iShares Ibonds Dec 2024 TermIBDPETF
13F holders, Q3 2024 (September 30)333holders −21
20new positions
40sold out
3famous investors
$25.42avg. 13F price*
At the end of Q3 2024, 333 institutions reported holding iShares Ibonds Dec 2024 Term (IBDP) in their 13F filings, down 21 from Q2 2024. 20 opened new positions and 40 sold out. The largest holders were Bank of America Corp. ($137.1M), Morgan Stanley ($71.8M) and HM Payson & Co. ($68.1M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $15.6M |
| Exits | 40 | $49.4M |
All 13F filers, Q2 2024 → Q3 2024: 3,372,460 shares bought and 10,825,155 shares sold, net −7,452,695 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 333 holders
| Bank of America Corp. | 0.01% | Reduce -11.6% | 5,437,132 | $137.1M |
| Morgan Stanley | 0.01% | Reduce -8.4% | 2,848,348 | $71.8M |
| HM Payson & Co. | 1.17% | Reduce -5.3% | 2,701,434 | $68.1M |
| UBS Group AG | 0.02% | Reduce -17.4% | 2,344,993 | $59.1M |
| LPL Financial LLC | 0.02% | Reduce -11.3% | 1,708,177 | $43.1M |
| Glenview Trust Co | 0.80% | Reduce -1.8% | 1,640,832 | $41.4M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -10.8% | 1,528,387 | $38.5M |
| Royal Bank of Canada | 0.01% | Reduce -5.2% | 1,251,667 | $31.6M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -3.7% | 1,250,521 | $31.5M |
| Wells Fargo & Company | 0.01% | Reduce -11.7% | 1,173,786 | $29.6M |
| Renaissance Technologies | 0.04% | Add +40.7% | 1,118,200 | $28.2M |
| Gratus Wealth Advisors, LLC | 4.52% | Add +4.9% | 1,101,714 | $27.7M |
| US Bancorp \de | 0.04% | Reduce -11.1% | 1,092,742 | $27.5M |
| Captrust Financial Advisors | 0.08% | Reduce -2.6% | 1,032,323 | $26.0M |
| Summitry LLC | 1.18% | Add +1.1% | 979,230 | $24.7M |
| Sound View Wealth Advisors Group, LLC | 1.96% | Add +18.1% | 950,120 | $24.0M |
| Sigma Investment Counselors Inc. | 1.22% | Reduce -7.0% | 825,986 | $20.8M |
| RVW Wealth, LLC | 1.89% | Reduce -11.6% | 805,215 | $20.3M |
| Motley Fool Wealth Management, LLC | 0.88% | Reduce -34.4% | 697,542 | $17.6M |
| NewEdge Advisors, LLC | 0.11% | Reduce -3.4% | 668,032 | $16.8M |
| Susquehanna International Group, LLP | 0.03% | Add +2894.6% | 659,020 | $16.6M |
| Keeler Thomas Management LLC | 5.08% | Reduce -1.4% | 637,654 | $16.1M |
| Summit Asset Management, LLC | 1.72% | Add +1.7% | 597,351 | $15.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.7% | 583,667 | $14.7M |
| Howland Capital Management LLC | 0.62% | Reduce -0.7% | 568,238 | $14.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.5% | 558,901 | $14.1M |
| MV Capital Management, Inc. | 1.49% | Reduce -5.9% | 558,104 | $14.1M |
| Truist Financial Corp. | 0.02% | Add +1.7% | 543,948 | $13.7M |
| Rothschild Wealth LLC | 3.99% | Add +1145.7% | 283,632 | $13.4M |
| Focus Partners Wealth | 0.04% | Reduce -4.3% | 523,091 | $13.2M |
| Raymond James & Associates | 0.01% | Reduce -33.6% | 503,195 | $12.7M |
| Arrow Financial Corp | 1.15% | Reduce -0.1% | 491,754 | $12.4M |
| AE Wealth Management LLC | 0.11% | Reduce -13.1% | 489,267 | $12.3M |
| CENTRAL TRUST Co | 0.28% | Reduce -1.2% | 472,574 | $11.9M |
| NovaPoint Capital, LLC | 3.48% | Reduce -0.7% | 445,059 | $11.2M |
| Cwm, LLC | 0.05% | Reduce -6.9% | 426,986 | $10.8M |
| Mariner, LLC | 0.02% | Reduce -20.9% | 422,472 | $10.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -23.6% | 409,134 | $10.3M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -3.1% | 403,812 | $10.2M |
| Capital Investment Advisors, LLC | 0.20% | Reduce -1.7% | 390,915 | $9.9M |
| Global Retirement Partners, LLC | 0.30% | Add +0.7% | 389,622 | $9.8M |
| Atria Wealth Solutions, Inc. | 0.10% | Add +3.0% | 381,398 | $9.6M |
| Strid Group, LLC | 1.43% | Reduce -7.0% | 373,106 | $9.4M |
| MCF Advisors LLC | 0.65% | Reduce -1.8% | 367,734 | $9.3M |
| Benjamin Edwards Inc. | 0.13% | Add +892.1% | 354,611 | $8.9M |
| Asset Dedication, LLC | 0.57% | Reduce -27.5% | 337,972 | $8.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -25.9% | 319,166 | $8.0M |
| Journey Advisory Group, LLC | 0.96% | No change | 319,178 | $8.0M |
| Arcadia Investment Advisors LLC | 4.17% | Add +4.6% | 308,344 | $7.8M |
| MinichMacGregor Wealth Management, LLC | 1.67% | Add +2.9% | 308,177 | $7.8M |
| Signature Wealth Management Group | 3.10% | Add +0.1% | 306,553 | $7.7M |
| Matthew Goff Investment Advisor, LLC | 1.46% | Reduce -2.8% | 304,812 | $7.7M |
| Merit Financial Group, LLC | 0.17% | Reduce -8.7% | 303,965 | $7.7M |
| Scissortail Wealth Management, LLC | 1.83% | Reduce -99.8% | 426 | $7.5M |
| PFG Private Wealth Management, LLC | 4.26% | Add +1.1% | 291,741 | $7.4M |
| Madden Advisory Services, Inc. | 3.36% | Add +8.9% | 290,936 | $7.3M |
| Mesirow Financial Investment Management, Inc. | 0.14% | Reduce -5.0% | 285,355 | $7.2M |
| Leavell Investment Management, Inc. | 0.35% | Reduce -25.8% | 281,680 | $7.1M |
| Houlihan Financial Resource Group, Ltd. | 2.87% | Reduce -3.7% | 275,112 | $6.9M |
| Hamel Associates, Inc. | 2.11% | Reduce -3.7% | 273,500 | $6.9M |
| Balentine LLC | 0.27% | Reduce -6.9% | 272,631 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.0% | 271,673 | $6.8M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -2.9% | 269,047 | $6.8M |
| FinTrust Capital Advisors, LLC | 1.13% | Add +0.1% | 265,047 | $6.7M |
| AMG National Trust Bank | 0.18% | No change | 262,042 | $6.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.15% | Reduce -16.4% | 260,677 | $6.6M |
| Deutsche Bank AG | 0.00% | Add +5.8% | 248,228 | $6.3M |
| Fulton Breakefield Broenniman LLC | 0.43% | Reduce -4.4% | 245,633 | $6.2M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -20.1% | 243,075 | $6.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.4% | 240,015 | $6.1M |
| IFP Advisors, Inc | 0.20% | Add +10.4% | 221,462 | $5.6M |
| Sonata Capital Group Inc. | 2.32% | New | 217,730 | $5.5M |
| Citadel Advisors | 0.01% | Add +433.0% | 213,989 | $5.4M |
| Mid-American Wealth Advisory Group, Inc. | 3.34% | Reduce -65.6% | 211,121 | $5.3M |
| Peloton Wealth Strategists | 2.15% | Reduce -3.9% | 211,050 | $5.3M |
| Private Advisor Group, LLC | 0.03% | Reduce -12.8% | 209,338 | $5.3M |
| Savant Capital, LLC | 0.04% | Add +58.0% | 207,764 | $5.2M |
| New England Private Wealth Advisors LLC | 0.82% | Reduce -8.3% | 202,042 | $5.1M |
| Kesler, Norman & Wride, LLC | 0.98% | Reduce -2.4% | 198,582 | $5.0M |
| Kathmere Capital Management, LLC | 0.47% | Reduce -83.5% | 197,921 | $5.0M |
| Weaver Consulting Group | 1.50% | Reduce -24.4% | 187,702 | $4.7M |
| Beaumont Asset Management, L.L.C. | 2.73% | Add +108.4% | 186,394 | $4.7M |
| Stifel Financial Corp. | 0.00% | Reduce -7.5% | 181,786 | $4.6M |
| Krilogy Financial LLC | 0.31% | Add +10.7% | 178,772 | $4.5M |
| Leo Wealth, LLC | 0.41% | Reduce -15.5% | 176,052 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -78.0% | 169,306 | $4.3M |
| Allworth Financial LP | 0.03% | Reduce -4.0% | 164,806 | $4.2M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -2.8% | 159,772 | $4.0M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -0.4% | 153,190 | $3.9M |
| Harbor Advisory Corp. | 1.26% | No change | 153,173 | $3.9M |
| Wolf Group Capital Advisors | 1.83% | Reduce -16.6% | 156,219 | $3.8M |
| Jane Street Group, LLC | 0.01% | Reduce -58.9% | 147,608 | $3.7M |
| Parallel Advisors, LLC | 0.09% | Add +63.1% | 145,949 | $3.7M |
| Ifrah Financial Services, Inc. | 0.95% | Add +2.7% | 140,090 | $3.5M |
| Old Mission Capital LLC | 0.08% | Add +92.8% | 139,234 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.0% | 137,462 | $3.5M |
| First National Trust Co | 0.13% | Add +135.2% | 136,391 | $3.4M |
| Sandy Spring Bank | 0.14% | Reduce -17.8% | 136,019 | $3.4M |
| Virginia Wealth Management Group, Inc. | 2.14% | New | 135,120 | $3.4M |
| Great Diamond Partners, LLC | 0.85% | Reduce -0.5% | 133,300 | $3.4M |
"% 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.