iShares Ibonds Dec 2027 TermIBMPETF
13F holders, Q2 2024 (June 30)121holders +1
7new positions
8sold out
$25.01avg. 13F price*
At the end of Q2 2024, 121 institutions reported holding iShares Ibonds Dec 2027 Term (IBMP) in their 13F filings, up 1 from Q1 2024. 7 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($37.8M), Mercer Global Advisors Inc. ($23.4M) and Envestnet Asset Management Inc. ($21.1M).
- Company
- iShares Ibonds Dec 2027 Term
- CUSIP
- 46435U283
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $20.8M |
| Exits | 8 | $4.6M |
All 13F filers, Q1 2024 → Q2 2024: 1,838,633 shares bought and 567,405 shares sold, net +1,271,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Bank of America Corp. | 0.00% | Add +10.2% | 1,512,968 | $37.8M |
| Mercer Global Advisors Inc. | 0.06% | Add +4.0% | 934,668 | $23.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.1% | 841,925 | $21.1M |
| Clearstead Advisors, LLC | 0.34% | New | 790,646 | $19.8M |
| Wells Fargo & Company | 0.00% | Add +3.9% | 764,376 | $19.1M |
| HighTower Advisors, LLC | 0.03% | Add +7.3% | 729,465 | $18.2M |
| Kathmere Capital Management, LLC | 1.84% | Add +3.8% | 693,911 | $17.4M |
| Heartwood Wealth Advisors LLC | 2.02% | Add +2.0% | 676,431 | $16.9M |
| US Bancorp \de | 0.02% | Reduce -2.8% | 664,041 | $16.6M |
| Morgan Stanley | 0.00% | Add +36.8% | 632,839 | $15.8M |
| UBS Group AG | 0.00% | Add +14.7% | 426,932 | $10.7M |
| Corient Private Wealth LP | 0.02% | Reduce -9.6% | 415,309 | $10.4M |
| Hengehold Capital Management LLC | 1.06% | Add +1.1% | 408,077 | $10.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +4.1% | 363,171 | $9.1M |
| NewEdge Advisors, LLC | 0.07% | Reduce -5.6% | 358,603 | $9.0M |
| Hills Bank & Trust Co | 0.60% | Add +2.1% | 297,192 | $7.4M |
| Covington Investment Advisors Inc. | 1.14% | Add +0.4% | 284,740 | $7.1M |
| Praetorian Wealth Management, Inc. | 1.58% | Reduce -2.9% | 246,655 | $6.2M |
| Ameriprise Financial Inc. | 0.00% | Add +4.1% | 243,342 | $6.1M |
| LPL Financial LLC | 0.00% | Add +9.0% | 210,943 | $5.3M |
| LBMC Investment Advisors, LLC | 0.44% | Add +29.3% | 203,274 | $5.1M |
| Paradiem, LLC | 1.01% | No change | 160,410 | $4.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.4% | 135,472 | $3.4M |
| Gateway Advisory, LLC | 0.56% | Reduce -8.4% | 131,377 | $3.3M |
| Spire Wealth Management | 0.12% | Add +1.2% | 131,137 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +35.6% | 124,986 | $3.1M |
| Quantum Financial Advisors, LLC | 0.54% | Add +0.9% | 123,139 | $3.1M |
| CENTRAL TRUST Co | 0.07% | Add +17.4% | 113,480 | $2.8M |
| Cyndeo Wealth Partners, LLC | 0.21% | Reduce -1.8% | 108,939 | $2.7M |
| Sound View Wealth Advisors Group, LLC | 0.27% | Reduce -0.6% | 104,864 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +3.7% | 96,472 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -2.9% | 94,655 | $2.4M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -6.3% | 88,186 | $2.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +55.7% | 87,109 | $2.2M |
| Integrated Wealth Concepts LLC | 0.03% | Add +6.3% | 85,483 | $2.1M |
| Crumly & Associates Inc. | 0.55% | Reduce -68.1% | 76,636 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +161.1% | 75,939 | $1.9M |
| Glenview Trust Co | 0.04% | Add +39.4% | 73,923 | $1.8M |
| Envision Financial Planning, LLC | 1.36% | Add +9.6% | 70,826 | $1.8M |
| Newman Dignan & Sheerar, Inc. | 0.45% | Add +7.7% | 70,293 | $1.8M |
| Raymond James & Associates | 0.00% | Add +7.8% | 70,174 | $1.8M |
| Howland Capital Management LLC | 0.08% | Add +136.5% | 65,875 | $1.6M |
| Atwater Malick LLC | 0.49% | Add +18.4% | 56,635 | $1.4M |
| Woodmont Investment Counsel LLC | 0.11% | Add +12.4% | 55,967 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +11.6% | 55,452 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +37.0% | 54,024 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.9% | 53,256 | $1.3M |
| Signature Wealth Management Group | 0.55% | Reduce -0.1% | 50,265 | $1.3M |
| Blue Square Asset Management, LLC | 0.72% | Reduce -3.5% | 49,606 | $1.2M |
| Phillips Financial Management, LLC | 0.10% | Add +4.4% | 46,980 | $1.2M |
| Sentinel Pension Advisors, LLC | 0.24% | Add +0.6% | 46,911 | $1.2M |
| Prism Advisors, Inc. | 0.34% | No change | 44,715 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | Add +10.2% | 43,677 | $1.1M |
| Regions Financial Corp. | 0.01% | Add +13.4% | 43,340 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +75.0% | 42,152 | $1.1M |
| Coldstream Capital Management Inc. | 0.03% | Add +62.8% | 41,968 | $1.0M |
| Sandy Spring Bank | 0.05% | Add +5.2% | 41,162 | $1.0M |
| Capital Investment Advisors, LLC | 0.02% | Add +16.4% | 40,313 | $1.0M |
| Confluence Investment Management LLC | 0.01% | Add +30.1% | 40,259 | $1.0M |
| Evergreen Private Wealth LLC | 0.44% | Add +2.7% | 35,898 | $898K |
| IFP Advisors, Inc | 0.03% | Add +0.5% | 33,676 | $842K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -27.7% | 33,401 | $835K |
| Roof Eidam Maycock Peralta, LLC | 0.22% | Add +0.1% | 31,982 | $800K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $775K |
| Foundry Financial Group, Inc. | 0.52% | Add +1.4% | 30,034 | $751K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -14.1% | 30,018 | $751K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +37.0% | 28,805 | $720K |
| Klingman & Associates, LLC | 0.05% | Reduce -51.7% | 28,333 | $709K |
| Spinnaker Trust | 0.05% | Add +4.5% | 28,200 | $705K |
| Leavell Investment Management, Inc. | 0.04% | Add +164.9% | 26,826 | $671K |
| Granite Harbor Advisors, Inc. | 0.43% | Reduce -20.6% | 26,367 | $659K |
| Lido Advisors, LLC | 0.01% | Reduce -5.2% | 25,893 | $648K |
| James Investment Research, Inc. | 0.08% | No change | 25,540 | $639K |
| Sanctuary Advisors, LLC | 0.00% | — | 24,432 | $609K |
| GC Wealth Management RIA, LLC | 0.12% | Add +7.2% | 23,589 | $590K |
| Legacy Private Trust Co. | 0.04% | No change | 22,475 | $562K |
| Members Wealth LLC | 0.37% | — | 21,804 | $553K |
| TPG Advisors LLC | 0.46% | — | 21,361 | $534K |
| Captrust Financial Advisors | 0.00% | Add +15.7% | 20,391 | $510K |
| Garden State Investment Advisory Services LLC | 0.17% | Reduce -43.7% | 19,482 | $487K |
| Parallel Advisors, LLC | 0.01% | Add +22.6% | 17,447 | $436K |
| Cwm, LLC | 0.00% | Add +6.6% | 17,417 | $436K |
| Archford Capital Strategies, LLC | 0.07% | Add +12.3% | 17,159 | $429K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -22.7% | 17,115 | $428K |
| Comerica Bank | 0.00% | No change | 17,027 | $426K |
| Mariner, LLC | 0.00% | Reduce -5.6% | 16,472 | $412K |
| Janney Montgomery Scott LLC | 0.00% | No change | 16,129 | $403K |
| First Affirmative Financial Network | 0.28% | New | 16,086 | $402K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.1% | 15,741 | $394K |
| Wrapmanager Inc. | 0.11% | Add +0.3% | 15,649 | $391K |
| PGIM Custom Harvest LLC | 0.01% | Add +0.3% | 13,882 | $347K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -7.3% | 13,373 | $334K |
| Kades & Cheifetz LLC | 0.21% | Add +0.6% | 13,305 | $333K |
| Exchange Capital Management, Inc. | 0.05% | New | 13,111 | $328K |
| Cora Capital Advisors LLC | 0.15% | No change | 12,000 | $300K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -2.9% | 11,546 | $289K |
| Moneco Advisors, LLC | 0.04% | No change | 10,943 | $274K |
| Baird Financial Group, Inc. | 0.00% | No change | 10,664 | $267K |
| Paradigm, Strategies in Wealth Management, LLC | 0.16% | No change | 10,604 | $265K |
| Commonwealth Financial Services, LLC | 0.05% | Reduce -21.3% | 10,532 | $264K |
| Advisory Services Network, LLC | 0.01% | Reduce -4.5% | 10,500 | $263K |
| Peloton Wealth Strategists | 0.10% | No change | 10,000 | $250K |
| Client 1ST Advisory Group, LLC | 0.11% | No change | 9,960 | $249K |
| Arrow Financial Corp | 0.02% | No change | 9,517 | $238K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -4.9% | 8,996 | $225K |
| Private Trust Co. NA | 0.02% | No change | 8,240 | $206K |
| Signaturefd, LLC | 0.00% | New | 8,134 | $203K |
| Valley National Advisers Inc. | 0.02% | Add +0.6% | 5,763 | $144K |
| Asset Dedication, LLC | 0.01% | No change | 2,921 | $73K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,725 | $68K |
| Harbor Investment Advisory, LLC | 0.01% | New | 2,524 | $63K |
| International Assets Investment Management, LLC | 0.00% | New | 1,988 | $50K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -91.2% | 1,978 | $49K |
| Allworth Financial LP | 0.00% | No change | 812 | $20K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.5% | 746 | $18K |
| HM Payson & Co. | 0.00% | No change | 350 | $9K |
| Aspect Partners, LLC | 0.00% | No change | 321 | $8K |
| Stephens Consulting, LLC | 0.00% | No change | 314 | $8K |
| FMR LLC | 0.00% | New | 213 | $5K |
| Ashton Thomas Securities, LLC | 0.00% | — | 173 | $4K |
| BlackRock Inc. | 0.00% | Add +2.1% | 147 | $4K |
"% 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.