iShares Ibonds Dec 2024 TermIBMMETF
13F holders, Q2 2024 (June 30)164holders +5
15new positions
11sold out
1famous investor
$26.04avg. 13F price*
At the end of Q2 2024, 164 institutions reported holding iShares Ibonds Dec 2024 Term (IBMM) in their 13F filings, up 5 from Q1 2024. 15 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($43.8M), Kathmere Capital Management, LLC ($17.5M) and US Bancorp \de ($14.3M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $6.5M |
| Exits | 11 | $18.6M |
All 13F filers, Q1 2024 → Q2 2024: 742,195 shares bought and 2,772,922 shares sold, net −2,030,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 164 holders
| Bank of America Corp. | 0.00% | Add +2.8% | 1,683,433 | $43.8M |
| Kathmere Capital Management, LLC | 1.85% | Add +3.5% | 671,067 | $17.5M |
| US Bancorp \de | 0.02% | Reduce -11.8% | 547,702 | $14.3M |
| NewEdge Advisors, LLC | 0.10% | Add +0.9% | 519,736 | $13.5M |
| Morgan Stanley | 0.00% | Reduce -38.4% | 502,080 | $13.1M |
| Jane Street Group, LLC | 0.01% | Reduce -61.7% | 459,771 | $12.0M |
| LPL Financial LLC | 0.01% | Add +5.0% | 441,136 | $11.5M |
| UBS Group AG | 0.00% | Reduce -16.7% | 410,410 | $10.7M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -9.1% | 383,276 | $10.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -44.2% | 354,922 | $9.2M |
| Glenview Trust Co | 0.17% | Reduce -0.1% | 331,002 | $8.6M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 317,327 | $8.3M |
| Covington Investment Advisors Inc. | 1.16% | Reduce -5.7% | 277,777 | $7.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.1% | 231,212 | $6.0M |
| Leavell Investment Management, Inc. | 0.33% | Reduce -6.3% | 228,413 | $5.9M |
| Focus Partners Wealth | 0.02% | Reduce -8.5% | 215,076 | $5.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +17.3% | 205,109 | $5.3M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -4.4% | 191,962 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +28.9% | 190,013 | $4.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +10.3% | 185,146 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.5% | 182,368 | $4.8M |
| Regions Financial Corp. | 0.04% | Reduce -25.4% | 182,364 | $4.7M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +36.8% | 162,634 | $4.2M |
| Praetorian Wealth Management, Inc. | 1.08% | Reduce -12.7% | 161,594 | $4.2M |
| Raymond James & Associates | 0.00% | Reduce -3.0% | 156,718 | $4.1M |
| Truist Financial Corp. | 0.01% | Reduce -30.1% | 154,382 | $4.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Reduce -3.3% | 147,531 | $3.8M |
| Cyndeo Wealth Partners, LLC | 0.30% | Reduce -2.2% | 146,895 | $3.8M |
| New England Private Wealth Advisors LLC | 0.64% | Add +0.2% | 140,066 | $3.6M |
| Hills Bank & Trust Co | 0.27% | Add +193.5% | 129,198 | $3.4M |
| Paradiem, LLC | 0.82% | No change | 125,678 | $3.3M |
| Sound View Wealth Advisors Group, LLC | 0.33% | Add +14.5% | 121,826 | $3.2M |
| CENTRAL TRUST Co | 0.07% | Add +2.8% | 116,346 | $3.0M |
| Sentinel Pension Advisors, LLC | 0.62% | Reduce -0.4% | 114,039 | $3.0M |
| Quantum Financial Advisors, LLC | 0.52% | Reduce -12.2% | 113,348 | $3.0M |
| LBMC Investment Advisors, LLC | 0.24% | Add +9.9% | 107,537 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.0% | 100,650 | $2.6M |
| Newman Dignan & Sheerar, Inc. | 0.67% | Reduce -14.4% | 99,994 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Add +8.4% | 97,887 | $2.5M |
| Valmark Advisers, Inc. | 0.04% | Add +105.8% | 94,498 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 92,828 | $2.4M |
| Lido Advisors, LLC | 0.02% | Add +0.1% | 92,384 | $2.4M |
| Captrust Financial Advisors | 0.01% | Add +20.1% | 91,230 | $2.4M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -5.9% | 86,448 | $2.3M |
| Mariner, LLC | 0.00% | Add +2.9% | 83,552 | $2.2M |
| PSI Advisors, LLC | 0.61% | New | 74,610 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | — | 73,021 | $1.9M |
| Phillips Financial Management, LLC | 0.14% | No change | 64,008 | $1.7M |
| IHT Wealth Management, LLC | 0.06% | Add +0.5% | 63,056 | $1.6M |
| Atwater Malick LLC | 0.55% | Reduce -4.8% | 61,338 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -22.7% | 60,731 | $1.6M |
| Signature Wealth Management Group | 0.59% | Reduce -0.0% | 52,047 | $1.4M |
| Capital Investment Advisors, LLC | 0.03% | Add +16.5% | 50,630 | $1.3M |
| Atria Investments, Inc | 0.02% | Add +6.6% | 44,653 | $1.2M |
| IFP Advisors, Inc | 0.05% | Add +0.3% | 44,320 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | Add +56.1% | 43,163 | $1.1M |
| Leo Wealth, LLC | 0.11% | Add +0.1% | 43,143 | $1.1M |
| AMG National Trust Bank | 0.03% | No change | 42,050 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 40,565 | $1.1M |
| Sandy Spring Bank | 0.05% | Reduce -6.8% | 40,315 | $1.1M |
| Confluence Investment Management LLC | 0.02% | Add +14.8% | 40,185 | $1.0M |
| Savant Capital, LLC | 0.01% | Reduce -0.5% | 39,525 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -40.5% | 38,631 | $1.0M |
| Triad Wealth Partners, LLC | 0.53% | New | 38,550 | $1.0M |
| Deutsche Bank AG | 0.00% | Reduce -31.1% | 37,285 | $971K |
| Roof Eidam Maycock Peralta, LLC | 0.26% | Add +0.1% | 37,162 | $968K |
| CFS Investment Advisory Services, LLC | 0.08% | Reduce -25.9% | 36,269 | $945K |
| Woodmont Investment Counsel LLC | 0.07% | Reduce -24.3% | 34,350 | $895K |
| Stifel Financial Corp. | 0.00% | Reduce -16.0% | 34,343 | $894K |
| Global Financial Private Client, LLC | 0.37% | Add +2.0% | 33,511 | $873K |
| Blue Square Asset Management, LLC | 0.50% | Reduce -4.9% | 33,136 | $863K |
| Flow Traders U.S. LLC | 0.04% | Reduce -33.0% | 32,647 | $850K |
| Garden State Investment Advisory Services LLC | 0.29% | Add +0.0% | 31,815 | $829K |
| Foundry Financial Group, Inc. | 0.53% | Reduce -7.0% | 29,795 | $776K |
| Creative Planning | 0.00% | Reduce -43.3% | 29,762 | $775K |
| Eldridge Investment Advisors, Inc. | 0.19% | Reduce -2.1% | 28,604 | $745K |
| Segment Wealth Management, LLC | 0.05% | No change | 27,550 | $718K |
| 4J Wealth Management LLC | 0.59% | Reduce -1.5% | 27,377 | $713K |
| Stonebridge Capital Advisors LLC | 0.06% | Reduce -51.8% | 25,978 | $677K |
| Corient Private Wealth LP | 0.00% | No change | 25,375 | $661K |
| TPG Advisors LLC | 0.55% | — | 24,656 | $642K |
| Avantax Planning Partners, Inc. | 0.02% | Add +12.5% | 24,234 | $631K |
| Sigma Investment Counselors Inc. | 0.04% | Reduce -3.6% | 23,900 | $622K |
| Howland Capital Management LLC | 0.03% | Add +0.7% | 23,360 | $608K |
| GC Wealth Management RIA, LLC | 0.12% | Add +7.0% | 22,974 | $598K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +44.5% | 22,253 | $580K |
| Kintra Wealth, LLC | 0.41% | Add +13.5% | 22,129 | $576K |
| Brandywine Oak Private Wealth LLC | 0.06% | Reduce -4.4% | 21,039 | $548K |
| Modern Wealth Management, LLC | 0.04% | Add +99.7% | 20,770 | $541K |
| Commonwealth Financial Services, LLC | 0.11% | Add +25.3% | 20,694 | $539K |
| Cwm, LLC | 0.00% | Reduce -21.1% | 20,673 | $538K |
| Lantz Financial LLC | 0.17% | Reduce -4.4% | 20,499 | $534K |
| Archford Capital Strategies, LLC | 0.09% | Add +9.9% | 20,190 | $526K |
| Janney Montgomery Scott LLC | 0.00% | No change | 20,103 | $524K |
| Granite Harbor Advisors, Inc. | 0.34% | Reduce -24.1% | 20,002 | $521K |
| PFG Private Wealth Management, LLC | 0.31% | Add +4.4% | 19,883 | $518K |
| Peloton Wealth Strategists | 0.21% | No change | 19,700 | $513K |
| Curbstone Financial Management Corp | 0.11% | No change | 18,600 | $484K |
| Princeton Global Asset Management LLC | 0.10% | No change | 17,904 | $466K |
| Waterford Advisors, LLC | 0.19% | Reduce -1.1% | 17,584 | $458K |
| Raymond James Trust N.A. | 0.01% | Add +59.7% | 17,408 | $453K |
| Horan Securities, Inc. | 0.19% | Add +22.7% | 16,818 | $438K |
| Gould Asset Management LLC | 0.10% | No change | 16,690 | $435K |
| Allworth Financial LP | 0.00% | Reduce -2.1% | 16,276 | $424K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.1% | 16,212 | $422K |
| Delta Wealth Advisors LLC | 0.41% | Add +23.9% | 16,100 | $419K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -38.3% | 16,100 | $419K |
| Rehmann Capital Advisory Group | 0.03% | Add +3.2% | 15,794 | $411K |
| Goldman Sachs Group Inc. | 0.00% | New | 15,284 | $398K |
| Wrapmanager Inc. | 0.11% | Add +0.4% | 15,060 | $392K |
| Asset Dedication, LLC | 0.03% | No change | 14,360 | $374K |
| Paradigm, Strategies in Wealth Management, LLC | 0.22% | Reduce -31.5% | 13,914 | $362K |
| Beacon Financial Group | 0.04% | Add +0.5% | 13,106 | $341K |
| Spinnaker Trust | 0.02% | No change | 12,964 | $338K |
| Cetera Investment Advisers | 0.00% | Reduce -55.6% | 12,454 | $324K |
| Citadel Advisors | 0.00% | Reduce -1.0% | 12,291 | $320K |
| Cora Capital Advisors LLC | 0.16% | No change | 12,270 | $320K |
| Advisory Services Network, LLC | 0.01% | Add +0.2% | 12,017 | $313K |
| KOM Wealth Management Group, LLC | 0.28% | Add +0.5% | 11,716 | $305K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -8.6% | 11,311 | $295K |
| PGIM Custom Harvest LLC | 0.01% | No change | 11,116 | $290K |
| Beaumont Asset Management, L.L.C. | 0.18% | New | 10,906 | $284K |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.2% | 10,792 | $281K |
| Moneco Advisors, LLC | 0.04% | No change | 10,727 | $279K |
| RVW Wealth, LLC | 0.03% | Reduce -23.4% | 10,681 | $278K |
| Regis Acquisition Inc. | 0.16% | No change | 10,044 | $262K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.4% | 10,050 | $262K |
| Parallel Advisors, LLC | 0.01% | No change | 10,000 | $260K |
| Private Advisor Group, LLC | 0.00% | New | 9,507 | $248K |
| WealthBridge Capital Management, LLC | 0.08% | Reduce -1.7% | 9,455 | $246K |
| Stockman Wealth Management, Inc. | 0.04% | No change | 9,266 | $241K |
| Kestra Advisory Services, LLC | 0.00% | New | 9,264 | $241K |
| Arrow Financial Corp | 0.02% | No change | 9,206 | $240K |
| Summit Wealth Partners, LLC | 0.05% | No change | 8,807 | $229K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | New | 8,795 | $229K |
| Signaturefd, LLC | 0.00% | New | 8,793 | $229K |
| Richard P Slaughter Associates Inc | 0.05% | New | 8,709 | $227K |
| Argent Trust Co | 0.01% | No change | 8,709 | $227K |
| Cary Street Partners Asset Management LLC | 0.03% | Add +2.5% | 8,571 | $223K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +2.5% | 8,571 | $223K |
| MML Investors Services, LLC | 0.00% | New | 8,426 | $219K |
| Private Trust Co. NA | 0.02% | No change | 8,375 | $218K |
| Colton Groome Financial Advisors, LLC | 0.09% | Reduce -0.9% | 8,345 | $217K |
| HRT Financial LP | 0.00% | New | 8,294 | $216K |
| Bank of New Hampshire | 0.05% | No change | 7,805 | $203K |
| Harbor Investment Advisory, LLC | 0.02% | Add +16.5% | 7,572 | $197K |
| Front Row Advisors LLC | 0.04% | No change | 4,000 | $104K |
| ORG Partners LLC | 0.01% | New | 3,840 | $100K |
| Principal Securities, Inc. | 0.00% | Add +1.0% | 2,984 | $78K |
| International Assets Investment Management, LLC | 0.01% | New | 2,019 | $53K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 2,000 | $52K |
| Voisard Asset Management Group, Inc. | 0.02% | No change | 1,715 | $45K |
| Coston, McIsaac & Partners | 0.01% | No change | 1,330 | $34K |
| Tyler-Stone Wealth Management | 0.01% | No change | 1,000 | $26K |
| Evergreen Private Wealth LLC | 0.01% | Reduce -84.9% | 822 | $21K |
| Aspect Partners, LLC | 0.01% | No change | 744 | $19K |
| HM Payson & Co. | 0.00% | No change | 720 | $19K |
| Stephens Consulting, LLC | 0.01% | No change | 697 | $18K |
| Bogart Wealth, LLC | 0.00% | No change | 565 | $15K |
| Farther Finance Advisors, LLC | 0.00% | No change | 484 | $13K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 356 | $9K |
| Assetmark, Inc. | 0.00% | New | 353 | $9K |
| Ashton Thomas Securities, LLC | 0.00% | — | 168 | $4K |
| BlackRock Inc. | 0.00% | No change | 141 | $4K |
"% 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.