iShares Ibonds Dec 2024 TermIBTEETF
13F holders, Q4 2024 (December 31)5holders −280
0new positions
274sold out
$23.94avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding iShares Ibonds Dec 2024 Term (IBTE) in their 13F filings, down 280 from Q3 2024. 0 opened new positions and 274 sold out. The largest holders were IFP Advisors, Inc ($3.4M), Belpointe Asset Management LLC ($1.9M) and Journey Advisory Group, LLC ($1.3M).
- Company
- iShares Ibonds Dec 2024 Term
- CUSIP
- 46436E874
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 274 | $1.4B |
All 13F filers, Q3 2024 → Q4 2024: 12,425 shares bought and 58,434,383 shares sold, net −58,421,958 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| IFP Advisors, Inc | 0.11% | Reduce -50.5% | 140,411 | $3.4M |
| Belpointe Asset Management LLC | 0.12% | Add +18.5% | 79,614 | $1.9M |
| Journey Advisory Group, LLC | 0.16% | No change | 54,778 | $1.3M |
| Mattson Financial Services, LLC | 0.00% | No change | 595 | $14K |
| Eastern Bank | 0.00% | Reduce -97.3% | 121 | $3K |
"% of holder's portfolio" is IBTE's weight in each manager's 13F, not the share of iShares Ibonds Dec 2024 Term the manager owns.