Ishrs Ibnds Oct 2033 TRMIBIJETF

13F holders, Q4 2024 (December 31)
5holders
1new positions
1sold out
1famous investor
$24.93avg. 13F price*

At the end of Q4 2024, 5 institutions reported holding Ishrs Ibnds Oct 2033 TRM (IBIJ) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Quantum Financial Advisors, LLC ($3.1M), ARK & TLK Investments, LLC ($1.6M) and Jim Saulnier & Associates, LLC ($1.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Ishrs Ibnds Oct 2033 TRM
Filed as
ISHARES TR (Q4 2024)
CUSIP
46438G851
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 5Q1 2024Q2 2024: 4Q2 2024Q3 2024: 5Q3 2024Q4 2024: 5Q4 2024Q1 2025: 9Q1 2025Q2 2025: 8Q2 2025Q3 2025: 11Q3 2025Q4 2025: 10Q4 2025Q1 2026: 12Q1 2026Q2 2026: 13Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$515K
Exits1$960K

All 13F filers, Q3 2024 → Q4 2024: 39,608 shares bought and 36,352 shares sold, net +3,256 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Quantum Financial Advisors, LLC 0.47% Add +1.6% 123,299 $3.1M
ARK & TLK Investments, LLC 0.56% Add +0.6% 64,440 $1.6M
Jim Saulnier & Associates, LLC 0.91% Add +1.1% 42,507 $1.1M
Jane Street Group, LLC 0.00% Add +169.0% 25,695 $641K
Citadel Advisors 0.00% New 20,649 $515K

"% of holder's portfolio" is IBIJ's weight in each manager's 13F, not the share of Ishrs Ibnds Oct 2033 TRM the manager owns.