§ EQUITY
USDIBTJ
ISHARES IBONDS DEC 2029 TERM
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley IM | 3.4M | 0.0% | −50% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.3M | 0.1% | +19% |
| TRUE Private Wealth Advisors | 1.8M | 3.8% | −6% |
| Brookstone Capital Management | 1.7M | 0.4% | +1% |
| Financial Advisory Corp | 1.6M | 4.8% | +3249% |
| RAYMOND JAMES FINANCIAL INC | 1.4M | 0.0% | +5% |
◇ AC INTELLIGENCE
Top institutional owners for IBTJ as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER75.8% · 190 holders
DEALER / BANK20.1% · 23 holders
QUALITY / COMPOUNDER2.0% · 2 holders
PASSIVE / INDEX1.4% · 1 holder
INCOME / DEFENSIVE0.6% · 1 holder
TACTICAL / MACRO0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IBTJ in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IBTJ yet.