Ishrs Ibnds Dec 27 Corp. ETFIBDSETF
13F holders, Q1 2024 (March 31)299holders
1famous investor
$23.80avg. 13F price*
At the end of Q1 2024, 299 institutions reported holding Ishrs Ibnds Dec 27 Corp. ETF (IBDS) in their 13F filings. The largest holders were Bank of America Corp. ($163.1M), Shufro Rose & Co. LLC ($121.9M) and Ameriprise Financial Inc. ($113.0M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Ishrs Ibnds Dec 27 Corp. ETF
- Filed as
- ISHARES TR (Q1 2024)
- CUSIP
- 46435UAA9
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $34.9M |
| Exits | 15 | $10.3M |
Ownership 299 holders
| Bank of America Corp. | 0.02% | Add +10.9% | 6,852,896 | $163.1M |
| Shufro Rose & Co. LLC | 10.08% | Add +15355.7% | 5,123,260 | $121.9M |
| Ameriprise Financial Inc. | 0.03% | Add +257.2% | 4,747,778 | $113.0M |
| Capital Advisors Inc. | 1.60% | Add +11.3% | 3,132,752 | $74.6M |
| Morgan Stanley | 0.01% | Add +6.2% | 2,979,700 | $70.9M |
| UBS Group AG | 0.02% | Add +4.6% | 1,923,749 | $45.8M |
| Capital Investment Advisors, LLC | 1.04% | Reduce -8.0% | 1,875,074 | $44.6M |
| Mercer Global Advisors Inc. | 0.13% | Add +27.9% | 1,870,916 | $44.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +17.9% | 1,753,773 | $41.7M |
| Royal Bank of Canada | 0.01% | Reduce -1.6% | 1,741,029 | $41.4M |
| Aptus Capital Advisors, LLC | 0.87% | Add +14.0% | 1,696,264 | $40.4M |
| Composition Wealth, LLC | 0.95% | Add +3.2% | 1,583,616 | $37.7M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +6.4% | 1,557,054 | $37.1M |
| Wells Fargo & Company | 0.01% | Add +33.1% | 1,389,929 | $33.1M |
| LPL Financial LLC | 0.02% | Add +0.8% | 1,204,138 | $28.7M |
| Woodmont Investment Counsel LLC | 2.32% | Add +7.8% | 1,155,599 | $27.5M |
| Gratus Wealth Advisors, LLC | 4.96% | Add +10.1% | 1,148,295 | $27.0M |
| Truist Financial Corp. | 0.04% | Add +10.3% | 1,107,637 | $26.4M |
| Sigma Investment Counselors Inc. | 1.53% | Add +2.7% | 996,068 | $23.7M |
| Kathmere Capital Management, LLC | 2.54% | Add +8.0% | 933,361 | $22.2M |
| Sound View Wealth Advisors Group, LLC | 1.88% | Reduce -0.5% | 742,378 | $17.7M |
| RVW Wealth, LLC | 1.75% | Reduce -1.9% | 716,830 | $17.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +31.7% | 666,490 | $15.9M |
| US Bancorp \de | 0.02% | Reduce -7.9% | 617,055 | $14.7M |
| Stifel Financial Corp. | 0.02% | Add +4.1% | 601,128 | $14.3M |
| Gateway Advisory, LLC | 2.37% | Add +5.5% | 567,811 | $13.5M |
| Raymond James & Associates | 0.01% | Add +18.5% | 535,587 | $12.7M |
| Venture Visionary Partners LLC | 0.60% | Add +13.6% | 533,807 | $12.7M |
| Arrow Financial Corp | 1.26% | Add +3.6% | 533,103 | $12.7M |
| MV Capital Management, Inc. | 1.45% | Add +6.5% | 533,043 | $12.7M |
| Hengehold Capital Management LLC | 1.31% | Add +1.2% | 515,779 | $12.3M |
| Advisors Capital Management, LLC | 0.22% | Reduce -38.0% | 505,438 | $12.0M |
| Seven Springs Wealth Group, LLC | 4.27% | New | 456,590 | $10.9M |
| Global Retirement Partners, LLC | 0.36% | Add +1028.3% | 403,394 | $9.6M |
| Kestra Advisory Services, LLC | 0.06% | Add +32.3% | 376,461 | $9.0M |
| WJ Wealth Management, LLC | 3.53% | Add +188.9% | 372,622 | $8.9M |
| Keeler Thomas Management LLC | 3.02% | Reduce -2.3% | 369,672 | $8.8M |
| Cwm, LLC | 0.04% | Add +16.8% | 369,852 | $8.8M |
| Glenview Trust Co | 0.17% | Add +82.8% | 330,214 | $7.9M |
| Commonwealth Financial Services, LLC | 1.84% | Reduce -0.3% | 326,491 | $7.8M |
| Windsor Capital Management, LLC | 2.32% | Add +48.0% | 314,906 | $7.5M |
| Benjamin F. Edwards & Company, Inc. | 0.14% | Add +9.1% | 314,205 | $7.5M |
| Hamel Associates, Inc. | 2.33% | Add +4.2% | 305,725 | $7.3M |
| PFG Private Wealth Management, LLC | 4.52% | Reduce -9.3% | 301,927 | $7.2M |
| CENTRAL TRUST Co | 0.18% | Add +10.3% | 301,492 | $7.2M |
| Howland Capital Management LLC | 0.34% | Add +49.1% | 295,417 | $7.0M |
| Peloton Wealth Strategists | 2.85% | Add +5.5% | 289,985 | $6.9M |
| Platte River Wealth Advisors, LLC | 1.92% | Add +5.3% | 283,522 | $6.7M |
| Lyell Wealth Management, LP | 0.68% | Add +29.3% | 279,526 | $6.7M |
| Signature Wealth Management Group | 2.72% | Reduce -0.2% | 254,759 | $6.0M |
| Arcadia Investment Advisors LLC | 3.40% | Add +3.1% | 250,457 | $6.0M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +24.8% | 239,981 | $5.7M |
| Sandy Spring Bank | 0.25% | Add +2.4% | 234,155 | $5.6M |
| Captrust Financial Advisors | 0.02% | Add +45.0% | 228,854 | $5.4M |
| IFP Advisors, Inc | 0.23% | Add +5.9% | 222,192 | $5.3M |
| MCF Advisors LLC | 0.40% | Add +3.1% | 218,128 | $5.2M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -25.1% | 215,129 | $5.1M |
| Praetorian Wealth Management, Inc. | 1.22% | Add +4.6% | 191,720 | $4.6M |
| Probity Advisors, Inc. | 0.90% | Add +84.3% | 183,376 | $4.4M |
| TLWM | 0.97% | Reduce -1.4% | 183,268 | $4.4M |
| Creative Planning | 0.00% | Add +18.0% | 181,605 | $4.3M |
| Spinnaker Trust | 0.27% | Add +41.9% | 174,765 | $4.2M |
| Houlihan Financial Resource Group, Ltd. | 1.86% | Add +15.8% | 173,950 | $4.1M |
| 4Thought Financial Group Inc. | 2.71% | Add +14.1% | 173,195 | $4.1M |
| Confluence Investment Management LLC | 0.05% | Reduce -0.6% | 170,586 | $4.1M |
| Robbins Farley | 2.20% | Add +0.1% | 167,935 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Add +12.4% | 165,189 | $3.9M |
| Kesler, Norman & Wride, LLC | 0.82% | Add +38.3% | 163,114 | $3.9M |
| Krilogy Financial LLC | 0.29% | Add +2.8% | 161,269 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | New | 158,072 | $3.8M |
| Droms Strauss Advisors Inc. /Mo/ | 1.37% | Add +53.2% | 157,602 | $3.8M |
| NewEdge Advisors, LLC | 0.03% | Reduce -87.1% | 155,436 | $3.7M |
| Marathon Mission, Inc. | 2.65% | Add +1.3% | 141,037 | $3.4M |
| Asset Dedication, LLC | 0.24% | Add +446.3% | 134,585 | $3.2M |
| Parallel Advisors, LLC | 0.09% | Add +64.1% | 132,572 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +27.7% | 129,703 | $3.1M |
| Matthew Goff Investment Advisor, LLC | 0.62% | Reduce -0.8% | 128,210 | $3.1M |
| Virginia Wealth Management Group, Inc. | 2.47% | Reduce -2.9% | 127,120 | $3.0M |
| CGN Advisors LLC | 0.38% | Reduce -14.4% | 126,232 | $3.0M |
| Fulton Breakefield Broenniman LLC | 0.23% | Add +8.6% | 125,284 | $3.0M |
| Evergreen Private Wealth LLC | 1.48% | Add +16.1% | 124,211 | $3.0M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.08% | Add +8.4% | 121,813 | $2.9M |
| Foundation Wealth Management, LLC | 2.30% | New | 118,805 | $2.8M |
| Wrapmanager Inc. | 0.76% | Add +6.2% | 115,463 | $2.7M |
| Laurel Wealth Advisors LLC | 0.46% | Add +6.4% | 113,615 | $2.7M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -7.6% | 113,135 | $2.7M |
| FF Advisors,LLC | 1.85% | Add +18.3% | 112,590 | $2.7M |
| Allworth Financial LP | 0.02% | Reduce -21.6% | 111,372 | $2.7M |
| Cherry Tree Wealth Management, LLC | 0.66% | Add +32.6% | 110,770 | $2.6M |
| Atria Investments, Inc | 0.04% | Add +6.3% | 107,778 | $2.6M |
| Sax Wealth Advisors, LLC | 0.29% | Add +20.6% | 104,529 | $2.5M |
| Precedent Wealth Partners, LLC | 1.06% | Add +19.3% | 103,425 | $2.5M |
| LifePlan Financial, LLC | 2.16% | Add +3.6% | 98,924 | $2.4M |
| Round Rock Advisors LLC | 0.54% | Add +443.2% | 94,067 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +225.7% | 91,433 | $2.2M |
| Jane Street Group, LLC | 0.00% | New | 90,940 | $2.2M |
| Quantum Financial Advisors, LLC | 0.40% | New | 90,701 | $2.2M |
| Moneco Advisors, LLC | 0.34% | Add +49.7% | 90,344 | $2.2M |
| Associated Banc-Corp | 0.07% | Add +12.1% | 88,418 | $2.1M |
| Foundry Financial Group, Inc. | 1.45% | Add +19.7% | 85,454 | $2.0M |
"% of holder's portfolio" is IBDS's weight in each manager's 13F, not the share of Ishrs Ibnds Dec 27 Corp. ETF the manager owns.