iShares Ibonds Dec 2027 TermIBMPETF
13F holders, Q3 2024 (September 30)134holders +13
18new positions
4sold out
$25.45avg. 13F price*
At the end of Q3 2024, 134 institutions reported holding iShares Ibonds Dec 2027 Term (IBMP) in their 13F filings, up 13 from Q2 2024. 18 opened new positions and 4 sold out. The largest holders were Bank of America Corp. ($41.2M), Mercer Global Advisors Inc. ($24.3M) and Envestnet Asset Management Inc. ($22.4M).
- Company
- iShares Ibonds Dec 2027 Term
- CUSIP
- 46435U283
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $6.9M |
| Exits | 4 | $508K |
All 13F filers, Q2 2024 → Q3 2024: 1,229,302 shares bought and 225,376 shares sold, net +1,003,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 134 holders
| Bank of America Corp. | 0.00% | Add +6.9% | 1,617,571 | $41.2M |
| Mercer Global Advisors Inc. | 0.06% | Add +2.5% | 957,821 | $24.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.3% | 878,213 | $22.4M |
| Wells Fargo & Company | 0.01% | Add +9.4% | 836,215 | $21.3M |
| Clearstead Advisors, LLC | 0.32% | Add +2.5% | 810,664 | $20.6M |
| HighTower Advisors, LLC | 0.03% | Add +9.0% | 794,928 | $20.2M |
| Heartwood Wealth Advisors LLC | 1.98% | Add +4.0% | 703,716 | $17.9M |
| US Bancorp \de | 0.02% | Add +2.5% | 680,888 | $17.3M |
| Kathmere Capital Management, LLC | 1.52% | Reduce -8.3% | 636,053 | $16.2M |
| Morgan Stanley | 0.00% | Reduce -5.8% | 596,126 | $15.2M |
| UBS Group AG | 0.00% | Add +8.6% | 463,583 | $11.8M |
| Hengehold Capital Management LLC | 0.99% | Add +0.8% | 411,236 | $10.5M |
| Corient Private Wealth LP | 0.02% | Reduce -3.9% | 399,103 | $10.2M |
| NewEdge Advisors, LLC | 0.06% | Add +3.3% | 370,345 | $9.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.8% | 366,119 | $9.3M |
| Hills Bank & Trust Co | 0.63% | Add +9.4% | 325,241 | $8.3M |
| Covington Investment Advisors Inc. | 1.10% | Add +0.6% | 286,315 | $7.3M |
| Ameriprise Financial Inc. | 0.00% | Add +16.3% | 282,960 | $7.2M |
| LBMC Investment Advisors, LLC | 0.55% | Add +34.8% | 273,962 | $7.0M |
| Praetorian Wealth Management, Inc. | 1.57% | Add +0.5% | 247,941 | $6.3M |
| LPL Financial LLC | 0.00% | Add +2.3% | 215,777 | $5.5M |
| Howland Capital Management LLC | 0.18% | Add +143.5% | 160,414 | $4.1M |
| Paradiem, LLC | 0.96% | No change | 160,410 | $4.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.9% | 147,501 | $3.8M |
| CENTRAL TRUST Co | 0.08% | Add +16.5% | 132,228 | $3.4M |
| Gateway Advisory, LLC | 0.54% | Add +0.5% | 132,009 | $3.4M |
| Cyndeo Wealth Partners, LLC | 0.23% | Add +19.2% | 129,853 | $3.3M |
| Quantum Financial Advisors, LLC | 0.50% | Add +2.9% | 126,646 | $3.2M |
| Spire Wealth Management | 0.11% | Reduce -4.0% | 125,878 | $3.2M |
| Stifel Financial Corp. | 0.00% | Reduce -4.4% | 119,459 | $3.0M |
| Integrated Wealth Concepts LLC | 0.03% | Add +30.7% | 111,753 | $2.8M |
| Sound View Wealth Advisors Group, LLC | 0.23% | Add +3.7% | 108,698 | $2.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +16.9% | 101,869 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +1.2% | 97,615 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Add +27.4% | 96,737 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +66.9% | 88,867 | $2.3M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -2.1% | 86,339 | $2.2M |
| Raymond James & Associates | 0.00% | Add +9.0% | 76,500 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -20.7% | 75,027 | $1.9M |
| Glenview Trust Co | 0.04% | No change | 73,923 | $1.9M |
| Envision Financial Planning, LLC | 0.96% | Add +1.4% | 71,785 | $1.8M |
| Newman Dignan & Sheerar, Inc. | 0.43% | Add +1.0% | 70,995 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +22.4% | 67,882 | $1.7M |
| Woodmont Investment Counsel LLC | 0.13% | Add +19.6% | 66,907 | $1.7M |
| Atwater Malick LLC | 0.48% | Add +3.5% | 58,634 | $1.5M |
| Leavell Investment Management, Inc. | 0.07% | Add +115.9% | 57,912 | $1.5M |
| WJ Wealth Management, LLC | 0.50% | New | 55,433 | $1.4M |
| Crumly & Associates Inc. | 0.39% | Reduce -28.1% | 55,089 | $1.4M |
| Focus Partners Wealth | 0.00% | No change | 54,024 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +94.4% | 50,333 | $1.3M |
| Sentinel Pension Advisors, LLC | 0.24% | Add +5.0% | 49,248 | $1.3M |
| Blue Square Asset Management, LLC | 0.66% | Reduce -2.2% | 48,502 | $1.2M |
| Signature Wealth Management Group | 0.49% | Reduce -4.0% | 48,228 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | Add +14.1% | 47,873 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +12.0% | 47,223 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Add +3.2% | 45,063 | $1.1M |
| Phillips Financial Management, LLC | 0.09% | Reduce -4.2% | 45,012 | $1.1M |
| Prism Advisors, Inc. | 0.33% | No change | 44,715 | $1.1M |
| Regions Financial Corp. | 0.01% | Add +0.1% | 43,396 | $1.1M |
| Sandy Spring Bank | 0.04% | Add +3.6% | 42,632 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Add +5.7% | 42,622 | $1.1M |
| Confluence Investment Management LLC | 0.01% | Add +2.5% | 41,256 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | New | 37,761 | $961K |
| Evergreen Private Wealth LLC | 0.44% | Add +3.3% | 37,077 | $944K |
| Benjamin Edwards Inc. | 0.01% | New | 34,803 | $886K |
| IFP Advisors, Inc | 0.03% | Reduce -4.6% | 32,134 | $818K |
| Old Mission Capital LLC | 0.02% | New | 32,101 | $817K |
| Roof Eidam Maycock Peralta, LLC | 0.21% | Add +0.1% | 32,029 | $815K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -5.7% | 31,491 | $801K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $789K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +5.0% | 30,238 | $770K |
| Spinnaker Trust | 0.05% | Add +6.8% | 30,105 | $766K |
| GC Wealth Management RIA, LLC | 0.13% | Add +26.8% | 29,903 | $761K |
| Foundry Financial Group, Inc. | 0.47% | Reduce -1.6% | 29,559 | $752K |
| Sanctuary Advisors, LLC | 0.00% | Add +17.1% | 28,599 | $723K |
| Granite Harbor Advisors, Inc. | 0.40% | No change | 26,367 | $671K |
| Captrust Financial Advisors | 0.00% | Add +26.5% | 25,791 | $656K |
| James Investment Research, Inc. | 0.07% | No change | 25,540 | $650K |
| Klingman & Associates, LLC | 0.04% | Reduce -14.3% | 24,286 | $618K |
| Legacy Private Trust Co. | 0.04% | No change | 22,475 | $572K |
| Parallel Advisors, LLC | 0.01% | Add +12.2% | 19,581 | $498K |
| Garden State Investment Advisory Services LLC | 0.16% | No change | 19,482 | $496K |
| TPG Advisors LLC | 0.39% | Reduce -9.3% | 19,386 | $493K |
| Kades & Cheifetz LLC | 0.25% | Add +30.6% | 17,373 | $442K |
| Comerica Bank | 0.00% | No change | 17,027 | $433K |
| First Affirmative Financial Network | 0.23% | Add +3.5% | 16,644 | $424K |
| Exchange Capital Management, Inc. | 0.07% | Add +23.6% | 16,206 | $412K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.2% | 16,155 | $411K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 15,902 | $405K |
| Wrapmanager Inc. | 0.10% | Reduce -3.0% | 15,173 | $386K |
| Mariner, LLC | 0.00% | Reduce -11.4% | 14,599 | $372K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -16.0% | 14,376 | $366K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -6.5% | 12,984 | $330K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -6.7% | 12,475 | $317K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 12,472 | $317K |
| Cwm, LLC | 0.00% | Reduce -29.8% | 12,222 | $311K |
| Cerity Partners LLC | 0.00% | New | 12,204 | $311K |
| Cora Capital Advisors LLC | 0.15% | No change | 12,000 | $305K |
| Archford Capital Strategies, LLC | 0.05% | Reduce -29.8% | 12,044 | $305K |
| Commonwealth Financial Services, LLC | 0.06% | Add +10.6% | 11,648 | $296K |
"% 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.