ISHARES IBONDS DEC 2029 TERM (IBTJ) Institutional Ownership and Insiders Activity
ISHARES IBONDS DEC 2029 TERM (IBTJ) is widely held by institutional investors, with 213 firms reporting positions valued at approximately $1.08B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $74.67M in IBTJ holdings in its latest filing.
Institutional Holders
213
Total Reported Value
$1.08B
Largest Holder
Morgan Stanley
Largest Position
$74.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
Funds Exiting Positions
30
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$74.67M
- Bank Of America Corp$59.83M
- Mercer Global Advisors Inc$55.87M
- Wells Fargo & Company/Mn$38.24M
- Brookstone Capital Management$36.82M
IBTJ News
All news- Waycross Investment Management Co Q2 2026 Portfolio Activity: Significant Buys and Sells Observed
Jul 16, 2026 · valut.ai
- Shelton Wealth Management Q2 2026 Portfolio Activity Report
Jul 14, 2026 · valut.ai