iShares Ibonds Dec 2024 TermIBDPETF
13F holders, Q2 2024 (June 30)354holders −5
20new positions
25sold out
3famous investors
$25.09avg. 13F price*
At the end of Q2 2024, 354 institutions reported holding iShares Ibonds Dec 2024 Term (IBDP) in their 13F filings, down 5 from Q1 2024. 20 opened new positions and 25 sold out. The largest holders were Bank of America Corp. ($154.5M), Morgan Stanley ($78.2M) and HM Payson & Co. ($71.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $24.5M |
| Exits | 25 | $18.6M |
All 13F filers, Q1 2024 → Q2 2024: 3,962,487 shares bought and 5,465,540 shares sold, net −1,503,053 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 354 holders
| Bank of America Corp. | 0.01% | Reduce -6.3% | 6,147,886 | $154.5M |
| Morgan Stanley | 0.01% | Add +1.1% | 3,110,007 | $78.2M |
| HM Payson & Co. | 1.30% | Add +5.5% | 2,853,823 | $71.7M |
| UBS Group AG | 0.02% | Reduce -2.7% | 2,837,199 | $71.3M |
| LPL Financial LLC | 0.02% | Add +5.7% | 1,925,276 | $48.4M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +5.2% | 1,713,529 | $43.1M |
| Glenview Trust Co | 0.84% | Reduce -5.0% | 1,670,800 | $42.0M |
| Wells Fargo & Company | 0.01% | Reduce -26.4% | 1,329,330 | $33.4M |
| Royal Bank of Canada | 0.01% | Reduce -0.3% | 1,319,780 | $33.2M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -0.0% | 1,298,202 | $32.6M |
| US Bancorp \de | 0.04% | Reduce -16.8% | 1,229,540 | $30.9M |
| Kathmere Capital Management, LLC | 3.21% | Add +17.5% | 1,203,017 | $30.2M |
| Motley Fool Wealth Management, LLC | 1.36% | Add +1.9% | 1,062,701 | $26.7M |
| Captrust Financial Advisors | 0.09% | Add +16.3% | 1,059,672 | $26.6M |
| Gratus Wealth Advisors, LLC | 4.55% | Add +1.6% | 1,050,634 | $26.4M |
| Summitry LLC | 1.26% | Add +1.8% | 969,070 | $24.4M |
| RVW Wealth, LLC | 2.28% | Add +38.0% | 911,041 | $22.9M |
| Sigma Investment Counselors Inc. | 1.40% | Reduce -8.1% | 888,148 | $22.3M |
| Sound View Wealth Advisors Group, LLC | 2.08% | Add +3.4% | 804,501 | $20.2M |
| Renaissance Technologies | 0.03% | Reduce -2.1% | 794,800 | $20.0M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -3.6% | 768,089 | $19.3M |
| Raymond James & Associates | 0.01% | Reduce -2.0% | 758,281 | $19.1M |
| NewEdge Advisors, LLC | 0.13% | Reduce -0.4% | 691,302 | $17.4M |
| Keeler Thomas Management LLC | 5.54% | Add +0.0% | 647,064 | $16.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -38.6% | 625,466 | $15.7M |
| Mid-American Wealth Advisory Group, Inc. | 9.84% | Reduce -4.0% | 612,976 | $15.4M |
| MV Capital Management, Inc. | 1.68% | Reduce -0.6% | 592,872 | $14.9M |
| Summit Asset Management, LLC | 1.74% | Add +1.0% | 587,180 | $14.8M |
| Howland Capital Management LLC | 0.69% | Add +3.3% | 572,098 | $14.4M |
| AE Wealth Management LLC | 0.14% | Reduce -15.1% | 563,283 | $14.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -23.1% | 556,121 | $14.0M |
| Focus Partners Wealth | 0.05% | Add +5441.2% | 546,311 | $13.7M |
| Creative Planning | 0.01% | Reduce -0.3% | 543,464 | $13.7M |
| Osaic Holdings, Inc. | 0.03% | Add +11.6% | 535,678 | $13.5M |
| Truist Financial Corp. | 0.02% | Reduce -6.2% | 534,911 | $13.4M |
| Mariner, LLC | 0.03% | Reduce -3.5% | 534,073 | $13.4M |
| Arrow Financial Corp | 1.21% | Reduce -1.5% | 492,045 | $12.4M |
| CENTRAL TRUST Co | 0.29% | Reduce -5.7% | 478,239 | $12.0M |
| Ruggaard & Associates LLC | 5.44% | Add +0.8% | 468,012 | $11.8M |
| Asset Dedication, LLC | 0.81% | Add +1.0% | 466,013 | $11.7M |
| Cwm, LLC | 0.05% | Reduce -8.7% | 458,601 | $11.5M |
| NovaPoint Capital, LLC | 3.82% | Reduce -2.7% | 448,302 | $11.3M |
| JPMorgan Chase & Co. | 0.00% | Add +8040.1% | 439,320 | $11.0M |
| Kestra Advisory Services, LLC | 0.06% | Add +2.9% | 416,690 | $10.5M |
| Strid Group, LLC | 1.67% | Add +4.7% | 401,340 | $10.1M |
| Capital Investment Advisors, LLC | 0.23% | Add +0.2% | 397,631 | $10.0M |
| Global Retirement Partners, LLC | 0.30% | Add +6.3% | 386,780 | $9.7M |
| Leavell Investment Management, Inc. | 0.53% | Reduce -11.8% | 379,396 | $9.5M |
| MCF Advisors LLC | 0.71% | Add +0.1% | 374,502 | $9.4M |
| Atria Wealth Solutions, Inc. | 0.10% | Add +17.0% | 370,228 | $9.3M |
| Benjamin F. Edwards & Company, Inc. | 0.16% | Reduce -0.3% | 364,904 | $9.2M |
| Jane Street Group, LLC | 0.01% | Add +78.0% | 358,759 | $9.0M |
| Merit Financial Group, LLC | 0.18% | Add +4.6% | 332,929 | $8.4M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -19.1% | 430,589 | $8.3M |
| Journey Advisory Group, LLC | 0.96% | Reduce -7.5% | 319,178 | $8.0M |
| Matthew Goff Investment Advisor, LLC | 1.61% | Reduce -24.2% | 313,698 | $7.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.17% | Reduce -10.4% | 311,861 | $7.8M |
| Signature Wealth Management Group | 3.37% | Reduce -0.1% | 306,378 | $7.7M |
| Beacon Pointe Advisors, LLC | 0.09% | Reduce -25.8% | 304,415 | $7.6M |
| Mesirow Financial Investment Management, Inc. | 0.17% | Add +6.2% | 300,421 | $7.5M |
| MinichMacGregor Wealth Management, LLC | 1.84% | Add +5.9% | 299,509 | $7.5M |
| Arcadia Investment Advisors LLC | 4.21% | Add +4.9% | 294,777 | $7.4M |
| Balentine LLC | 0.33% | Add +2.1% | 292,725 | $7.4M |
| Windsor Capital Management, LLC | 2.28% | Reduce -25.1% | 292,636 | $7.4M |
| PFG Private Wealth Management, LLC | 4.39% | Add +2.4% | 288,423 | $7.2M |
| Houlihan Financial Resource Group, Ltd. | 4.90% | Reduce -0.2% | 285,608 | $7.2M |
| Hamel Associates, Inc. | 2.25% | Reduce -4.0% | 284,081 | $7.1M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -2.0% | 276,930 | $7.0M |
| Madden Advisory Services, Inc. | 3.41% | Add +3.6% | 267,237 | $6.7M |
| Scissortail Wealth Management, LLC | 1.70% | Add +2.6% | 265,330 | $6.7M |
| FinTrust Capital Advisors, LLC | 1.21% | Add +1.6% | 264,767 | $6.7M |
| AMG National Trust Bank | 0.18% | Reduce -1.5% | 262,042 | $6.6M |
| Fulton Breakefield Broenniman LLC | 0.48% | Reduce -5.5% | 256,998 | $6.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.7% | 256,309 | $6.4M |
| Weaver Consulting Group | 2.18% | Reduce -3.0% | 248,136 | $6.2M |
| Private Advisor Group, LLC | 0.04% | Add +11.0% | 240,147 | $6.0M |
| Deutsche Bank AG | 0.00% | Reduce -10.4% | 234,512 | $5.9M |
| New England Private Wealth Advisors LLC | 0.97% | Reduce -1.0% | 220,331 | $5.5M |
| Peloton Wealth Strategists | 2.31% | Reduce -0.5% | 219,550 | $5.5M |
| Sanctuary Advisors, LLC | 0.04% | — | 208,831 | $5.2M |
| Leo Wealth, LLC | 0.53% | Reduce -1.4% | 208,310 | $5.2M |
| Kesler, Norman & Wride, LLC | 1.08% | Add +3.7% | 203,388 | $5.1M |
| IFP Advisors, Inc | 0.20% | Add +5.1% | 200,656 | $5.0M |
| Stifel Financial Corp. | 0.01% | Reduce -62.7% | 196,550 | $4.9M |
| Wolf Group Capital Advisors | 1.85% | Add +19.9% | 187,373 | $4.7M |
| Summit Investment Advisory Services, LLC | 5.52% | New | 186,871 | $4.7M |
| Lyell Wealth Management, LP | 0.45% | Reduce -24.8% | 186,199 | $4.7M |
| GTS Securities LLC | 0.10% | New | 183,464 | $4.6M |
| Marathon Mission, Inc. | 3.40% | Reduce -8.3% | 178,464 | $4.5M |
| Droms Strauss Advisors Inc. /Mo/ | 1.58% | Reduce -3.3% | 173,642 | $4.4M |
| Allworth Financial LP | 0.03% | Reduce -2.4% | 171,635 | $4.3M |
| Sandy Spring Bank | 0.18% | Reduce -16.0% | 165,390 | $4.2M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -20.6% | 164,319 | $4.1M |
| Krilogy Financial LLC | 0.30% | Reduce -4.9% | 161,495 | $4.1M |
| Diversify Advisory Services, LLC | 0.22% | New | 160,612 | $4.0M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -2.4% | 156,251 | $3.9M |
| Paradigm, Strategies in Wealth Management, LLC | 2.38% | Reduce -18.6% | 154,507 | $3.9M |
| OneDigital Investment Advisors LLC | 0.05% | New | 153,780 | $3.9M |
| Harbor Advisory Corp. | 1.33% | No change | 153,173 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.7% | 140,219 | $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.