ISHARES IBONDS DEC 2029 TERM (IBTJ) Institutional Shareholders
ISHARES IBONDS DEC 2029 TERM (IBTJ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.08B in IBTJ holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of IBTJ tracked by InsiderSet, reporting ownership valued at approximately $74.67M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $73.54M, representing an estimated loss of -1.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 39% of the total disclosed IBTJ value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Mercer Global Advisors Inc, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2029 TERM (IBTJ).
This page ranks the largest institutional IBTJ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 3,449,133 | $74,673,745 | $73,535,516 | -$1,138,229 | -1.52% | |
| Bank Of America Corp | 0.00% | 2,763,412 | $59,827,870 | $58,915,944 | -$911,926 | -1.52% | |
| Mercer Global Advisors Inc | 0.07% | 2,580,593 | $55,869,838 | $55,018,243 | -$851,595 | -1.52% | |
| Wells Fargo & Company/Mn | 0.01% | 1,766,489 | $38,244,487 | $37,661,545 | -$582,942 | -1.52% | |
| Brookstone Capital Management | 0.37% | 1,700,849 | $36,823,380 | $36,262,101 | -$561,279 | -1.52% | |
| True Private Wealth Advisors | 3.12% | 1,669,970 | $36,154,841 | $35,603,760 | -$551,081 | -1.52% | |
| Financial Advisory Corp | 4.59% | 1,598,459 | $34,606,628 | $34,079,146 | -$527,482 | -1.52% | |
| Raymond James Financial Inc | 0.01% | 1,434,792 | $31,063,249 | $30,589,765 | -$473,484 | -1.52% | |
| Asset Advisors Investment Management, Llc | 2.66% | 1,340,715 | $29,026,480 | $28,584,044 | -$442,436 | -1.52% | |
| Envestnet Asset Management Inc | 0.01% | 1,295,472 | $28,046,960 | $27,619,463 | -$427,497 | -1.52% | |
| United Capital Financial Advisors, Llc | 0.15% | 1,273,661 | $27,556,560 | $27,154,453 | -$402,107 | -1.46% | |
| Blackrock, Inc. | 0.00% | 1,220,815 | $26,430,645 | $26,027,776 | -$402,869 | -1.52% | |
| Hengehold Capital Management Llc | 1.87% | 1,114,945 | $24,138,560 | $23,770,627 | -$367,933 | -1.52% | |
| Ameriprise Financial Inc | 0.00% | 1,039,013 | $22,482,348 | $22,151,757 | -$330,591 | -1.47% | |
| Hm Payson & Co | 0.28% | 961,074 | $20,807,243 | $20,490,098 | -$317,145 | -1.52% | |
| Atwood & Palmer Inc | 1.11% | 958,727 | $20,756,432 | $20,440,060 | -$316,372 | -1.52% | |
| Ubs Group Ag | 0.00% | 937,678 | $20,300,729 | $19,991,295 | -$309,434 | -1.52% | |
| Journey Advisory Group, Llc | 1.34% | 808,737 | $17,509,156 | $17,242,273 | -$266,883 | -1.52% | |
| Commonwealth Equity Services, Llc | 0.02% | 790,679 | $17,118,207 | $16,857,276 | -$260,931 | -1.52% | |
| Arax Advisory Partners | 0.11% | 781,914 | $16,928,439 | $16,670,406 | -$258,033 | -1.52% | |
| Cwm, Llc | 0.04% | 756,665 | $16,527,834 | $16,132,098 | -$395,736 | -2.39% | |
| Denver Pwm, Llc | 4.84% | 685,352 | $14,786,473 | $14,611,705 | -$174,768 | -1.18% | |
| Mkt Advisors Llc | 4.44% | 661,757 | $14,274,094 | $14,108,659 | -$165,435 | -1.16% | |
| Lpl Financial Llc | 0.00% | 640,840 | $13,874,185 | $13,662,709 | -$211,476 | -1.52% | |
| Merit Financial Group, Llc | 0.08% | 588,260 | $12,735,821 | $12,541,703 | -$194,118 | -1.52% | |
| Krilogy Financial Llc | 0.36% | 562,283 | $12,173,424 | $11,987,874 | -$185,550 | -1.52% | |
| Integrated Wealth Concepts Llc | 0.08% | 561,142 | $12,148,719 | $11,963,547 | -$185,172 | -1.52% | |
| Legacy Private Trust Co. | 0.67% | 555,562 | $12,027,917 | $11,844,582 | -$183,335 | -1.52% | |
| Stratos Wealth Partners, Ltd. | 0.12% | 533,453 | $11,549,271 | $11,373,218 | -$176,053 | -1.52% | |
| Probity Advisors, Inc. | 1.64% | 530,491 | $11,485,126 | $11,310,068 | -$175,058 | -1.52% | |
| Shelton Wealth Management, Llc | 4.30% | 501,211 | $10,851,218 | $10,685,819 | -$165,399 | -1.52% | |
| Newedge Advisors, Llc | 0.03% | 499,976 | $10,824,498 | $10,659,488 | -$165,010 | -1.52% | |
| Es4, Llc | 5.57% | 457,923 | $10,605,487 | $9,762,918 | -$842,569 | -7.94% | |
| Mcf Advisors Llc | 0.36% | 431,897 | $9,999,258 | $9,208,044 | -$791,214 | -7.91% | |
| Heartwood Wealth Advisors Llc | 0.75% | 446,254 | $9,661,399 | $9,514,135 | -$147,264 | -1.52% | |
| Waycross Investment Management Co | 7.31% | 443,173 | $9,594,695 | $9,448,448 | -$146,247 | -1.52% | |
| Eight 31 Financial, Llc | 5.62% | 436,563 | $9,451,589 | $9,307,523 | -$144,066 | -1.52% | |
| Park Avenue Securities Llc | 0.05% | 396,112 | $8,576,000 | $8,445,108 | -$130,892 | -1.53% | |
| D.A. Davidson & Co. | 0.05% | 382,798 | $8,287,577 | $8,161,253 | -$126,324 | -1.52% | |
| Robertson Stephens Wealth Management, Llc | 0.20% | 373,145 | $8,078,579 | $7,955,451 | -$123,128 | -1.52% | |
| Spreng Capital Management, Inc. | 2.54% | 322,517 | $6,982,493 | $6,876,062 | -$106,431 | -1.52% | |
| Foronjy Financial Llc | 2.51% | 315,571 | $6,832,107 | $6,727,974 | -$104,133 | -1.52% | |
| Fagan Associates, Inc. | 0.78% | 294,216 | $6,369,770 | $6,272,685 | -$97,085 | -1.52% | |
| Osaic Holdings, Inc. | 0.01% | 290,713 | $6,297,617 | $6,198,001 | -$99,616 | -1.58% | |
| Stifel Financial Corp | 0.00% | 275,978 | $5,974,957 | $5,883,851 | -$91,106 | -1.52% | |
| Central Trust Co | 0.11% | 274,945 | $5,952,560 | $5,861,827 | -$90,733 | -1.52% | |
| Rebalance, Llc | 0.31% | 270,435 | $5,854,912 | $5,765,674 | -$89,238 | -1.52% | |
| Janney Montgomery Scott Llc | 0.01% | 263,619 | $5,707,000 | $5,620,357 | -$86,643 | -1.52% | |
| Baird Financial Group, Inc. | 0.01% | 259,495 | $5,618,067 | $5,532,433 | -$85,634 | -1.52% | |
| Stockman Wealth Management, Inc. | 0.57% | 255,938 | $5,541,066 | $5,456,598 | -$84,468 | -1.52% |
Frequently asked questions about IBTJ
Who owns the most IBTJ stock?
The largest holders of IBTJ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES IBONDS DEC 2029 TERM (IBTJ).
Is IBTJ widely held by superinvestors?
Many widely followed stocks like IBTJ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBTJ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.