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 |
| Citadel Advisors | 0.00% | New | 135,303 | $3.4M |
| Ifrah Financial Services, Inc. | 0.94% | Add +4.3% | 133,383 | $3.3M |
| Relative Value Partners Group, LLC | 0.20% | Reduce -0.2% | 129,966 | $3.3M |
| Virginia Wealth Management Group, Inc. | 2.60% | Reduce -2.9% | 127,120 | $3.2M |
| Praetorian Wealth Management, Inc. | 0.85% | Reduce -30.6% | 126,186 | $3.2M |
| Harbour Investments, Inc. | 0.11% | Add +1.9% | 125,378 | $3.1M |
| Laurel Wealth Advisors LLC | 0.53% | Reduce -2.9% | 124,134 | $3.1M |
| Spinnaker Trust | 0.20% | Add +6.9% | 123,016 | $3.1M |
| Moneco Advisors, LLC | 0.49% | Add +8.2% | 122,607 | $3.1M |
| PSI Advisors, LLC | 1.08% | Add +54.9% | 119,362 | $3.0M |
| Wrapmanager Inc. | 0.80% | Add +2.6% | 115,330 | $2.9M |
| Endowment Wealth Management, Inc. | 2.13% | Add +34.1% | 113,745 | $2.8M |
| Heck Capital Advisors, LLC | 0.43% | Reduce -2.4% | 112,311 | $2.8M |
| Cary Street Partners Investment Advisory LLC | 0.12% | Reduce -27.8% | 111,622 | $2.8M |
| Probity Advisors, Inc. | 0.57% | Add +67.9% | 110,603 | $2.8M |
| Sax Wealth Advisors, LLC | 0.32% | Add +5.5% | 110,567 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +13.0% | 108,404 | $2.7M |
| Waterford Advisors, LLC | 1.15% | Reduce -1.6% | 108,046 | $2.7M |
| Associated Banc-Corp | 0.09% | Reduce -1.7% | 107,104 | $2.7M |
| Princeton Global Asset Management LLC | 0.62% | Add +0.5% | 103,845 | $2.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +300.3% | 103,226 | $2.6M |
| Foundation Wealth Management, LLC | 1.95% | New | 95,479 | $2.4M |
| Hilltop Holdings Inc. | 0.26% | Add +1.6% | 93,810 | $2.3M |
| McGlone Suttner Wealth Management, Inc. | 0.43% | Add +11.1% | 91,041 | $2.3M |
| Parallel Advisors, LLC | 0.06% | Add +62.4% | 90,583 | $2.3M |
| Atria Investments, Inc | 0.03% | Reduce -24.4% | 90,231 | $2.3M |
| First Fiduciary Investment Counsel, Inc. | 0.47% | Add +1.4% | 90,025 | $2.3M |
| Phillips Financial Management, LLC | 0.18% | Add +14.7% | 89,805 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +7.7% | 88,988 | $2.2M |
| Archford Capital Strategies, LLC | 0.37% | Reduce -7.3% | 88,415 | $2.2M |
| Quantum Financial Advisors, LLC | 0.40% | Add +395.9% | 86,922 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.0% | 85,088 | $2.1M |
| Meitav Investment House Ltd. | 0.04% | Add +0.2% | 83,082 | $2.1M |
| Coldstream Capital Management Inc. | 0.05% | Add +3.8% | 80,963 | $2.0M |
| Eldridge Investment Advisors, Inc. | 0.52% | Add +2.4% | 80,080 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +8.7% | 80,014 | $2.0M |
| Hills Bank & Trust Co | 0.17% | Add +157.0% | 78,609 | $2.0M |
| Cherry Tree Wealth Management, LLC | 0.49% | Add +5.8% | 77,498 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | New | 77,092 | $1.9M |
| Sigma Planning Corp | 0.06% | Add +33.6% | 76,886 | $1.9M |
| Exchange Capital Management, Inc. | 0.31% | No change | 76,389 | $1.9M |
| Cary Street Partners Asset Management LLC | 0.29% | Reduce -18.4% | 75,730 | $1.9M |
| Smith, Moore & Co. | 0.20% | Add +125.4% | 75,588 | $1.9M |
| Valley Wealth Managers, Inc. | 0.14% | Reduce -4.9% | 74,905 | $1.9M |
| Precedent Wealth Partners, LLC | 0.80% | Add +5.5% | 74,007 | $1.9M |
| Ironwood Financial, llc | 0.43% | Add +2.9% | 73,877 | $1.9M |
| Great Lakes Retirement, Inc. | 0.27% | Reduce -6.7% | 73,476 | $1.8M |
| Covington Investment Advisors Inc. | 0.30% | Add +24.6% | 72,806 | $1.8M |
| Kintra Wealth, LLC | 1.26% | Add +9.1% | 68,060 | $1.7M |
| 4J Wealth Management LLC | 1.45% | Add +20.3% | 67,247 | $1.7M |
| Woodmont Investment Counsel LLC | 0.14% | Reduce -16.8% | 66,734 | $1.7M |
| GeoWealth Management, LLC | 0.06% | Add +84.6% | 66,453 | $1.7M |
| Northwest Bancshares, Inc. | 0.26% | Reduce -1.6% | 66,357 | $1.7M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +9.6% | 61,325 | $1.5M |
| Element Wealth, LLC | 0.86% | Add +6.5% | 58,588 | $1.5M |
| Strategic Blueprint, LLC | 0.10% | Reduce -34.0% | 58,102 | $1.5M |
| First National Trust Co | 0.06% | Add +10.4% | 57,640 | $1.4M |
| Farmers National Bank | 0.42% | Reduce -2.0% | 56,329 | $1.4M |
| Stonebrook Private Inc. | 0.41% | Add +74.1% | 55,978 | $1.4M |
| MML Investors Services, LLC | 0.01% | Reduce -20.0% | 55,512 | $1.4M |
| Fortis Capital Management LLC | 0.36% | Reduce -0.2% | 55,183 | $1.4M |
| Beaumont Asset Management, L.L.C. | 0.91% | Add +22.9% | 54,886 | $1.4M |
| Klaas Financial Asset Advisors, LLC | 0.27% | Reduce -2.3% | 54,469 | $1.4M |
| Ritholtz Wealth Management | 0.05% | Reduce -5.6% | 54,170 | $1.4M |
| Redwood Financial Network Corp | 1.12% | Add +1.1% | 51,394 | $1.3M |
| Blue Barn Wealth, LLC | 0.71% | Reduce -6.5% | 51,073 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Reduce -7.7% | 49,973 | $1.3M |
| Harbor Investment Advisory, LLC | 0.13% | Reduce -3.1% | 49,886 | $1.2M |
| Austin Private Wealth, LLC | 0.14% | Add +26.9% | 49,684 | $1.2M |
| Black Swift Group, LLC | 0.32% | Reduce -25.0% | 49,075 | $1.2M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.03% | Reduce -19.1% | 48,280 | $1.2M |
| CGN Advisors LLC | 0.15% | Reduce -10.5% | 47,923 | $1.2M |
| Buffington Mohr McNeal | 0.21% | Reduce -4.0% | 46,231 | $1.2M |
| Stokes Family Office, LLC | 0.14% | Reduce -8.0% | 45,750 | $1.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.66% | No change | 45,449 | $1.1M |
| Wealthspire Advisors, LLC | 0.02% | Add +0.1% | 45,294 | $1.1M |
| Raymond James Trust N.A. | 0.02% | Add +0.3% | 40,755 | $1.0M |
| Barrett & Company, Inc. | 0.48% | Add +0.1% | 40,621 | $1.0M |
| Safeguard Financial, LLC | 0.33% | Add +73.2% | 39,835 | $998K |
| Foundry Financial Group, Inc. | 0.71% | Add +26.5% | 39,784 | $997K |
| Cannon Financial Strategists, Inc. | 0.19% | Add +4.5% | 38,685 | $969K |
| Horan Securities, Inc. | 0.45% | Add +4.3% | 38,351 | $961K |
| One Plus One Wealth Management, LLC | 0.54% | Add +9.5% | 37,601 | $942K |
| Conrad Siegel Investment Advisors, Inc. | 0.27% | Add +268.1% | 36,901 | $924K |
| &partners | 0.13% | New | 36,266 | $908K |
| Crestmont Private Wealth LLC | 0.45% | New | 36,050 | $903K |
| Regions Financial Corp. | 0.01% | Reduce -30.6% | 35,915 | $900K |
| Roble, Belko & Company, Inc | 0.15% | Add +4.2% | 35,826 | $897K |
| Chesley Taft & Associates LLC | 0.05% | Reduce -16.7% | 35,225 | $882K |
| Summit Wealth Partners, LLC | 0.19% | Reduce -0.8% | 35,185 | $881K |
| Sightline Wealth Advisors, LLC | 0.58% | Reduce -4.7% | 34,972 | $876K |
| LifePlan Financial, LLC | 0.77% | Reduce -36.0% | 33,733 | $845K |
| Comerica Bank | 0.00% | Reduce -28.4% | 33,481 | $839K |
| Benjamin Edwards Inc. | 0.17% | Reduce -40.9% | 33,293 | $834K |
| Mill Creek Capital Advisors, LLC | 0.02% | Add +0.6% | 32,945 | $825K |
| REDW Wealth LLC | 0.22% | Reduce -15.0% | 32,754 | $820K |
| Gould Asset Management LLC | 0.19% | Add +33.6% | 32,065 | $803K |
| Valley National Advisers Inc. | 0.12% | Reduce -31.6% | 32,046 | $802K |
| Fairhaven Wealth Management, LLC | 0.27% | Reduce -10.0% | 31,642 | $793K |
| Consolidated Portfolio Review Corp | 0.21% | Add +5.8% | 31,320 | $785K |
| PFG Investments, LLC | 0.05% | New | 31,320 | $785K |
| Lincoln National Corp. | 0.01% | Reduce -30.3% | 30,855 | $773K |
| First Interstate Bank | 0.05% | Add +0.4% | 30,252 | $758K |
| Blue Trust, Inc. | 0.01% | New | 30,187 | $756K |
| Alterna Wealth Management, Inc. | 0.61% | Add +23.3% | 30,124 | $755K |
| Avantax Planning Partners, Inc. | 0.02% | Add +64.5% | 29,654 | $743K |
| BCS Wealth Management | 0.24% | Add +142.2% | 29,465 | $738K |
| American Money Management, LLC | 0.15% | Add +0.0% | 29,366 | $736K |
| Newman Dignan & Sheerar, Inc. | 0.20% | Reduce -75.2% | 29,167 | $731K |
| Delta Wealth Advisors LLC | 0.74% | — | 28,762 | $720K |
| 4Thought Financial Group Inc. | 0.46% | Add +166.8% | 28,081 | $703K |
| Stablepoint Partners, LLC | 0.14% | Add +33.8% | 28,062 | $703K |
| Granite Harbor Advisors, Inc. | 0.48% | No change | 28,050 | $703K |
| Venture Visionary Partners LLC | 0.03% | Reduce -57.6% | 27,843 | $697K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -8.9% | 26,694 | $668K |
| Reliant Wealth Planning | 0.32% | No change | 26,525 | $664K |
| Mattern Capital Management, LLC | 0.09% | Reduce -0.3% | 25,720 | $644K |
| Atwater Malick LLC | 0.21% | Add +2.6% | 23,754 | $595K |
| Rothschild Wealth LLC | 0.20% | — | 22,769 | $570K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 22,000 | $551K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +1.8% | 21,734 | $544K |
| GAMMA Investing LLC | 0.11% | New | 21,411 | $536K |
| Dearborn Partners LLC | 0.02% | Add +8.6% | 21,121 | $529K |
| Equitable Holdings, Inc. | 0.01% | Add +2.3% | 20,744 | $520K |
| Heartland Bank & Trust Co | 0.30% | New | 20,688 | $518K |
| Round Rock Advisors LLC | 0.12% | Add +63.9% | 20,442 | $512K |
| Carr Financial Group Corp | 0.17% | No change | 20,389 | $511K |
| CFS Investment Advisory Services, LLC | 0.09% | Reduce -8.3% | 20,289 | $508K |
| Arcadia Investment Management Corp. | 0.09% | No change | 20,275 | $508K |
| Farther Finance Advisors, LLC | 0.03% | Add +2.5% | 20,113 | $503K |
| Retirement Group, LLC | 0.18% | New | 20,000 | $501K |
| Baird Financial Group, Inc. | 0.00% | Add +45.5% | 19,987 | $501K |
| Brookstone Capital Management | 0.01% | Add +107.9% | 19,778 | $495K |
| Principal Securities, Inc. | 0.02% | Reduce -60.2% | 19,720 | $494K |
| Cornell Pochily Investment Advisors, Inc. | 0.19% | Reduce -2.6% | 19,121 | $479K |
| Patriot Investment Management Group, Inc. | 0.04% | Reduce -13.8% | 19,043 | $477K |
| Seneca House Advisors | 0.21% | Add +12.7% | 19,035 | $477K |
| Wells Financial Advisors INC | 0.32% | No change | 18,615 | $466K |
| L & S Advisors Inc | 0.06% | No change | 17,820 | $446K |
| KOM Wealth Management Group, LLC | 0.43% | Reduce -4.0% | 17,473 | $438K |
| Integrated Advisors Network LLC | 0.02% | Add +66.0% | 16,984 | $425K |
| Simplicity Wealth,LLC | 0.01% | New | 16,755 | $420K |
| Pinnacle Bancorp, Inc. | 0.12% | No change | 16,593 | $416K |
| Sunbelt Securities, Inc. | 0.05% | No change | 16,332 | $409K |
| American Planning Services, Inc. | 0.29% | Reduce -98.3% | 16,201 | $406K |
| Wealth Group, Ltd. | 0.31% | — | 16,159 | $405K |
| Montecito Bank & Trust | 0.08% | New | 15,919 | $399K |
| Straight Path Wealth Management | 0.22% | Add +21.7% | 15,827 | $396K |
| Keel Point, LLC | 0.04% | Add +1.9% | 15,532 | $389K |
| KPP Advisory Services LLC | 0.11% | New | 15,459 | $387K |
| Strategic Wealth Partners Group, LLC | 0.04% | Reduce -1.2% | 15,040 | $377K |
| United Community Bank | 0.15% | Add +11.2% | 15,014 | $376K |
| Marathon Capital Management | 0.09% | No change | 14,899 | $373K |
| Composition Wealth, LLC | 0.01% | Reduce -13.2% | 14,636 | $367K |
| MKT Advisors LLC | 0.20% | Reduce -1.8% | 14,509 | $363K |
| Valley Forge Investment Consultants Inc. Adv | 0.14% | New | 14,205 | $356K |
| Provenance Wealth Advisors, LLC | 0.05% | Reduce -1.1% | 14,011 | $351K |
| Marex Group Ltd | 0.01% | New | 14,000 | $351K |
| StoneX Group Inc. | 0.03% | New | 13,899 | $348K |
| Pine Haven Investment Counsel, Inc | 0.31% | Add +2.6% | 13,850 | $347K |
| L.M. Kohn & Company | 0.09% | Add +20.2% | 12,986 | $325K |
| Horizons Wealth Management | 0.21% | No change | 12,958 | $323K |
| Koshinski Asset Management, Inc. | 0.03% | Add +7.3% | 12,873 | $322K |
| J. L. Bainbridge & Co., Inc. | 0.03% | No change | 12,847 | $322K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +0.6% | 12,656 | $317K |
| IRON Financial LLC | 0.18% | Add +0.3% | 12,615 | $316K |
| Childress Capital Advisors, LLC | 0.09% | Add +2.9% | 12,461 | $312K |
| Vance Wealth, LLC | 0.12% | New | 12,186 | $305K |
| Silver Oak Securities, Incorporated | 0.05% | New | 12,117 | $304K |
| Granite Bay Wealth Management, LLC | 0.17% | Reduce -98.5% | 12,000 | $301K |
| Swmg, LLC | 0.13% | Reduce -65.3% | 11,835 | $296K |
| Curi Capital, LLC | 0.01% | New | 11,826 | $296K |
| Cassia Capital Partners, LLC | 0.19% | No change | 11,347 | $284K |
| Belpointe Asset Management LLC | 0.02% | Add +0.2% | 11,221 | $281K |
| Raymond James Trust Co. of NH | 2.78% | New | 11,171 | $280K |
| Norway Savings Bank | 0.11% | Reduce -1.8% | 10,905 | $273K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 10,762 | $270K |
| Accretive Wealth Partners, LLC | 0.12% | New | 10,669 | $267K |
| Advance Capital Management, Inc. | 0.02% | Add +0.5% | 10,428 | $261K |
| Johnson Bixby & Associates, LLC | 0.04% | Reduce -55.7% | 10,345 | $259K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.6% | 10,333 | $259K |
| Gilbert & Cook, Inc. | 0.04% | No change | 10,306 | $258K |
| Wick Capital Partners, LLC | 0.25% | No change | 10,208 | $256K |
| Capital Advisors Inc. | 0.01% | Reduce -6.3% | 10,062 | $252K |
| Focus Partners Wealth | 0.00% | Reduce -3.9% | 9,859 | $247K |
| Kingdom Financial Group LLC. | 0.17% | New | 9,613 | $241K |
| Csenge Advisory Group | 0.01% | Reduce -29.0% | 9,223 | $231K |
| Cordgrass Capital Advisors, LLC | 0.07% | Add +0.1% | 9,049 | $227K |
| Creekmur Asset Management LLC | 0.08% | No change | 8,907 | $223K |
| Ogorek Anthony Joseph /NY/ | 0.08% | Reduce -94.8% | 8,938 | $223K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.4% | 8,799 | $220K |
| Stockman Wealth Management, Inc. | 0.04% | Reduce -19.9% | 8,655 | $217K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.8% | 8,548 | $214K |
| Bramshill Investments, LLC | 0.03% | Reduce -41.1% | 8,532 | $214K |
| Bank of New Hampshire | 0.06% | No change | 8,505 | $213K |
| Donaldson Capital Management, LLC | 0.01% | Add +0.5% | 8,432 | $211K |
| Aerodigm Wealth, LLC | 0.08% | Reduce -50.0% | 8,320 | $208K |
| Strata Wealth Advisors, LLC | 0.07% | No change | 8,040 | $201K |
| Adirondack Trust Co. | 0.08% | Add +0.7% | 7,218 | $181K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 6,090 | $153K |
| CIBC Private Wealth Group LLC | 0.00% | New | 6,077 | $152K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 6,000 | $150K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 5,802 | $145K |
| Private Trust Co. NA | 0.01% | Add +12.7% | 5,444 | $136K |
| JPMorgan Chase & Co. | 0.00% | Add +9.8% | 5,397 | $135K |
| Addison Advisors LLC | 0.05% | Reduce -3.4% | 5,345 | $134K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,125 | $128K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | Add +6.5% | 5,060 | $127K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -52.4% | 5,000 | $125K |
| First Horizon Advisors, Inc. | 0.00% | No change | 4,841 | $121K |
| BNP Paribas Financial Markets | 0.00% | New | 4,710 | $118K |
| Bogart Wealth, LLC | 0.01% | Reduce -1.5% | 4,427 | $111K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Add +960.9% | 4,074 | $102K |
| CVA Family Office, LLC | 0.02% | New | 4,000 | $100K |
| Black Cypress Capital Management, LLC | 0.09% | — | 3,807 | $95K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 3,700 | $93K |
| Ballast Advisors LLC | 0.03% | New | 3,641 | $91K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 3,502 | $87K |
| Tyler-Stone Wealth Management | 0.03% | No change | 3,044 | $76K |
| New Covenant Trust Company, N.A. | 0.08% | — | 3,010 | $75K |
| AlTi Global, Inc. | 0.00% | Reduce -95.3% | 2,992 | $75K |
| Jackson Hole Capital Partners, LLC | 0.02% | Reduce -34.4% | 2,674 | $67K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 2,618 | $66K |
| Sachetta, LLC | 0.03% | No change | 2,600 | $65K |
| Birchbrook, Inc. | 0.03% | Add +0.5% | 2,275 | $57K |
| Global Assets Advisory, LLC | 0.03% | New | 2,265 | $57K |
| NFSG Corp | 0.02% | Add +0.6% | 2,241 | $56K |
| Signaturefd, LLC | 0.00% | New | 2,179 | $55K |
| TD Capital Management LLC | 0.01% | Add +0.6% | 2,175 | $54K |
| Anchor Investment Management, LLC | 0.01% | Reduce -38.4% | 2,054 | $51K |
| Front Row Advisors LLC | 0.02% | Add +5.4% | 1,945 | $49K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -4.9% | 1,940 | $49K |
| Evergreen Private Wealth LLC | 0.02% | No change | 1,840 | $46K |
| Mather Group, Llc. | 0.00% | New | 1,708 | $43K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,584 | $40K |
| First Manhattan Co. Llc. | 0.00% | No change | 1,450 | $36K |
| BlackRock Inc. | 0.00% | Add +860.9% | 1,278 | $32K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -44.0% | 1,101 | $28K |
| Prestige Wealth Management Group LLC | 0.01% | New | 1,010 | $25K |
| Maryland Capital Advisors Inc. | 0.02% | New | 1,001 | $25K |
| Blair William & Co. | 0.00% | Reduce -33.3% | 1,000 | $25K |
| Trust Co | 0.00% | No change | 949 | $24K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 898 | $22K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $20K |
| Mascoma Wealth Management LLC | 0.01% | Reduce -65.9% | 700 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.4% | 519 | $13K |
| Dunhill Financial, LLC | 0.01% | New | 399 | $10K |
| Fifth Third Bancorp | 0.00% | Reduce -79.2% | 384 | $10K |
| AlphaMark Advisors, LLC | 0.00% | Reduce -85.2% | 286 | $7K |
| First PREMIER Bank | 0.00% | New | 288 | $7K |
| Penserra Capital Management LLC | 0.00% | Add +3.0% | 307 | $7K |
| Spire Wealth Management | 0.00% | New | 278 | $7K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 203 | $5K |
| Legacy Bridge, LLC | 0.00% | New | 200 | $5K |
| Stephens Consulting, LLC | 0.00% | No change | 190 | $5K |
| Assetmark, Inc. | 0.00% | New | 159 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 76 | $2K |
| Pineridge Advisors LLC | 0.00% | No change | 24 | $608 |
| FMR LLC | 0.00% | Reduce -14.3% | 6 | $150 |
"% 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.