iShares Ibonds Dec 2024 TermIBDPETF
13F holders, Q1 2024 (March 31)359holders
2famous investors
$25.05avg. 13F price*
At the end of Q1 2024, 359 institutions reported holding iShares Ibonds Dec 2024 Term (IBDP) in their 13F filings. The largest holders were Bank of America Corp. ($164.4M), Morgan Stanley ($77.0M) and UBS Group AG ($73.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2024 Term
- CUSIP
- 46434VBG4
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $28.0M |
| Exits | 27 | $27.9M |
Ownership 359 holders
| Bank of America Corp. | 0.02% | Reduce -4.7% | 6,561,167 | $164.4M |
| Morgan Stanley | 0.01% | Reduce -10.0% | 3,075,185 | $77.0M |
| UBS Group AG | 0.02% | Add +0.3% | 2,915,383 | $73.0M |
| HM Payson & Co. | 1.26% | Add +15.9% | 2,706,454 | $67.8M |
| LPL Financial LLC | 0.02% | Reduce -7.8% | 1,821,628 | $45.6M |
| Wells Fargo & Company | 0.01% | Reduce -4.2% | 1,806,911 | $45.3M |
| Glenview Trust Co | 0.95% | Reduce -2.8% | 1,758,381 | $44.0M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Reduce -9.6% | 1,629,214 | $40.8M |
| US Bancorp \de | 0.05% | Reduce -9.7% | 1,477,721 | $37.0M |
| Royal Bank of Canada | 0.01% | Add +8.6% | 1,324,411 | $33.2M |
| Commonwealth Equity Services, LLC | 0.05% | Add +14.2% | 1,298,276 | $32.5M |
| Motley Fool Wealth Management, LLC | 1.35% | Add +2.5% | 1,042,766 | $26.1M |
| Gratus Wealth Advisors, LLC | 4.76% | Add +8.2% | 1,033,857 | $25.9M |
| Kathmere Capital Management, LLC | 2.94% | Add +10.6% | 1,023,541 | $25.6M |
| Ameriprise Financial Inc. | 0.01% | Add +39.4% | 1,018,064 | $25.5M |
| Sigma Investment Counselors Inc. | 1.56% | Reduce -1.9% | 965,869 | $24.2M |
| Summitry LLC | 1.25% | Reduce -17.7% | 951,960 | $23.8M |
| InterOcean Capital Group, LLC | 0.55% | Add +3.9% | 921,558 | $23.1M |
| Captrust Financial Advisors | 0.08% | Add +8.7% | 911,313 | $22.8M |
| Renaissance Technologies | 0.03% | Add +19.8% | 811,810 | $20.3M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +6.7% | 796,478 | $20.0M |
| Sound View Wealth Advisors Group, LLC | 2.08% | Reduce -3.5% | 778,378 | $19.5M |
| Raymond James & Associates | 0.01% | Reduce -0.2% | 773,579 | $19.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +5.6% | 722,875 | $18.1M |
| NewEdge Advisors, LLC | 0.15% | Reduce -65.5% | 693,776 | $17.4M |
| AE Wealth Management LLC | 0.19% | Reduce -66.8% | 663,145 | $16.6M |
| RVW Wealth, LLC | 1.70% | Add +11.0% | 660,417 | $16.5M |
| Keeler Thomas Management LLC | 5.56% | Add +7.3% | 646,788 | $16.2M |
| Mid-American Wealth Advisory Group, Inc. | 10.79% | Add +11.6% | 638,642 | $16.0M |
| MV Capital Management, Inc. | 1.71% | Reduce -0.9% | 596,496 | $14.9M |
| Summit Asset Management, LLC | 1.73% | Add +3.2% | 581,404 | $14.6M |
| Truist Financial Corp. | 0.02% | Add +8.9% | 570,260 | $14.3M |
| Howland Capital Management LLC | 0.67% | Reduce -0.8% | 553,933 | $13.9M |
| Mariner, LLC | 0.03% | Reduce -1.0% | 553,638 | $13.9M |
| Creative Planning | 0.02% | Add +20.8% | 545,093 | $13.7M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -66.2% | 532,514 | $13.3M |
| Stifel Financial Corp. | 0.02% | Reduce -65.3% | 527,450 | $13.2M |
| CENTRAL TRUST Co | 0.32% | Add +7.4% | 507,005 | $12.7M |
| Cwm, LLC | 0.06% | Add +29.9% | 502,459 | $12.6M |
| Arrow Financial Corp | 1.24% | Add +1.7% | 499,425 | $12.5M |
| Osaic Holdings, Inc. | 0.03% | Add +22.8% | 480,145 | $12.0M |
| Ruggaard & Associates LLC | 5.53% | Add +1.4% | 464,046 | $11.6M |
| NovaPoint Capital, LLC | 4.05% | Reduce -4.4% | 460,925 | $11.5M |
| Asset Dedication, LLC | 0.86% | Reduce -18.6% | 461,415 | $11.5M |
| Leavell Investment Management, Inc. | 0.62% | Reduce -3.9% | 430,028 | $10.8M |
| Matthew Goff Investment Advisor, LLC | 2.10% | Add +9.8% | 413,848 | $10.4M |
| Beacon Pointe Advisors, LLC | 0.11% | Reduce -10.8% | 410,287 | $10.3M |
| Kestra Advisory Services, LLC | 0.07% | Add +9.7% | 404,783 | $10.1M |
| Capital Investment Advisors, LLC | 0.23% | Add +5.4% | 396,936 | $9.9M |
| Windsor Capital Management, LLC | 3.03% | Reduce -9.9% | 390,510 | $9.8M |
| Strid Group, LLC | 1.73% | Add +1.9% | 383,516 | $9.6M |
| MCF Advisors LLC | 0.73% | Reduce -0.6% | 374,003 | $9.4M |
| Benjamin F. Edwards & Company, Inc. | 0.17% | Reduce -64.8% | 366,072 | $9.2M |
| Global Retirement Partners, LLC | 0.34% | Add +16.5% | 363,775 | $9.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.20% | Reduce -39.6% | 348,064 | $8.7M |
| Journey Advisory Group, LLC | 1.07% | Reduce -18.6% | 345,047 | $8.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -78.6% | 331,663 | $8.3M |
| Commonwealth Financial Services, LLC | 1.93% | Reduce -0.3% | 329,551 | $8.2M |
| Merit Financial Group, LLC | 0.19% | Reduce -1.9% | 318,277 | $8.0M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +5.4% | 316,315 | $7.9M |
| Signature Wealth Management Group | 3.49% | Reduce -1.4% | 306,697 | $7.7M |
| Hamel Associates, Inc. | 2.38% | Add +3.0% | 296,005 | $7.4M |
| Balentine LLC | 0.21% | Add +161.0% | 286,631 | $7.2M |
| Houlihan Financial Resource Group, Ltd. | 3.21% | Add +11.6% | 286,055 | $7.2M |
| Mesirow Financial Investment Management, Inc. | 0.16% | Add +28.2% | 282,893 | $7.1M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -1.3% | 282,682 | $7.1M |
| MinichMacGregor Wealth Management, LLC | 1.80% | Add +6.7% | 282,858 | $7.1M |
| PFG Private Wealth Management, LLC | 4.44% | Reduce -2.8% | 281,808 | $7.1M |
| Arcadia Investment Advisors LLC | 4.02% | Add +14.4% | 280,946 | $7.0M |
| Fulton Breakefield Broenniman LLC | 0.52% | Reduce -6.1% | 272,074 | $6.8M |
| AMG National Trust Bank | 0.19% | Add +6.3% | 266,107 | $6.7M |
| Deutsche Bank AG | 0.00% | Add +53.3% | 261,626 | $6.6M |
| FinTrust Capital Advisors, LLC | 1.26% | Reduce -1.9% | 260,548 | $6.5M |
| Scissortail Wealth Management, LLC | 1.71% | Reduce -0.5% | 258,485 | $6.5M |
| Madden Advisory Services, Inc. | 3.41% | Add +6.0% | 257,962 | $6.5M |
| Weaver Consulting Group | 2.37% | Add +7.5% | 255,713 | $6.4M |
| Lyell Wealth Management, LP | 0.63% | Reduce -12.1% | 247,646 | $6.2M |
| Sonata Capital Group Inc. | 2.56% | Add +1.0% | 224,880 | $5.6M |
| New England Private Wealth Advisors LLC | 0.98% | New | 222,535 | $5.6M |
| Peloton Wealth Strategists | 2.28% | No change | 220,550 | $5.5M |
| Private Advisor Group, LLC | 0.04% | Add +7.2% | 216,262 | $5.4M |
| Leo Wealth, LLC | 0.54% | Add +3.5% | 211,192 | $5.3M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -2.7% | 207,073 | $5.2M |
| Jane Street Group, LLC | 0.01% | New | 201,553 | $5.0M |
| Sandy Spring Bank | 0.22% | Reduce -5.3% | 196,964 | $4.9M |
| Kesler, Norman & Wride, LLC | 1.04% | Add +8.0% | 196,083 | $4.9M |
| Marathon Mission, Inc. | 3.85% | Reduce -3.8% | 194,731 | $4.9M |
| IFP Advisors, Inc | 0.21% | Reduce -1.3% | 190,917 | $4.8M |
| Paradigm, Strategies in Wealth Management, LLC | 2.93% | Reduce -42.1% | 189,756 | $4.8M |
| Droms Strauss Advisors Inc. /Mo/ | 1.65% | Add +50.1% | 179,637 | $4.5M |
| Allworth Financial LP | 0.03% | Reduce -2.5% | 175,795 | $4.4M |
| POM Investment Strategies, LLC | 3.59% | Add +13.3% | 174,964 | $4.4M |
| Krilogy Financial LLC | 0.33% | Add +10.0% | 169,885 | $4.3M |
| Avantax Advisory Services, Inc. | 0.04% | Add +64.8% | 166,239 | $4.2M |
| Integrated Wealth Concepts LLC | 0.06% | Add +27.3% | 160,078 | $4.0M |
| Wolf Group Capital Advisors | 1.83% | No change | 156,219 | $3.8M |
| Savant Capital, LLC | 0.04% | Reduce -6.0% | 153,182 | $3.8M |
| Harbor Advisory Corp. | 1.31% | No change | 153,173 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.0% | 139,287 | $3.5M |
| Great Diamond Partners, LLC | 0.79% | Add +2.9% | 137,939 | $3.5M |
"% of holder's portfolio" is IBDP's weight in each manager's 13F, not the share of iShares Ibonds Dec 2024 Term the manager owns.