iShares Ibonds Dec 2024 TermIBMMETF
13F holders, Q1 2024 (March 31)159holders
1famous investor
$25.95avg. 13F price*
At the end of Q1 2024, 159 institutions reported holding iShares Ibonds Dec 2024 Term (IBMM) in their 13F filings. The largest holders were Bank of America Corp. ($42.5M), Jane Street Group, LLC ($31.1M) and Morgan Stanley ($21.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2024 Term
- CUSIP
- 46435U697
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $19.1M |
| Exits | 13 | $8.6M |
Ownership 159 holders
| Bank of America Corp. | 0.00% | Reduce -1.8% | 1,637,972 | $42.5M |
| Jane Street Group, LLC | 0.04% | Add +857.0% | 1,200,205 | $31.1M |
| Morgan Stanley | 0.00% | Reduce -21.1% | 815,400 | $21.2M |
| Kathmere Capital Management, LLC | 1.93% | Add +9.4% | 648,681 | $16.8M |
| HighTower Advisors, LLC | 0.03% | Add +0.2% | 636,476 | $16.5M |
| US Bancorp \de | 0.02% | Reduce -11.0% | 621,306 | $16.1M |
| NewEdge Advisors, LLC | 0.12% | Reduce -0.0% | 514,934 | $13.4M |
| UBS Group AG | 0.00% | Reduce -9.0% | 492,650 | $12.8M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -57.0% | 421,738 | $10.9M |
| LPL Financial LLC | 0.01% | Reduce -5.1% | 419,925 | $10.9M |
| Bank of Montreal | 0.00% | New | 364,617 | $9.5M |
| Glenview Trust Co | 0.18% | Reduce -0.0% | 331,202 | $8.6M |
| Wells Fargo & Company | 0.00% | Reduce -36.2% | 320,087 | $8.3M |
| Covington Investment Advisors Inc. | 1.25% | Add +5.3% | 294,667 | $7.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -68.2% | 257,251 | $6.7M |
| Regions Financial Corp. | 0.05% | Add +1.5% | 244,384 | $6.3M |
| Leavell Investment Management, Inc. | 0.37% | Reduce -4.9% | 243,913 | $6.3M |
| Focus Partners Wealth | 0.05% | Reduce -21.1% | 235,149 | $6.1M |
| Truist Financial Corp. | 0.01% | Reduce -15.3% | 220,792 | $5.7M |
| Integrated Wealth Concepts LLC | 0.08% | Add +8.4% | 200,841 | $5.2M |
| Praetorian Wealth Management, Inc. | 1.28% | Reduce -10.3% | 185,101 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -21.8% | 181,519 | $4.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.4% | 174,823 | $4.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -3.9% | 167,843 | $4.4M |
| Raymond James & Associates | 0.00% | Reduce -14.1% | 161,644 | $4.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Reduce -12.3% | 152,612 | $4.0M |
| Cyndeo Wealth Partners, LLC | 0.32% | Add +0.1% | 150,220 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Add +111.6% | 147,358 | $3.8M |
| New England Private Wealth Advisors LLC | 0.64% | Add +0.1% | 139,744 | $3.6M |
| Quantum Financial Advisors, LLC | 0.62% | New | 129,155 | $3.4M |
| Paradiem, LLC | 0.81% | No change | 125,678 | $3.3M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +12.5% | 118,924 | $3.1M |
| Newman Dignan & Sheerar, Inc. | 0.81% | Reduce -21.5% | 116,794 | $3.0M |
| Sentinel Pension Advisors, LLC | 0.64% | Reduce -4.8% | 114,480 | $3.0M |
| CENTRAL TRUST Co | 0.07% | Add +24.9% | 113,161 | $2.9M |
| Sonata Capital Group Inc. | 1.26% | Reduce -0.4% | 106,720 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | Add +64814.0% | 106,459 | $2.8M |
| Sound View Wealth Advisors Group, LLC | 0.29% | Reduce -6.0% | 106,390 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +228.6% | 105,995 | $2.8M |
| LBMC Investment Advisors, LLC | 0.22% | Add +16.3% | 97,824 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +1.4% | 92,881 | $2.4M |
| Lido Advisors, LLC | 0.02% | Reduce -6.2% | 92,307 | $2.4M |
| United Capital Financial Advisors, LLC | 0.02% | Add +8.5% | 91,899 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Add +6.7% | 90,268 | $2.3M |
| Mariner, LLC | 0.00% | Reduce -7.9% | 81,168 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -14.5% | 78,593 | $2.0M |
| Captrust Financial Advisors | 0.01% | Reduce -6.7% | 75,978 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +75.9% | 64,876 | $1.7M |
| Atwater Malick LLC | 0.59% | Add +6.5% | 64,418 | $1.7M |
| Phillips Financial Management, LLC | 0.14% | Reduce -10.3% | 64,008 | $1.7M |
| IHT Wealth Management, LLC | 0.07% | Add +161.4% | 62,744 | $1.6M |
| Deutsche Bank AG | 0.00% | Add +146.7% | 54,120 | $1.4M |
| Stonebridge Capital Advisors LLC | 0.13% | Reduce -47.4% | 53,877 | $1.4M |
| Creative Planning | 0.00% | Reduce -11.1% | 52,528 | $1.4M |
| Signature Wealth Management Group | 0.61% | Add +2.5% | 52,055 | $1.4M |
| CFS Investment Advisory Services, LLC | 0.21% | Reduce -7.2% | 48,913 | $1.3M |
| Flow Traders U.S. LLC | 0.07% | New | 48,707 | $1.3M |
| RIA Advisory Group LLC | 0.51% | New | 48,338 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +10.0% | 45,921 | $1.2M |
| Woodmont Investment Counsel LLC | 0.10% | Reduce -2.3% | 45,350 | $1.2M |
| IFP Advisors, Inc | 0.05% | Reduce -15.8% | 44,182 | $1.1M |
| Hills Bank & Trust Co | 0.10% | No change | 44,018 | $1.1M |
| Capital Investment Advisors, LLC | 0.03% | Add +2.7% | 43,446 | $1.1M |
| Sandy Spring Bank | 0.05% | Reduce -4.9% | 43,249 | $1.1M |
| Leo Wealth, LLC | 0.11% | Add +0.1% | 43,106 | $1.1M |
| AMG National Trust Bank | 0.03% | No change | 42,050 | $1.1M |
| Atria Investments, Inc | 0.01% | New | 41,903 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -85.3% | 40,868 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +1.0% | 39,737 | $1.0M |
| Roof Eidam Maycock Peralta, LLC | 0.26% | Add +0.1% | 37,122 | $963K |
| Lincoln National Corp. | 0.01% | Add +127.7% | 35,308 | $916K |
| Confluence Investment Management LLC | 0.01% | Reduce -84.3% | 35,005 | $908K |
| Blue Square Asset Management, LLC | 0.61% | Reduce -1.2% | 34,827 | $904K |
| Royal Harbor Partners, LLC | 0.39% | Reduce -3.3% | 34,646 | $899K |
| Global Financial Private Client, LLC | 0.37% | Reduce -1.4% | 32,847 | $851K |
| Foundry Financial Group, Inc. | 0.59% | Reduce -5.7% | 32,025 | $831K |
| Garden State Investment Advisory Services LLC | 0.30% | Add +0.0% | 31,808 | $825K |
| Eldridge Investment Advisors, Inc. | 0.19% | Reduce -20.9% | 29,227 | $758K |
| Cetera Investment Advisers | 0.00% | New | 28,064 | $728K |
| 4J Wealth Management LLC | 0.62% | Reduce -22.7% | 27,794 | $721K |
| Coldstream Capital Management Inc. | 0.02% | Add +102.4% | 27,644 | $717K |
| Segment Wealth Management, LLC | 0.05% | No change | 27,550 | $715K |
| Granite Harbor Advisors, Inc. | 0.47% | Reduce -0.5% | 26,356 | $684K |
| Cwm, LLC | 0.00% | Add +16.4% | 26,198 | $680K |
| Apollon Wealth Management, LLC | 0.02% | No change | 26,100 | $677K |
| Corient Private Wealth LP | 0.00% | No change | 25,375 | $658K |
| Sigma Investment Counselors Inc. | 0.04% | Reduce -8.7% | 24,805 | $644K |
| Howland Capital Management LLC | 0.03% | Reduce -18.2% | 23,205 | $602K |
| Brandywine Oak Private Wealth LLC | 0.06% | Reduce -20.1% | 21,997 | $571K |
| Avantax Planning Partners, Inc. | 0.02% | Add +95.3% | 21,538 | $559K |
| GC Wealth Management RIA, LLC | 0.11% | New | 21,464 | $557K |
| Lantz Financial LLC | 0.18% | Add +16.8% | 21,447 | $557K |
| Paradigm, Strategies in Wealth Management, LLC | 0.33% | Reduce -59.9% | 20,309 | $527K |
| Janney Montgomery Scott LLC | 0.00% | Add +21.3% | 20,103 | $522K |
| Peloton Wealth Strategists | 0.21% | No change | 19,700 | $511K |
| Kintra Wealth, LLC | 0.37% | Add +1.0% | 19,498 | $506K |
| PFG Private Wealth Management, LLC | 0.31% | Reduce -25.2% | 19,037 | $494K |
| Curbstone Financial Management Corp | 0.10% | No change | 18,600 | $483K |
| Archford Capital Strategies, LLC | 0.08% | Add +4.4% | 18,375 | $477K |
| Princeton Global Asset Management LLC | 0.11% | No change | 17,904 | $465K |
"% of holder's portfolio" is IBMM's weight in each manager's 13F, not the share of iShares Ibonds Dec 2024 Term the manager owns.