iShares Ibonds Dec 2024 TermIBTEETF
13F holders, Q2 2024 (June 30)290holders −2
23new positions
27sold out
1famous investor
$23.97avg. 13F price*
At the end of Q2 2024, 290 institutions reported holding iShares Ibonds Dec 2024 Term (IBTE) in their 13F filings, down 2 from Q1 2024. 23 opened new positions and 27 sold out. The largest holders were Captrust Financial Advisors ($572.1M), Bank of America Corp. ($125.7M) and HM Payson & Co. ($94.2M). One famous investor held it Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $37.2M |
| Exits | 27 | $17.2M |
All 13F filers, Q1 2024 → Q2 2024: 7,311,234 shares bought and 7,962,253 shares sold, net −651,019 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 290 holders
| Captrust Financial Advisors | 1.84% | Add +11.3% | 23,856,958 | $572.1M |
| Bank of America Corp. | 0.01% | Reduce -2.0% | 5,243,387 | $125.7M |
| HM Payson & Co. | 1.71% | Add +7.2% | 3,927,696 | $94.2M |
| Morgan Stanley | 0.01% | Add +7.7% | 3,659,108 | $87.7M |
| Wells Fargo & Company | 0.01% | Add +5.5% | 2,216,722 | $53.2M |
| LPL Financial LLC | 0.03% | Add +1.1% | 2,127,474 | $51.0M |
| Hills Bank & Trust Co | 3.88% | Add +3.9% | 1,998,580 | $47.9M |
| UBS Group AG | 0.01% | Reduce -18.1% | 1,944,163 | $46.6M |
| Renaissance Technologies | 0.06% | Reduce -13.8% | 1,554,744 | $37.3M |
| NewEdge Advisors, LLC | 0.27% | Add +1.8% | 1,530,228 | $36.7M |
| First Western Trust Bank | 1.55% | Add +10.6% | 1,358,337 | $32.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.66% | Add +7.0% | 1,277,845 | $30.6M |
| Capital Investment Advisors, LLC | 0.67% | Reduce -0.6% | 1,237,045 | $29.7M |
| Equitable Holdings, Inc. | 0.26% | Add +7.0% | 1,044,020 | $25.0M |
| Financial Strategies Group, Inc. | 5.47% | Reduce -0.7% | 909,284 | $21.7M |
| Integrated Wealth Concepts LLC | 0.29% | Add +1.7% | 884,412 | $21.2M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -15.4% | 872,137 | $20.9M |
| Connecticut Wealth Management, LLC | 1.08% | Add +11.4% | 870,387 | $20.9M |
| MV Capital Management, Inc. | 2.34% | Reduce -0.3% | 866,339 | $20.8M |
| Campbell Wealth Management | 6.70% | Add +4.7% | 865,768 | $20.8M |
| Thrivent Financial for Lutherans | 0.04% | Add +7.2% | 826,302 | $19.8M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -2.1% | 770,989 | $18.5M |
| Stratos Wealth Advisors, LLC | 0.89% | Add +8808.9% | 748,882 | $18.0M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +4.0% | 747,588 | $17.9M |
| Osaic Holdings, Inc. | 0.04% | Add +16.3% | 737,817 | $17.7M |
| Horizon Advisory Services, Inc. | 8.13% | Add +3.3% | 708,356 | $17.0M |
| Baltimore-Washington Financial Advisors, Inc. | 0.98% | Add +1.8% | 696,864 | $16.7M |
| Delta Wealth Advisors LLC | 16.17% | Add +2.1% | 688,467 | $16.5M |
| Scissortail Wealth Management, LLC | 4.20% | Add +0.2% | 686,569 | $16.5M |
| Denver PWM, LLC | 6.11% | New | 638,378 | $15.3M |
| Focus Partners Wealth | 0.05% | Add +26.3% | 606,580 | $14.5M |
| Mesirow Financial Investment Management, Inc. | 0.31% | Reduce -7.9% | 577,809 | $13.9M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -19.6% | 582,471 | $12.8M |
| CENTRAL TRUST Co | 0.31% | Add +5.8% | 532,445 | $12.8M |
| Oppenheimer Asset Management Inc. | 0.16% | Add +9.8% | 521,755 | $12.5M |
| Raymond James & Associates | 0.01% | Add +2.6% | 519,901 | $12.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.7% | 517,990 | $12.4M |
| Asset Dedication, LLC | 0.85% | New | 508,435 | $12.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -58.2% | 486,678 | $11.7M |
| Krilogy Financial LLC | 0.85% | Add +5.5% | 479,698 | $11.5M |
| Brookstone Capital Management | 0.17% | Reduce -0.2% | 435,218 | $10.4M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +2.6% | 430,889 | $10.3M |
| HighTower Advisors, LLC | 0.02% | Add +1.0% | 421,701 | $10.1M |
| Atlantic Union Bankshares Corp | 0.62% | Add +21.0% | 412,620 | $9.9M |
| Trinity Wealth Management, LLC | 4.86% | Add +4.2% | 406,275 | $9.7M |
| Baker Ellis Asset Management LLC | 1.44% | Reduce -2.8% | 397,567 | $9.5M |
| Kestra Advisory Services, LLC | 0.05% | Add +12.6% | 374,420 | $9.0M |
| Sound View Wealth Advisors Group, LLC | 0.92% | Add +6.9% | 370,695 | $8.9M |
| Royal Bank of Canada | 0.00% | Reduce -70.8% | 362,833 | $8.7M |
| Lido Advisors, LLC | 0.07% | Reduce -2.6% | 355,663 | $8.5M |
| Stephens Consulting, LLC | 2.40% | Reduce -1.3% | 350,819 | $8.4M |
| Faithward Advisors, LLC | 1.50% | Reduce -70.0% | 345,172 | $8.3M |
| Truist Financial Corp. | 0.01% | Add +11.6% | 340,775 | $8.2M |
| MKT Advisors LLC | 3.95% | Add +24.3% | 331,864 | $7.9M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -16.0% | 327,337 | $7.8M |
| IFP Advisors, Inc | 0.29% | Reduce -14.8% | 309,738 | $7.4M |
| Sanctuary Advisors, LLC | 0.05% | — | 302,636 | $7.2M |
| Avantax Planning Partners, Inc. | 0.22% | Add +6.8% | 291,350 | $7.0M |
| PSI Advisors, LLC | 2.14% | Add +70.4% | 282,062 | $6.8M |
| Mariner, LLC | 0.01% | Reduce -58.8% | 276,085 | $6.6M |
| Keeler Thomas Management LLC | 2.21% | Add +0.6% | 270,744 | $6.5M |
| Cetera Investment Advisers | 0.01% | Reduce -29.3% | 253,612 | $6.1M |
| Carnegie Investment Counsel | 0.19% | Reduce -13.3% | 249,791 | $6.0M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +26.8% | 237,756 | $5.7M |
| Strategic Blueprint, LLC | 0.39% | Reduce -19.1% | 236,400 | $5.7M |
| Creative Planning | 0.01% | Reduce -20.5% | 230,997 | $5.5M |
| Gradient Investments LLC | 0.12% | Reduce -8.8% | 230,742 | $5.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -5.9% | 227,353 | $5.5M |
| Stifel Financial Corp. | 0.01% | Reduce -54.8% | 226,368 | $5.4M |
| Essential Planning, LLC. | 2.34% | Add +8.6% | 221,873 | $5.3M |
| KOM Wealth Management Group, LLC | 4.92% | Add +8.4% | 219,561 | $5.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.8% | 201,582 | $4.8M |
| D.A. Davidson & Co. | 0.04% | Reduce -16.7% | 199,164 | $4.8M |
| Leavell Investment Management, Inc. | 0.26% | Reduce -0.3% | 194,398 | $4.7M |
| OneAscent Financial Services LLC | 0.63% | Reduce -11.9% | 188,412 | $4.5M |
| Pacific Sage Partners, LLC | 1.12% | Reduce -4.2% | 188,173 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -40.5% | 186,163 | $4.5M |
| IFG Advisory, LLC | 0.28% | Reduce -14.3% | 184,066 | $4.4M |
| Atlantic Private Wealth, LLC | 3.43% | Reduce -24.3% | 175,616 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -51.9% | 171,435 | $4.1M |
| Archer Investment Corp | 1.16% | Add +2.8% | 165,054 | $4.0M |
| 4J Wealth Management LLC | 3.19% | Add +0.7% | 160,922 | $3.9M |
| Fullcircle Wealth LLC | 1.86% | — | 158,720 | $3.8M |
| Lunt Capital Management, Inc. | 1.85% | Reduce -30.6% | 156,198 | $3.7M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -1.0% | 154,866 | $3.7M |
| Black Swift Group, LLC | 0.78% | Add +149.3% | 140,155 | $3.4M |
| MML Investors Services, LLC | 0.01% | Reduce -13.5% | 136,052 | $3.3M |
| Cwm, LLC | 0.02% | Reduce -3.2% | 135,117 | $3.2M |
| Park Avenue Securities LLC | 0.04% | Reduce -3.7% | 130,989 | $3.1M |
| Accretive Wealth Partners, LLC | 1.30% | Add +1.0% | 129,600 | $3.1M |
| Montag A & Associates Inc. | 0.15% | No change | 124,412 | $3.0M |
| Jane Street Group, LLC | 0.00% | New | 122,861 | $2.9M |
| Allworth Financial LP | 0.02% | Add +6.3% | 121,338 | $2.9M |
| Probity Advisors, Inc. | 0.56% | Add +9.6% | 113,358 | $2.7M |
| Leo Wealth, LLC | 0.27% | Add +3.2% | 111,597 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +301.3% | 108,852 | $2.6M |
| CreativeOne Wealth, LLC | 0.13% | Add +0.2% | 108,057 | $2.6M |
| Beacon Financial Group | 0.29% | Reduce -2.9% | 107,386 | $2.6M |
| Boston Family Office LLC | 0.18% | Reduce -3.2% | 104,040 | $2.5M |
| Wolf Group Capital Advisors | 0.96% | New | 101,272 | $2.4M |
"% 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.