLowPortland, ME2026-10-23
Tableaux LLC
21,728$461.2K0.2%ETFLowStockbridge, MA2026-10-23
XY Planning Network, Inc.
21,697$460.5K0.0%ETFLowBozeman, MT2026-10-14
Kestra Advisory Services, LLC
21,545$457.3K0.0%CoreLowAustin, TX2026-11-02
Wealth Enhancement Advisory Services, LLC
21,475$456.2K0.0%CoreLowPlymouth, MN2026-10-13
Opus Capital Group, LLC
20,850$4430.0%ETFVery LowCincinnati, OH2026-10-30
Atwater Malick LLC
20,698$439.3K0.1%CoreLowLancaster, PA2026-10-15
DecisionMap Wealth Management, LLC
20,302$430.9K0.2%ETFLowGreat Falls, VA2026-10-29
Jacobi Capital Management LLC
19,867$421.7K0.0%CoreLowPittston, PA2026-11-05
Walleye Partners, LLC
19,311$409.9K0.5%ValueLowMadison, WI2026-10-13
Towne Trust Company, N.a
18,786$398.7K0.1%CoreLowNewport News, VA2026-10-28
Barrett & Company, Inc.
18,749$397.9K0.1%ETFLowProvidence, RI2026-10-22
Truist Financial Corp
18,438$391.3K0.0%CoreLowCharlotte, NC2026-10-30
Smithbridge Asset Management Inc
18,400$390.5K0.1%GrowthLowChadds Ford, PA2026-10-19
Apollon Wealth Management, LLC
17,767$377.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
Madrid Wealth Management, LLC
16,901$358.7K0.2%ETFLowAlbuquerque, NM2026-10-23
Kestra Investment Management, LLC
16,848$357.6K0.0%ETFMediumAustin, TX2026-11-04
Prime Capital Investment Advisors, LLC
16,671$353.8K0.0%ETFLowOverland Park, KS2026-10-20
Trinity Wealth Management, LLC
15,891$337.3K0.1%ETFMediumBerwyn, PA2026-10-13
Midland Wealth Advisors, LLC
15,556$330.2K0.0%ETFLowEffingham, IL2026-10-26
Single Point Partners, LLC
15,309$324.9K0.1%ETFVery LowBoston, MA2026-10-19
Cyr Financial Inc.
14,228$302.0K0.1%ETFLowHennepin, IL2026-10-16
Cambridge Financial Group, LLC
14,011$303.3K0.1%ETFLowTucson, AZ2026-10-06
James Investment Research, Inc.
13,696$290.7K0.0%CoreLowAlpha, OH2026-10-22
Old Mission Investment Co LLC
13,502$286.6K0.1%ETFLowTraverse City, MI2026-10-22
Milestone Asset Management, LLC
13,244$281.1K0.0%GrowthHighPittsburgh, PA2026-10-15
Alamar Capital Management, LLC
12,700$269.6K0.1%GrowthMediumSanta Barbara, CA2026-11-02
Conrad Siegel Investment Advisors, Inc.
12,395$263.1K0.0%ETFLowHarrisburg, PA2026-10-08
CFS Investment Advisory Services, LLC
12,389$262.9K0.0%ETFMediumTotowa, NJ2026-10-19
Guidance Point Advisors, LLC
12,127$257.4K0.1%ETFVery LowWellesley, MA2026-10-15
Aspen Private Advisors, LLC
11,750$249.4K0.2%ETFN/ASioux Falls, SD2026-10-27
Highland Financial Advisors, LLC
11,698$248.3K0.1%ETFVery LowWayne, NJ2026-10-19
Horizons Wealth Management
11,616$246.6K0.2%ETFLowAsheville, NC2026-10-05
Resonant Capital Advisors, LLC
11,603$246.3K0.0%ETFLowMadison, WI2026-10-15
Penobscot Investment Management Company, Inc.
10,750$228.2K0.0%GrowthLowBoston, MA2026-10-26
Creative Planning
10,600$225.0K0.0%IndexVery LowOverland Park, KS2026-11-02
KPP Advisory Services LLC
10,500$222.9K0.0%GrowthMediumLouisville, KY2026-10-26
Trust Co
10,272$218.0K0.0%ETFVery LowManhattan, KS2026-10-09
Ellis Investment Partners, LLC
9,429$200.1K0.0%ETFLowBerwyn, PA2026-10-21
Pinnacle Bancorp, Inc.
9,036$191.8K0.1%CoreVery LowBeatrice, NE2026-10-21
Physician Wealth Advisors, Inc.
7,943$168.6K0.0%ETFMediumMidvale, UT2026-10-20
Concord Wealth Partners
7,154$151.9K0.0%GrowthLowAbingdon, VA2026-11-02
Cherry Tree Wealth Management, LLC
6,383$135.5K0.0%ETFVery LowMinnetonka, MN2026-10-15
High Note Wealth, LLC
5,744$121.9K0.0%ETFVery LowDeephaven, MN2026-10-27
Key FInancial Inc
4,995$106.0K0.0%ETFLowWest Chester, PA2026-11-02
Farther Finance Advisors, LLC
4,658$98.9K0.0%IndexLowSan Francisco, CA2026-10-08
US Bancorp \de\
4,095$86.9K0.0%IndexLowMinneapolis, MN2026-11-05
Hara Capital LLC
4,000$84.9K0.0%Deep ValueMediumBellevue, WA2026-10-30
First Premier Bank
3,590$760.0%CoreVery LowSioux Falls, SD2026-10-13
NBH Bank
2,835$60.2K0.0%CoreN/AGreenwood Village, CO2026-11-05
Hyposwiss Advisors SA
2,280$48.4K0.0%ETFLowGeneva, Switzerland2026-10-26
Birch Financial Group, LLC
1,923$40.8K0.0%CoreLowKeene, NH2026-10-27
Laurel Wealth Advisors LLC
1,200$25.5K0.0%CoreVery LowCharlotte, NC2026-10-27
Clayton Financial Group LLC
979$20.8K0.0%ETFLowSt. Louis, MO2026-10-13
Robbins Farley
938$19.9K0.0%CoreMediumBedford, NH2026-10-21
Gilpin Wealth Management, LLC
388$8.2K0.0%GrowthLowDenver, CO2026-10-09
Larson Financial Group LLC
54$1.1K0.0%GrowthLowSt Louis, MO2026-11-05