IBTJ Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2029 TERM (IBTJ) is currently held by 219 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.09B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $73.90M, representing an estimated loss of -1.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 40% 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
219
Total Reported Value
$1.09B
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 | $73,897,675 | -$776,070 | -1.04% | |
| Bank Of America Corp | 0.00% | 2,763,412 | $59,827,870 | $59,206,102 | -$621,768 | -1.04% | |
| Mercer Global Advisors Inc | 0.07% | 2,580,593 | $55,869,838 | $55,289,205 | -$580,633 | -1.04% | |
| Wells Fargo & Company/Mn | 0.01% | 1,766,489 | $38,244,487 | $37,847,027 | -$397,460 | -1.04% | |
| Brookstone Capital Management | 0.37% | 1,754,598 | $37,241,370 | $37,592,262 | +$350,892 | +0.94% | |
| Asset Advisors Investment Management, Llc | 3.17% | 1,709,106 | $36,275,776 | $36,617,596 | +$341,820 | +0.94% | |
| True Private Wealth Advisors | 3.07% | 1,702,962 | $36,145,370 | $36,485,961 | +$340,591 | +0.94% | |
| Financial Advisory Corp | 4.48% | 1,653,449 | $35,094,457 | $35,425,145 | +$330,688 | +0.94% | |
| Raymond James Financial Inc | 0.01% | 1,434,792 | $31,063,249 | $30,740,419 | -$322,830 | -1.04% | |
| Envestnet Asset Management Inc | 0.01% | 1,295,472 | $28,046,960 | $27,755,488 | -$291,472 | -1.04% | |
| United Capital Financial Advisors, Llc | 0.15% | 1,273,661 | $27,556,560 | $27,288,187 | -$268,373 | -0.97% | |
| Blackrock, Inc. | 0.00% | 1,220,815 | $26,430,645 | $26,155,961 | -$274,684 | -1.04% | |
| Hengehold Capital Management Llc | 1.94% | 1,196,533 | $25,396,418 | $25,635,720 | +$239,302 | +0.94% | |
| Ameriprise Financial Inc | 0.00% | 1,039,013 | $22,482,348 | $22,260,854 | -$221,494 | -0.99% | |
| Hm Payson & Co | 0.28% | 961,074 | $20,807,243 | $20,591,010 | -$216,233 | -1.04% | |
| Ubs Group Ag | 0.00% | 937,678 | $20,300,729 | $20,089,751 | -$210,978 | -1.04% | |
| Atwood & Palmer Inc | 1.00% | 913,459 | $19,388,177 | $19,570,859 | +$182,682 | +0.94% | |
| Journey Advisory Group, Llc | 1.34% | 808,737 | $17,509,156 | $17,327,190 | -$181,966 | -1.04% | |
| Arax Advisory Partners | 0.11% | 781,914 | $16,928,439 | $16,752,507 | -$175,932 | -1.04% | |
| Cwm, Llc | 0.04% | 756,665 | $16,527,834 | $16,211,548 | -$316,286 | -1.91% | |
| Denver Pwm, Llc | 4.90% | 695,280 | $14,757,321 | $14,896,374 | +$139,053 | +0.94% | |
| Mkt Advisors Llc | 4.50% | 660,121 | $14,024,276 | $14,143,092 | +$118,816 | +0.85% | |
| Lpl Financial Llc | 0.00% | 640,840 | $13,874,185 | $13,729,997 | -$144,188 | -1.04% | |
| Merit Financial Group, Llc | 0.08% | 588,260 | $12,735,821 | $12,603,471 | -$132,351 | -1.04% | |
| Probity Advisors, Inc. | 1.74% | 575,047 | $12,205,385 | $12,320,382 | +$114,997 | +0.94% | |
| Integrated Wealth Concepts Llc | 0.08% | 561,142 | $12,148,719 | $12,022,467 | -$126,252 | -1.04% | |
| Legacy Private Trust Co. | 0.64% | 549,620 | $11,665,684 | $11,775,609 | +$109,925 | +0.94% | |
| Stratos Wealth Partners, Ltd. | 0.12% | 533,453 | $11,549,271 | $11,429,231 | -$120,040 | -1.04% | |
| Shelton Wealth Management, Llc | 4.50% | 533,016 | $11,313,264 | $11,419,868 | +$106,604 | +0.94% | |
| Krilogy Financial Llc | 0.30% | 512,518 | $10,878,214 | $10,980,698 | +$102,484 | +0.94% | |
| Newedge Advisors, Llc | 0.03% | 499,976 | $10,824,498 | $10,711,986 | -$112,512 | -1.04% | |
| Es4, Llc | 5.57% | 457,923 | $10,605,487 | $9,811,000 | -$794,487 | -7.49% | |
| Waycross Investment Management Co | 7.83% | 456,903 | $9,697,767 | $9,789,147 | +$91,380 | +0.94% | |
| Heartwood Wealth Advisors Llc | 0.76% | 456,166 | $9,682,123 | $9,773,357 | +$91,234 | +0.94% | |
| Eight 31 Financial, Llc | 5.62% | 436,563 | $9,451,589 | $9,353,362 | -$98,227 | -1.04% | |
| Commonwealth Equity Services, Llc | 0.01% | 435,466 | $9,242,772 | $9,329,859 | +$87,087 | +0.94% | |
| Robertson Stephens Wealth Management, Llc | 0.20% | 390,740 | $8,293,466 | $8,371,605 | +$78,139 | +0.94% | |
| Wealth Enhancement Trust Services, Inc. | 0.84% | 370,000 | $7,853,250 | $7,927,250 | +$74,000 | +0.94% | |
| D.A. Davidson & Co. | 0.04% | 355,823 | $7,552,342 | $7,623,508 | +$71,166 | +0.94% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.10% | 351,915 | $7,469,396 | $7,539,779 | +$70,383 | +0.94% | |
| Spreng Capital Management, Inc. | 2.54% | 322,517 | $6,982,493 | $6,909,927 | -$72,566 | -1.04% | |
| Foronjy Financial Llc | 2.40% | 321,987 | $6,834,171 | $6,898,571 | +$64,400 | +0.94% | |
| Confluence Investment Management Llc | 0.11% | 314,762 | $6,680,823 | $6,743,776 | +$62,953 | +0.94% | |
| Fagan Associates, Inc. | 0.77% | 314,158 | $6,667,999 | $6,730,835 | +$62,836 | +0.94% | |
| Osaic Holdings, Inc. | 0.01% | 290,713 | $6,297,617 | $6,228,526 | -$69,091 | -1.10% | |
| Stifel Financial Corp | 0.00% | 275,978 | $5,974,957 | $5,912,829 | -$62,128 | -1.04% | |
| Central Trust Co | 0.11% | 274,945 | $5,952,560 | $5,890,697 | -$61,863 | -1.04% | |
| Rebalance, Llc | 0.30% | 276,465 | $5,867,964 | $5,923,263 | +$55,299 | +0.94% | |
| Janney Montgomery Scott Llc | 0.01% | 263,619 | $5,707,000 | $5,648,037 | -$58,963 | -1.03% | |
| Stockman Wealth Management, Inc. | 0.59% | 265,845 | $5,642,567 | $5,695,729 | +$53,162 | +0.94% |
Frequently asked questions about IBTJ
Who are the largest institutional holders of IBTJ?
The largest institutional holders of IBTJ reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Mercer Global Advisors Inc, Wells Fargo & Company/Mn, and Brookstone Capital Management. InsiderSet ranks institutional holders by their latest reported IBTJ position.
What is IBTJ institutional ownership?
This page tracks IBTJ positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2029 TERM (IBTJ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBTJ?
InsiderSet currently tracks 219 institutional managers reporting IBTJ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBTJ shareholders.
How much IBTJ stock do institutions own?
Institutional investment managers disclosed approximately $1.09B in IBTJ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBTJ institutional ownership last updated?
The latest IBTJ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBTJ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBTJ position after the reporting date.
Are institutions buying or selling IBTJ?
Institutional buying and selling can be analyzed by comparing IBTJ positions across consecutive 13F reporting periods. InsiderSet's IBTJ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBTJ ownership changes.
How has IBTJ institutional ownership changed over time?
InsiderSet tracks IBTJ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.