iShares Ibonds 2024 H/YIBHDETF
13F holders, Q1 2024 (March 31)123holders
1famous investor
$23.31avg. 13F price*
At the end of Q1 2024, 123 institutions reported holding iShares Ibonds 2024 H/Y Inc. (IBHD) in their 13F filings. The largest holders were Mid-American Wealth Advisory Group, Inc. ($30.0M), Arrow Financial Corp ($22.6M) and Bank of America Corp. ($21.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds 2024 H/Y Inc.
- CUSIP
- 46435U184
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $15.0M |
| Exits | 18 | $18.1M |
Ownership 123 holders
| Mid-American Wealth Advisory Group, Inc. | 20.25% | Add +11.8% | 1,287,284 | $30.0M |
| Arrow Financial Corp | 2.24% | Reduce -23.3% | 967,495 | $22.6M |
| Bank of America Corp. | 0.00% | Add +2.8% | 926,406 | $21.6M |
| AE Wealth Management LLC | 0.17% | Reduce -77.2% | 626,447 | $14.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.92% | Add +63.6% | 620,819 | $14.5M |
| Wells Fargo & Company | 0.00% | Reduce -1.8% | 593,672 | $13.8M |
| Asset Dedication, LLC | 0.82% | Add +30.2% | 474,289 | $11.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +6.9% | 466,636 | $10.9M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -1.1% | 437,199 | $10.2M |
| LPL Financial LLC | 0.00% | Reduce -9.4% | 385,769 | $9.0M |
| Jane Street Group, LLC | 0.01% | Add +241.0% | 382,691 | $8.9M |
| Morgan Stanley | 0.00% | Reduce -28.6% | 331,318 | $7.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -29.5% | 320,974 | $7.5M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -6.8% | 272,435 | $6.4M |
| PFG Private Wealth Management, LLC | 3.68% | New | 250,663 | $5.8M |
| Royal Bank of Canada | 0.00% | Reduce -12.0% | 215,806 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Add +437.3% | 194,232 | $4.5M |
| Raymond James & Associates | 0.00% | Add +28.6% | 193,984 | $4.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -89.0% | 181,052 | $4.2M |
| Ocean Park Asset Management, LLC | 0.19% | No change | 169,900 | $4.0M |
| Carr Financial Group Corp | 1.18% | Add +42.0% | 152,561 | $3.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.5% | 134,871 | $3.1M |
| Evergreen Capital Management LLC | 0.10% | Add +1.2% | 114,351 | $2.7M |
| Avantax Planning Partners, Inc. | 0.08% | New | 112,143 | $2.6M |
| Werba Rubin Papier Wealth Management | 0.72% | Reduce -5.4% | 106,421 | $2.5M |
| Peloton Wealth Strategists | 1.02% | Add +2.0% | 105,829 | $2.5M |
| Bank of New York Mellon Corp | 0.00% | New | 103,674 | $2.4M |
| Delta Wealth Advisors LLC | 2.46% | — | 102,199 | $2.4M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -11.9% | 85,348 | $2.0M |
| Krilogy Financial LLC | 0.15% | Reduce -5.0% | 84,586 | $2.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -5.7% | 82,266 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +125.6% | 75,816 | $1.8M |
| Commonwealth Financial Services, LLC | 0.41% | No change | 74,678 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +21.9% | 73,891 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | New | 72,057 | $1.7M |
| LBMC Investment Advisors, LLC | 0.14% | Add +74.3% | 71,419 | $1.7M |
| Tyler-Stone Wealth Management | 0.73% | Reduce -19.3% | 70,526 | $1.6M |
| Phillips Financial Management, LLC | 0.12% | Add +0.7% | 65,431 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +344.2% | 62,010 | $1.4M |
| IFP Advisors, Inc | 0.06% | Add +1.0% | 61,306 | $1.4M |
| Endowment Wealth Management, Inc. | 1.02% | Add +94.6% | 58,202 | $1.4M |
| Straight Path Wealth Management | 0.68% | Add +9.1% | 52,000 | $1.2M |
| Steele Capital Management, Inc. | 0.07% | No change | 51,657 | $1.2M |
| Great Lakes Retirement, Inc. | 0.15% | Reduce -5.7% | 44,795 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +26.7% | 43,722 | $1.0M |
| Exchange Capital Management, Inc. | 0.17% | No change | 43,620 | $1.0M |
| Ironwood Financial, llc | 0.23% | Reduce -5.1% | 42,527 | $992K |
| Snowden Capital Advisors LLC | 0.03% | No change | 36,531 | $852K |
| Wrapmanager Inc. | 0.23% | Add +26.4% | 35,834 | $835K |
| Mill Creek Capital Advisors, LLC | 0.02% | Reduce -46.6% | 35,468 | $827K |
| UBS Group AG | 0.00% | Add +153.6% | 35,098 | $818K |
| Lido Advisors, LLC | 0.01% | Reduce -30.8% | 32,881 | $767K |
| Absolute Capital Management, LLC | 0.46% | No change | 31,100 | $725K |
| Kestra Advisory Services, LLC | 0.00% | Add +198.6% | 28,590 | $667K |
| Sowell Financial Services LLC | 0.03% | Add +30.4% | 26,571 | $619K |
| Authentikos Wealth Advisory, LLC | 0.61% | Add +4.3% | 25,865 | $603K |
| POM Investment Strategies, LLC | 0.49% | Add +13.7% | 25,468 | $594K |
| Sightline Wealth Advisors, LLC | 0.39% | Reduce -3.3% | 25,315 | $590K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -2.6% | 23,552 | $549K |
| Timber Creek Capital Management LLC | 0.17% | Add +4.0% | 23,477 | $547K |
| GAMMA Investing LLC | 0.11% | New | 23,019 | $537K |
| Avantax Advisory Services, Inc. | 0.00% | New | 23,016 | $537K |
| Private Advisor Group, LLC | 0.00% | Add +107.4% | 22,208 | $518K |
| Strategic Blueprint, LLC | 0.04% | Reduce -38.1% | 22,080 | $515K |
| Old Mission Capital LLC | 0.01% | Reduce -24.5% | 21,829 | $509K |
| Sigma Planning Corp | 0.02% | Reduce -13.6% | 21,218 | $495K |
| Western Wealth Management, LLC | 0.04% | Reduce -17.5% | 21,114 | $492K |
| Northstar Group, Inc. | 0.10% | No change | 20,993 | $489K |
| Blue Barn Wealth, LLC | 0.27% | Add +18.9% | 20,517 | $478K |
| Baird Financial Group, Inc. | 0.00% | Add +69.9% | 19,937 | $465K |
| IRON Financial LLC | 0.25% | Add +0.6% | 19,451 | $453K |
| GeoWealth Management, LLC | 0.02% | Add +75.6% | 19,330 | $451K |
| M Holdings Securities, Inc. | 0.07% | No change | 18,879 | $440K |
| Madden Advisory Services, Inc. | 0.23% | Add +2.9% | 18,503 | $431K |
| Quad-Cities Investment Group, LLC | 0.25% | Reduce -2.2% | 18,448 | $430K |
| Austin Private Wealth, LLC | 0.05% | Add +32.6% | 17,846 | $414K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -2.3% | 17,489 | $408K |
| Klaas Financial Asset Advisors, LLC | 0.08% | Reduce -4.8% | 17,203 | $401K |
| Valley National Advisers Inc. | 0.06% | Reduce -37.7% | 16,120 | $375K |
| Fairhaven Wealth Management, LLC | 0.13% | Reduce -9.4% | 15,792 | $368K |
| Lincoln National Corp. | 0.01% | Reduce -14.5% | 15,164 | $354K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.9% | 15,048 | $351K |
| Johnson Bixby & Associates, LLC | 0.06% | Add +0.8% | 14,844 | $346K |
| Consolidated Portfolio Review Corp | 0.09% | Add +6.2% | 14,520 | $339K |
| PFG Investments, LLC | 0.02% | New | 14,520 | $339K |
| Summit Wealth Partners, LLC | 0.07% | Reduce -22.5% | 14,496 | $338K |
| Hyperion Partners, LLC | 0.22% | No change | 13,000 | $303K |
| MML Investors Services, LLC | 0.00% | Reduce -38.9% | 12,863 | $300K |
| McLean Asset Management Corp | 0.10% | Add +3.8% | 12,789 | $297K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.7% | 12,096 | $282K |
| Parallel Advisors, LLC | 0.01% | Add +13.7% | 11,191 | $261K |
| Kesler, Norman & Wride, LLC | 0.05% | Reduce -0.1% | 10,991 | $256K |
| Citadel Advisors | 0.00% | New | 10,983 | $256K |
| BCS Wealth Management | 0.08% | New | 10,710 | $250K |
| BBJS Financial Advisors, LLC | 0.09% | Add +0.0% | 10,317 | $241K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -89.3% | 9,621 | $224K |
| Alterna Wealth Management, Inc. | 0.18% | New | 9,381 | $219K |
| Heritage Wealth Management, Inc./Texas | 0.14% | Add +0.3% | 9,059 | $211K |
| Advisor OS, LLC | 0.02% | No change | 9,000 | $210K |
| Brookstone Capital Management | 0.00% | Reduce -6.4% | 8,901 | $208K |
"% of holder's portfolio" is IBHD's weight in each manager's 13F, not the share of iShares Ibonds 2024 H/Y Inc. the manager owns.