iShares Ibonds Dec 2024 TermIBMMETF
13F holders, Q3 2024 (September 30)156holders −8
8new positions
15sold out
1famous investor
$26.10avg. 13F price*
At the end of Q3 2024, 156 institutions reported holding iShares Ibonds Dec 2024 Term (IBMM) in their 13F filings, down 8 from Q2 2024. 8 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($40.7M), NewEdge Advisors, LLC ($13.8M) and US Bancorp \de ($13.6M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.9M |
| Exits | 15 | $11.7M |
All 13F filers, Q2 2024 → Q3 2024: 383,064 shares bought and 2,372,135 shares sold, net −1,989,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 156 holders
| Bank of America Corp. | 0.00% | Reduce -7.4% | 1,558,961 | $40.7M |
| NewEdge Advisors, LLC | 0.09% | Add +2.1% | 530,450 | $13.8M |
| US Bancorp \de | 0.02% | Reduce -5.0% | 520,523 | $13.6M |
| Morgan Stanley | 0.00% | Reduce -22.3% | 390,022 | $10.2M |
| UBS Group AG | 0.00% | Reduce -11.6% | 362,871 | $9.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -5.3% | 362,804 | $9.4M |
| HighTower Advisors, LLC | 0.01% | Add +1.4% | 359,826 | $9.4M |
| LPL Financial LLC | 0.00% | Reduce -21.2% | 347,490 | $9.1M |
| Glenview Trust Co | 0.17% | Reduce -0.1% | 330,556 | $8.6M |
| Wells Fargo & Company | 0.00% | Reduce -21.4% | 249,555 | $6.5M |
| Covington Investment Advisors Inc. | 0.93% | Reduce -14.6% | 237,262 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.9% | 222,301 | $5.8M |
| Leavell Investment Management, Inc. | 0.29% | Reduce -3.0% | 221,513 | $5.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5.1% | 215,660 | $5.6M |
| Focus Partners Wealth | 0.02% | Reduce -9.8% | 193,984 | $5.1M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -0.9% | 190,186 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.8% | 186,677 | $4.9M |
| Regions Financial Corp. | 0.03% | Reduce -4.0% | 175,145 | $4.6M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +2.0% | 165,817 | $4.3M |
| Cyndeo Wealth Partners, LLC | 0.30% | Add +11.0% | 163,102 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -12.5% | 159,647 | $4.2M |
| Truist Financial Corp. | 0.01% | Add +0.2% | 154,670 | $4.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -22.6% | 143,355 | $3.7M |
| New England Private Wealth Advisors LLC | 0.59% | Add +0.2% | 140,391 | $3.7M |
| Praetorian Wealth Management, Inc. | 0.87% | Reduce -17.1% | 133,893 | $3.5M |
| Hills Bank & Trust Co | 0.25% | No change | 129,198 | $3.4M |
| Paradiem, LLC | 0.77% | No change | 125,678 | $3.3M |
| Sound View Wealth Advisors Group, LLC | 0.27% | Add +2.9% | 125,369 | $3.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Reduce -16.6% | 123,086 | $3.2M |
| Raymond James & Associates | 0.00% | Reduce -25.4% | 116,881 | $3.1M |
| Sentinel Pension Advisors, LLC | 0.57% | Add +0.2% | 114,275 | $3.0M |
| CENTRAL TRUST Co | 0.07% | Reduce -7.1% | 108,124 | $2.8M |
| Kathmere Capital Management, LLC | 0.26% | Reduce -84.1% | 106,846 | $2.8M |
| Sonata Capital Group Inc. | 1.18% | New | 106,720 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.2% | 100,845 | $2.6M |
| LBMC Investment Advisors, LLC | 0.20% | Reduce -7.6% | 99,407 | $2.6M |
| Captrust Financial Advisors | 0.01% | Add +6.9% | 97,560 | $2.5M |
| PSI Advisors, LLC | 0.72% | Add +25.9% | 93,919 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.6% | 92,428 | $2.4M |
| Valmark Advisers, Inc. | 0.04% | Reduce -2.5% | 92,108 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 92,061 | $2.4M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -2.1% | 84,658 | $2.2M |
| Triad Wealth Partners, LLC | 1.07% | Add +100.0% | 77,100 | $2.0M |
| Lido Advisors, LLC | 0.01% | Reduce -21.5% | 72,556 | $1.9M |
| Mariner, LLC | 0.00% | Reduce -15.0% | 71,054 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -85.1% | 68,484 | $1.8M |
| IHT Wealth Management, LLC | 0.05% | Add +0.6% | 63,415 | $1.7M |
| Atwater Malick LLC | 0.53% | Add +3.1% | 63,260 | $1.7M |
| Phillips Financial Management, LLC | 0.13% | Reduce -1.8% | 62,891 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +14.6% | 51,178 | $1.3M |
| Signature Wealth Management Group | 0.52% | Reduce -4.0% | 49,956 | $1.3M |
| RIA Advisory Group LLC | 0.45% | — | 48,316 | $1.3M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -5.6% | 47,804 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -25.8% | 45,093 | $1.2M |
| Leo Wealth, LLC | 0.10% | Add +0.1% | 43,186 | $1.1M |
| Citadel Advisors | 0.00% | Add +248.3% | 42,813 | $1.1M |
| AMG National Trust Bank | 0.03% | No change | 42,050 | $1.1M |
| Confluence Investment Management LLC | 0.01% | Add +2.5% | 41,187 | $1.1M |
| IFP Advisors, Inc | 0.04% | Reduce -8.7% | 40,461 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.2% | 38,724 | $1.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +71.0% | 38,061 | $993K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -13.2% | 37,473 | $978K |
| Roof Eidam Maycock Peralta, LLC | 0.25% | Add +0.1% | 37,208 | $971K |
| Deutsche Bank AG | 0.00% | Reduce -4.5% | 35,610 | $929K |
| CFS Investment Advisory Services, LLC | 0.08% | Reduce -3.1% | 35,149 | $917K |
| Strid Group, LLC | 0.14% | New | 34,525 | $901K |
| Global Financial Private Client, LLC | 0.35% | Add +1.9% | 34,145 | $891K |
| Savant Capital, LLC | 0.01% | Reduce -15.1% | 33,572 | $876K |
| Blue Square Asset Management, LLC | 0.45% | Reduce -3.3% | 32,034 | $836K |
| Sandy Spring Bank | 0.03% | Reduce -21.6% | 31,593 | $825K |
| GC Wealth Management RIA, LLC | 0.13% | Add +26.5% | 29,059 | $758K |
| Foundry Financial Group, Inc. | 0.47% | Reduce -3.4% | 28,795 | $752K |
| Eldridge Investment Advisors, Inc. | 0.18% | Add +0.0% | 28,605 | $747K |
| 4J Wealth Management LLC | 0.53% | Reduce -3.6% | 26,396 | $689K |
| Stifel Financial Corp. | 0.00% | Reduce -24.2% | 26,021 | $679K |
| Modern Wealth Management, LLC | 0.04% | Add +19.9% | 24,910 | $650K |
| Granite Harbor Advisors, Inc. | 0.38% | Add +23.6% | 24,715 | $645K |
| TPG Advisors LLC | 0.50% | No change | 24,656 | $644K |
| Sigma Investment Counselors Inc. | 0.04% | No change | 23,900 | $624K |
| Howland Capital Management LLC | 0.03% | Reduce -0.6% | 23,210 | $606K |
| Corient Private Wealth LP | 0.00% | Reduce -14.4% | 21,712 | $567K |
| Lantz Financial LLC | 0.15% | Add +0.2% | 20,545 | $536K |
| Cwm, LLC | 0.00% | Reduce -1.9% | 20,277 | $529K |
| PFG Private Wealth Management, LLC | 0.30% | Add +1.3% | 20,136 | $526K |
| Commonwealth Financial Services, LLC | 0.10% | Reduce -4.0% | 19,861 | $517K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -18.6% | 19,730 | $515K |
| Peloton Wealth Strategists | 0.21% | No change | 19,700 | $514K |
| Kintra Wealth, LLC | 0.35% | Reduce -11.4% | 19,612 | $512K |
| Creative Planning | 0.00% | Reduce -34.1% | 19,602 | $512K |
| Segment Wealth Management, LLC | 0.04% | Reduce -29.0% | 19,550 | $510K |
| Stonebridge Capital Advisors LLC | 0.04% | Reduce -25.8% | 19,278 | $503K |
| Woodmont Investment Counsel LLC | 0.04% | Reduce -46.1% | 18,500 | $483K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.9% | 18,103 | $472K |
| Princeton Global Asset Management LLC | 0.09% | No change | 17,904 | $467K |
| Garden State Investment Advisory Services LLC | 0.14% | Reduce -45.7% | 17,265 | $451K |
| Raymond James Trust N.A. | 0.01% | Reduce -1.0% | 17,228 | $450K |
| Horan Securities, Inc. | 0.17% | No change | 16,818 | $439K |
| Gould Asset Management LLC | 0.09% | No change | 16,690 | $436K |
| Allworth Financial LP | 0.00% | No change | 16,276 | $425K |
| Delta Wealth Advisors LLC | 0.40% | No change | 16,100 | $420K |
| Brandywine Oak Private Wealth LLC | 0.04% | Reduce -23.6% | 16,069 | $419K |
| Cerity Partners LLC | 0.00% | New | 15,643 | $408K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 15,349 | $401K |
| Archford Capital Strategies, LLC | 0.06% | Reduce -24.2% | 15,308 | $399K |
| Wrapmanager Inc. | 0.10% | Reduce -3.0% | 14,602 | $381K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -10.3% | 14,162 | $370K |
| Waterford Advisors, LLC | 0.18% | Reduce -23.0% | 13,538 | $353K |
| Asset Dedication, LLC | 0.02% | Reduce -7.5% | 13,284 | $347K |
| Beacon Financial Group | 0.04% | Add +0.6% | 13,181 | $344K |
| Spinnaker Trust | 0.02% | No change | 12,964 | $338K |
| WealthBridge Capital Management, LLC | 0.10% | Add +36.4% | 12,898 | $337K |
| Cora Capital Advisors LLC | 0.16% | No change | 12,270 | $320K |
| Advisory Services Network, LLC | 0.01% | No change | 12,017 | $313K |
| Beaumont Asset Management, L.L.C. | 0.18% | Add +9.2% | 11,906 | $311K |
| Cetera Investment Advisers | 0.00% | Reduce -5.6% | 11,759 | $307K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -31.4% | 11,125 | $290K |
| Parallel Advisors, LLC | 0.01% | Add +10.6% | 11,063 | $289K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -28.4% | 10,936 | $285K |
| RVW Wealth, LLC | 0.03% | Add +0.8% | 10,765 | $281K |
| Moneco Advisors, LLC | 0.03% | No change | 10,727 | $280K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | Add +15.7% | 10,174 | $266K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.5% | 10,104 | $264K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -37.3% | 10,100 | $264K |
| Baird Financial Group, Inc. | 0.00% | Reduce -7.3% | 10,000 | $261K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -12.7% | 9,877 | $258K |
| Private Trust Co. NA | 0.03% | Add +17.6% | 9,849 | $257K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -12.9% | 9,682 | $253K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.3% | 9,293 | $243K |
| Stockman Wealth Management, Inc. | 0.04% | No change | 9,266 | $242K |
| Arrow Financial Corp | 0.02% | No change | 9,206 | $240K |
| Builder Investment Group Inc. | 0.06% | New | 9,008 | $235K |
| Summit Wealth Partners, LLC | 0.04% | No change | 8,807 | $230K |
| Signaturefd, LLC | 0.00% | No change | 8,793 | $229K |
| Colton Groome Financial Advisors, LLC | 0.08% | Add +2.5% | 8,555 | $223K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -0.5% | 8,529 | $223K |
| Cary Street Partners Asset Management LLC | 0.03% | Reduce -8.3% | 7,860 | $205K |
| Bank of New Hampshire | 0.05% | No change | 7,805 | $204K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 7,572 | $198K |
| Front Row Advisors LLC | 0.04% | No change | 4,000 | $104K |
| ORG Partners LLC | 0.02% | No change | 3,840 | $100K |
| Coastline Trust Co | 0.01% | New | 3,512 | $92K |
| Principal Securities, Inc. | 0.00% | Add +1.8% | 3,037 | $79K |
| JPMorgan Chase & Co. | 0.00% | New | 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 |
| Ascentis Independent Advisors | 0.00% | New | 914 | $24K |
| Evergreen Private Wealth LLC | 0.01% | No change | 822 | $21K |
| Aspect Partners, LLC | 0.01% | No change | 744 | $19K |
| HM Payson & Co. | 0.00% | No change | 720 | $19K |
| Stephens Consulting, LLC | 0.00% | 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 +0.6% | 358 | $9K |
| Assetmark, Inc. | 0.00% | Reduce -11.3% | 313 | $8K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 168 | $4K |
| BlackRock, Inc. | 0.00% | — | 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.