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 |
| Phillips Financial Management, LLC | 0.15% | Add +1.1% | 80,145 | $1.9M |
| Country Club Bank | 0.13% | Add +3.8% | 79,151 | $1.9M |
| Stockman Wealth Management, Inc. | 0.29% | Reduce -7.1% | 77,999 | $1.9M |
| Portland Global Advisors LLC | 0.22% | Add +17.3% | 73,383 | $1.8M |
| Associated Banc-Corp | 0.05% | Reduce -2.2% | 72,385 | $1.7M |
| Money Concepts Capital Corp. | 0.13% | Reduce -14.5% | 71,863 | $1.7M |
| Boston Family Office LLC | 0.12% | Reduce -31.6% | 71,139 | $1.7M |
| AE Wealth Management LLC | 0.02% | Reduce -3.9% | 70,902 | $1.7M |
| Cooper Financial Group | 0.22% | Reduce -9.0% | 69,882 | $1.7M |
| Leo Wealth, LLC | 0.15% | Reduce -38.3% | 68,904 | $1.7M |
| Howland Capital Management LLC | 0.07% | Add +6.9% | 67,726 | $1.6M |
| Belpointe Asset Management LLC | 0.10% | Add +85.2% | 67,189 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -7.3% | 66,331 | $1.6M |
| Cherry Tree Wealth Management, LLC | 0.37% | Reduce -4.3% | 64,550 | $1.5M |
| Advisory Research Inc. | 0.27% | No change | 64,180 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.26% | Add +1.2% | 62,488 | $1.5M |
| Eldridge Investment Advisors, Inc. | 0.35% | Reduce -0.5% | 62,298 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +257.9% | 61,707 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -8.2% | 58,932 | $1.4M |
| Journey Advisory Group, LLC | 0.16% | No change | 54,778 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -42.3% | 54,419 | $1.3M |
| Compound Planning, Inc. | 0.08% | Add +55.1% | 53,011 | $1.3M |
| Advance Capital Management, Inc. | 0.05% | Add +0.8% | 51,459 | $1.2M |
| Resonant Capital Advisors, LLC | 0.09% | No change | 51,441 | $1.2M |
| Summit Wealth Partners, LLC | 0.23% | Reduce -4.7% | 49,672 | $1.2M |
| Old Port Advisors | 0.33% | Reduce -6.6% | 49,528 | $1.2M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -25.8% | 48,374 | $1.2M |
| Schmidt P J Investment Management Inc. | 0.20% | Reduce -6.3% | 47,982 | $1.2M |
| Montecito Bank & Trust | 0.19% | No change | 46,649 | $1.1M |
| Chatham Capital Group, Inc. | 0.18% | Reduce -35.1% | 45,650 | $1.1M |
| Austin Private Wealth, LLC | 0.11% | Reduce -8.8% | 45,310 | $1.1M |
| Klaas Financial Asset Advisors, LLC | 0.19% | Reduce -24.7% | 44,681 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +31.3% | 44,636 | $1.1M |
| Crestmont Private Wealth LLC | 0.46% | Add +2.3% | 44,204 | $1.1M |
| Cambridge Financial Group, LLC | 0.43% | Add +51.2% | 43,324 | $1.0M |
| Parkside Financial Bank & Trust | 0.14% | Add +0.2% | 42,845 | $1.0M |
| Reliant Wealth Planning | 0.44% | Reduce -32.8% | 42,698 | $1.0M |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 42,400 | $1.0M |
| Snowden Capital Advisors LLC | 0.03% | Add +29.8% | 42,181 | $1.0M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -1.7% | 40,238 | $966K |
| Regal Investment Advisors LLC | 0.07% | Reduce -4.2% | 39,854 | $956K |
| Midwest Professional Planners, LTD. | 0.29% | Add +26.1% | 39,600 | $950K |
| Crew Capital Management, Ltd | 0.74% | Reduce -16.7% | 38,641 | $927K |
| Ameritas Advisory Services, LLC | 0.04% | Add +11.8% | 37,610 | $903K |
| True Link Financial Advisors, LLC | 0.08% | Reduce -50.2% | 37,600 | $902K |
| D.A. Davidson & Co. | 0.01% | Reduce -81.5% | 36,743 | $882K |
| Wealth Advisory Solutions, LLC | 0.23% | Add +1.4% | 35,318 | $848K |
| Accretive Wealth Partners, LLC | 0.34% | Reduce -73.9% | 33,849 | $812K |
| Beacon Financial Planning, Inc. | 0.48% | Add +7.4% | 32,703 | $785K |
| Bailard, Inc. | 0.02% | Reduce -36.1% | 32,655 | $784K |
| Fairhaven Wealth Management, LLC | 0.23% | Add +10.8% | 31,586 | $758K |
| Consolidated Portfolio Review Corp | 0.17% | Add +4.4% | 31,055 | $745K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +19.2% | 30,220 | $725K |
| Arkadios Wealth Advisors | 0.04% | Add +0.8% | 30,119 | $723K |
| Sigma Planning Corp | 0.02% | Reduce -17.7% | 28,173 | $676K |
| Savant Capital, LLC | 0.01% | New | 28,047 | $673K |
| Horizons Wealth Management | 0.52% | Reduce -1.0% | 28,008 | $672K |
| Jane Street Group, LLC | 0.00% | Reduce -78.3% | 26,636 | $639K |
| United Capital Financial Advisors, LLC | 0.01% | Add +14.4% | 26,475 | $635K |
| Greater Midwest Financial Group, LLC | 0.37% | Reduce -3.6% | 26,055 | $625K |
| BCS Wealth Management | 0.26% | No change | 25,634 | $615K |
| RVW Wealth, LLC | 0.06% | New | 25,565 | $614K |
| Global Retirement Partners, LLC | 0.02% | Add +0.6% | 25,199 | $605K |
| Geneos Wealth Management Inc. | 0.02% | Add +1.3% | 24,537 | $589K |
| Roberts Financial Services LLC | 0.10% | No change | 22,845 | $548K |
| Koss-Olinger Consulting, LLC | 0.05% | Add +4.3% | 22,129 | $531K |
| Barrett & Company, Inc. | 0.23% | Add +0.3% | 21,989 | $528K |
| Cibc World Market Inc. | 0.00% | No change | 21,950 | $527K |
| Granite Harbor Advisors, Inc. | 0.31% | Add +4.9% | 21,765 | $522K |
| Compass Ion Advisors, LLC | 0.06% | Reduce -22.7% | 21,731 | $522K |
| Raymond James Trust N.A. | 0.01% | Reduce -28.7% | 21,361 | $513K |
| Atwater Malick LLC | 0.16% | Reduce -12.8% | 20,443 | $491K |
| StoneX Group Inc. | 0.04% | Add +125.5% | 20,287 | $487K |
| WESPAC Advisors, LLC | 0.35% | No change | 19,900 | $478K |
| Madden Advisory Services, Inc. | 0.22% | Add +5.4% | 19,808 | $475K |
| Foundry Financial Group, Inc. | 0.29% | Reduce -28.4% | 19,508 | $468K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -2.6% | 19,452 | $467K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +0.6% | 19,393 | $465K |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -95.3% | 19,244 | $462K |
| Advisory Services Network, LLC | 0.01% | No change | 19,234 | $461K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 18,935 | $454K |
| Signature Wealth Management Group | 0.18% | Reduce -0.9% | 18,724 | $449K |
| American Planning Services, Inc. | 0.33% | Reduce -0.5% | 17,349 | $416K |
| Straight Path Wealth Management | 0.18% | Reduce -5.0% | 17,348 | $416K |
| REDW Wealth LLC | 0.11% | Reduce -1.2% | 17,255 | $414K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -47.8% | 16,881 | $405K |
| James Investment Research, Inc. | 0.05% | No change | 16,775 | $403K |
| Commerce Bank | 0.00% | New | 16,471 | $395K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -16.9% | 16,340 | $392K |
| Independent Financial Group, LLC | 0.01% | No change | 16,214 | $389K |
| Granite Bay Wealth Management, LLC | 0.22% | Reduce -36.8% | 16,000 | $384K |
| Private Trust Co. NA | 0.04% | Reduce -20.4% | 15,594 | $374K |
| Greenfield Savings Bank | 0.17% | Reduce -4.1% | 15,148 | $364K |
| Apollon Wealth Management, LLC | 0.01% | Add +23.3% | 14,711 | $353K |
| Apella Capital, LLC | 0.01% | Add +0.8% | 14,622 | $349K |
| McCarthy & Cox | 0.13% | Add +0.0% | 14,382 | $345K |
| Steele Capital Management, Inc. | 0.02% | Reduce -0.6% | 14,316 | $344K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.3% | 14,308 | $343K |
| Cross Staff Investments Inc | 0.26% | Reduce -22.4% | 14,185 | $340K |
| Simplicity Wealth,LLC | 0.03% | Reduce -36.7% | 14,139 | $339K |
| Commonwealth Financial Services, LLC | 0.07% | No change | 13,924 | $333K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.3% | 13,229 | $317K |
| Principal Securities, Inc. | 0.01% | Reduce -7.3% | 12,781 | $307K |
| Old Second National Bank of Aurora | 0.07% | No change | 12,670 | $304K |
| Two Sigma Securities, LLC | 0.02% | Reduce -29.7% | 12,477 | $299K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.2% | 12,402 | $298K |
| Claro Advisors Inc. | 0.04% | Add +1.2% | 11,967 | $287K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.6% | 11,844 | $284K |
| Northwest Wealth Management, LLC | 0.06% | Reduce -1.8% | 11,565 | $278K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 11,565 | $278K |
| Baron Silver Stevens Financial Advisors, LLC | 0.05% | Add +1.2% | 11,263 | $270K |
| Alterna Wealth Management, Inc. | 0.24% | Reduce -43.4% | 11,115 | $267K |
| Conrad Siegel Investment Advisors, Inc. | 0.07% | Reduce -56.1% | 10,703 | $257K |
| Empower Advisory Group, LLC | 0.00% | No change | 10,464 | $251K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +18.9% | 10,459 | $251K |
| American Trust | 0.02% | New | 10,436 | $250K |
| OneDigital Investment Advisors LLC | 0.00% | Add +2.7% | 9,994 | $240K |
| Atria Investments, Inc | 0.00% | New | 9,988 | $240K |
| Element Wealth, LLC | 0.13% | Reduce -69.3% | 9,970 | $239K |
| Diversify Advisory Services, LLC | 0.01% | No change | 9,728 | $233K |
| Black Cypress Capital Management, LLC | 0.21% | Reduce -8.5% | 9,545 | $229K |
| Cary Street Partners Asset Management LLC | 0.03% | No change | 9,519 | $228K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 9,436 | $226K |
| Corient Private Wealth LP | 0.00% | New | 9,220 | $221K |
| G&S Capital LLC | 0.09% | Add +0.8% | 8,967 | $215K |
| Insight 2811, Inc. | 0.10% | No change | 8,661 | $208K |
| Lantz Financial LLC | 0.06% | Reduce -90.9% | 8,605 | $207K |
| Pineridge Advisors LLC | 0.08% | Add +1.2% | 8,588 | $206K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -18.3% | 8,450 | $203K |
| Mascoma Wealth Management LLC | 0.05% | No change | 8,400 | $202K |
| Glenview Trust Co | 0.00% | No change | 8,400 | $202K |
| Elevate Wealth Advisory, Inc. | 0.15% | New | 8,370 | $201K |
| Strid Group, LLC | 0.03% | Reduce -32.8% | 8,350 | $200K |
| Templeton & Phillips Capital Management, LLC | 0.13% | No change | 7,200 | $173K |
| Comerica Bank | 0.00% | Reduce -21.0% | 7,149 | $172K |
| Arcadia Investment Management Corp. | 0.03% | No change | 6,500 | $156K |
| Princeton Global Asset Management LLC | 0.03% | Add +0.6% | 6,427 | $154K |
| Laurel Wealth Advisors LLC | 0.02% | Reduce -13.9% | 6,200 | $149K |
| Balentine LLC | 0.01% | Add +1.2% | 5,530 | $133K |
| Private Capital Management LLC | 0.02% | No change | 5,485 | $132K |
| Blair William & Co. | 0.00% | No change | 5,151 | $124K |
| Eastern Bank | 0.00% | New | 4,508 | $108K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.6% | 3,836 | $92K |
| Crewe Advisors LLC | 0.01% | No change | 3,070 | $74K |
| Colonial Trust Co / SC | 0.01% | Reduce -2.4% | 3,004 | $72K |
| CVA Family Office, LLC | 0.01% | No change | 2,940 | $71K |
| Bogart Wealth, LLC | 0.00% | No change | 2,805 | $67K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -12.5% | 2,796 | $67K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 2,738 | $66K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,500 | $60K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -47.6% | 2,086 | $50K |
| United Community Bank | 0.02% | No change | 2,039 | $49K |
| Capital Analysts, LLC | 0.00% | No change | 1,897 | $46K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,750 | $42K |
| Kennebec Savings Bank | 0.04% | — | 1,713 | $41K |
| West Branch Capital LLC | 0.01% | No change | 1,500 | $36K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 1,471 | $35K |
| Washington Trust Advisors, Inc. | 0.00% | New | 1,423 | $34K |
| Spire Wealth Management | 0.00% | Reduce -69.2% | 1,400 | $34K |
| Robbins Farley | 0.02% | No change | 1,335 | $32K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | New | 1,170 | $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% | No change | 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 +1.3% | 604 | $14K |
| Mattson Financial Services, LLC | 0.01% | No change | 595 | $14K |
| Assetmark, Inc. | 0.00% | New | 447 | $11K |
| DT Investment Partners, LLC | 0.00% | New | 311 | $7K |
| Talon Private Wealth, LLC | 0.00% | — | 275 | $7K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 272 | $7K |
| JPMorgan Chase & Co. | 0.00% | Reduce -98.4% | 252 | $6K |
| AllSquare Wealth Management LLC | 0.00% | No change | 210 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 196 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 194 | $5K |
| Key Financial Inc | 0.00% | No change | 168 | $4K |
| Evergreen Private Wealth LLC | 0.00% | Reduce -56.1% | 127 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 100 | $2K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 94 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 51 | $1K |
| Nemes Rush Group LLC | 0.00% | Reduce -14.8% | 46 | $1K |
| Citigroup Inc. | 0.00% | Add +566.7% | 40 | $960 |
| FMR LLC | 0.00% | Add +100.0% | 2 | $48 |
| CoreCap Advisors, LLC | 0.00% | Reduce -99.9% | 1 | $23 |
"% 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.