iShares Ibonds Dec 2027 TermIBTHETF
13F holders, Q1 2024 (March 31)156holders
1famous investor
$22.16avg. 13F price*
At the end of Q1 2024, 156 institutions reported holding iShares Ibonds Dec 2027 Term (IBTH) in their 13F filings. The largest holders were GLOBALT Investments LLC / GA ($71.6M), Morgan Stanley ($68.4M) and Confluence Investment Management LLC ($30.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2027 Term
- CUSIP
- 46436E841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $33.1M |
| Exits | 7 | $1.2M |
Ownership 156 holders
| GLOBALT Investments LLC / GA | 2.85% | Reduce -1.9% | 3,230,771 | $71.6M |
| Morgan Stanley | 0.01% | Add +2.6% | 3,085,418 | $68.4M |
| Confluence Investment Management LLC | 0.41% | Add +1.8% | 1,386,858 | $30.7M |
| NewEdge Advisors, LLC | 0.26% | Add +13.3% | 1,356,845 | $30.1M |
| Bank of America Corp. | 0.00% | Add +28.6% | 1,313,183 | $29.1M |
| Wells Fargo & Company | 0.01% | Add +7.4% | 1,053,511 | $23.3M |
| Stratos Wealth Partners, LTD. | 0.27% | Add +6.5% | 724,068 | $16.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +14.2% | 708,544 | $15.7M |
| Journey Advisory Group, LLC | 1.76% | Add +3.9% | 640,936 | $14.2M |
| UBS Group AG | 0.00% | Add +24.5% | 594,231 | $13.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.4% | 576,453 | $12.8M |
| FinTrust Capital Advisors, LLC | 2.37% | Reduce -2.0% | 552,626 | $12.2M |
| TMD Wealth Management, LLC | 2.63% | Add +46.5% | 507,475 | $11.2M |
| MV Capital Management, Inc. | 1.24% | Add +13.1% | 488,238 | $10.8M |
| Capital Investment Advisors, LLC | 0.25% | Add +57.6% | 485,760 | $10.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.4% | 446,685 | $9.9M |
| Integrated Wealth Concepts LLC | 0.13% | Add +101.9% | 399,819 | $8.9M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +7.2% | 382,818 | $8.5M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +12.6% | 333,582 | $7.4M |
| Legacy Private Trust Co. | 0.50% | New | 311,281 | $6.9M |
| InterOcean Capital Group, LLC | 0.14% | Add +13.6% | 271,862 | $6.0M |
| MKT Advisors LLC | 3.14% | Add +179.0% | 261,934 | $5.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +33.5% | 254,260 | $5.6M |
| LPL Financial LLC | 0.00% | Add +19.9% | 253,175 | $5.6M |
| Snowden Capital Advisors LLC | 0.18% | Add +5.3% | 251,020 | $5.6M |
| Krilogy Financial LLC | 0.39% | Add +490.4% | 232,108 | $5.1M |
| Old Port Advisors | 1.42% | New | 209,502 | $4.6M |
| Fagan Associates, Inc. | 0.80% | New | 193,689 | $4.3M |
| Truist Financial Corp. | 0.01% | Reduce -0.5% | 190,083 | $4.2M |
| Probity Advisors, Inc. | 0.81% | Add +87.9% | 177,233 | $3.9M |
| Chatham Capital Group, Inc. | 0.71% | New | 174,040 | $3.9M |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 167,341 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 159,655 | $3.5M |
| Jane Street Group, LLC | 0.00% | Add +220.4% | 153,280 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +13.8% | 152,584 | $3.4M |
| Park Avenue Securities LLC | 0.04% | Add +58.6% | 137,176 | $3.0M |
| Shelton Wealth Management, LLC | 1.79% | Add +47.9% | 128,746 | $2.9M |
| 1858 Wealth Management, LLC | 2.66% | No change | 125,453 | $2.8M |
| Stockman Wealth Management, Inc. | 0.49% | Add +15.2% | 124,744 | $2.8M |
| CENTRAL TRUST Co | 0.07% | Add +112.7% | 123,654 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Add +80.3% | 115,981 | $2.6M |
| Allworth Financial LP | 0.02% | Reduce -29.3% | 114,949 | $2.5M |
| SCS Capital Management LLC | 0.05% | New | 107,747 | $2.4M |
| Cetera Investment Advisers | 0.01% | Add +88.1% | 106,559 | $2.4M |
| Accretive Wealth Partners, LLC | 0.99% | Add +7.6% | 102,203 | $2.2M |
| Sigma Planning Corp | 0.06% | Add +330.9% | 82,879 | $1.8M |
| Captrust Financial Advisors | 0.01% | Add +323.3% | 80,416 | $1.8M |
| SkyView Investment Advisors, LLC | 0.31% | New | 75,000 | $1.7M |
| Beverly Hills Private Wealth, LLC | 0.38% | Add +141.6% | 74,569 | $1.7M |
| Synovus Financial Corp. | 0.02% | Add +1.6% | 74,285 | $1.6M |
| Citadel Advisors | 0.00% | New | 73,053 | $1.6M |
| Lido Advisors, LLC | 0.01% | Reduce -9.7% | 70,342 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.4% | 69,795 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Add +50.0% | 69,318 | $1.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +36.7% | 67,283 | $1.5M |
| Altus Wealth Group LLC | 0.68% | Reduce -5.4% | 60,927 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +6.0% | 60,651 | $1.3M |
| Associated Banc-Corp | 0.04% | Add +10.5% | 57,189 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Add +155.9% | 54,210 | $1.2M |
| Cannon Financial Strategists, Inc. | 0.22% | Add +6.5% | 51,378 | $1.1M |
| Montecito Bank & Trust | 0.22% | No change | 50,514 | $1.1M |
| Foundry Financial Group, Inc. | 0.73% | Add +53.9% | 46,280 | $1.0M |
| Atlantic Private Wealth, LLC | 0.78% | Reduce -0.9% | 42,342 | $938K |
| 4J Wealth Management LLC | 0.80% | Reduce -62.8% | 41,798 | $926K |
| Apollon Wealth Management, LLC | 0.03% | Add +0.6% | 41,763 | $925K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +0.4% | 39,583 | $877K |
| IFP Advisors, Inc | 0.04% | Add +0.3% | 39,339 | $872K |
| Shufro Rose & Co. LLC | 0.07% | New | 39,135 | $867K |
| Cwm, LLC | 0.00% | Reduce -36.8% | 37,618 | $834K |
| Thoroughbred Financial Services, LLC | 0.08% | Reduce -10.4% | 36,398 | $806K |
| Farther Finance Advisors, LLC | 0.05% | New | 35,516 | $781K |
| Mercer Global Advisors Inc. | 0.00% | New | 33,164 | $735K |
| Creative Planning | 0.00% | No change | 33,019 | $732K |
| Lake Street Advisors Group, LLC | 0.03% | Reduce -30.7% | 32,512 | $720K |
| Leo Wealth, LLC | 0.07% | Add +8.2% | 32,258 | $715K |
| Compass Ion Advisors, LLC | 0.10% | Add +33.0% | 30,699 | $680K |
| Lincoln National Corp. | 0.01% | New | 29,899 | $663K |
| Leavell Investment Management, Inc. | 0.04% | Add +24.6% | 29,830 | $661K |
| Hara Capital LLC | 0.38% | Reduce -19.5% | 28,553 | $633K |
| AllSquare Wealth Management LLC | 0.36% | Add +24.4% | 27,743 | $615K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.3% | 26,015 | $577K |
| Austin Private Wealth, LLC | 0.07% | Add +83.2% | 26,087 | $575K |
| Simplicity Wealth,LLC | 0.01% | Add +9.3% | 25,414 | $563K |
| Valmark Advisers, Inc. | 0.01% | Add +123.5% | 24,298 | $538K |
| Strategic Blueprint, LLC | 0.04% | Add +72.1% | 24,184 | $536K |
| Granite Harbor Advisors, Inc. | 0.36% | Add +72.4% | 24,088 | $534K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.0% | 23,667 | $524K |
| Reliant Wealth Planning | 0.25% | No change | 23,166 | $513K |
| Raymond James & Associates | 0.00% | Add +19.4% | 23,153 | $513K |
| Consolidated Portfolio Review Corp | 0.13% | New | 23,109 | $512K |
| PFG Investments, LLC | 0.03% | New | 23,109 | $512K |
| Country Club Bank | 0.03% | Reduce -73.8% | 22,018 | $488K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.20% | Reduce -42.9% | 20,729 | $459K |
| Straight Path Wealth Management | 0.26% | Add +4.8% | 20,629 | $457K |
| Cerity Partners LLC | 0.00% | Add +22.8% | 18,963 | $420K |
| HighTower Advisors, LLC | 0.00% | Reduce -16.6% | 18,599 | $412K |
| Mendota Financial Group, LLC | 0.24% | Add +55.8% | 18,192 | $403K |
| WASHINGTON TRUST Co | 0.01% | New | 17,980 | $398K |
| Yoder Wealth Management, Inc. | 0.26% | New | 17,700 | $392K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +17.8% | 17,275 | $383K |
"% of holder's portfolio" is IBTH's weight in each manager's 13F, not the share of iShares Ibonds Dec 2027 Term the manager owns.