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 |
| Ifrah Financial Services, Inc. | 0.97% | Add +2.3% | 136,440 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +24.4% | 134,846 | $3.4M |
| Great Diamond Partners, LLC | 0.79% | Reduce -2.9% | 133,941 | $3.4M |
| Savant Capital, LLC | 0.03% | Reduce -14.1% | 131,528 | $3.3M |
| Harbour Investments, Inc. | 0.11% | Reduce -0.3% | 125,026 | $3.1M |
| PSI Advisors, LLC | 0.99% | Add +4.7% | 124,987 | $3.1M |
| Spinnaker Trust | 0.20% | Add +1.2% | 124,538 | $3.1M |
| Wrapmanager Inc. | 0.86% | Add +7.4% | 123,835 | $3.1M |
| Moneco Advisors, LLC | 0.45% | Add +0.3% | 122,908 | $3.1M |
| Praetorian Wealth Management, Inc. | 0.77% | Reduce -5.3% | 119,464 | $3.0M |
| Laurel Wealth Advisors LLC | 0.52% | Reduce -4.2% | 118,934 | $3.0M |
| POM Investment Strategies, LLC | 2.37% | Reduce -32.6% | 117,967 | $3.0M |
| Sax Wealth Advisors, LLC | 0.28% | Add +5.0% | 116,044 | $2.9M |
| Probity Advisors, Inc. | 0.60% | Add +4.2% | 115,296 | $2.9M |
| Endowment Wealth Management, Inc. | 2.09% | Add +0.3% | 114,072 | $2.9M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -33.5% | 110,585 | $2.8M |
| Heck Capital Advisors, LLC | 0.34% | Reduce -2.3% | 109,782 | $2.8M |
| Waterford Advisors, LLC | 1.14% | Add +0.3% | 108,373 | $2.7M |
| Princeton Global Asset Management LLC | 0.58% | Add +0.1% | 103,916 | $2.6M |
| Associated Banc-Corp | 0.08% | Reduce -3.1% | 103,781 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +18.0% | 100,408 | $2.5M |
| Hilltop Holdings Inc. | 0.29% | Add +6.9% | 100,280 | $2.5M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +4.1% | 92,667 | $2.3M |
| Foundation Wealth Management, LLC | 1.81% | Reduce -3.5% | 92,142 | $2.3M |
| Archford Capital Strategies, LLC | 0.37% | Add +4.0% | 91,957 | $2.3M |
| Parallel Advisors, LLC | 0.06% | Reduce -1.2% | 89,503 | $2.2M |
| Beaumont Asset Management, L.L.C. | 1.44% | Add +62.9% | 89,423 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -15.3% | 87,386 | $2.2M |
| Cary Street Partners Investment Advisory LLC | 0.09% | Reduce -24.4% | 84,401 | $2.1M |
| First Fiduciary Investment Counsel, Inc. | 0.46% | Reduce -7.2% | 83,575 | $2.1M |
| Precedent Wealth Partners, LLC | 0.84% | Add +12.8% | 83,493 | $2.1M |
| Smith, Moore & Co. | 0.22% | Add +10.1% | 83,191 | $2.1M |
| McGlone Suttner Wealth Management, Inc. | 0.42% | Reduce -10.0% | 81,953 | $2.0M |
| Meitav Investment House Ltd. | 0.04% | Reduce -3.4% | 80,296 | $2.0M |
| Coldstream Capital Management Inc. | 0.05% | Reduce -1.0% | 80,184 | $2.0M |
| Kintra Wealth, LLC | 1.40% | Add +15.7% | 78,711 | $2.0M |
| Cherry Tree Wealth Management, LLC | 0.49% | No change | 77,498 | $1.9M |
| Phillips Financial Management, LLC | 0.16% | Reduce -14.2% | 77,038 | $1.9M |
| Sigma Planning Corp | 0.06% | Reduce -1.0% | 76,136 | $1.9M |
| Exchange Capital Management, Inc. | 0.31% | Reduce -0.5% | 75,973 | $1.9M |
| GeoWealth Management, LLC | 0.08% | Add +12.6% | 74,795 | $1.9M |
| Valley Wealth Managers, Inc. | 0.15% | Reduce -0.7% | 74,397 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -7.2% | 74,278 | $1.9M |
| Covington Investment Advisors Inc. | 0.30% | Add +1.2% | 73,711 | $1.9M |
| Quantum Financial Advisors, LLC | 0.32% | Reduce -16.4% | 72,675 | $1.8M |
| Old Mission Capital LLC | 0.05% | New | 72,203 | $1.8M |
| Stonebrook Private Inc. | 0.52% | Add +27.7% | 71,466 | $1.8M |
| 4J Wealth Management LLC | 1.39% | Reduce -0.2% | 67,117 | $1.7M |
| AlTi Global, Inc. | 0.04% | Add +2015.4% | 63,292 | $1.6M |
| Northwest Bancshares, Inc. | 0.27% | Reduce -5.5% | 62,725 | $1.6M |
| Alterna Wealth Management, Inc. | 1.36% | Add +105.8% | 61,984 | $1.6M |
| Klaas Financial Asset Advisors, LLC | 0.28% | Add +13.1% | 61,585 | $1.5M |
| Safeguard Financial, LLC | 0.43% | Add +54.1% | 61,389 | $1.5M |
| First National Trust Co | 0.06% | Add +0.6% | 57,985 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -6.1% | 57,582 | $1.4M |
| Cary Street Partners Asset Management LLC | 0.21% | Reduce -25.5% | 56,396 | $1.4M |
| Atria Investments, Inc | 0.02% | Reduce -37.9% | 56,002 | $1.4M |
| Farmers National Bank | 0.42% | Reduce -0.8% | 55,898 | $1.4M |
| Black Swift Group, LLC | 0.32% | Add +11.9% | 54,940 | $1.4M |
| Austin Private Wealth, LLC | 0.15% | Add +9.9% | 54,600 | $1.4M |
| CGN Advisors LLC | 0.16% | Add +13.0% | 54,158 | $1.4M |
| Strategic Blueprint, LLC | 0.09% | Reduce -7.2% | 53,939 | $1.4M |
| MML Investors Services, LLC | 0.01% | Reduce -3.8% | 53,408 | $1.3M |
| Ironwood Financial, llc | 0.30% | Reduce -27.8% | 53,347 | $1.3M |
| Harbor Investment Advisory, LLC | 0.14% | Add +6.3% | 53,008 | $1.3M |
| Reliant Wealth Planning | 0.60% | Add +96.0% | 51,991 | $1.3M |
| Redwood Financial Network Corp | 1.09% | Add +0.6% | 51,694 | $1.3M |
| Hills Bank & Trust Co | 0.10% | Reduce -35.2% | 50,956 | $1.3M |
| &partners | 0.05% | Add +36.1% | 49,376 | $1.2M |
| Ritholtz Wealth Management | 0.04% | Reduce -9.4% | 49,095 | $1.2M |
| Buffington Mohr McNeal | 0.21% | Add +2.6% | 47,429 | $1.2M |
| Stokes Family Office, LLC | 0.13% | No change | 45,750 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | New | 45,581 | $1.1M |
| Gould Asset Management LLC | 0.26% | Add +41.6% | 45,392 | $1.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.66% | Reduce -0.7% | 45,153 | $1.1M |
| Raymond James Trust N.A. | 0.03% | Add +10.6% | 45,079 | $1.1M |
| Fortis Capital Management LLC | 0.23% | Reduce -20.6% | 43,828 | $1.1M |
| Fullcircle Wealth LLC | 0.53% | — | 43,232 | $1.1M |
| Crestmont Private Wealth LLC | 0.50% | Add +14.6% | 41,308 | $1.0M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -8.9% | 41,250 | $1.0M |
| Commonwealth Financial Services, LLC | 0.21% | Reduce -87.5% | 41,282 | $1.0M |
| Blue Barn Wealth, LLC | 0.57% | Reduce -19.8% | 40,968 | $1.0M |
| Barrett & Company, Inc. | 0.46% | Add +0.1% | 40,669 | $1.0M |
| Horan Securities, Inc. | 0.44% | Add +6.0% | 40,656 | $1.0M |
| Element Wealth, LLC | 0.57% | Reduce -31.1% | 40,374 | $1.0M |
| Citadel Advisors | 0.00% | Reduce -70.3% | 40,145 | $1.0M |
| GAMMA Investing LLC | 0.14% | Add +86.4% | 39,909 | $1.0M |
| Foundry Financial Group, Inc. | 0.68% | Reduce -0.9% | 39,405 | $990K |
| Cannon Financial Strategists, Inc. | 0.19% | Add +1.0% | 39,078 | $982K |
| REDW Wealth LLC | 0.25% | Add +16.2% | 38,057 | $956K |
| One Plus One Wealth Management, LLC | 0.54% | No change | 37,601 | $945K |
| Blue Square Asset Management, LLC | 0.53% | New | 36,178 | $909K |
| Roble, Belko & Company, Inc | 0.15% | No change | 35,826 | $900K |
| Benjamin Edwards Inc. | 0.17% | Add +7.4% | 35,744 | $898K |
| Consolidated Portfolio Review Corp | 0.20% | Add +9.4% | 34,269 | $861K |
| Fairhaven Wealth Management, LLC | 0.28% | Add +8.0% | 34,168 | $859K |
| Avantax Planning Partners, Inc. | 0.03% | Add +14.7% | 34,006 | $855K |
| Woodmont Investment Counsel LLC | 0.07% | Reduce -49.6% | 33,598 | $844K |
| Mill Creek Capital Advisors, LLC | 0.02% | Add +1.0% | 33,280 | $836K |
| Chesley Taft & Associates LLC | 0.04% | Reduce -7.4% | 32,625 | $820K |
| Regions Financial Corp. | 0.01% | Reduce -14.4% | 30,753 | $773K |
| Conrad Siegel Investment Advisors, Inc. | 0.22% | Reduce -17.6% | 30,416 | $764K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +14.0% | 30,420 | $764K |
| First Interstate Bank | 0.05% | No change | 30,252 | $760K |
| Blue Trust, Inc. | 0.01% | No change | 30,187 | $756K |
| BCS Wealth Management | 0.36% | No change | 29,465 | $740K |
| Comerica Bank | 0.00% | Reduce -12.5% | 29,301 | $736K |
| Summit Wealth Partners, LLC | 0.15% | Reduce -16.9% | 29,225 | $734K |
| American Money Management, LLC | 0.15% | Reduce -1.6% | 28,889 | $726K |
| 4Thought Financial Group Inc. | 0.45% | Add +2.7% | 28,831 | $725K |
| Delta Wealth Advisors LLC | 0.71% | No change | 28,762 | $723K |
| Mattern Capital Management, LLC | 0.09% | No change | 25,720 | $646K |
| Valley National Advisers Inc. | 0.09% | Reduce -20.9% | 25,343 | $636K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | New | 24,184 | $608K |
| Atwater Malick LLC | 0.21% | No change | 23,754 | $597K |
| NorthCoast Asset Management LLC | 0.01% | New | 23,616 | $593K |
| Newman Dignan & Sheerar, Inc. | 0.15% | Reduce -20.1% | 23,296 | $585K |
| Montecito Bank & Trust | 0.12% | Add +43.0% | 22,772 | $572K |
| Rothschild Wealth LLC | 0.19% | No change | 22,769 | $572K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.5% | 22,007 | $553K |
| Integrated Advisors Network LLC | 0.03% | Add +25.9% | 21,391 | $538K |
| Sightline Wealth Advisors, LLC | 0.33% | Reduce -38.8% | 21,389 | $538K |
| Brookstone Capital Management | 0.01% | Add +8.1% | 21,381 | $537K |
| Dearborn Partners LLC | 0.02% | Add +0.3% | 21,180 | $532K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -5.7% | 20,501 | $515K |
| Carr Financial Group Corp | 0.16% | Add +0.3% | 20,453 | $514K |
| Farther Finance Advisors, LLC | 0.02% | Add +2.0% | 20,511 | $514K |
| Heartland Bank & Trust Co | 0.29% | Reduce -2.3% | 20,215 | $508K |
| Mutual Advisors, LLC | 0.02% | Reduce -60.0% | 20,001 | $503K |
| Kings Path Partners LLC | 0.24% | — | 20,015 | $503K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -9.1% | 20,000 | $503K |
| Equitable Holdings, Inc. | 0.01% | Reduce -4.3% | 19,861 | $499K |
| Eldridge Investment Advisors, Inc. | 0.12% | Reduce -75.6% | 19,557 | $491K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 19,043 | $479K |
| KOM Wealth Management Group, LLC | 0.41% | Add +1.0% | 17,651 | $444K |
| Cornell Pochily Investment Advisors, Inc. | 0.17% | Reduce -9.4% | 17,325 | $435K |
| Round Rock Advisors LLC | 0.10% | Reduce -16.5% | 17,074 | $429K |
| Principal Securities, Inc. | 0.01% | Reduce -14.0% | 16,968 | $426K |
| Aerodigm Wealth, LLC | 0.19% | Add +100.0% | 16,640 | $418K |
| Pinnacle Bancorp, Inc. | 0.12% | No change | 16,593 | $417K |
| Wealth Group, Ltd. | 0.29% | No change | 16,159 | $406K |
| Wells Financial Advisors INC | 0.27% | Reduce -13.3% | 16,140 | $406K |
| American Planning Services, Inc. | 0.28% | Reduce -0.5% | 16,113 | $405K |
| Baird Financial Group, Inc. | 0.00% | Reduce -21.6% | 15,670 | $394K |
| Keel Point, LLC | 0.04% | Add +0.7% | 15,643 | $393K |
| LifePlan Financial, LLC | 0.36% | Reduce -53.9% | 15,557 | $391K |
| Stablepoint Partners, LLC | 0.08% | Reduce -45.1% | 15,404 | $388K |
| Marathon Capital Management | 0.10% | Add +2.7% | 15,299 | $384K |
| HRT Financial LP | 0.00% | New | 15,123 | $380K |
| Arcadia Investment Management Corp. | 0.06% | Reduce -28.0% | 14,600 | $367K |
| Straight Path Wealth Management | 0.19% | Reduce -9.0% | 14,405 | $362K |
| Valley Forge Investment Consultants Inc. Adv | 0.14% | Add +1.0% | 14,350 | $361K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -30.5% | 14,109 | $355K |
| KPP Advisory Services LLC | 0.09% | Reduce -9.1% | 14,050 | $353K |
| Provenance Wealth Advisors, LLC | 0.05% | No change | 14,011 | $352K |
| Marex Group Ltd | 0.01% | No change | 14,000 | $352K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -14.7% | 13,932 | $350K |
| Pine Haven Investment Counsel, Inc | 0.30% | No change | 13,850 | $348K |
| MKT Advisors LLC | 0.17% | Reduce -7.8% | 13,383 | $336K |
| Composition Wealth, LLC | 0.01% | Reduce -9.0% | 13,320 | $335K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -0.2% | 12,849 | $322K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Reduce -0.8% | 12,738 | $320K |
| Flow Traders U.S. LLC | 0.02% | New | 12,688 | $319K |
| IRON Financial LLC | 0.18% | Add +0.2% | 12,635 | $318K |
| Childress Capital Advisors, LLC | 0.09% | No change | 12,461 | $313K |
| Creekmur Asset Management LLC | 0.08% | Add +37.8% | 12,271 | $308K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -1.1% | 11,990 | $301K |
| AQR Capital Management | 0.00% | New | 11,976 | $301K |
| Horizons Wealth Management | 0.24% | Reduce -7.7% | 11,966 | $301K |
| Lloyd Advisory Services, LLC. | 0.14% | New | 11,568 | $291K |
| Cassia Capital Partners, LLC | 0.19% | No change | 11,347 | $285K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -10.8% | 11,285 | $284K |
| Raymond James Trust Co. of NH | 2.61% | Reduce -0.0% | 11,167 | $281K |
| Seneca House Advisors | 0.12% | Reduce -41.6% | 11,116 | $279K |
| First Manhattan Co. Llc. | 0.00% | Add +637.9% | 10,700 | $269K |
| Accretive Wealth Partners, LLC | 0.11% | No change | 10,669 | $268K |
| Advance Capital Management, Inc. | 0.01% | Add +0.8% | 10,513 | $264K |
| Johnson Bixby & Associates, LLC | 0.04% | Add +1.0% | 10,450 | $263K |
| Curi Capital, LLC | 0.01% | Reduce -12.7% | 10,320 | $259K |
| Gilbert & Cook, Inc. | 0.04% | No change | 10,306 | $259K |
| Capital Advisors Inc. | 0.01% | Add +1.6% | 10,220 | $257K |
| Wick Capital Partners, LLC | 0.09% | No change | 10,208 | $257K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -1.3% | 10,197 | $256K |
| L.M. Kohn & Company | 0.07% | Reduce -22.3% | 10,086 | $253K |
| Csenge Advisory Group | 0.01% | Add +6.3% | 9,806 | $246K |
| Eagle Strategies LLC | 0.05% | New | 9,375 | $236K |
| Vance Wealth, LLC | 0.10% | Reduce -23.6% | 9,311 | $234K |
| United Community Bank | 0.09% | Reduce -39.8% | 9,033 | $227K |
| Swmg, LLC | 0.10% | Reduce -23.7% | 9,031 | $227K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.6% | 8,854 | $222K |
| Bramshill Investments, LLC | 0.02% | Add +2.8% | 8,774 | $220K |
| Bank of New Hampshire | 0.06% | No change | 8,505 | $214K |
| Godshalk Welsh Capital Management, Inc. | 0.14% | New | 8,300 | $209K |
| BNP Paribas Financial Markets | 0.00% | Add +71.1% | 8,058 | $202K |
| Strata Wealth Advisors, LLC | 0.07% | No change | 8,040 | $202K |
| Executive Wealth Management, LLC | 0.04% | New | 8,028 | $202K |
| International Assets Investment Management, LLC | 0.02% | New | 7,365 | $185K |
| Ogorek Anthony Joseph /NY/ | 0.06% | Reduce -18.9% | 7,245 | $182K |
| Adirondack Trust Co. | 0.07% | Add +0.1% | 7,222 | $181K |
| Cordgrass Capital Advisors, LLC | 0.06% | Reduce -20.4% | 7,199 | $181K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 6,090 | $153K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 6,000 | $151K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 5,802 | $146K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.7% | 5,673 | $142K |
| Private Trust Co. NA | 0.01% | Add +0.1% | 5,450 | $137K |
| Ballast Advisors LLC | 0.04% | Add +49.4% | 5,441 | $137K |
| Addison Advisors LLC | 0.04% | Reduce -0.5% | 5,320 | $134K |
| Jones Financial Companies LLLP | 0.00% | New | 5,181 | $130K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,125 | $129K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 5,060 | $127K |
| Black Cypress Capital Management, LLC | 0.11% | Add +22.6% | 4,666 | $117K |
| Bogart Wealth, LLC | 0.01% | No change | 4,427 | $111K |
| CVA Family Office, LLC | 0.02% | No change | 4,000 | $101K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,700 | $93K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 3,502 | $88K |
| Tyler-Stone Wealth Management | 0.03% | Add +0.6% | 3,061 | $77K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -41.8% | 2,819 | $71K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 2,674 | $67K |
| Maryland Capital Advisors Inc. | 0.03% | Add +134.0% | 2,342 | $59K |
| NFSG Corp | 0.02% | Add +1.0% | 2,264 | $57K |
| TD Capital Management LLC | 0.01% | Add +1.0% | 2,197 | $55K |
| Front Row Advisors LLC | 0.02% | No change | 1,945 | $49K |
| Evergreen Private Wealth LLC | 0.02% | No change | 1,840 | $46K |
| Anchor Investment Management, LLC | 0.00% | Reduce -14.7% | 1,752 | $44K |
| Mather Group, Llc. | 0.00% | No change | 1,708 | $43K |
| Signaturefd, LLC | 0.00% | Reduce -26.6% | 1,600 | $40K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,584 | $40K |
| Birchbrook, Inc. | 0.02% | Reduce -43.3% | 1,290 | $32K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -69.4% | 1,246 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | Add +120.6% | 1,145 | $29K |
| Coppell Advisory Solutions LLC | 0.00% | — | 1,069 | $27K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 1,010 | $25K |
| Blair William & Co. | 0.00% | No change | 1,000 | $25K |
| Trust Co | 0.00% | No change | 949 | $24K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $20K |
| Sachetta, LLC | 0.01% | Reduce -71.2% | 750 | $19K |
| Mascoma Wealth Management LLC | 0.00% | No change | 700 | $18K |
| Biltmore Family Office, LLC | 0.00% | New | 610 | $15K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | Reduce -41.4% | 526 | $13K |
| Great Lakes Retirement, Inc. | 0.00% | Reduce -99.3% | 500 | $13K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -77.3% | 440 | $11K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -59.6% | 445 | $11K |
| Dunhill Financial, LLC | 0.01% | No change | 399 | $10K |
| Fifth Third Bancorp | 0.00% | No change | 384 | $10K |
| Penserra Capital Management LLC | 0.00% | Add +2.9% | 316 | $8K |
| Spire Wealth Management | 0.00% | Add +0.7% | 280 | $7K |
| AlphaMark Advisors, LLC | 0.00% | No change | 286 | $7K |
| First PREMIER Bank | 0.00% | No change | 288 | $7K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 203 | $5K |
| Legacy Bridge, LLC | 0.00% | No change | 200 | $5K |
| Stephens Consulting, LLC | 0.00% | No change | 190 | $5K |
| BlackRock Inc. | 0.00% | Reduce -89.2% | 138 | $3K |
| Citigroup Inc. | 0.00% | New | 4 | $101 |
| FMR LLC | 0.00% | Reduce -50.0% | 3 | $75 |
"% 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.