iShares Ibonds 2024 H/YIBHDETF
13F holders, Q3 2024 (September 30)107holders −17
5new positions
21sold out
$23.29avg. 13F price*
At the end of Q3 2024, 107 institutions reported holding iShares Ibonds 2024 H/Y Inc. (IBHD) in their 13F filings, down 17 from Q2 2024. 5 opened new positions and 21 sold out. The largest holders were Mid-American Wealth Advisory Group, Inc. ($30.0M), LPL Financial LLC ($11.3M) and Raymond James Financial Services Advisors, Inc. ($10.9M).
- Company
- iShares Ibonds 2024 H/Y Inc.
- CUSIP
- 46435U184
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $7.5M |
| Exits | 21 | $26.1M |
All 13F filers, Q2 2024 → Q3 2024: 491,621 shares bought and 3,522,135 shares sold, net −3,030,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Mid-American Wealth Advisory Group, Inc. | 18.83% | Add +3.0% | 1,287,816 | $30.0M |
| LPL Financial LLC | 0.01% | Reduce -28.1% | 485,443 | $11.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.8% | 469,021 | $10.9M |
| Wells Fargo & Company | 0.00% | Add +0.6% | 463,737 | $10.8M |
| Asset Dedication, LLC | 0.51% | Reduce -31.6% | 326,654 | $7.6M |
| Morgan Stanley | 0.00% | Reduce -8.1% | 282,165 | $6.6M |
| PFG Private Wealth Management, LLC | 3.70% | Add +3.2% | 273,675 | $6.4M |
| Bank of America Corp. | 0.00% | Reduce -66.1% | 269,313 | $6.3M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -15.7% | 228,305 | $5.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -21.9% | 159,653 | $3.7M |
| Carr Financial Group Corp | 1.00% | Reduce -45.2% | 144,518 | $3.4M |
| Tyler-Stone Wealth Management | 0.57% | Add +92.3% | 128,506 | $3.0M |
| Tempus Wealth Planning, LLC | 1.08% | New | 126,350 | $2.9M |
| Arrow Financial Corp | 0.27% | Reduce -38.9% | 124,461 | $2.9M |
| Avantax Planning Partners, Inc. | 0.10% | Reduce -2.0% | 120,121 | $2.8M |
| Aprio Wealth Management, LLC | 0.45% | New | 120,020 | $2.8M |
| Delta Wealth Advisors LLC | 2.44% | Reduce -1.5% | 109,444 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -75.4% | 107,465 | $2.5M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +11.1% | 105,956 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +2.7% | 103,548 | $2.4M |
| Peloton Wealth Strategists | 0.97% | Reduce -2.4% | 102,854 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -49.8% | 101,486 | $2.4M |
| Osaic Holdings, Inc. | 0.01% | Add +4.5% | 100,076 | $2.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.5% | 96,488 | $2.2M |
| Evergreen Capital Management LLC | 0.07% | Reduce -17.5% | 91,002 | $2.1M |
| LBMC Investment Advisors, LLC | 0.15% | Add +0.6% | 80,974 | $1.9M |
| IFP Advisors, Inc | 0.06% | Add +4.6% | 71,549 | $1.7M |
| Krilogy Financial LLC | 0.11% | Reduce -0.4% | 69,424 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.3% | 68,034 | $1.6M |
| AE Wealth Management LLC | 0.01% | Reduce -35.1% | 67,960 | $1.6M |
| Raymond James & Associates | 0.00% | Reduce -69.5% | 62,873 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -13.3% | 62,533 | $1.5M |
| Endowment Wealth Management, Inc. | 0.93% | Add +2.0% | 60,670 | $1.4M |
| Commonwealth Financial Services, LLC | 0.26% | Reduce -14.3% | 57,325 | $1.3M |
| Steele Capital Management, Inc. | 0.06% | No change | 51,657 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.9% | 50,710 | $1.2M |
| Phillips Financial Management, LLC | 0.09% | No change | 50,431 | $1.2M |
| Savant Capital, LLC | 0.01% | New | 49,135 | $1.1M |
| Straight Path Wealth Management | 0.49% | Reduce -0.5% | 48,949 | $1.1M |
| UBS Group AG | 0.00% | Add +4.3% | 48,041 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -3.6% | 44,391 | $1.0M |
| Wrapmanager Inc. | 0.26% | Add +15.3% | 43,771 | $1.0M |
| Werba Rubin Papier Wealth Management | 0.24% | Reduce -40.3% | 43,209 | $1.0M |
| Mill Creek Capital Advisors, LLC | 0.02% | Add +1.5% | 36,592 | $852K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -72.6% | 36,454 | $849K |
| HighTower Advisors, LLC | 0.00% | Add +1.2% | 34,204 | $795K |
| Susquehanna International Group, LLP | 0.00% | Reduce -16.6% | 33,283 | $775K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.1% | 31,979 | $745K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -15.8% | 31,509 | $733K |
| Private Advisor Group, LLC | 0.00% | Add +5.2% | 31,080 | $724K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -24.2% | 27,681 | $645K |
| Timber Creek Capital Management LLC | 0.18% | Add +20.3% | 27,624 | $643K |
| Nwam LLC | 0.04% | New | 26,074 | $607K |
| Sigma Planning Corp | 0.02% | Add +3.1% | 23,449 | $546K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +1.6% | 22,305 | $519K |
| Koshinski Asset Management, Inc. | 0.04% | No change | 21,782 | $507K |
| Northstar Group, Inc. | 0.09% | No change | 20,993 | $489K |
| Sowell Financial Services LLC | 0.02% | Reduce -33.2% | 20,604 | $480K |
| Blue Barn Wealth, LLC | 0.25% | No change | 20,517 | $478K |
| M Holdings Securities, Inc. | 0.12% | Reduce -3.4% | 20,491 | $477K |
| Lido Advisors, LLC | 0.00% | Reduce -39.8% | 20,112 | $468K |
| Baird Financial Group, Inc. | 0.00% | Add +1.5% | 20,055 | $467K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -68.3% | 19,902 | $462K |
| Madden Advisory Services, Inc. | 0.21% | Add +4.3% | 19,811 | $461K |
| Austin Private Wealth, LLC | 0.04% | Add +0.1% | 19,558 | $456K |
| Quad-Cities Investment Group, LLC | 0.22% | Add +1.4% | 18,941 | $441K |
| Johnson Bixby & Associates, LLC | 0.06% | Add +15.2% | 17,277 | $402K |
| Consolidated Portfolio Review Corp | 0.09% | Add +4.2% | 16,567 | $386K |
| Fairhaven Wealth Management, LLC | 0.11% | No change | 15,792 | $368K |
| Klaas Financial Asset Advisors, LLC | 0.06% | Reduce -24.6% | 15,353 | $358K |
| POM Investment Strategies, LLC | 0.25% | Add +0.6% | 13,882 | $323K |
| Jane Street Group, LLC | 0.00% | Reduce -92.8% | 13,739 | $320K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -18.1% | 13,625 | $317K |
| McLean Asset Management Corp | 0.09% | No change | 12,789 | $297K |
| Strategic Blueprint, LLC | 0.02% | Reduce -27.3% | 12,381 | $288K |
| Exchange Capital Management, Inc. | 0.04% | Reduce -72.1% | 11,880 | $277K |
| BCS Wealth Management | 0.11% | No change | 10,710 | $249K |
| JPMorgan Chase & Co. | 0.00% | Reduce -90.7% | 10,532 | $245K |
| BBJS Financial Advisors, LLC | 0.09% | Add +0.0% | 10,324 | $240K |
| Parallel Advisors, LLC | 0.01% | Reduce -5.1% | 10,141 | $236K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +7.2% | 10,080 | $235K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,061 | $234K |
| Flow Traders U.S. LLC | 0.01% | Reduce -57.9% | 10,031 | $234K |
| Alterna Wealth Management, Inc. | 0.19% | No change | 9,312 | $217K |
| Kesler, Norman & Wride, LLC | 0.04% | Add +0.1% | 9,202 | $214K |
| Heritage Wealth Management, Inc./Texas | 0.12% | Add +0.4% | 9,130 | $213K |
| New England Private Wealth Advisors LLC | 0.03% | Add +1.5% | 9,055 | $211K |
| Brookstone Capital Management | 0.00% | Add +0.5% | 8,883 | $207K |
| Advisor OS, LLC | 0.02% | Reduce -2.7% | 8,774 | $204K |
| Realta Investment Advisors | 0.09% | Add +181.5% | 8,655 | $201K |
| Principal Securities, Inc. | 0.00% | Add +0.2% | 7,249 | $169K |
| Cwm, LLC | 0.00% | No change | 6,477 | $151K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 6,130 | $143K |
| Element Wealth, LLC | 0.07% | No change | 5,299 | $123K |
| Valley National Advisers Inc. | 0.02% | Reduce -64.1% | 4,260 | $99K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,052 | $48K |
| Comerica Bank | 0.00% | No change | 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 |
| PSI Advisors, LLC | 0.01% | No change | 1,000 | $23K |
| Private Trust Co. NA | 0.00% | No change | 801 | $19K |
| Creative Financial Designs Inc. | 0.00% | Add +1.3% | 779 | $18K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 565 | $13K |
| Fortitude Family Office, LLC | 0.00% | New | 259 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 200 | $5K |
| FMR LLC | 0.00% | Reduce -97.7% | 49 | $1K |
"% 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.