iShares iBonds Dec 2029 Term Treasury ETF (IBTJ)
ETF ยท Nasdaq
iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) is an exchange-traded fund listed on Nasdaq, where it has traded since February 25, 2020.
- Type
- Exchange-traded fund
- Listed On
- Nasdaq
- Listed Since
- February 25, 2020
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 214 institutions reported holding IBTJ, with 50.2 million shares worth $1.1 billion in aggregate. The largest reported holder was Morgan Stanley, with 3.4 million shares worth $74.7 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Morgan Stanley | 3,449,133 | $75M | Added 1.93% |
| Bank of America | 2,763,412 | $60M | Added 12.43% |
| Mercer Global Advisors Inc /Adv | 2,580,593 | $56M | Added 10.43% |
| Wells Fargo & Company/MN | 1,766,489 | $38M | Reduced 22.88% |
| Brookstone Capital Management | 1,700,849 | $37M | Reduced 2.7% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is IBTJ?
iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) is an exchange-traded fund listed on Nasdaq, where it has traded since February 25, 2020.
Who are the largest institutional holders of IBTJ?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of IBTJ were Morgan Stanley, Bank of America and Mercer Global Advisors Inc /Adv.
How many institutions own IBTJ?
214 institutions reported a position in IBTJ for the quarter ended June 30, 2026, worth $1.1 billion in total.
Did institutions buy or sell IBTJ last quarter?
Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for IBTJ.
Every reported institutional holder, plus insider and congressional trades in IBTJ, on SentiSense.