Who Owns ISHARES IBONDS DEC 2029 TERM (IBTJ)? -- Institutional Holders (2026-06-30)

235 institutions reported holding $1.08B of ISHARES IBONDS DEC 2029 TERM (IBTJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($74.7M), BANK OF AMERICA CORP /DE/ ($59.8M), MERCER GLOBAL ADVISORS INC /ADV ($55.9M), WELLS FARGO & COMPANY/MN ($38.2M), Brookstone Capital Management ($36.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$74.7M	3.4M	Added
2	BANK OF AMERICA CORP /DE/	$59.8M	2.8M	Added
3	MERCER GLOBAL ADVISORS INC /ADV	$55.9M	2.6M	Added
4	WELLS FARGO & COMPANY/MN	$38.2M	1.8M	Trimmed
5	Brookstone Capital Management	$36.8M	1.7M	Trimmed
6	TRUE Private Wealth Advisors	$36.2M	1.7M	Trimmed
7	Financial Advisory Corp	$34.6M	1.6M	Added
8	RAYMOND JAMES FINANCIAL INC	$31.1M	1.4M	Trimmed
9	Asset Advisors Investment Management, LLC	$29.0M	1.3M	Added
10	ENVESTNET ASSET MANAGEMENT INC	$28.0M	1.3M	Added
11	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$27.6M	1.3M	Added
12	BlackRock, Inc.	$26.4M	1.2M	Added
13	HENGEHOLD CAPITAL MANAGEMENT LLC	$24.1M	1.1M	Added
14	AMERIPRISE FINANCIAL INC	$22.5M	1.0M	Added
15	HM PAYSON & CO	$20.8M	961,074	Added
16	ATWOOD & PALMER INC	$20.8M	958,727	Added
17	UBS Group AG	$20.3M	937,678	Added
18	Journey Advisory Group, LLC	$17.5M	808,737	Added
19	COMMONWEALTH EQUITY SERVICES, LLC	$17.1M	790,679	Trimmed
20	Arax Advisory Partners	$16.9M	781,914	New
21	Denver PWM, LLC	$14.8M	685,352	Added
22	MKT Advisors LLC	$14.3M	661,757	Added
23	LPL Financial LLC	$13.9M	640,840	Added
24	Merit Financial Group, LLC	$12.7M	588,260	Added
25	Wealth Management Strategies, Inc.	$12.5M	577,575	Added

Source: SEC Form 13F filings · as of 2026-06-30