iShares Ibonds Dec 2027 TermIBMPETF
13F holders, Q1 2024 (March 31)120holders
$25.17avg. 13F price*
At the end of Q1 2024, 120 institutions reported holding iShares Ibonds Dec 2027 Term (IBMP) in their 13F filings. The largest holders were Bank of America Corp. ($34.6M), Mercer Global Advisors Inc. ($22.6M) and Envestnet Asset Management Inc. ($20.6M).
- Company
- iShares Ibonds Dec 2027 Term
- CUSIP
- 46435U283
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $27.0M |
| Exits | 7 | $2.9M |
Ownership 120 holders
| Bank of America Corp. | 0.00% | Add +6.8% | 1,373,371 | $34.6M |
| Mercer Global Advisors Inc. | 0.06% | Add +4.7% | 898,929 | $22.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.1% | 816,877 | $20.6M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.53% | Add +7.4% | 746,061 | $18.8M |
| Wells Fargo & Company | 0.00% | Add +8.7% | 735,637 | $18.5M |
| US Bancorp \de | 0.02% | Reduce -12.6% | 683,296 | $17.2M |
| HighTower Advisors, LLC | 0.03% | Reduce -4.4% | 679,710 | $17.1M |
| Kathmere Capital Management, LLC | 1.93% | Add +8.7% | 668,607 | $16.8M |
| Heartwood Wealth Advisors LLC | 2.06% | Add +7.3% | 663,399 | $16.7M |
| Morgan Stanley | 0.00% | Add +0.1% | 462,771 | $11.6M |
| Corient Private Wealth LP | 0.02% | New | 459,285 | $11.6M |
| Hengehold Capital Management LLC | 1.08% | Add +0.7% | 403,583 | $10.2M |
| NewEdge Advisors, LLC | 0.08% | Add +5.4% | 379,963 | $9.6M |
| UBS Group AG | 0.00% | Add +5.8% | 372,231 | $9.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +2.0% | 348,973 | $8.8M |
| Hills Bank & Trust Co | 0.62% | No change | 291,068 | $7.3M |
| Covington Investment Advisors Inc. | 1.16% | Add +19.1% | 283,680 | $7.1M |
| Praetorian Wealth Management, Inc. | 1.71% | Add +6.4% | 253,991 | $6.4M |
| Crumly & Associates Inc. | 1.59% | Reduce -21.8% | 240,269 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Add +1296.2% | 233,686 | $5.9M |
| LPL Financial LLC | 0.00% | Add +19.0% | 193,463 | $4.9M |
| Paradiem, LLC | 1.00% | New | 160,410 | $4.0M |
| LBMC Investment Advisors, LLC | 0.34% | Add +306.1% | 157,191 | $4.0M |
| Gateway Advisory, LLC | 0.63% | Add +6.5% | 143,445 | $3.6M |
| Spire Wealth Management | 0.06% | Add +0.3% | 129,622 | $3.3M |
| Quantum Financial Advisors, LLC | 0.57% | New | 122,049 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.1% | 120,562 | $3.0M |
| Cyndeo Wealth Partners, LLC | 0.23% | Add +46.9% | 110,952 | $2.8M |
| Sound View Wealth Advisors Group, LLC | 0.28% | Reduce -4.0% | 105,501 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -4.8% | 97,447 | $2.5M |
| CENTRAL TRUST Co | 0.06% | Add +37.7% | 96,698 | $2.4M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -13.6% | 94,116 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +3.5% | 93,028 | $2.3M |
| Stifel Financial Corp. | 0.00% | New | 92,151 | $2.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +50.0% | 80,419 | $2.0M |
| Newman Dignan & Sheerar, Inc. | 0.44% | No change | 65,297 | $1.6M |
| Raymond James & Associates | 0.00% | Reduce -2.8% | 65,104 | $1.6M |
| Envision Financial Planning, LLC | 1.32% | Reduce -28.8% | 64,650 | $1.6M |
| Klingman & Associates, LLC | 0.11% | Reduce -4.4% | 58,633 | $1.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -26.1% | 55,932 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +29.9% | 54,865 | $1.4M |
| Glenview Trust Co | 0.03% | Add +109.1% | 53,027 | $1.3M |
| Blue Square Asset Management, LLC | 0.88% | Reduce -0.6% | 51,389 | $1.3M |
| Signature Wealth Management Group | 0.57% | Add +3.2% | 50,317 | $1.3M |
| Woodmont Investment Counsel LLC | 0.11% | Add +0.6% | 49,784 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 49,706 | $1.3M |
| Atwater Malick LLC | 0.42% | Add +8.4% | 47,844 | $1.2M |
| Sentinel Pension Advisors, LLC | 0.25% | Add +0.4% | 46,635 | $1.2M |
| CFS Investment Advisory Services, LLC | 0.20% | Add +1.3% | 46,202 | $1.2M |
| Phillips Financial Management, LLC | 0.09% | Reduce -9.7% | 44,996 | $1.1M |
| Prism Advisors, Inc. | 0.34% | No change | 44,715 | $1.1M |
| Lincoln National Corp. | 0.02% | Add +322.4% | 43,037 | $1.1M |
| RIA Advisory Group LLC | 0.43% | New | 42,301 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | Add +23.3% | 39,623 | $997K |
| Focus Partners Wealth | 0.01% | Add +4.6% | 39,444 | $993K |
| Sandy Spring Bank | 0.04% | Add +1.0% | 39,140 | $985K |
| Regions Financial Corp. | 0.01% | Reduce -7.0% | 38,209 | $962K |
| Royal Harbor Partners, LLC | 0.39% | Add +7.8% | 35,658 | $898K |
| Flow Traders U.S. LLC | 0.05% | Add +255.7% | 35,366 | $890K |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +442.7% | 34,946 | $880K |
| Evergreen Private Wealth LLC | 0.44% | Add +11.8% | 34,939 | $879K |
| Capital Investment Advisors, LLC | 0.02% | Add +1.5% | 34,621 | $871K |
| Garden State Investment Advisory Services LLC | 0.32% | Reduce 0.0% | 34,609 | $871K |
| IFP Advisors, Inc | 0.04% | Add +5.6% | 33,507 | $843K |
| Granite Harbor Advisors, Inc. | 0.57% | Add +21.3% | 33,230 | $836K |
| Roof Eidam Maycock Peralta, LLC | 0.22% | Add +0.1% | 31,936 | $804K |
| Snowden Capital Advisors LLC | 0.02% | New | 31,000 | $780K |
| Confluence Investment Management LLC | 0.01% | Add +147.1% | 30,934 | $779K |
| Cetera Investment Advisers | 0.00% | Add +56.0% | 29,999 | $755K |
| Foundry Financial Group, Inc. | 0.53% | Reduce -5.4% | 29,633 | $746K |
| Osaic Holdings, Inc. | 0.00% | Add +75.8% | 29,080 | $732K |
| Howland Capital Management LLC | 0.03% | Add +88.8% | 27,850 | $701K |
| Lido Advisors, LLC | 0.01% | Reduce -20.4% | 27,312 | $687K |
| Spinnaker Trust | 0.04% | Add +192.7% | 26,997 | $680K |
| Coldstream Capital Management Inc. | 0.02% | New | 25,779 | $649K |
| James Investment Research, Inc. | 0.08% | Add +3.8% | 25,540 | $643K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.2% | 24,081 | $606K |
| Legacy Private Trust Co. | 0.04% | No change | 22,475 | $566K |
| Farther Finance Advisors, LLC | 0.03% | New | 22,505 | $565K |
| Avantax Planning Partners, Inc. | 0.02% | New | 22,143 | $557K |
| GC Wealth Management RIA, LLC | 0.11% | New | 22,002 | $554K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +59.3% | 21,031 | $529K |
| WJ Wealth Management, LLC | 0.19% | New | 18,900 | $476K |
| Captrust Financial Advisors | 0.00% | Add +7.9% | 17,628 | $444K |
| Mariner, LLC | 0.00% | Add +114.8% | 17,454 | $439K |
| Comerica Bank | 0.00% | Add +13.1% | 17,027 | $429K |
| Cwm, LLC | 0.00% | Reduce -54.2% | 16,340 | $411K |
| Janney Montgomery Scott LLC | 0.00% | Add +28.7% | 16,129 | $406K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -92.0% | 15,923 | $401K |
| Wrapmanager Inc. | 0.11% | Add +3.7% | 15,610 | $393K |
| Archford Capital Strategies, LLC | 0.06% | Add +8.3% | 15,274 | $384K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 14,426 | $363K |
| Parallel Advisors, LLC | 0.01% | Add +42.4% | 14,237 | $358K |
| PGIM Custom Harvest LLC | 0.01% | No change | 13,844 | $348K |
| Commonwealth Financial Services, LLC | 0.08% | No change | 13,383 | $340K |
| Kades & Cheifetz LLC | 0.21% | Add +0.3% | 13,227 | $333K |
| Cora Capital Advisors LLC | 0.16% | No change | 12,000 | $302K |
| Rehmann Capital Advisory Group | 0.02% | No change | 11,891 | $299K |
| Advisory Services Network, LLC | 0.01% | Reduce -12.7% | 11,000 | $277K |
| Moneco Advisors, LLC | 0.04% | No change | 10,943 | $275K |
"% of holder's portfolio" is IBMP's weight in each manager's 13F, not the share of iShares Ibonds Dec 2027 Term the manager owns.