Who owns IBTJ?
iShares iBonds Dec 2029 Term Treasury ETF · iShares
213 institutions reported holding IBTJ, worth $1.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBTJ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $74.7M | 3,449,133 | +65,398 shares |
| Bank of America Corp. | Charlotte, NC | $59.8M | 2,763,412 | +305,503 shares |
| Mercer Global Advisors Inc. | Denver, CO | $55.9M | 2,580,593 | +243,655 shares |
| Wells Fargo & Company | San Francisco, CA | $38.2M | 1,766,489 | −524,038 shares |
| Brookstone Capital Management | Wheaton, IL | $36.8M | 1,700,849 | −47,283 shares |
| TRUE Private Wealth Advisors | Salem, OR | $36.2M | 1,669,970 | −152,308 shares |
| Financial Advisory Corp | Grand Rapids, MI | $34.6M | 1,598,459 | +26,888 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $31.1M | 1,434,792 | −136,741 shares |
| Asset Advisors Investment Management, LLC | Augusta, GA | $29.0M | 1,340,715 | +102,598 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $28.0M | 1,295,472 | +72,993 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IBTJ?
213 institutional managers reported holding IBTJ in Form 13F filings for June 30, 2026, worth $1.1B in total. The largest reported position was held by Morgan Stanley, at $74.7M.
Did institutions buy or sell IBTJ last quarter?
Reported 13F value rose 4.3% from March 31, 2026, which includes price moves as well as buying and selling. 23 firms reported a new position and 19 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IBTJ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.