IBTJ ISHARES TR
FollowIBONDS 29 TRM TS (fund)
214 managers (215 13F filers) reported a position in IBTJ shares at 2026-06-30, 49,832,712 shares in all. 19 filers opened a position and 19 filers sold out during the quarter.
- Managers
- 214
- 13F filers
- 215
- New
- 19
- Added
- 109
- Reduced
- 47
- Sold out
- 19
- Shares held by filers
- 49,832,712
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Longview Financial Advisors LLC | 2,595 | $56.2K | 0.03% | new | 13F-HRTimeline |
| BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/ | 2,346 | $50.8K | <0.01% | +582 | 13F-HRTimelineGroup |
| Hyposwiss Advisors SA | 2,280 | $49.4K | 0.05% | 0 | 13F-HRTimeline |
| TD Capital Management LLC | 2,104 | $45.6K | <0.01% | +20 | 13F-HRTimeline |
| Basepoint Wealth LLC | 2,021 | $43.8K | 0.03% | +19 | 13F-HRTimeline |
| Robbins Farley | 912 | $19.7K | 0.01% | 0 | 13F-HRTimeline |
| COMPASS FINANCIAL MANAGEMENT LLC | 733 | $15.9K | <0.01% | 13F-HRTimeline | |
| GILPIN WEALTH MANAGEMENT, LLC | 388 | $8.4K | 0.01% | 0 | 13F-HRTimeline |
| AE Wealth Management LLC | 242 | $5.24K | <0.01% | 0 | 13F-HRTimeline |
| PNC Financial Services Group, Inc.in group PNC Financial Services Group,… | 64 | $1.39K | <0.01% | 0 | 13F-HRTimelineGroup |
| Larson Financial Group LLC | 54 | $1.17K | <0.01% | 0 | 13F-HRTimeline |
| LANARK FINANCIAL, INC. | 26 | $562 | <0.01% | -25 | 13F-HRTimeline |
| FMR LLCin group FMR LLC | 13 | $289 | <0.01% | 0 | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 1 | $22 | <0.01% | 0 | 13F-HRTimelineGroup |