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 |
| Stratos Wealth Partners, LTD. | 0.04% | Add +1.9% | 101,735 | $2.4M |
| Phillips Financial Management, LLC | 0.19% | Add +3.0% | 99,288 | $2.4M |
| Citadel Advisors | 0.00% | New | 98,008 | $2.3M |
| Summit Wealth Partners, LLC | 0.49% | Reduce -0.7% | 96,342 | $2.3M |
| Robertson Stephens Wealth Management, LLC | 0.13% | Add +15.0% | 95,941 | $2.3M |
| Lantz Financial LLC | 0.72% | Add +10.7% | 93,859 | $2.2M |
| Lokken Investment Group LLC | 1.10% | Reduce -0.4% | 92,431 | $2.2M |
| Evexia Wealth LLC | 0.90% | Add +10.2% | 91,927 | $2.2M |
| True Link Financial Advisors, LLC | 0.21% | Add +5.2% | 91,193 | $2.2M |
| Safeguard Financial, LLC | 0.70% | Add +23.7% | 89,770 | $2.1M |
| Money Concepts Capital Corp. | 0.19% | Reduce -33.4% | 85,288 | $2.0M |
| Endowment Wealth Management, Inc. | 1.51% | Add +63.8% | 83,955 | $2.0M |
| Investment Management Associates Inc. | 0.69% | Reduce -0.0% | 83,601 | $2.0M |
| Stockman Wealth Management, Inc. | 0.35% | Add +13.9% | 83,176 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +23.1% | 81,045 | $1.9M |
| Flow Traders U.S. LLC | 0.10% | New | 80,781 | $1.9M |
| Sigma Planning Corp | 0.06% | Add +4.5% | 80,521 | $1.9M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Reduce -78.0% | 80,455 | $1.9M |
| Bailard, Inc. | 0.05% | Reduce -79.7% | 78,095 | $1.9M |
| Rinkey Investments | 0.67% | Add +0.9% | 77,106 | $1.8M |
| Chatham Capital Group, Inc. | 0.34% | Reduce -73.0% | 76,750 | $1.8M |
| Cooper Financial Group | 0.30% | Reduce -26.3% | 76,151 | $1.8M |
| Associated Banc-Corp | 0.06% | Reduce -1.1% | 75,910 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +1.8% | 70,874 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +5.9% | 69,900 | $1.7M |
| Resonant Capital Advisors, LLC | 0.14% | Reduce -3.3% | 69,343 | $1.7M |
| Valmark Advisers, Inc. | 0.03% | Add +25.4% | 67,369 | $1.6M |
| Old Port Advisors | 0.49% | Reduce -44.8% | 66,193 | $1.6M |
| Cherry Tree Wealth Management, LLC | 0.39% | Add +3.6% | 65,595 | $1.6M |
| Howland Capital Management LLC | 0.07% | Add +0.6% | 64,721 | $1.5M |
| Advisory Research Inc. | 0.31% | No change | 64,180 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.29% | Add +5.1% | 61,011 | $1.5M |
| Crew Capital Management, Ltd | 1.18% | Add +70.4% | 60,358 | $1.4M |
| Schmidt P J Investment Management Inc. | 0.26% | Reduce -5.8% | 56,811 | $1.4M |
| Black Swift Group, LLC | 0.35% | Reduce -63.8% | 56,215 | $1.3M |
| Farther Finance Advisors, LLC | 0.08% | Add +0.1% | 55,978 | $1.3M |
| Journey Advisory Group, LLC | 0.16% | Reduce -85.9% | 54,705 | $1.3M |
| Lincoln National Corp. | 0.02% | Reduce -51.1% | 52,643 | $1.3M |
| Advance Capital Management, Inc. | 0.09% | Reduce -0.5% | 52,026 | $1.2M |
| Simplicity Wealth,LLC | 0.03% | New | 51,344 | $1.2M |
| Klaas Financial Asset Advisors, LLC | 0.24% | Reduce -5.1% | 50,338 | $1.2M |
| Granite Bay Wealth Management, LLC | 0.68% | Reduce -99.0% | 50,239 | $1.2M |
| Gould Asset Management LLC | 0.29% | Add +59.3% | 49,415 | $1.2M |
| Portland Global Advisors LLC | 0.15% | New | 47,207 | $1.1M |
| Coldstream Capital Management Inc. | 0.03% | Add +4.4% | 46,317 | $1.1M |
| Montecito Bank & Trust | 0.22% | No change | 46,189 | $1.1M |
| Element Wealth, LLC | 0.64% | Add +11.1% | 45,809 | $1.1M |
| Parkside Financial Bank & Trust | 0.17% | Add +4580.2% | 42,777 | $1.0M |
| Regal Investment Advisors LLC | 0.07% | Add +4.4% | 42,699 | $1.0M |
| Mill Creek Capital Advisors, LLC | 0.03% | Reduce -20.3% | 42,400 | $1.0M |
| Austin Private Wealth, LLC | 0.11% | Add +37.0% | 40,491 | $967K |
| Horizons Wealth Management | 0.60% | No change | 38,210 | $912K |
| Crestmont Private Wealth LLC | 0.45% | New | 37,690 | $902K |
| POM Investment Strategies, LLC | 0.73% | Add +13.7% | 37,187 | $890K |
| Reliant Wealth Planning | 0.42% | Add +1.4% | 36,877 | $883K |
| United Capital Financial Advisors, LLC | 0.01% | Add +192.5% | 36,736 | $879K |
| Mutual Advisors, LLC | 0.03% | Reduce -45.7% | 36,693 | $878K |
| Wealth Advisory Solutions, LLC | 0.21% | New | 33,746 | $808K |
| Ruggaard & Associates LLC | 0.38% | Add +11.5% | 33,698 | $807K |
| Foundry Financial Group, Inc. | 0.54% | Add +30.1% | 31,729 | $760K |
| Snowden Capital Advisors LLC | 0.02% | Add +16.4% | 30,770 | $737K |
| Raymond James Trust N.A. | 0.02% | No change | 29,941 | $717K |
| Cerity Partners LLC | 0.00% | Add +14.5% | 29,473 | $706K |
| Ameritas Advisory Services, LLC | 0.03% | New | 29,445 | $703K |
| Conrad Siegel Investment Advisors, Inc. | 0.20% | Add +186.0% | 28,852 | $691K |
| Compass Ion Advisors, LLC | 0.10% | Add +19.6% | 28,098 | $673K |
| Greater Midwest Financial Group, LLC | 0.42% | Reduce -6.8% | 27,939 | $669K |
| Beacon Financial Planning, Inc. | 0.46% | Add +29.2% | 27,391 | $656K |
| Susquehanna International Group, LLP | 0.00% | Reduce -6.1% | 27,128 | $649K |
| Consolidated Portfolio Review Corp | 0.17% | Add +6.0% | 27,115 | $649K |
| PFG Investments, LLC | 0.04% | New | 27,115 | $649K |
| Fairhaven Wealth Management, LLC | 0.21% | Reduce -3.0% | 25,803 | $618K |
| Cambridge Financial Group, LLC | 0.29% | Add +158.3% | 25,698 | $615K |
| BCS Wealth Management | 0.20% | Add +100.5% | 25,634 | $614K |
| Asset Advisors Investment Management, LLC | 0.07% | New | 25,587 | $613K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 25,200 | $601K |
| Global Retirement Partners, LLC | 0.02% | Reduce -3.4% | 24,892 | $596K |
| Roberts Financial Services LLC | 0.12% | Add +32.9% | 24,520 | $587K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -7.0% | 23,837 | $571K |
| Atwater Malick LLC | 0.20% | Reduce -1.3% | 23,573 | $564K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -4.5% | 23,017 | $551K |
| Cibc World Market Inc. | 0.00% | No change | 21,950 | $525K |
| Richard P Slaughter Associates Inc | 0.13% | Reduce -40.7% | 21,864 | $523K |
| Barrett & Company, Inc. | 0.25% | Add +0.2% | 21,861 | $523K |
| IHT Wealth Management, LLC | 0.02% | New | 12,977 | $510K |
| Granite Harbor Advisors, Inc. | 0.33% | Add +55.1% | 20,346 | $487K |
| WESPAC Advisors, LLC | 0.28% | No change | 19,900 | $476K |
| Advisory Services Network, LLC | 0.01% | Reduce -5.8% | 19,654 | $471K |
| Private Trust Co. NA | 0.05% | No change | 19,582 | $469K |
| Mattern Capital Management, LLC | 0.06% | No change | 19,499 | $467K |
| Straight Path Wealth Management | 0.26% | Add +8.3% | 19,224 | $460K |
| McCarthy & Cox | 0.17% | — | 19,185 | $459K |
| JDM Financial Group LLC | 0.33% | Add +12.4% | 19,093 | $457K |
| Arlington Trust Co LLC | 0.12% | No change | 18,915 | $453K |
| Old Mission Capital LLC | 0.01% | New | 18,705 | $448K |
| Strid Group, LLC | 0.08% | Add +0.7% | 18,667 | $447K |
| Signature Wealth Management Group | 0.20% | Add +22.4% | 18,669 | $447K |
| Madden Advisory Services, Inc. | 0.23% | Add +1.5% | 18,556 | $444K |
| Beverly Hills Private Wealth, LLC | 0.10% | Reduce -1.8% | 18,499 | $443K |
| Focused Wealth Management, Inc | 0.07% | Add +29.8% | 18,494 | $443K |
| Cross Staff Investments Inc | 0.37% | No change | 18,275 | $438K |
| American Planning Services, Inc. | 0.31% | Add +16.7% | 17,953 | $430K |
| International Assets Investment Management, LLC | 0.04% | Reduce -11.0% | 17,875 | $426K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -11.0% | 17,476 | $418K |
| Principal Securities, Inc. | 0.01% | Reduce -0.3% | 16,897 | $405K |
| James Investment Research, Inc. | 0.05% | No change | 16,775 | $402K |
| Midwest Professional Planners, LTD. | 0.14% | New | 16,369 | $392K |
| Chesley Taft & Associates LLC | 0.02% | Reduce -30.0% | 16,300 | $390K |
| REDW Wealth LLC | 0.10% | Reduce -6.2% | 15,793 | $378K |
| Old Second National Bank of Aurora | 0.09% | No change | 14,934 | $358K |
| Corient Private Wealth LP | 0.00% | No change | 14,910 | $357K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -15.1% | 14,651 | $351K |
| Alterna Wealth Management, Inc. | 0.28% | Add +27.8% | 14,607 | $350K |
| Greenfield Savings Bank | 0.18% | Add +20.0% | 14,519 | $348K |
| Steele Capital Management, Inc. | 0.02% | Reduce -14.6% | 14,399 | $345K |
| Relative Value Partners Group, LLC | 0.02% | No change | 14,036 | $336K |
| Mascoma Wealth Management LLC | 0.09% | Reduce -9.7% | 13,646 | $327K |
| Independent Financial Group, LLC | 0.01% | New | 13,566 | $325K |
| Commonwealth Financial Services, LLC | 0.08% | No change | 13,424 | $320K |
| StoneX Group Inc. | 0.03% | Add +44.7% | 13,227 | $317K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.2% | 13,159 | $315K |
| Two Sigma Securities, LLC | 0.02% | Add +28.7% | 12,977 | $311K |
| GeoWealth Management, LLC | 0.01% | New | 12,657 | $303K |
| Cyndeo Wealth Partners, LLC | 0.03% | New | 12,647 | $303K |
| Cedar Brook Financial Partners, LLC | 0.06% | Add +0.7% | 12,109 | $290K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -21.7% | 11,936 | $286K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.7% | 11,789 | $282K |
| Claro Advisors Inc. | 0.05% | Reduce -1.4% | 11,690 | $280K |
| W.H. Cornerstone Investments Inc. | 0.20% | Reduce -21.4% | 11,549 | $276K |
| American National Bank & Trust Co. | 0.06% | — | 11,270 | $270K |
| NewEdge Wealth, LLC | 0.01% | Reduce -18.6% | 11,120 | $266K |
| Strategic Financial Concepts, LLC | 0.06% | Add +3.5% | 11,064 | $265K |
| Baron Silver Stevens Financial Advisors, LLC | 0.05% | Reduce -8.7% | 10,997 | $263K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.8% | 10,952 | $262K |
| Oliver Lagore Vanvalin Investment Group | 0.08% | Add +1449.5% | 10,583 | $253K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -58.7% | 10,446 | $250K |
| Summit Asset Management, LLC | 0.03% | Add +16.2% | 9,878 | $236K |
| Black Cypress Capital Management, LLC | 0.21% | — | 9,545 | $229K |
| Cary Street Partners Asset Management LLC | 0.04% | Reduce -35.6% | 9,519 | $228K |
| Benjamin Edwards Inc. | 0.04% | Reduce -86.4% | 9,143 | $219K |
| Cresset Asset Management, LLC | 0.00% | New | 9,038 | $216K |
| CFS Investment Advisory Services, LLC | 0.04% | Reduce -46.6% | 8,816 | $211K |
| Laurel Wealth Advisors LLC | 0.04% | Reduce -11.1% | 8,800 | $211K |
| G&S Capital LLC | 0.09% | Add +0.7% | 8,755 | $210K |
| Insight 2811, Inc. | 0.11% | Reduce -61.1% | 8,661 | $207K |
| Northwest Wealth Management, LLC | 0.06% | New | 8,553 | $205K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -96.4% | 8,406 | $201K |
| Glenview Trust Co | 0.00% | No change | 8,400 | $201K |
| Pineridge Advisors LLC | 0.07% | No change | 8,385 | $201K |
| Global Assets Advisory, LLC | 0.11% | New | 7,998 | $188K |
| Comerica Bank | 0.00% | Add +0.7% | 7,257 | $174K |
| Templeton & Phillips Capital Management, LLC | 0.16% | No change | 7,200 | $172K |
| Arcadia Investment Management Corp. | 0.03% | No change | 6,500 | $156K |
| Princeton Global Asset Management LLC | 0.04% | Add +59.6% | 6,354 | $152K |
| CoreCap Advisors, LLC | 0.01% | New | 5,546 | $133K |
| Private Capital Management LLC | 0.03% | New | 5,485 | $131K |
| Balentine LLC | 0.00% | New | 5,441 | $130K |
| Spire Wealth Management | 0.00% | Add +224.1% | 4,538 | $109K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 3,978 | $95K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.3% | 3,795 | $91K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 3,176 | $76K |
| Crewe Advisors LLC | 0.01% | No change | 3,070 | $73K |
| Colonial Trust Co / SC | 0.01% | No change | 3,067 | $73K |
| WASHINGTON TRUST Co | 0.00% | New | 3,000 | $72K |
| CVA Family Office, LLC | 0.01% | No change | 2,940 | $70K |
| Bogart Wealth, LLC | 0.00% | Reduce -2.4% | 2,805 | $67K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 2,780 | $67K |
| Caldwell Trust Co | 0.01% | New | 2,500 | $60K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,500 | $60K |
| Woodmont Investment Counsel LLC | 0.01% | New | 2,500 | $60K |
| United Community Bank | 0.02% | New | 1,996 | $48K |
| Capital Analysts, LLC | 0.00% | No change | 1,897 | $45K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,750 | $42K |
| West Branch Capital LLC | 0.01% | No change | 1,500 | $36K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 1,471 | $35K |
| Robbins Farley | 0.02% | No change | 1,335 | $32K |
| Access Investment Management LLC | 0.01% | New | 1,010 | $24K |
| Glen Eagle Advisors, LLC | 0.00% | New | 965 | $23K |
| Adirondack Trust Co. | 0.01% | No change | 718 | $17K |
| First PREMIER Bank | 0.00% | Add +11.0% | 666 | $16K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.7% | 589 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 426 | $10K |
| Penserra Capital Management LLC | 0.00% | Add +3.5% | 321 | $7K |
| Evergreen Private Wealth LLC | 0.00% | Reduce -99.8% | 288 | $7K |
| AllSquare Wealth Management LLC | 0.00% | No change | 210 | $5K |
| Evermay Wealth Management LLC | 0.00% | Reduce -93.7% | 205 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 194 | $5K |
| Key Financial Inc | 0.00% | No change | 168 | $4K |
| Assetmark, Inc. | 0.00% | New | 155 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | New | 51 | $1K |
| Nemes Rush Group LLC | 0.00% | No change | 46 | $1K |
| FMR LLC | 0.00% | Add +5.3% | 20 | $479 |
"% 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.