IBTJ · iShares iBonds Dec 2029 Term Treasury ETF ETF

$21.46 +0.01 (+0.02%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 138

Total Value: $643,130,473

Total Shares: 29,306,473

Showing 1–100 of 138 holdings by value · page 1 of 2

Institutional Ownership Trend

24 quarters

Holder Concentration

Across 138 13F filers · Δ vs Sep 30, 2025

Top Holder

11.6%

+4.5 pts

Top 5

39.3%

+15.9 pts

Top 10

57.9%

+18.6 pts

HHI

448

Broadly held+202

Quarterly Activity

vs Sep 30, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -39

Institutional value: +6.4%

Shares held: +6.5%

Top Buyers

vs Sep 30, 2025

Institution	Added	Now Holds
Mega MORGAN STANLEY	+3,029,822	3,400,107
Mega BANK OF AMERICA CORP /DE/	+1,507,597	2,188,742
Large MERCER GLOBAL ADVISORS INC /ADV	+918,666	1,965,283
Mega RAYMOND JAMES FINANCIAL INC	+531,273	1,501,857
Mega WELLS FARGO & COMPANY/MN	+525,076	2,015,398

Top Sellers

vs Sep 30, 2025

Institution	Sold	Now Holds
Mega ENVESTNET ASSET MANAGEMENT INC	−807,062	22,851
Large Cetera Investment Advisers	−214,868	137,689
Mega ROYAL BANK OF CANADA	−37,732	202,340
Mid CENTRAL TRUST Co	−35,206	256,067
Small TRUE Private Wealth Advisors	−19,950	1,934,809

Top New Positions

vs Sep 30, 2025

Institution	Acquired	Value (USD)
Mid Baltimore-Washington Financial Advisors, Inc.	168,262	$3,692,509
Micro Hughes Financial Services, LLC	98,070	$2,152,146
Large Sanctuary Advisors, LLC	92,763	$2,035,684
Mid Allworth Financial LP	73,586	$1,614,844
Large KING LUTHER CAPITAL MANAGEMENT CORP	65,820	$1,444,419

Top Sold-Out Positions

vs Sep 30, 2025

Institution	Previously Held	Last Value (USD)
Small HENGEHOLD CAPITAL MANAGEMENT LLC	963,438	$21,152,281
Small Journey Advisory Group, LLC	745,513	$16,367,737
Mid CONFLUENCE INVESTMENT MANAGEMENT LLC	521,000	$11,438,555
Small MKT Advisors LLC	476,861	$10,469,483
Small Legacy Private Trust Co.	432,974	$9,505,944

Filter: New 25 Increased 78 Reduced 16 Sold out 64 Unchanged 19

Showing 100 of 138

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY IBTJ

$74,615,348

11.60%

3,400,107

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	5,580	$122,453	0.2%	Defined
MORGAN STANLEY SMITH BARNEY LLC	3,394,527	$74,492,895	99.8%	Defined

BANK OF AMERICA CORP /DE/ IBTJ

$48,031,942

7.47%

2,188,742

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	19,652	$431,263	0.9%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	953,842	$20,932,062	43.6%	Defined
MANAGED ACCOUNT ADVISORS LLC	1,215,248	$26,668,617	55.5%	Defined

WELLS FARGO & COMPANY/MN IBTJ

$44,227,908

6.88%

2,015,398

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	1,234,219	$27,084,935	61.2%	Defined
WELLS FARGO CLEARING SERVICES, LLC	781,179	$17,142,973	38.8%	Defined

MERCER GLOBAL ADVISORS INC /ADV IBTJ

$43,128,135

6.71%

1,965,283

TRUE Private Wealth Advisors IBTJ

$42,459,383

6.60%

1,934,809

RAYMOND JAMES FINANCIAL INC IBTJ

$32,958,250

5.12%

1,501,857

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	118,485	$2,600,153	7.9%	Defined
Raymond James Financial Services Advisors, Inc.	1,357,681	$29,794,309	90.4%	Defined
RAYMOND JAMES TRUST N.A.	25,691	$563,788	1.7%	Defined

UNITED CAPITAL FINANCIAL ADVISORS, LLC IBTJ

$23,160,379

3.60%

1,055,383

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
United Capital Financial Partners, LLC	1,055,383	$23,160,379	100.0%	Defined

UBS Group AG IBTJ

$22,667,978

3.52%

1,032,945

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,032,945	$22,667,978	100.0%	Defined

STIFEL FINANCIAL CORP IBTJ

$20,947,752

3.26%

954,557

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	953,626	$20,927,322	99.9%	Defined
Stifel Independent Advisors, LLC	931	$20,430	0.1%	Defined

ATWOOD & PALMER INC IBTJ

$20,351,683

3.16%

927,395

COMMONWEALTH EQUITY SERVICES, LLC IBTJ

$19,565,920

3.04%

891,589

BENJAMIN EDWARDS INC IBTJ

$16,495,046

2.56%

751,654

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BENJAMIN F. EDWARDS & COMPANY, INC.	684,410	$15,019,377	91.1%	Defined
Benjamin F. Edwards Wealth Management, LLC	67,244	$1,475,669	8.9%	Defined

Denver PWM, LLC IBTJ

$15,151,881

2.36%

690,448

LPL Financial LLC IBTJ

$11,635,612

1.81%

530,217

Wealth Management Strategies, Inc. IBTJ

$11,242,752

1.75%

512,315

EIGHT 31 FINANCIAL, LLC IBTJ

$9,495,886

1.48%

432,713

NewEdge Advisors, LLC IBTJ

$9,353,222

1.45%

426,212

HM PAYSON & CO IBTJ

$8,880,789

1.38%

404,684

Robertson Stephens Wealth Management, LLC IBTJ

$7,639,668

1.19%

348,128

D.A. DAVIDSON & CO. IBTJ

$7,435,075

1.16%

338,805

OSAIC HOLDINGS, INC. IBTJ

$6,637,198

1.03%

302,447

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	300,807	$6,601,209	99.5%	Defined
Osaic Advisory Services, LLC	1,640	$35,989	0.5%	Defined

FAGAN ASSOCIATES, INC. IBTJ

$6,502,040

1.01%

296,288

SPRENG CAPITAL MANAGEMENT, INC. IBTJ

$6,449,679

1.00%

293,902

BlackRock, Inc. IBTJ

$6,369,624

0.99%

290,254

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Fund Advisors	290,254	$6,369,624	100.0%	Sole

FORONJY FINANCIAL LLC IBTJ

$6,349,719

0.99%

289,347

CENTRAL TRUST Co IBTJ

$5,619,389

0.87%

256,067

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO IBTJ

$5,048,271

0.78%

230,042

Stockman Wealth Management, Inc. IBTJ

$4,909,469

0.76%

223,717

AMERIPRISE FINANCIAL INC IBTJ

$4,593,154

0.71%

209,303

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	209,303	$4,593,154	100.0%	Defined

ROYAL BANK OF CANADA IBTJ

$4,440,350

0.69%

202,340

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	183,518	$4,027,302	90.7%	Defined
RBC Dominion Securities Inc.	13,646	$299,461	6.7%	Defined
RBC Private Counsel (USA) Inc.	5,176	$113,587	2.6%	Defined

Baird Financial Group, Inc. IBTJ

$4,063,840

0.63%

185,183

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	185,183	$4,063,840	100.0%	Defined

Financial Engines Advisors L.L.C. IBTJ

$3,725,602

0.58%

169,770

Baltimore-Washington Financial Advisors, Inc. IBTJ

$3,692,509

0.57%

168,262

Janney Montgomery Scott LLC IBTJ

$3,502,487

0.54%

159,603

THOROUGHBRED FINANCIAL SERVICES, LLC IBTJ

$3,461,845

0.54%

157,751

Integrated Wealth Concepts LLC IBTJ

$3,404,108

0.53%

155,120

Parallel Advisors, LLC IBTJ

$3,121,215

0.49%

142,229

MV CAPITAL MANAGEMENT, INC. IBTJ

$3,100,301

0.48%

141,276

HOWLAND CAPITAL MANAGEMENT LLC IBTJ

$3,075,877

0.48%

140,163

Cetera Investment Advisers IBTJ

$3,021,585

0.47%

137,689

BOSTON FAMILY OFFICE LLC IBTJ

$2,769,700

0.43%

126,211

Keeler Thomas Management LLC IBTJ

$2,654,928

0.41%

120,981

SCS Capital Management LLC IBTJ

$2,542,064

0.40%

115,838

Northstar Group, Inc. IBTJ

$2,450,225

0.38%

111,653

HighTower Advisors, LLC IBTJ

$2,263,977

0.35%

103,166

Hughes Financial Services, LLC IBTJ

$2,152,146

0.33%

98,070

CAPTRUST FINANCIAL ADVISORS IBTJ

$2,091,863

0.33%

95,323

LEAVELL INVESTMENT MANAGEMENT, INC. IBTJ

$2,042,070

0.32%

93,054

Sanctuary Advisors, LLC IBTJ

$2,035,684

0.32%

92,763

Atria Investments, Inc IBTJ

$1,898,615

0.30%

86,517

FF Advisors,LLC IBTJ

$1,803,615

0.28%

82,188

IFP Advisors, Inc IBTJ

$1,649,605

0.26%

75,170

Allworth Financial LP IBTJ

$1,614,844

0.25%

73,586

Associated Banc-Corp IBTJ

$1,464,784

0.23%

66,748

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Associated Trust Company, National Association	66,748	$1,464,784	100.0%	Defined

TITLEIST ASSET MANAGEMENT, LLC IBTJ

$1,455,677

0.23%

66,333

KING LUTHER CAPITAL MANAGEMENT CORP IBTJ

$1,444,419

0.22%

65,820

Foundry Financial Group, Inc. IBTJ

$1,381,437

0.21%

62,950

Reliant Wealth Planning IBTJ

$1,226,176

0.19%

55,875

Thrivent Financial for Lutherans IBTJ

$1,012,915

0.16%

46,157

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Thrivent Advisor Network, LLC	46,157	$1,012,915	100.0%	Sole

JIM SAULNIER & ASSOCIATES, LLC IBTJ

$1,001,218

0.16%

45,624

Snowden Capital Advisors LLC IBTJ

$943,700

0.15%

43,003

Atlantic Private Wealth, LLC IBTJ

$938,587

0.15%

42,770

GOLDMAN SACHS GROUP INC IBTJ

$922,436

0.14%

42,034

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	42,034	$922,436	100.0%	Defined

CARY STREET PARTNERS FINANCIAL LLC IBTJ

$880,762

0.14%

40,135

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	28,926	$634,781	72.1%	Defined
CARY STREET PARTNERS ASSET MANAGEMENT LLC	11,209	$245,981	27.9%	Defined

Compass Ion Advisors, LLC IBTJ

$835,577

0.13%

38,076

SMITHBRIDGE ASSET MANAGEMENT INC/DE IBTJ

$807,576

0.13%

36,800

Midwest Professional Planners, LTD. IBTJ

$677,200

0.11%

30,859

Cambridge Investment Research Advisors, Inc. IBTJ

$661,773

0.10%

30,156

STAR Financial Bank IBTJ

$629,931

0.10%

28,705

Straight Path Wealth Management IBTJ

$620,012

0.10%

28,253

Blake Schutter Theil Wealth Advisors, LLC IBTJ

$605,199

0.09%

27,578

AQR CAPITAL MANAGEMENT LLC IBTJ

$591,417

0.09%

26,950

L2 Asset Management, LLC IBTJ

$581,586

0.09%

26,502

JANE STREET GROUP, LLC IBTJ

$557,139

0.09%

25,388

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	25,388	$557,139	100.0%	Defined

HARBOUR INVESTMENTS, INC. IBTJ

$540,022

0.08%

24,608

SHUFRO ROSE & CO LLC IBTJ

$539,759

0.08%

24,596

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC IBTJ

$529,642

0.08%

24,135

ENVESTNET ASSET MANAGEMENT INC IBTJ

$501,465

0.08%

22,851

Cerity Partners LLC IBTJ

$487,530

0.08%

22,216

Daybright Advisory Services, Inc. IBTJ

$466,353

0.07%

21,251

NATIONAL BANK OF CANADA /FI/ IBTJ

$456,807

0.07%

20,816

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	20,816	$456,807	100.0%	Defined

Kestra Advisory Services, LLC IBTJ

$454,656

0.07%

20,718

MML INVESTORS SERVICES, LLC IBTJ

$436,266

0.07%

19,880

Jacobi Capital Management LLC IBTJ

$430,253

0.07%

19,606

Heartland Bank & Trust Co IBTJ

$429,880

0.07%

19,589

Focus Partners Wealth IBTJ

$428,980

0.07%

19,548

KESTRA PRIVATE WEALTH SERVICES, LLC IBTJ

$401,549

0.06%

18,298

Independent Advisor Alliance IBTJ

$396,919

0.06%

18,087

Great Diamond Partners, LLC IBTJ

$376,598

0.06%

17,161

Madrid Wealth Management, LLC IBTJ

$370,892

0.06%

16,901

OneDigital Investment Advisors LLC IBTJ

$365,406

0.06%

16,651

TABLEAUX LLC IBTJ

$359,086

0.06%

16,363

Kestra Investment Management, LLC IBTJ

$349,408

0.05%

15,922

COWA, LLC IBTJ

$345,085

0.05%

15,725

COLDSTREAM CAPITAL MANAGEMENT INC IBTJ

$317,566

0.05%

14,471

Opus Capital Group, LLC IBTJ

$305,035

0.05%

13,900

JAMES INVESTMENT RESEARCH, INC. IBTJ

$300,558

0.05%

13,696

MLP3, LLC IBTJ

$290,551

0.05%

13,240

Global Retirement Partners, LLC IBTJ

$286,535

0.04%

13,057

LEVEL FOUR ADVISORY SERVICES, LLC IBTJ

$286,426

0.04%

13,052