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 |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -15.8% | 131,649 | $3.3M |
| Diversify Advisory Services, LLC | 0.18% | Reduce -18.1% | 131,542 | $3.3M |
| Wrapmanager Inc. | 0.83% | Add +3.2% | 127,819 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.4% | 127,598 | $3.2M |
| Creative Planning | 0.00% | Reduce -76.9% | 125,734 | $3.2M |
| Probity Advisors, Inc. | 0.60% | Add +7.0% | 123,425 | $3.1M |
| PSI Advisors, LLC | 0.91% | Reduce -1.3% | 123,360 | $3.1M |
| Spinnaker Trust | 0.19% | Reduce -1.2% | 122,998 | $3.1M |
| Lyell Wealth Management, LP | 0.28% | Reduce -34.5% | 122,007 | $3.1M |
| Moneco Advisors, LLC | 0.37% | Reduce -3.5% | 118,589 | $3.0M |
| Laurel Wealth Advisors LLC | 0.46% | Reduce -4.5% | 113,584 | $2.9M |
| Sax Wealth Advisors, LLC | 0.25% | Reduce -2.6% | 113,009 | $2.8M |
| Waterford Advisors, LLC | 1.44% | Add +3.3% | 111,944 | $2.8M |
| Endowment Wealth Management, Inc. | 1.83% | Reduce -3.0% | 110,612 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -4.6% | 105,517 | $2.7M |
| Praetorian Wealth Management, Inc. | 0.66% | Reduce -11.7% | 105,515 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.8% | 104,214 | $2.6M |
| POM Investment Strategies, LLC | 2.03% | Reduce -12.5% | 103,250 | $2.6M |
| Princeton Global Asset Management LLC | 0.50% | Reduce -2.1% | 101,740 | $2.6M |
| Hilltop Holdings Inc. | 0.17% | Add +0.8% | 101,125 | $2.5M |
| Associated Banc-Corp | 0.07% | Reduce -3.1% | 100,609 | $2.5M |
| Stonebrook Private Inc. | 0.66% | Add +38.8% | 99,162 | $2.5M |
| Foundation Wealth Management, LLC | 1.75% | Reduce -0.5% | 91,714 | $2.3M |
| Archford Capital Strategies, LLC | 0.34% | Reduce -1.4% | 90,623 | $2.3M |
| Safeguard Financial, LLC | 0.53% | Add +45.7% | 89,449 | $2.3M |
| Kintra Wealth, LLC | 1.53% | Add +13.6% | 89,374 | $2.3M |
| Bank of Montreal | 0.00% | New | 88,900 | $2.2M |
| McGlone Suttner Wealth Management, Inc. | 0.46% | Add +7.7% | 88,264 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -59.4% | 84,891 | $2.1M |
| Smith, Moore & Co. | 0.20% | Reduce -1.3% | 82,074 | $2.1M |
| GeoWealth Management, LLC | 0.07% | Add +9.1% | 81,599 | $2.1M |
| First Fiduciary Investment Counsel, Inc. | 0.40% | Reduce -4.7% | 79,665 | $2.0M |
| Exchange Capital Management, Inc. | 0.32% | Add +4.8% | 79,632 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +7.1% | 79,549 | $2.0M |
| Cherry Tree Wealth Management, LLC | 0.46% | Reduce -0.4% | 77,179 | $1.9M |
| Phillips Financial Management, LLC | 0.15% | No change | 77,038 | $1.9M |
| Heck Capital Advisors, LLC | 0.22% | Reduce -30.3% | 76,473 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -18.6% | 75,459 | $1.9M |
| Valley Wealth Managers, Inc. | 0.14% | Reduce -1.8% | 73,045 | $1.8M |
| Covington Investment Advisors Inc. | 0.28% | Reduce -1.3% | 72,731 | $1.8M |
| Meitav Investment House Ltd. | 0.03% | Reduce -11.9% | 70,706 | $1.8M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -12.3% | 70,311 | $1.8M |
| Sigma Planning Corp | 0.05% | Reduce -8.7% | 69,545 | $1.8M |
| One Plus One Wealth Management, LLC | 1.04% | Add +84.6% | 69,423 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +15.3% | 66,367 | $1.7M |
| Cary Street Partners Investment Advisory LLC | 0.06% | Reduce -21.7% | 66,059 | $1.7M |
| 4J Wealth Management LLC | 1.29% | Reduce -1.9% | 65,839 | $1.7M |
| AlTi Global, Inc. | 0.04% | No change | 63,292 | $1.6M |
| Alterna Wealth Management, Inc. | 1.40% | No change | 61,984 | $1.6M |
| Northwest Bancshares, Inc. | 0.26% | Reduce -3.3% | 60,639 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -31.4% | 59,922 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +3.3% | 57,830 | $1.5M |
| NorthCoast Asset Management LLC | 0.01% | Add +231.1% | 78,200 | $1.4M |
| Harbor Investment Advisory, LLC | 0.13% | No change | 53,008 | $1.3M |
| Redwood Financial Network Corp | 1.02% | Reduce -0.4% | 51,508 | $1.3M |
| Hills Bank & Trust Co | 0.10% | No change | 50,956 | $1.3M |
| CGN Advisors LLC | 0.13% | Reduce -7.4% | 50,173 | $1.3M |
| Blue Barn Wealth, LLC | 0.65% | Add +21.8% | 49,884 | $1.3M |
| Klaas Financial Asset Advisors, LLC | 0.22% | Reduce -19.9% | 49,326 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -8.2% | 49,015 | $1.2M |
| REDW Wealth LLC | 0.32% | Add +28.4% | 48,874 | $1.2M |
| Black Swift Group, LLC | 0.27% | Reduce -11.6% | 48,590 | $1.2M |
| Timber Creek Capital Management LLC | 0.34% | New | 48,047 | $1.2M |
| Buffington Mohr McNeal | 0.19% | Reduce -1.7% | 46,607 | $1.2M |
| Raymond James Trust N.A. | 0.03% | Add +2.5% | 46,208 | $1.2M |
| Stokes Family Office, LLC | 0.13% | No change | 45,750 | $1.2M |
| Gould Asset Management LLC | 0.25% | Add +0.1% | 45,414 | $1.1M |
| Cary Street Partners Asset Management LLC | 0.15% | Reduce -22.5% | 43,731 | $1.1M |
| Fullcircle Wealth LLC | 0.49% | Reduce -0.6% | 42,994 | $1.1M |
| Crestmont Private Wealth LLC | 0.47% | Add +2.3% | 42,264 | $1.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.56% | Reduce -8.6% | 41,262 | $1.0M |
| Fortis Capital Management LLC | 0.21% | Reduce -6.3% | 41,084 | $1.0M |
| Barrett & Company, Inc. | 0.45% | Add +0.3% | 40,782 | $1.0M |
| Clearstead Advisors, LLC | 0.02% | Reduce -12.8% | 39,762 | $1.0M |
| Blue Square Asset Management, LLC | 0.54% | Add +9.4% | 39,583 | $998K |
| Cannon Financial Strategists, Inc. | 0.17% | Add +1.1% | 39,521 | $996K |
| &partners | 0.02% | Reduce -22.6% | 38,206 | $963K |
| Fairhaven Wealth Management, LLC | 0.29% | Add +9.1% | 37,261 | $939K |
| Montecito Bank & Trust | 0.16% | Add +61.8% | 36,853 | $929K |
| Horan Securities, Inc. | 0.36% | Reduce -9.7% | 36,696 | $925K |
| Roble, Belko & Company, Inc | 0.15% | Add +2.1% | 36,593 | $923K |
| Consolidated Portfolio Review Corp | 0.20% | Add +4.3% | 35,738 | $901K |
| Strategic Blueprint, LLC | 0.06% | Reduce -33.8% | 35,692 | $900K |
| Commonwealth Financial Services, LLC | 0.17% | Reduce -16.3% | 34,558 | $868K |
| Mill Creek Capital Advisors, LLC | 0.02% | Add +1.1% | 33,658 | $849K |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -2.2% | 33,266 | $839K |
| Integrated Advisors Network LLC | 0.04% | Add +53.5% | 32,824 | $827K |
| Reliant Wealth Planning | 0.35% | Reduce -38.3% | 32,079 | $809K |
| Chesley Taft & Associates LLC | 0.04% | Reduce -2.5% | 31,825 | $802K |
| Foundry Financial Group, Inc. | 0.50% | Reduce -19.5% | 31,718 | $800K |
| Regions Financial Corp. | 0.01% | Add +2.0% | 31,362 | $791K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +0.2% | 30,489 | $768K |
| First Interstate Bank | 0.05% | No change | 30,252 | $763K |
| Blue Trust, Inc. | 0.01% | No change | 30,187 | $759K |
| BCS Wealth Management | 0.32% | No change | 29,465 | $743K |
| 4Thought Financial Group Inc. | 0.45% | Add +0.8% | 29,057 | $733K |
| Summit Wealth Partners, LLC | 0.14% | Reduce -0.7% | 29,024 | $732K |
| Delta Wealth Advisors LLC | 0.69% | No change | 28,762 | $725K |
| Brookstone Capital Management | 0.01% | Add +28.6% | 27,492 | $693K |
| Comerica Bank | 0.00% | Reduce -8.9% | 26,687 | $673K |
| Modern Wealth Management, LLC | 0.04% | New | 26,180 | $660K |
| American Money Management, LLC | 0.13% | Reduce -11.0% | 25,715 | $648K |
| Farther Finance Advisors, LLC | 0.02% | Add +16.8% | 23,952 | $604K |
| Atwater Malick LLC | 0.19% | No change | 23,754 | $599K |
| Windsor Capital Management, LLC | 0.16% | Reduce -92.5% | 21,968 | $554K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +4.6% | 21,443 | $541K |
| Dearborn Partners LLC | 0.02% | Add +0.8% | 21,357 | $538K |
| Carr Financial Group Corp | 0.16% | Add +1.0% | 20,658 | $521K |
| Heartland Bank & Trust Co | 0.28% | Add +0.3% | 20,276 | $511K |
| Kings Path Partners LLC | 0.21% | No change | 20,015 | $505K |
| Baron Silver Stevens Financial Advisors, LLC | 0.09% | New | 19,669 | $496K |
| Eldridge Investment Advisors, Inc. | 0.12% | Add +0.3% | 19,619 | $495K |
| Equitable Holdings, Inc. | 0.00% | Reduce -3.9% | 19,097 | $481K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 19,043 | $480K |
| Element Wealth, LLC | 0.24% | Reduce -54.9% | 18,220 | $459K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -10.0% | 18,000 | $454K |
| Provenance Wealth Advisors, LLC | 0.06% | Add +28.4% | 17,991 | $454K |
| Cornell Pochily Investment Advisors, Inc. | 0.15% | Reduce -3.8% | 16,671 | $420K |
| Baird Financial Group, Inc. | 0.00% | Add +3.9% | 16,278 | $410K |
| Ritholtz Wealth Management | 0.01% | Reduce -67.0% | 16,217 | $409K |
| Wealth Group, Ltd. | 0.27% | No change | 16,159 | $407K |
| Pinnacle Bancorp, Inc. | 0.11% | Reduce -4.8% | 15,798 | $398K |
| Keel Point, LLC | 0.03% | Add +0.1% | 15,667 | $395K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.28% | — | 15,608 | $393K |
| Accretive Wealth Partners, LLC | 0.16% | Add +45.8% | 15,559 | $392K |
| American Planning Services, Inc. | 0.31% | Reduce -4.9% | 15,318 | $386K |
| Conrad Siegel Investment Advisors, Inc. | 0.10% | Reduce -49.7% | 15,297 | $386K |
| Valley Forge Investment Consultants Inc. Adv | 0.13% | Add +1.1% | 14,513 | $366K |
| Valley National Advisers Inc. | 0.07% | Reduce -42.9% | 14,461 | $364K |
| Round Rock Advisors LLC | 0.09% | Reduce -15.5% | 14,434 | $364K |
| Straight Path Wealth Management | 0.16% | No change | 14,405 | $363K |
| KPP Advisory Services LLC | 0.09% | No change | 14,050 | $354K |
| Marex Group Ltd | 0.01% | No change | 14,000 | $353K |
| Pine Haven Investment Counsel, Inc | 0.28% | No change | 13,850 | $349K |
| Marathon Capital Management | 0.08% | Reduce -9.8% | 13,795 | $348K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -2.9% | 13,532 | $341K |
| Arcadia Investment Management Corp. | 0.06% | Reduce -8.2% | 13,400 | $338K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -6.4% | 13,209 | $333K |
| L.M. Kohn & Company | 0.08% | Add +30.2% | 13,132 | $331K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 12,849 | $324K |
| Two Sigma Securities, LLC | 0.03% | New | 12,809 | $323K |
| J. L. Bainbridge & Co., Inc. | 0.03% | No change | 12,738 | $321K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -69.2% | 12,713 | $320K |
| Mutual Advisors, LLC | 0.01% | Reduce -37.1% | 12,587 | $317K |
| Arkadios Wealth Advisors | 0.02% | New | 12,509 | $315K |
| Creekmur Asset Management LLC | 0.07% | No change | 12,271 | $309K |
| Seneca House Advisors | 0.13% | Add +9.0% | 12,119 | $306K |
| Principal Securities, Inc. | 0.01% | Reduce -28.7% | 12,105 | $305K |
| AQR Capital Management | 0.00% | No change | 11,976 | $302K |
| MKT Advisors LLC | 0.14% | Reduce -13.2% | 11,622 | $292K |
| Harbour Investments, Inc. | 0.01% | Reduce -90.9% | 11,393 | $287K |
| StoneX Group Inc. | 0.02% | New | 11,266 | $284K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -6.5% | 11,206 | $282K |
| First Manhattan Co. Llc. | 0.00% | No change | 10,700 | $270K |
| Elevate Wealth Advisory, Inc. | 0.20% | New | 10,645 | $268K |
| Advance Capital Management, Inc. | 0.01% | Add +0.9% | 10,609 | $267K |
| Johnson Bixby & Associates, LLC | 0.04% | Add +1.1% | 10,568 | $266K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 10,546 | $266K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 10,546 | $266K |
| Horizons Wealth Management | 0.21% | Reduce -12.0% | 10,528 | $265K |
| Capital Advisors Inc. | 0.01% | Add +1.3% | 10,357 | $261K |
| Gilbert & Cook, Inc. | 0.04% | No change | 10,306 | $260K |
| Wick Capital Partners, LLC | 0.08% | No change | 10,208 | $257K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.1% | 10,204 | $257K |
| American Trust | 0.02% | New | 9,952 | $251K |
| Jones Financial Companies LLLP | 0.00% | Add +90.3% | 9,861 | $248K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -15.9% | 9,488 | $239K |
| Eagle Strategies LLC | 0.04% | Add +0.6% | 9,430 | $238K |
| Lloyd Advisory Services, LLC. | 0.11% | Reduce -20.2% | 9,235 | $233K |
| Stablepoint Partners, LLC | 0.04% | Reduce -40.3% | 9,190 | $232K |
| Swmg, LLC | 0.09% | No change | 9,031 | $227K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.7% | 8,916 | $225K |
| Curi Capital, LLC | 0.01% | Reduce -14.5% | 8,822 | $222K |
| Godshalk Welsh Capital Management, Inc. | 0.13% | No change | 8,300 | $209K |
| Executive Wealth Management, LLC | 0.02% | Add +0.9% | 8,097 | $204K |
| CIBC Private Wealth Group LLC | 0.00% | Add +42.1% | 8,064 | $203K |
| Bank of New Hampshire | 0.05% | Reduce -12.9% | 7,405 | $187K |
| United Community Bank | 0.07% | Reduce -19.5% | 7,273 | $183K |
| Adirondack Trust Co. | 0.07% | No change | 7,222 | $182K |
| Wells Financial Advisors INC | 0.23% | Reduce -57.4% | 6,880 | $173K |
| Cordgrass Capital Advisors, LLC | 0.05% | Reduce -7.1% | 6,688 | $169K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 6,090 | $154K |
| 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 |
| Addison Advisors LLC | 0.04% | Add +7.4% | 5,715 | $144K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | Add +10.3% | 5,580 | $141K |
| Ballast Advisors LLC | 0.04% | No change | 5,441 | $137K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,125 | $129K |
| Private Trust Co. NA | 0.01% | Reduce -15.4% | 4,610 | $116K |
| Bogart Wealth, LLC | 0.01% | No change | 4,427 | $112K |
| CVA Family Office, LLC | 0.02% | No change | 4,000 | $101K |
| Black Cypress Capital Management, LLC | 0.09% | Reduce -18.4% | 3,807 | $96K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,700 | $93K |
| PNC Financial Services Group, Inc. | 0.00% | Add +214.8% | 3,604 | $91K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 3,502 | $88K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,819 | $71K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 2,674 | $67K |
| Maryland Capital Advisors Inc. | 0.03% | No change | 2,342 | $59K |
| NFSG Corp | 0.02% | Add +1.1% | 2,290 | $58K |
| TD Capital Management LLC | 0.01% | Add +1.1% | 2,222 | $56K |
| 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% | No change | 1,752 | $44K |
| Bokf, NA | 0.00% | New | 1,752 | $44K |
| Mather Group, Llc. | 0.00% | No change | 1,708 | $43K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,584 | $40K |
| Assetmark, Inc. | 0.00% | New | 1,576 | $40K |
| Trust Co | 0.00% | Add +53.1% | 1,453 | $37K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Reduce -82.5% | 1,269 | $32K |
| Kennebec Savings Bank | 0.03% | — | 1,161 | $29K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -12.2% | 1,094 | $28K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 1,069 | $27K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 1,010 | $25K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $20K |
| Signaturefd, LLC | 0.00% | Reduce -50.0% | 800 | $20K |
| Sachetta, LLC | 0.01% | No change | 750 | $19K |
| Mascoma Wealth Management LLC | 0.00% | No change | 700 | $18K |
| Eastern Bank | 0.00% | New | 675 | $17K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 615 | $15K |
| Coastline Trust Co | 0.00% | New | 599 | $15K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 550 | $14K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +1.4% | 451 | $11K |
| Dunhill Financial, LLC | 0.01% | No change | 399 | $10K |
| Fifth Third Bancorp | 0.00% | No change | 384 | $10K |
| North Star Investment Management Corp. | 0.00% | New | 287 | $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% | — | 138 | $3K |
| Citigroup Inc. | 0.00% | Add +600.0% | 28 | $706 |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.8% | 14 | $353 |
"% 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.