iShares Ibonds Dec 2027 TermIBMPETF
13F holders, Q4 2024 (December 31)146holders +12
16new positions
7sold out
1famous investor
$25.14avg. 13F price*
At the end of Q4 2024, 146 institutions reported holding iShares Ibonds Dec 2027 Term (IBMP) in their 13F filings, up 12 from Q3 2024. 16 opened new positions and 7 sold out. The largest holders were Bank of America Corp. ($45.0M), HighTower Advisors, LLC ($24.4M) and Wells Fargo & Company ($23.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2027 Term
- CUSIP
- 46435U283
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $5.5M |
| Exits | 7 | $2.6M |
All 13F filers, Q3 2024 → Q4 2024: 1,670,477 shares bought and 473,133 shares sold, net +1,197,344 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 146 holders
| Bank of America Corp. | 0.00% | Add +10.6% | 1,789,124 | $45.0M |
| HighTower Advisors, LLC | 0.03% | Add +22.0% | 969,627 | $24.4M |
| Wells Fargo & Company | 0.01% | Add +10.5% | 923,674 | $23.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.5% | 900,326 | $22.6M |
| Clearstead Advisors, LLC | 0.34% | Add +8.6% | 880,117 | $22.1M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -14.1% | 822,923 | $20.7M |
| US Bancorp \de | 0.02% | Add +4.6% | 712,073 | $17.9M |
| Heartwood Wealth Advisors LLC | 2.01% | Add +0.8% | 709,060 | $17.8M |
| Kathmere Capital Management, LLC | 1.42% | Reduce -1.2% | 628,341 | $15.8M |
| Morgan Stanley | 0.00% | Reduce -10.3% | 534,593 | $13.4M |
| Raymond James Financial Inc. | 0.00% | — | 416,559 | $10.5M |
| Hengehold Capital Management LLC | 0.98% | Add +0.8% | 414,560 | $10.4M |
| UBS Group AG | 0.00% | Reduce -11.2% | 411,482 | $10.3M |
| Corient Private Wealth LP | 0.02% | Reduce -5.2% | 378,512 | $9.5M |
| NewEdge Advisors, LLC | 0.06% | Reduce -0.5% | 368,545 | $9.3M |
| Hills Bank & Trust Co | 0.64% | Add +3.7% | 337,256 | $8.5M |
| Ameriprise Financial Inc. | 0.00% | Add +11.9% | 316,716 | $8.0M |
| Covington Investment Advisors Inc. | 1.15% | Add +6.7% | 305,465 | $7.7M |
| LBMC Investment Advisors, LLC | 0.59% | Add +8.5% | 297,290 | $7.5M |
| Praetorian Wealth Management, Inc. | 1.49% | Reduce -1.3% | 244,645 | $6.2M |
| LPL Financial LLC | 0.00% | Add +4.2% | 224,790 | $5.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +38.0% | 203,528 | $5.1M |
| Integrated Wealth Concepts LLC | 0.05% | Add +55.9% | 174,215 | $4.4M |
| Leavell Investment Management, Inc. | 0.20% | Add +186.1% | 165,662 | $4.2M |
| Howland Capital Management LLC | 0.18% | Add +2.8% | 164,864 | $4.1M |
| Paradiem, LLC | 1.08% | No change | 160,410 | $4.0M |
| CENTRAL TRUST Co | 0.10% | Add +17.6% | 155,546 | $3.9M |
| Lido Advisors, LLC | 0.02% | Add +182.3% | 142,076 | $3.6M |
| Cyndeo Wealth Partners, LLC | 0.24% | Add +7.9% | 140,083 | $3.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +30.7% | 133,112 | $3.3M |
| Quantum Financial Advisors, LLC | 0.50% | Add +3.7% | 131,372 | $3.3M |
| Spire Wealth Management | 0.10% | Add +2.1% | 128,491 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Add +29.4% | 125,169 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +35.7% | 120,565 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -0.7% | 118,583 | $3.0M |
| Sound View Wealth Advisors Group, LLC | 0.22% | Reduce -0.4% | 108,224 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +4.0% | 101,515 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | Add +7.5% | 92,781 | $2.3M |
| Sonata Capital Group Inc. | 0.96% | Add +1075.2% | 92,603 | $2.3M |
| Postrock Partners LLC | 1.08% | — | 89,081 | $2.2M |
| Glenview Trust Co | 0.04% | Add +12.7% | 83,324 | $2.1M |
| Coldstream Capital Management Inc. | 0.04% | Add +61.4% | 77,283 | $1.9M |
| Envision Financial Planning, LLC | 0.95% | Add +2.0% | 73,197 | $1.8M |
| Woodmont Investment Counsel LLC | 0.13% | Add +6.6% | 71,315 | $1.8M |
| Newman Dignan & Sheerar, Inc. | 0.46% | No change | 70,995 | $1.8M |
| Valmark Advisers, Inc. | 0.02% | Add +37.7% | 62,070 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -18.5% | 61,134 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +7.8% | 58,259 | $1.5M |
| Atwater Malick LLC | 0.47% | Reduce -3.8% | 56,389 | $1.4M |
| WJ Wealth Management, LLC | 0.48% | No change | 55,433 | $1.4M |
| Crumly & Associates Inc. | 0.36% | Reduce -3.3% | 53,286 | $1.3M |
| Capital Investment Advisors, LLC | 0.03% | Add +23.1% | 52,487 | $1.3M |
| Sentinel Pension Advisors, LLC | 0.24% | Add +3.0% | 50,741 | $1.3M |
| Signature Wealth Management Group | 0.51% | Add +4.7% | 50,511 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +1.9% | 48,101 | $1.2M |
| Phillips Financial Management, LLC | 0.09% | Add +4.4% | 46,980 | $1.2M |
| Blue Square Asset Management, LLC | 0.59% | Reduce -3.2% | 46,945 | $1.2M |
| Granite Harbor Advisors, Inc. | 0.65% | Add +77.8% | 46,871 | $1.2M |
| Regions Financial Corp. | 0.01% | Add +7.5% | 46,668 | $1.2M |
| Spinnaker Trust | 0.07% | Add +54.4% | 46,490 | $1.2M |
| Prism Advisors, Inc. | 0.34% | No change | 44,715 | $1.1M |
| Sandy Spring Bank | 0.05% | Add +4.3% | 44,485 | $1.1M |
| Evergreen Private Wealth LLC | 0.52% | Add +19.6% | 44,343 | $1.1M |
| RIA Advisory Group LLC | 0.37% | New | 43,225 | $1.1M |
| Confluence Investment Management LLC | 0.01% | Reduce -1.1% | 40,821 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Add +16.4% | 40,514 | $1.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +193.1% | 36,559 | $919K |
| Cwm, LLC | 0.00% | Add +194.6% | 36,002 | $905K |
| Modern Wealth Management, LLC | 0.03% | New | 35,684 | $897K |
| IFP Advisors, Inc | 0.03% | Add +4.1% | 33,465 | $841K |
| Jane Street Group, LLC | 0.00% | Reduce -52.3% | 32,388 | $814K |
| Roof Eidam Maycock Peralta, LLC | 0.21% | Add +0.2% | 32,092 | $807K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +4.9% | 31,724 | $798K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $779K |
| GC Wealth Management RIA, LLC | 0.14% | Add +3.3% | 30,875 | $776K |
| Foundry Financial Group, Inc. | 0.48% | Add +4.4% | 30,854 | $776K |
| Crews Bank & Trust | 0.12% | — | 29,153 | $733K |
| Kades & Cheifetz LLC | 0.37% | Add +67.7% | 29,128 | $732K |
| Parallel Advisors, LLC | 0.02% | Add +48.6% | 29,102 | $732K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -7.9% | 29,001 | $729K |
| Lantz Financial LLC | 0.18% | New | 27,207 | $684K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -10.0% | 25,727 | $650K |
| Captrust Financial Advisors | 0.00% | Reduce -5.8% | 24,283 | $610K |
| Mariner, LLC | 0.00% | Add +64.7% | 24,044 | $604K |
| Legacy Private Trust Co. | 0.04% | Add +6.1% | 23,845 | $599K |
| Klingman & Associates, LLC | 0.04% | Reduce -6.1% | 22,794 | $573K |
| Members Wealth LLC | 0.41% | — | 21,804 | $549K |
| Partners Wealth Management, LLC | 0.62% | — | 21,558 | $542K |
| PFG Private Wealth Management, LLC | 0.30% | New | 20,690 | $520K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +25.0% | 19,880 | $500K |
| Cetera Investment Advisers | 0.00% | Add +137.1% | 19,094 | $480K |
| Gould Asset Management LLC | 0.10% | New | 17,965 | $452K |
| Comerica Bank | 0.00% | No change | 17,027 | $428K |
| Garden State Investment Advisory Services LLC | 0.13% | Reduce -14.0% | 16,762 | $421K |
| 10Elms LLP | 0.51% | — | 16,194 | $407K |
| First Affirmative Financial Network | 0.23% | Reduce -2.8% | 16,179 | $407K |
| Janney Montgomery Scott LLC | 0.00% | No change | 16,155 | $406K |
| Exchange Capital Management, Inc. | 0.06% | Reduce -1.0% | 16,051 | $404K |
| Wrapmanager Inc. | 0.10% | Reduce -0.5% | 15,101 | $380K |
| James Investment Research, Inc. | 0.04% | Reduce -42.4% | 14,714 | $370K |
"% 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.