iShares Ibonds 2024 H/YIBHDETF
13F holders, Q2 2024 (June 30)124holders +1
11new positions
11sold out
1famous investor
$23.24avg. 13F price*
At the end of Q2 2024, 124 institutions reported holding iShares Ibonds 2024 H/Y Inc. (IBHD) in their 13F filings, up 1 from Q1 2024. 11 opened new positions and 11 sold out. The largest holders were Mid-American Wealth Advisory Group, Inc. ($29.1M), Bank of America Corp. ($18.5M) and LPL Financial LLC ($15.7M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $6.2M |
| Exits | 11 | $4.8M |
All 13F filers, Q1 2024 → Q2 2024: 1,091,814 shares bought and 2,736,704 shares sold, net −1,644,890 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 124 holders
| Mid-American Wealth Advisory Group, Inc. | 18.56% | Reduce -2.8% | 1,250,766 | $29.1M |
| Bank of America Corp. | 0.00% | Reduce -14.3% | 794,420 | $18.5M |
| LPL Financial LLC | 0.01% | Add +75.1% | 675,596 | $15.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.91% | Add +6.9% | 663,728 | $15.4M |
| Asset Dedication, LLC | 0.77% | Add +0.7% | 477,709 | $11.1M |
| Wells Fargo & Company | 0.00% | Reduce -22.3% | 461,122 | $10.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +5.4% | 460,853 | $10.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -6.2% | 437,592 | $10.2M |
| Morgan Stanley | 0.00% | Reduce -7.3% | 306,982 | $7.1M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -0.6% | 270,755 | $6.3M |
| PFG Private Wealth Management, LLC | 3.74% | Add +5.8% | 265,186 | $6.2M |
| Carr Financial Group Corp | 1.95% | Add +72.8% | 263,657 | $6.1M |
| Raymond James & Associates | 0.00% | Add +6.4% | 206,468 | $4.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.9% | 204,453 | $4.8M |
| Arrow Financial Corp | 0.46% | Reduce -79.0% | 203,595 | $4.7M |
| Royal Bank of Canada | 0.00% | Reduce -6.3% | 202,128 | $4.7M |
| Jane Street Group, LLC | 0.00% | Reduce -50.4% | 190,011 | $4.4M |
| Ocean Park Asset Management, LLC | 0.19% | No change | 169,900 | $3.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 133,011 | $3.1M |
| Avantax Planning Partners, Inc. | 0.09% | Add +9.3% | 122,563 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | New | 113,155 | $2.6M |
| Delta Wealth Advisors LLC | 2.53% | Add +8.7% | 111,083 | $2.6M |
| Evergreen Capital Management LLC | 0.09% | Reduce -3.5% | 110,326 | $2.6M |
| Peloton Wealth Strategists | 1.02% | Reduce -0.5% | 105,329 | $2.4M |
| AE Wealth Management LLC | 0.02% | Reduce -83.3% | 104,767 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +62.6% | 100,852 | $2.3M |
| Osaic Holdings, Inc. | 0.01% | Add +26.3% | 95,718 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +29.1% | 95,393 | $2.2M |
| Avantax Advisory Services, Inc. | 0.02% | Add +313.2% | 95,094 | $2.2M |
| LBMC Investment Advisors, LLC | 0.16% | Add +12.7% | 80,481 | $1.9M |
| Werba Rubin Papier Wealth Management | 0.46% | Reduce -32.0% | 72,369 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -15.5% | 72,088 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -12.6% | 71,873 | $1.7M |
| Krilogy Financial LLC | 0.12% | Reduce -17.6% | 69,710 | $1.6M |
| IFP Advisors, Inc | 0.06% | Add +11.6% | 68,417 | $1.6M |
| Tyler-Stone Wealth Management | 0.64% | Reduce -5.3% | 66,808 | $1.6M |
| Commonwealth Financial Services, LLC | 0.32% | Reduce -10.5% | 66,848 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.0% | 62,717 | $1.5M |
| Endowment Wealth Management, Inc. | 1.01% | Add +2.2% | 59,459 | $1.4M |
| Steele Capital Management, Inc. | 0.07% | No change | 51,657 | $1.2M |
| Phillips Financial Management, LLC | 0.10% | Reduce -22.9% | 50,431 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +74.0% | 49,758 | $1.2M |
| Straight Path Wealth Management | 0.59% | Reduce -5.4% | 49,207 | $1.1M |
| GAMMA Investing LLC | 0.15% | Add +106.8% | 47,592 | $1.1M |
| UBS Group AG | 0.00% | Add +31.2% | 46,045 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +5.3% | 46,029 | $1.1M |
| Exchange Capital Management, Inc. | 0.16% | Reduce -2.5% | 42,520 | $988K |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.5% | 39,894 | $927K |
| Citadel Advisors | 0.00% | Add +261.3% | 39,677 | $922K |
| Wrapmanager Inc. | 0.24% | Add +5.9% | 37,954 | $882K |
| Diversify Advisory Services, LLC | 0.05% | New | 37,403 | $866K |
| Snowden Capital Advisors LLC | 0.03% | No change | 36,531 | $849K |
| Ironwood Financial, llc | 0.19% | Reduce -15.2% | 36,058 | $838K |
| Mill Creek Capital Advisors, LLC | 0.02% | Add +1.6% | 36,043 | $838K |
| HighTower Advisors, LLC | 0.00% | Reduce -89.5% | 33,794 | $786K |
| Lido Advisors, LLC | 0.01% | Add +1.6% | 33,418 | $777K |
| OneDigital Investment Advisors LLC | 0.01% | New | 32,026 | $744K |
| Sowell Financial Services LLC | 0.03% | Add +16.0% | 30,831 | $717K |
| Private Advisor Group, LLC | 0.00% | Add +33.0% | 29,545 | $687K |
| Flow Traders U.S. LLC | 0.03% | New | 23,850 | $554K |
| Timber Creek Capital Management LLC | 0.16% | Reduce -2.1% | 22,972 | $534K |
| Sigma Planning Corp | 0.02% | Add +7.2% | 22,739 | $528K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -6.8% | 21,947 | $510K |
| Koshinski Asset Management, Inc. | 0.05% | New | 21,782 | $504K |
| M Holdings Securities, Inc. | 0.06% | Add +12.4% | 21,221 | $493K |
| Summit Investment Advisory Services, LLC | 0.58% | New | 21,050 | $489K |
| Northstar Group, Inc. | 0.10% | No change | 20,993 | $488K |
| Blue Barn Wealth, LLC | 0.27% | No change | 20,517 | $477K |
| Klaas Financial Asset Advisors, LLC | 0.09% | Add +18.3% | 20,352 | $473K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.9% | 19,751 | $459K |
| Austin Private Wealth, LLC | 0.05% | Add +9.5% | 19,545 | $454K |
| Madden Advisory Services, Inc. | 0.22% | Add +2.6% | 18,986 | $441K |
| IRON Financial LLC | 0.25% | Reduce -2.9% | 18,880 | $439K |
| Quad-Cities Investment Group, LLC | 0.24% | Add +1.2% | 18,674 | $434K |
| Western Wealth Management, LLC | 0.03% | Reduce -16.9% | 17,547 | $408K |
| Strategic Blueprint, LLC | 0.03% | Reduce -22.9% | 17,025 | $396K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -4.9% | 16,625 | $386K |
| Consolidated Portfolio Review Corp | 0.09% | Add +9.5% | 15,903 | $370K |
| Fairhaven Wealth Management, LLC | 0.12% | No change | 15,792 | $367K |
| Johnson Bixby & Associates, LLC | 0.06% | Add +1.1% | 15,004 | $349K |
| Old Mission Capital LLC | 0.01% | Reduce -33.2% | 14,585 | $339K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.4% | 13,937 | $324K |
| Sightline Wealth Advisors, LLC | 0.20% | Reduce -45.1% | 13,897 | $323K |
| POM Investment Strategies, LLC | 0.26% | Reduce -45.8% | 13,799 | $321K |
| McLean Asset Management Corp | 0.10% | No change | 12,789 | $296K |
| Valley National Advisers Inc. | 0.04% | Reduce -26.4% | 11,858 | $275K |
| MML Investors Services, LLC | 0.00% | Reduce -14.9% | 10,952 | $255K |
| BCS Wealth Management | 0.12% | No change | 10,710 | $249K |
| Parallel Advisors, LLC | 0.01% | Reduce -4.5% | 10,691 | $248K |
| Summit Wealth Partners, LLC | 0.05% | Reduce -27.5% | 10,509 | $244K |
| BBJS Financial Advisors, LLC | 0.09% | Add +0.0% | 10,320 | $240K |
| GeoWealth Management, LLC | 0.01% | Reduce -47.6% | 10,136 | $236K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.8% | 10,061 | $234K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -2.2% | 9,407 | $219K |
| Alterna Wealth Management, Inc. | 0.19% | Reduce -0.7% | 9,312 | $216K |
| Kesler, Norman & Wride, LLC | 0.05% | Reduce -16.3% | 9,196 | $214K |
| Heritage Wealth Management, Inc./Texas | 0.13% | Add +0.4% | 9,096 | $211K |
| Advisor OS, LLC | 0.02% | Add +0.2% | 9,016 | $210K |
| New England Private Wealth Advisors LLC | 0.04% | Add +1.6% | 8,919 | $207K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 8,874 | $206K |
| Brookstone Capital Management | 0.00% | Reduce -0.7% | 8,835 | $205K |
| Forthright Family Wealth Advisory LLC | 0.13% | No change | 8,640 | $201K |
| BSW Wealth Partners | 0.03% | No change | 8,621 | $200K |
| Principal Securities, Inc. | 0.00% | Add +0.5% | 7,232 | $168K |
| Cwm, LLC | 0.00% | No change | 6,477 | $151K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 6,130 | $142K |
| Element Wealth, LLC | 0.07% | No change | 5,299 | $123K |
| International Assets Investment Management, LLC | 0.01% | New | 4,350 | $101K |
| Harbour Investments, Inc. | 0.00% | No change | 3,386 | $79K |
| Realta Investment Advisors | 0.01% | Add +158.8% | 3,075 | $71K |
| FMR LLC | 0.00% | New | 2,120 | $49K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,052 | $48K |
| Comerica Bank | 0.00% | Reduce -63.7% | 1,854 | $43K |
| Fifth Third Bancorp | 0.00% | No change | 1,800 | $42K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,634 | $38K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 1,100 | $26K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 1,000 | $23K |
| PSI Advisors, LLC | 0.01% | New | 1,000 | $23K |
| Private Trust Co. NA | 0.00% | No change | 801 | $19K |
| Creative Financial Designs Inc. | 0.00% | Add +1.2% | 769 | $18K |
| Coppell Advisory Solutions LLC | 0.00% | — | 565 | $13K |
| Belpointe Asset Management LLC | 0.00% | New | 223 | $5K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 200 | $5K |
| Great Lakes Retirement, Inc. | 0.00% | Reduce -99.7% | 133 | $3K |
"% 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.