Who owns iShares iBonds Dec 2029 Term Treasury ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IBTJ from SEC Form 13F filings across 217 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 217 institutions disclosed 49.9M shares of iShares iBonds Dec 2029 Term Treasury ETF worth $1.08B — about 79.6% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
217
13F holders
$1.08B
value, 2026 filers
79.6%
of shares outstanding (49.9M sh)
24
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IBTJ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3.4M | $74.7M | 0.0% | 5.5% | +1.9% |
| 2 | BANK OF AMERICA CORP /DE/ | 2.8M | $59.8M | 0.0% | 4.4% | +12.4% |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | 2.6M | $55.9M | 0.1% | 4.1% | +10.4% |
| 4 | WELLS FARGO & COMPANY/MN | 1.8M | $38.2M | 0.0% | 2.8% | -22.9% |
| 5 | Brookstone Capital Management | 1.7M | $36.8M | 0.4% | 2.7% | -2.7% |
| 6 | TRUE Private Wealth Advisors | 1.7M | $36.2M | 3.1% | 2.7% | -8.4% |
| 7 | Financial Advisory Corp | 1.6M | $34.6M | 4.6% | 2.6% | +1.7% |
| 8 | RAYMOND JAMES FINANCIAL INC | 1.4M | $31.1M | 0.0% | 2.3% | -8.7% |
| 9 | Asset Advisors Investment Management, LLC | 1.3M | $29.0M | 2.7% | 2.1% | +8.3% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 1.3M | $28.0M | 0.0% | 2.1% | +6.0% |
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.3M | $27.6M | 0.2% | 2% | +6.3% |
| 12 | BlackRock, Inc. | 1.2M | $26.4M | 0.0% | 1.9% | +76.7% |
| 13 | HENGEHOLD CAPITAL MANAGEMENT LLC | 1.1M | $24.1M | 1.9% | 1.8% | +7.1% |
| 14 | AMERIPRISE FINANCIAL INC | 1.0M | $22.5M | 0.0% | 1.7% | +4.5% |
| 15 | HM PAYSON & CO | 961,074 | $20.8M | 0.3% | 1.5% | +24.6% |
| 16 | ATWOOD & PALMER INC | 958,727 | $20.8M | 1.1% | 1.5% | +1.5% |
| 17 | UBS Group AG | 937,678 | $20.3M | 0.0% | 1.5% | +2.4% |
| 18 | Journey Advisory Group, LLC | 808,737 | $17.5M | 1.3% | 1.3% | +1.4% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 790,679 | $17.1M | 0.0% | 1.3% | -5.3% |
| 20 | Arax Advisory PartnersNEW | 781,914 | $16.9M | 0.1% | 1.2% | new |
| 21 | Denver PWM, LLC | 685,352 | $14.8M | 4.8% | 1.1% | +1.9% |
| 22 | MKT Advisors LLC | 661,757 | $14.3M | 4.4% | 1.1% | +8.0% |
| 23 | LPL Financial LLC | 640,840 | $13.9M | 0.0% | 1% | +3.9% |
| 24 | Merit Financial Group, LLC | 588,260 | $12.7M | 0.1% | 0.9% | +3155.1% |
| 25 | Wealth Management Strategies, Inc. | 577,575 | $12.5M | 4.9% | 0.9% | +6.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.