iShares Ibonds Dec 2024 TermIBTEETF
13F holders, Q3 2024 (September 30)285holders −5
16new positions
24sold out
2famous investors
$24.31avg. 13F price*
At the end of Q3 2024, 285 institutions reported holding iShares Ibonds Dec 2024 Term (IBTE) in their 13F filings, down 5 from Q2 2024. 16 opened new positions and 24 sold out. The largest holders were Bank of America Corp. ($119.7M), HM Payson & Co. ($89.7M) and Captrust Financial Advisors ($84.1M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $11.0M |
| Exits | 24 | $57.0M |
All 13F filers, Q2 2024 → Q3 2024: 1,605,457 shares bought and 31,823,674 shares sold, net −30,218,217 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 285 holders
| Bank of America Corp. | 0.01% | Reduce -4.9% | 4,985,855 | $119.7M |
| HM Payson & Co. | 1.54% | Reduce -4.8% | 3,738,458 | $89.7M |
| Captrust Financial Advisors | 0.25% | Reduce -85.3% | 3,502,931 | $84.1M |
| Morgan Stanley | 0.01% | Reduce -4.8% | 3,483,427 | $83.6M |
| Hills Bank & Trust Co | 3.53% | Reduce -2.7% | 1,945,160 | $46.7M |
| LPL Financial LLC | 0.02% | Reduce -11.0% | 1,892,554 | $45.4M |
| Wells Fargo & Company | 0.01% | Reduce -21.0% | 1,750,698 | $42.0M |
| NewEdge Advisors, LLC | 0.24% | Add +2.3% | 1,565,798 | $37.6M |
| Renaissance Technologies | 0.06% | Reduce -0.2% | 1,551,571 | $37.2M |
| UBS Group AG | 0.01% | Reduce -31.6% | 1,328,892 | $31.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.66% | Reduce -6.2% | 1,198,830 | $28.8M |
| Capital Investment Advisors, LLC | 0.54% | Reduce -11.1% | 1,099,857 | $26.4M |
| First Western Trust Bank | 1.13% | Reduce -22.6% | 1,051,583 | $25.2M |
| Connecticut Wealth Management, LLC | 1.05% | Add +4.1% | 905,926 | $21.7M |
| Campbell Wealth Management | 1.93% | Add +4.1% | 901,164 | $21.6M |
| Thrivent Financial for Lutherans | 0.04% | Add +5.4% | 870,916 | $20.9M |
| Scissortail Wealth Management, LLC | 4.44% | Reduce -99.9% | 563 | $18.3M |
| Integrated Wealth Concepts LLC | 0.22% | Reduce -14.5% | 756,554 | $18.2M |
| Horizon Advisory Services, Inc. | 7.92% | Add +2.1% | 723,427 | $17.4M |
| Delta Wealth Advisors LLC | 15.74% | Reduce -0.6% | 684,675 | $16.4M |
| MV Capital Management, Inc. | 1.67% | Reduce -24.1% | 657,419 | $15.8M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -24.7% | 656,966 | $15.8M |
| Denver PWM, LLC | 5.94% | Add +2.0% | 651,227 | $15.6M |
| Osaic Holdings, Inc. | 0.03% | Reduce -12.8% | 643,678 | $15.5M |
| Stratos Wealth Advisors, LLC | 0.66% | Reduce -20.1% | 598,727 | $14.4M |
| Mesirow Financial Investment Management, Inc. | 0.27% | Reduce -1.2% | 570,644 | $13.7M |
| Oppenheimer Asset Management Inc. | 0.15% | Reduce -1.5% | 513,961 | $12.3M |
| Asset Dedication, LLC | 0.82% | Reduce -0.0% | 508,261 | $12.2M |
| Krilogy Financial LLC | 0.83% | Add +5.2% | 504,830 | $12.1M |
| CENTRAL TRUST Co | 0.28% | Reduce -5.6% | 502,724 | $12.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.9% | 497,623 | $11.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.4% | 480,055 | $11.5M |
| Raymond James & Associates | 0.01% | Reduce -8.6% | 475,208 | $11.4M |
| Sound View Wealth Advisors Group, LLC | 0.83% | Add +14.4% | 424,207 | $10.2M |
| HighTower Advisors, LLC | 0.01% | Add +0.3% | 422,909 | $10.1M |
| Brookstone Capital Management | 0.15% | Reduce -3.9% | 418,447 | $10.0M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -7.2% | 399,950 | $9.6M |
| MKT Advisors LLC | 4.11% | Add +10.6% | 367,015 | $8.8M |
| Flow Traders U.S. LLC | 0.44% | Add +1030.8% | 358,600 | $8.6M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +8.6% | 355,594 | $8.5M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -6.8% | 348,927 | $8.4M |
| Stephens Consulting, LLC | 2.14% | Reduce -1.1% | 346,961 | $8.3M |
| Baker Ellis Asset Management LLC | 1.17% | Reduce -13.6% | 343,389 | $8.2M |
| Royal Bank of Canada | 0.00% | Reduce -9.1% | 329,671 | $7.9M |
| Lido Advisors, LLC | 0.06% | Reduce -8.2% | 326,628 | $7.8M |
| Sanctuary Advisors, LLC | 0.05% | Add +5.9% | 320,517 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -58.8% | 317,873 | $7.6M |
| Faithward Advisors, LLC | 1.31% | Reduce -9.2% | 313,347 | $7.5M |
| Avantax Planning Partners, Inc. | 0.25% | Reduce -0.9% | 288,678 | $6.9M |
| PSI Advisors, LLC | 2.03% | Add +2.2% | 288,235 | $6.9M |
| Mariner, LLC | 0.01% | Add +3.8% | 286,558 | $6.9M |
| IFP Advisors, Inc | 0.25% | Reduce -8.4% | 283,841 | $6.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -63.0% | 276,866 | $6.6M |
| Keeler Thomas Management LLC | 1.98% | Reduce -3.6% | 260,980 | $6.3M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +0.6% | 239,092 | $5.7M |
| Baird Financial Group, Inc. | 0.01% | Add +2.3% | 232,672 | $5.6M |
| Stifel Financial Corp. | 0.01% | Add +1.1% | 228,881 | $5.5M |
| Carnegie Investment Counsel | 0.16% | Reduce -10.9% | 222,544 | $5.3M |
| Trinity Wealth Management, LLC | 2.43% | Reduce -45.6% | 221,183 | $5.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -62.1% | 220,456 | $5.3M |
| Essential Planning, LLC. | 2.10% | Reduce -3.7% | 213,736 | $5.1M |
| Gradient Investments LLC | 0.11% | Reduce -8.9% | 210,285 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Add +90.3% | 207,181 | $5.0M |
| Cetera Investment Advisers | 0.01% | Reduce -18.7% | 206,078 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.5% | 202,536 | $4.9M |
| Strategic Blueprint, LLC | 0.30% | Reduce -15.7% | 199,232 | $4.8M |
| IFG Advisory, LLC | 0.30% | Add +6.6% | 196,296 | $4.7M |
| Pacific Sage Partners, LLC | 1.12% | Add +4.1% | 195,890 | $4.7M |
| Creative Planning | 0.00% | Reduce -18.8% | 187,477 | $4.5M |
| KOM Wealth Management Group, LLC | 3.64% | Reduce -17.2% | 181,869 | $4.4M |
| Atlantic Private Wealth, LLC | 3.17% | Reduce -0.7% | 174,333 | $4.2M |
| Citadel Advisors | 0.00% | New | 170,358 | $4.1M |
| Archer Investment Corp | 1.05% | Reduce -1.8% | 162,019 | $3.9M |
| Fullcircle Wealth LLC | 1.73% | Add +1.6% | 161,180 | $3.9M |
| HRT Financial LP | 0.02% | New | 160,322 | $3.8M |
| 4J Wealth Management LLC | 2.96% | Reduce -1.1% | 159,235 | $3.8M |
| Leavell Investment Management, Inc. | 0.19% | Reduce -19.0% | 157,421 | $3.8M |
| CreativeOne Wealth, LLC | 0.12% | Add +40.6% | 151,947 | $3.6M |
| Lunt Capital Management, Inc. | 1.70% | Reduce -3.1% | 151,420 | $3.6M |
| MML Investors Services, LLC | 0.01% | Add +1.5% | 138,033 | $3.3M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -15.2% | 131,295 | $3.2M |
| Cwm, LLC | 0.01% | Reduce -5.4% | 127,765 | $3.1M |
| Montag A & Associates Inc. | 0.14% | Reduce 0.0% | 124,411 | $3.0M |
| Probity Advisors, Inc. | 0.57% | Add +9.0% | 123,575 | $3.0M |
| Focus Partners Wealth | 0.01% | Reduce -80.3% | 119,352 | $2.9M |
| Black Swift Group, LLC | 0.63% | Reduce -15.5% | 118,430 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -31.4% | 117,673 | $2.8M |
| Equitable Holdings, Inc. | 0.03% | Reduce -89.0% | 115,372 | $2.8M |
| Park Avenue Securities LLC | 0.03% | Reduce -15.1% | 111,195 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -41.2% | 109,451 | $2.6M |
| Evexia Wealth LLC | 0.88% | Add +17.0% | 104,071 | $2.5M |
| Beacon Financial Group | 0.27% | Reduce -5.3% | 101,694 | $2.4M |
| Asset Advisors Investment Management, LLC | 0.25% | Add +77.7% | 98,290 | $2.4M |
| Valmark Advisers, Inc. | 0.04% | Add +21.6% | 96,971 | $2.3M |
| Allworth Financial LP | 0.01% | Reduce -22.4% | 94,205 | $2.3M |
| Lokken Investment Group LLC | 0.91% | Add +1.5% | 91,265 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +0.3% | 90,922 | $2.2M |
| Gould Asset Management LLC | 0.43% | Add +0.1% | 82,791 | $2.0M |
| Endowment Wealth Management, Inc. | 1.31% | Reduce -2.6% | 82,714 | $2.0M |
| Safeguard Financial, LLC | 0.46% | Add +0.6% | 80,568 | $1.9M |
"% 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.