iShares Ibonds Dec 2024 TermIBTEETF
13F holders, Q1 2024 (March 31)292holders
2famous investors
$23.94avg. 13F price*
At the end of Q1 2024, 292 institutions reported holding iShares Ibonds Dec 2024 Term (IBTE) in their 13F filings. The largest holders were Captrust Financial Advisors ($513.0M), Bank of America Corp. ($128.1M) and HM Payson & Co. ($87.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2024 Term
- CUSIP
- 46436E874
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $70.0M |
| Exits | 18 | $25.2M |
Ownership 292 holders
| Captrust Financial Advisors | 1.89% | Add +12.4% | 21,426,891 | $513.0M |
| Bank of America Corp. | 0.01% | Add +19.9% | 5,349,392 | $128.1M |
| HM Payson & Co. | 1.63% | Add +66.4% | 3,663,218 | $87.7M |
| Morgan Stanley | 0.01% | Reduce -2.9% | 3,396,289 | $81.3M |
| UBS Group AG | 0.02% | Reduce -31.9% | 2,373,403 | $56.8M |
| LPL Financial LLC | 0.03% | Add +24.9% | 2,105,231 | $50.4M |
| Wells Fargo & Company | 0.01% | Add +1.9% | 2,101,842 | $50.3M |
| Hills Bank & Trust Co | 3.91% | Add +20.9% | 1,923,568 | $46.1M |
| Renaissance Technologies | 0.07% | Add +36.3% | 1,802,701 | $43.2M |
| NewEdge Advisors, LLC | 0.31% | Reduce -3.7% | 1,503,059 | $36.0M |
| InterOcean Capital Group, LLC | 0.85% | Reduce -1.3% | 1,488,794 | $35.6M |
| Capital Investment Advisors, LLC | 0.69% | Add +5.3% | 1,243,958 | $29.8M |
| Royal Bank of Canada | 0.01% | Reduce -12.8% | 1,243,764 | $29.8M |
| First Western Trust Bank | 1.34% | New | 1,228,136 | $29.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.65% | Add +2.8% | 1,194,315 | $28.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -9.2% | 1,163,464 | $27.9M |
| Faithward Advisors, LLC | 5.00% | Add +0.2% | 1,150,336 | $27.5M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -3.6% | 1,030,977 | $24.7M |
| Equitable Holdings, Inc. | 0.26% | Add +7.6% | 975,490 | $23.4M |
| Financial Strategies Group, Inc. | 5.88% | Add +2.0% | 915,760 | $21.9M |
| Integrated Wealth Concepts LLC | 0.30% | Add +14.9% | 869,523 | $20.8M |
| MV Capital Management, Inc. | 2.38% | Reduce -1.7% | 868,720 | $20.8M |
| Campbell Wealth Management | 1.97% | Reduce -54.0% | 827,163 | $19.8M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +13.3% | 787,455 | $18.9M |
| Connecticut Wealth Management, LLC | 1.00% | Add +23.6% | 781,434 | $18.7M |
| Thrivent Financial for Lutherans | 0.04% | Add +5.7% | 770,586 | $18.4M |
| Mercer Global Advisors Inc. | 0.05% | New | 724,632 | $17.3M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +5.6% | 718,919 | $17.2M |
| Horizon Advisory Services, Inc. | 7.65% | — | 685,789 | $16.4M |
| Scissortail Wealth Management, LLC | 4.34% | Add +0.5% | 684,927 | $16.4M |
| Baltimore-Washington Financial Advisors, Inc. | 1.04% | Add +8.6% | 684,323 | $16.4M |
| Delta Wealth Advisors LLC | 16.67% | — | 674,442 | $16.1M |
| Mariner, LLC | 0.03% | Add +1.3% | 670,499 | $16.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -21.8% | 634,392 | $15.2M |
| Mesirow Financial Investment Management, Inc. | 0.34% | Add +5.9% | 627,362 | $15.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -6.5% | 532,300 | $12.7M |
| Raymond James & Associates | 0.01% | Reduce -16.1% | 506,676 | $12.1M |
| CENTRAL TRUST Co | 0.30% | Add +21.5% | 503,370 | $12.1M |
| Stifel Financial Corp. | 0.01% | Reduce -58.2% | 500,924 | $12.0M |
| Belpointe Asset Management LLC | 0.87% | Add +1490.8% | 485,203 | $11.6M |
| Focus Partners Wealth | 0.09% | Reduce -4.8% | 480,246 | $11.5M |
| Oppenheimer Asset Management Inc. | 0.17% | Reduce -10.2% | 475,121 | $11.4M |
| Krilogy Financial LLC | 0.84% | Add +8.4% | 454,867 | $10.9M |
| Brookstone Capital Management | 0.19% | Add +81.5% | 436,238 | $10.4M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +7.2% | 419,939 | $10.1M |
| HighTower Advisors, LLC | 0.02% | Reduce -8.3% | 417,382 | $10.0M |
| Baker Ellis Asset Management LLC | 1.46% | Reduce -3.6% | 408,803 | $9.8M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +14.7% | 389,851 | $9.3M |
| Trinity Wealth Management, LLC | 4.82% | Add +69.6% | 389,818 | $9.3M |
| Lido Advisors, LLC | 0.08% | Reduce -8.2% | 365,018 | $8.7M |
| IFP Advisors, Inc | 0.38% | Reduce -12.9% | 363,681 | $8.7M |
| Cetera Investment Advisers | 0.02% | Add +5.6% | 358,458 | $8.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +80.0% | 356,067 | $8.5M |
| Stephens Consulting, LLC | 2.61% | Reduce -2.1% | 355,377 | $8.5M |
| Sound View Wealth Advisors Group, LLC | 0.89% | Add +2.2% | 346,871 | $8.3M |
| Atlantic Union Bankshares Corp | 0.69% | Add +23.7% | 340,929 | $8.2M |
| Kestra Advisory Services, LLC | 0.05% | Add +12.8% | 332,449 | $8.0M |
| Ameriprise Financial Inc. | 0.00% | Add +2.6% | 312,764 | $7.5M |
| Truist Financial Corp. | 0.01% | Add +6.1% | 305,387 | $7.3M |
| Strategic Blueprint, LLC | 0.50% | Add +20.3% | 292,286 | $7.0M |
| Creative Planning | 0.01% | Add +5.7% | 290,631 | $7.0M |
| Carnegie Investment Counsel | 0.21% | Reduce -3.2% | 288,181 | $6.9M |
| Avantax Planning Partners, Inc. | 0.21% | Add +360.3% | 272,799 | $6.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 271,252 | $6.5M |
| Keeler Thomas Management LLC | 2.21% | Add +7.4% | 269,264 | $6.5M |
| MKT Advisors LLC | 3.50% | Add +195.2% | 266,978 | $6.4M |
| Gradient Investments LLC | 0.14% | Reduce -3.1% | 252,943 | $6.1M |
| Americana Partners, LLC | 0.48% | Add +26.0% | 241,585 | $5.8M |
| Baird Financial Group, Inc. | 0.01% | Add +164.6% | 241,517 | $5.8M |
| D.A. Davidson & Co. | 0.05% | Add +0.7% | 239,023 | $5.7M |
| Atlantic Private Wealth, LLC | 4.62% | Add +25.3% | 231,982 | $5.6M |
| Lunt Capital Management, Inc. | 2.67% | Add +4.9% | 225,066 | $5.4M |
| IFG Advisory, LLC | 0.38% | Reduce -15.0% | 214,805 | $5.1M |
| OneAscent Financial Services LLC | 0.57% | Reduce -43.2% | 213,850 | $5.1M |
| Essential Planning, LLC. | 2.44% | Add +20.7% | 204,252 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.7% | 203,178 | $4.9M |
| KOM Wealth Management Group, LLC | 4.77% | Reduce -35.7% | 202,588 | $4.8M |
| Pacific Sage Partners, LLC | 1.22% | Add +91.9% | 196,440 | $4.7M |
| Leavell Investment Management, Inc. | 0.27% | Add +0.8% | 195,081 | $4.7M |
| Eldridge Investment Advisors, Inc. | 1.16% | Add +1.6% | 188,470 | $4.5M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +6.4% | 187,544 | $4.5M |
| US Bancorp \de | 0.01% | Add +330.2% | 184,689 | $4.4M |
| AE Wealth Management LLC | 0.05% | Reduce -56.0% | 170,732 | $4.1M |
| PSI Advisors, LLC | 1.43% | Add +68.3% | 165,546 | $4.0M |
| Archer Investment Corp | 1.16% | Add +6.0% | 160,501 | $3.8M |
| 4J Wealth Management LLC | 3.30% | Reduce -26.5% | 159,788 | $3.8M |
| MML Investors Services, LLC | 0.02% | Add +5.7% | 157,342 | $3.8M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -3.3% | 156,378 | $3.7M |
| Cwm, LLC | 0.02% | Add +29.0% | 139,568 | $3.3M |
| Park Avenue Securities LLC | 0.04% | Add +49.0% | 136,080 | $3.3M |
| Accretive Wealth Partners, LLC | 1.36% | Add +26.7% | 128,371 | $3.1M |
| Montag A & Associates Inc. | 0.15% | Reduce -0.8% | 124,412 | $3.0M |
| Country Club Bank | 0.21% | Reduce -29.6% | 123,401 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | New | 120,181 | $2.9M |
| Allworth Financial LP | 0.02% | Reduce -2.3% | 114,155 | $2.7M |
| Beacon Financial Group | 0.30% | Reduce -11.5% | 110,602 | $2.6M |
| Leo Wealth, LLC | 0.26% | Add +1.8% | 108,129 | $2.6M |
| CreativeOne Wealth, LLC | 0.10% | Add +21.1% | 107,863 | $2.6M |
| Boston Family Office LLC | 0.19% | Reduce -2.3% | 107,505 | $2.6M |
| Probity Advisors, Inc. | 0.51% | Add +90.4% | 103,411 | $2.5M |
"% 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.