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 |
| US Bancorp \de | 0.00% | Reduce -48.9% | 94,311 | $2.3M |
| Lantz Financial LLC | 0.70% | Add +0.3% | 94,138 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -10.9% | 90,611 | $2.2M |
| Lokken Investment Group LLC | 1.01% | Reduce -2.7% | 89,914 | $2.2M |
| Evexia Wealth LLC | 0.80% | Reduce -3.3% | 88,939 | $2.1M |
| Endowment Wealth Management, Inc. | 1.48% | Add +1.1% | 84,892 | $2.0M |
| Money Concepts Capital Corp. | 0.17% | Reduce -1.5% | 84,032 | $2.0M |
| Stockman Wealth Management, Inc. | 0.35% | Add +0.9% | 83,934 | $2.0M |
| Gould Asset Management LLC | 0.46% | Add +67.3% | 82,690 | $2.0M |
| Safeguard Financial, LLC | 0.53% | Reduce -10.8% | 80,122 | $1.9M |
| Valmark Advisers, Inc. | 0.03% | Add +18.4% | 79,749 | $1.9M |
| Phillips Financial Management, LLC | 0.16% | Reduce -20.1% | 79,288 | $1.9M |
| Cooper Financial Group | 0.27% | Add +0.9% | 76,814 | $1.8M |
| Country Club Bank | 0.13% | Reduce -38.2% | 76,235 | $1.8M |
| True Link Financial Advisors, LLC | 0.17% | Reduce -17.3% | 75,445 | $1.8M |
| Associated Banc-Corp | 0.06% | Reduce -2.5% | 74,039 | $1.8M |
| AE Wealth Management LLC | 0.02% | Reduce -56.8% | 73,806 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -11.7% | 71,545 | $1.7M |
| Chatham Capital Group, Inc. | 0.29% | Reduce -8.3% | 70,375 | $1.7M |
| Cherry Tree Wealth Management, LLC | 0.41% | Add +2.9% | 67,478 | $1.6M |
| Farther Finance Advisors, LLC | 0.08% | Add +16.5% | 65,206 | $1.6M |
| Advisory Research Inc. | 0.29% | No change | 64,180 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -8.2% | 64,158 | $1.5M |
| Reliant Wealth Planning | 0.70% | Add +72.4% | 63,574 | $1.5M |
| Howland Capital Management LLC | 0.07% | Reduce -2.1% | 63,341 | $1.5M |
| Eldridge Investment Advisors, Inc. | 0.38% | Reduce -66.8% | 62,618 | $1.5M |
| Portland Global Advisors LLC | 0.20% | Add +32.6% | 62,585 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.28% | Add +1.2% | 61,725 | $1.5M |
| Klaas Financial Asset Advisors, LLC | 0.26% | Add +17.8% | 59,307 | $1.4M |
| Asset Advisors Investment Management, LLC | 0.14% | Add +116.2% | 55,320 | $1.3M |
| Journey Advisory Group, LLC | 0.16% | Add +0.1% | 54,778 | $1.3M |
| Old Port Advisors | 0.38% | Reduce -19.9% | 53,005 | $1.3M |
| Summit Wealth Partners, LLC | 0.26% | Reduce -45.9% | 52,099 | $1.2M |
| Resonant Capital Advisors, LLC | 0.10% | Reduce -25.8% | 51,441 | $1.2M |
| Schmidt P J Investment Management Inc. | 0.22% | Reduce -9.8% | 51,223 | $1.2M |
| Bailard, Inc. | 0.03% | Reduce -34.6% | 51,072 | $1.2M |
| Advance Capital Management, Inc. | 0.06% | Reduce -1.9% | 51,036 | $1.2M |
| Austin Private Wealth, LLC | 0.13% | Add +22.7% | 49,677 | $1.2M |
| Montecito Bank & Trust | 0.23% | Add +1.0% | 46,649 | $1.1M |
| Crew Capital Management, Ltd | 0.89% | Reduce -23.2% | 46,367 | $1.1M |
| Crestmont Private Wealth LLC | 0.50% | Add +14.6% | 43,201 | $1.0M |
| Parkside Financial Bank & Trust | 0.16% | No change | 42,777 | $1.0M |
| Mill Creek Capital Advisors, LLC | 0.03% | No change | 42,400 | $1.0M |
| Regal Investment Advisors LLC | 0.07% | Reduce -2.6% | 41,578 | $997K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -11.7% | 40,919 | $981K |
| Belpointe Asset Management LLC | 0.06% | Reduce -92.5% | 36,284 | $870K |
| Wealth Advisory Solutions, LLC | 0.23% | Add +3.2% | 34,830 | $835K |
| Sigma Planning Corp | 0.03% | Reduce -57.5% | 34,237 | $821K |
| Compound Planning, Inc. | 0.06% | New | 34,179 | $820K |
| Cerity Partners LLC | 0.00% | Add +15.3% | 33,991 | $815K |
| Ameritas Advisory Services, LLC | 0.03% | Add +14.3% | 33,645 | $807K |
| Element Wealth, LLC | 0.44% | Reduce -29.0% | 32,514 | $780K |
| Snowden Capital Advisors LLC | 0.02% | Add +5.7% | 32,508 | $780K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -54.4% | 32,326 | $775K |
| Flow Traders U.S. LLC | 0.04% | Reduce -60.7% | 31,711 | $760K |
| Midwest Professional Planners, LTD. | 0.25% | Add +91.8% | 31,391 | $753K |
| Beacon Financial Planning, Inc. | 0.50% | Add +11.2% | 30,448 | $730K |
| Raymond James Trust N.A. | 0.02% | No change | 29,941 | $718K |
| Arkadios Wealth Advisors | 0.05% | New | 29,875 | $716K |
| Consolidated Portfolio Review Corp | 0.17% | Add +9.7% | 29,741 | $713K |
| Cambridge Financial Group, LLC | 0.31% | Add +11.5% | 28,660 | $687K |
| Fairhaven Wealth Management, LLC | 0.23% | Add +10.4% | 28,499 | $683K |
| Horizons Wealth Management | 0.54% | Reduce -26.0% | 28,284 | $677K |
| Compass Ion Advisors, LLC | 0.10% | No change | 28,098 | $673K |
| Foundry Financial Group, Inc. | 0.45% | Reduce -14.2% | 27,231 | $653K |
| Greater Midwest Financial Group, LLC | 0.41% | Reduce -3.3% | 27,023 | $647K |
| BCS Wealth Management | 0.30% | No change | 25,634 | $615K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +100.4% | 25,349 | $608K |
| Granite Bay Wealth Management, LLC | 0.33% | Reduce -49.6% | 25,300 | $607K |
| Global Retirement Partners, LLC | 0.02% | Add +0.6% | 25,040 | $600K |
| Conrad Siegel Investment Advisors, Inc. | 0.17% | Reduce -15.5% | 24,379 | $585K |
| Geneos Wealth Management Inc. | 0.03% | Add +5.3% | 24,228 | $581K |
| Atwater Malick LLC | 0.19% | Reduce -0.6% | 23,443 | $562K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -37.0% | 23,145 | $555K |
| Roberts Financial Services LLC | 0.11% | Reduce -6.8% | 22,845 | $548K |
| Simplicity Wealth,LLC | 0.01% | Reduce -56.5% | 22,322 | $535K |
| Cibc World Market Inc. | 0.00% | No change | 21,950 | $526K |
| Barrett & Company, Inc. | 0.24% | Add +0.3% | 21,923 | $526K |
| Koss-Olinger Consulting, LLC | 0.05% | New | 21,225 | $509K |
| Granite Harbor Advisors, Inc. | 0.32% | Add +2.0% | 20,744 | $497K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -16.2% | 19,973 | $479K |
| WESPAC Advisors, LLC | 0.37% | No change | 19,900 | $477K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -79.5% | 19,659 | $471K |
| Alterna Wealth Management, Inc. | 0.41% | Add +34.3% | 19,621 | $471K |
| Private Trust Co. NA | 0.05% | No change | 19,582 | $470K |
| Mattern Capital Management, LLC | 0.06% | No change | 19,499 | $468K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +10.3% | 19,282 | $462K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.1% | 19,234 | $461K |
| Focused Wealth Management, Inc | 0.07% | Add +3.6% | 19,154 | $459K |
| Signature Wealth Management Group | 0.20% | Add +1.2% | 18,891 | $453K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -24.9% | 18,935 | $453K |
| Madden Advisory Services, Inc. | 0.23% | Add +1.3% | 18,793 | $451K |
| Cross Staff Investments Inc | 0.37% | No change | 18,275 | $438K |
| Straight Path Wealth Management | 0.22% | Reduce -5.1% | 18,251 | $438K |
| International Assets Investment Management, LLC | 0.04% | No change | 17,875 | $429K |
| Two Sigma Securities, LLC | 0.02% | Add +36.8% | 17,750 | $426K |
| REDW Wealth LLC | 0.11% | Add +10.6% | 17,465 | $419K |
| American Planning Services, Inc. | 0.29% | Reduce -2.9% | 17,432 | $418K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -93.6% | 17,242 | $413K |
| James Investment Research, Inc. | 0.05% | No change | 16,775 | $402K |
| Independent Financial Group, LLC | 0.02% | Add +19.5% | 16,214 | $389K |
| Greenfield Savings Bank | 0.19% | Add +8.8% | 15,793 | $379K |
| JPMorgan Chase & Co. | 0.00% | Reduce -87.1% | 15,517 | $372K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 14,651 | $351K |
| Apella Capital, LLC | 0.02% | New | 14,500 | $347K |
| Steele Capital Management, Inc. | 0.02% | No change | 14,399 | $345K |
| McCarthy & Cox | 0.13% | Reduce -25.1% | 14,380 | $345K |
| Commonwealth Financial Services, LLC | 0.07% | Add +3.7% | 13,924 | $333K |
| Principal Securities, Inc. | 0.01% | Reduce -18.4% | 13,789 | $331K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.3% | 13,193 | $316K |
| Americana Partners, LLC | 0.02% | Reduce -94.7% | 12,863 | $308K |
| Silver Oak Securities, Incorporated | 0.05% | Add +22.2% | 12,765 | $306K |
| Old Second National Bank of Aurora | 0.08% | Reduce -15.2% | 12,670 | $304K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -32.5% | 12,488 | $299K |
| Strid Group, LLC | 0.05% | Reduce -33.4% | 12,431 | $298K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 12,250 | $294K |
| Avantax Advisory Services, Inc. | 0.00% | New | 12,035 | $289K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.2% | 11,927 | $286K |
| Claro Advisors Inc. | 0.04% | Add +1.2% | 11,827 | $284K |
| Northwest Wealth Management, LLC | 0.07% | Add +37.7% | 11,775 | $282K |
| Baron Silver Stevens Financial Advisors, LLC | 0.05% | Add +1.2% | 11,126 | $267K |
| NewEdge Wealth, LLC | 0.01% | Reduce -3.0% | 10,792 | $259K |
| Empower Advisory Group, LLC | 0.00% | New | 10,464 | $251K |
| Black Cypress Capital Management, LLC | 0.24% | Add +9.3% | 10,428 | $250K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -5.5% | 10,346 | $248K |
| Pittenger & Anderson Inc. | 0.01% | New | 9,905 | $238K |
| OneDigital Investment Advisors LLC | 0.00% | New | 9,728 | $233K |
| Diversify Advisory Services, LLC | 0.01% | New | 9,728 | $233K |
| IHT Wealth Management, LLC | 0.01% | Reduce -25.7% | 9,641 | $231K |
| Cary Street Partners Asset Management LLC | 0.03% | No change | 9,519 | $228K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -20.9% | 9,436 | $226K |
| Comerica Bank | 0.00% | Add +24.7% | 9,047 | $217K |
| StoneX Group Inc. | 0.02% | Reduce -32.0% | 8,995 | $216K |
| G&S Capital LLC | 0.09% | Add +1.6% | 8,893 | $213K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -0.3% | 8,794 | $211K |
| Insight 2811, Inc. | 0.11% | No change | 8,661 | $208K |
| Prosperity Planning, Inc. | 0.07% | New | 8,584 | $206K |
| Pineridge Advisors LLC | 0.07% | Add +1.2% | 8,483 | $203K |
| Mascoma Wealth Management LLC | 0.05% | Reduce -38.4% | 8,400 | $201K |
| Glenview Trust Co | 0.00% | No change | 8,400 | $201K |
| Templeton & Phillips Capital Management, LLC | 0.15% | No change | 7,200 | $173K |
| Laurel Wealth Advisors LLC | 0.03% | Reduce -18.2% | 7,200 | $173K |
| Arcadia Investment Management Corp. | 0.03% | No change | 6,500 | $156K |
| Princeton Global Asset Management LLC | 0.03% | Add +0.6% | 6,389 | $153K |
| Private Capital Management LLC | 0.03% | No change | 5,485 | $132K |
| Balentine LLC | 0.01% | Add +0.4% | 5,462 | $131K |
| Blair William & Co. | 0.00% | New | 5,151 | $124K |
| Spire Wealth Management | 0.00% | No change | 4,538 | $109K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 3,978 | $95K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.5% | 3,815 | $92K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -69.8% | 3,195 | $77K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 3,176 | $76K |
| Colonial Trust Co / SC | 0.01% | Add +0.4% | 3,078 | $74K |
| Crewe Advisors LLC | 0.01% | No change | 3,070 | $74K |
| WASHINGTON TRUST Co | 0.00% | No change | 3,000 | $72K |
| CVA Family Office, LLC | 0.01% | No change | 2,940 | $71K |
| Bogart Wealth, LLC | 0.00% | No change | 2,805 | $67K |
| Spectrum Wealth Counsel, LLC | 0.01% | Reduce -1.5% | 2,738 | $66K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,500 | $60K |
| United Community Bank | 0.02% | Add +2.1% | 2,039 | $49K |
| 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 |
| CoreCap Advisors, LLC | 0.00% | Reduce -77.4% | 1,251 | $30K |
| Brown Financial Advisors | 0.01% | — | 1,154 | $28K |
| Access Investment Management LLC | 0.01% | No change | 1,010 | $24K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 965 | $23K |
| Financial Management Professionals, Inc. | 0.00% | New | 936 | $22K |
| Adirondack Trust Co. | 0.01% | No change | 718 | $17K |
| First PREMIER Bank | 0.00% | No change | 666 | $16K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.2% | 596 | $14K |
| Mattson Financial Services, LLC | 0.01% | — | 595 | $14K |
| Penserra Capital Management LLC | 0.00% | Add +3.4% | 332 | $8K |
| Evergreen Private Wealth LLC | 0.00% | Add +0.3% | 289 | $7K |
| AllSquare Wealth Management LLC | 0.00% | No change | 210 | $5K |
| Tsfg, LLC | 0.00% | New | 210 | $5K |
| Evermay Wealth Management LLC | 0.00% | No change | 205 | $5K |
| St Germain D J Co. Inc. | 0.00% | New | 196 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 194 | $5K |
| Key Financial Inc | 0.00% | No change | 168 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 94 | $2K |
| American National Bank & Trust | 0.00% | New | 55 | $1K |
| Nemes Rush Group LLC | 0.00% | Add +17.4% | 54 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 51 | $1K |
| JDM Financial Group LLC | 0.00% | Reduce -99.9% | 27 | $640 |
| Redmont Wealth Advisors LLC | 0.00% | New | 21 | $504 |
| Citigroup Inc. | 0.00% | New | 6 | $144 |
| FMR LLC | 0.00% | Reduce -95.0% | 1 | $24 |
"% 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.