iShares Ibonds Dec 2027 TermIBTHETF
13F holders, Q2 2024 (June 30)170holders +14
19new positions
5sold out
$22.08avg. 13F price*
At the end of Q2 2024, 170 institutions reported holding iShares Ibonds Dec 2027 Term (IBTH) in their 13F filings, up 14 from Q1 2024. 19 opened new positions and 5 sold out. The largest holders were GLOBALT Investments LLC / GA ($70.3M), Morgan Stanley ($69.8M) and Bank of America Corp. ($32.1M).
- Company
- iShares Ibonds Dec 2027 Term
- CUSIP
- 46436E841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $35.2M |
| Exits | 5 | $3.0M |
All 13F filers, Q1 2024 → Q2 2024: 4,018,030 shares bought and 762,965 shares sold, net +3,255,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 170 holders
| GLOBALT Investments LLC / GA | 2.81% | Reduce -1.5% | 3,183,423 | $70.3M |
| Morgan Stanley | 0.01% | Add +2.5% | 3,162,862 | $69.8M |
| Bank of America Corp. | 0.00% | Add +10.8% | 1,454,636 | $32.1M |
| Confluence Investment Management LLC | 0.44% | Reduce -0.1% | 1,384,733 | $30.6M |
| NewEdge Advisors, LLC | 0.21% | Reduce -4.3% | 1,298,753 | $28.7M |
| Wells Fargo & Company | 0.01% | Add +3.4% | 1,089,540 | $24.1M |
| Stratos Wealth Partners, LTD. | 0.28% | Add +6.9% | 774,324 | $17.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +2.6% | 727,344 | $16.1M |
| Journey Advisory Group, LLC | 1.77% | Add +4.8% | 671,357 | $14.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +35.1% | 603,314 | $13.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.8% | 598,581 | $13.2M |
| Denver PWM, LLC | 4.82% | New | 547,048 | $12.1M |
| Capital Investment Advisors, LLC | 0.27% | Add +11.9% | 543,554 | $12.0M |
| TMD Wealth Management, LLC | 2.61% | Add +6.2% | 539,148 | $11.9M |
| Integrated Wealth Concepts LLC | 0.15% | Add +27.2% | 508,556 | $11.2M |
| UBS Group AG | 0.00% | Reduce -15.5% | 502,171 | $11.1M |
| FinTrust Capital Advisors, LLC | 2.00% | Reduce -10.2% | 496,196 | $11.0M |
| MV Capital Management, Inc. | 1.22% | Add +1.0% | 492,990 | $10.9M |
| Chatham Capital Group, Inc. | 1.76% | Add +162.7% | 457,268 | $10.1M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +7.5% | 411,479 | $9.1M |
| Legacy Private Trust Co. | 0.62% | Add +26.7% | 394,288 | $8.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +51.6% | 385,355 | $8.5M |
| MKT Advisors LLC | 3.71% | Add +28.9% | 337,594 | $7.5M |
| Fagan Associates, Inc. | 1.17% | Add +57.1% | 304,214 | $6.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -12.1% | 293,322 | $6.5M |
| LPL Financial LLC | 0.00% | Add +14.8% | 290,716 | $6.4M |
| MBL Wealth, LLC | 0.65% | New | 263,842 | $5.8M |
| Snowden Capital Advisors LLC | 0.17% | Add +3.9% | 260,914 | $5.8M |
| Probity Advisors, Inc. | 1.08% | Add +33.1% | 235,823 | $5.2M |
| Old Port Advisors | 1.53% | Add +11.0% | 232,555 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Add +85.9% | 215,599 | $4.8M |
| Truist Financial Corp. | 0.01% | Add +0.8% | 191,602 | $4.2M |
| Krilogy Financial LLC | 0.31% | Reduce -18.6% | 189,009 | $4.2M |
| Shelton Wealth Management, LLC | 2.47% | Add +45.5% | 187,360 | $4.1M |
| Royal Bank of Canada | 0.00% | Add +15.4% | 184,319 | $4.1M |
| Focus Partners Wealth | 0.01% | New | 180,633 | $4.0M |
| Stifel Financial Corp. | 0.00% | Add +7.5% | 179,838 | $4.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +387.9% | 161,804 | $3.6M |
| CENTRAL TRUST Co | 0.09% | Add +27.1% | 157,160 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.5% | 156,426 | $3.5M |
| Asset Dedication, LLC | 0.23% | New | 151,831 | $3.4M |
| Stockman Wealth Management, Inc. | 0.53% | Add +10.6% | 137,987 | $3.0M |
| Park Avenue Securities LLC | 0.04% | Reduce -0.4% | 136,579 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 132,999 | $2.9M |
| Cetera Investment Advisers | 0.01% | Add +18.6% | 126,400 | $2.8M |
| 1858 Wealth Management, LLC | 2.28% | Reduce -1.0% | 124,249 | $2.7M |
| Synovus Financial Corp. | 0.03% | Add +54.2% | 114,529 | $2.5M |
| SCS Capital Management LLC | 0.05% | Add +0.2% | 107,937 | $2.4M |
| Accretive Wealth Partners, LLC | 0.96% | Add +1.3% | 103,534 | $2.3M |
| Allworth Financial LP | 0.01% | Reduce -12.8% | 100,257 | $2.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +29.3% | 87,015 | $1.9M |
| Lido Advisors, LLC | 0.01% | Add +14.5% | 80,531 | $1.8M |
| D.A. Davidson & Co. | 0.02% | Add +12.8% | 78,211 | $1.7M |
| Captrust Financial Advisors | 0.01% | Reduce -3.9% | 77,289 | $1.7M |
| IFP Advisors, Inc | 0.07% | Add +95.1% | 76,763 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Add +26.5% | 76,711 | $1.7M |
| Boston Family Office LLC | 0.12% | New | 72,927 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.2% | 72,743 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +24.1% | 67,302 | $1.5M |
| Beverly Hills Private Wealth, LLC | 0.30% | Reduce -16.5% | 62,274 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.26% | Add +18.0% | 60,645 | $1.3M |
| Montecito Bank & Trust | 0.26% | Add +16.1% | 58,639 | $1.3M |
| Foundry Financial Group, Inc. | 0.88% | Add +25.4% | 58,057 | $1.3M |
| Associated Banc-Corp | 0.04% | Reduce -1.0% | 56,624 | $1.2M |
| STAR Financial Bank | 0.94% | New | 55,041 | $1.2M |
| SkyView Investment Advisors, LLC | 0.22% | Reduce -26.7% | 55,000 | $1.2M |
| Strategic Blueprint, LLC | 0.08% | Add +124.0% | 54,172 | $1.2M |
| Raymond James & Associates | 0.00% | Add +121.2% | 51,208 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +37.3% | 49,957 | $1.1M |
| Leavell Investment Management, Inc. | 0.06% | Add +62.3% | 48,423 | $1.1M |
| Altus Wealth Group LLC | 0.50% | Reduce -25.7% | 45,253 | $999K |
| Austin Private Wealth, LLC | 0.10% | Add +65.8% | 43,250 | $955K |
| 4J Wealth Management LLC | 0.78% | Add +2.3% | 42,772 | $944K |
| Cwm, LLC | 0.00% | Add +13.7% | 42,781 | $944K |
| Atlantic Private Wealth, LLC | 0.77% | Add +0.7% | 42,657 | $942K |
| Apollon Wealth Management, LLC | 0.03% | Add +1.0% | 42,162 | $931K |
| Mechanics Bank Trust Department | 0.13% | Add +162.5% | 42,000 | $927K |
| Shufro Rose & Co. LLC | 0.07% | Add +5.0% | 41,108 | $907K |
| Transcend Capital Advisors, LLC | 0.06% | New | 40,050 | $884K |
| Jane Street Group, LLC | 0.00% | Reduce -74.6% | 38,930 | $859K |
| Valmark Advisers, Inc. | 0.01% | Add +48.6% | 36,101 | $797K |
| Sigma Planning Corp | 0.02% | Reduce -58.2% | 34,641 | $765K |
| Creative Planning | 0.00% | No change | 33,019 | $729K |
| Leo Wealth, LLC | 0.07% | Add +0.9% | 32,564 | $719K |
| Reliant Wealth Planning | 0.33% | Add +40.3% | 32,499 | $717K |
| Lake Street Advisors Group, LLC | 0.03% | Reduce -0.2% | 32,446 | $716K |
| Compass Ion Advisors, LLC | 0.10% | No change | 30,699 | $680K |
| Kestra Advisory Services, LLC | 0.00% | Add +17.7% | 30,619 | $676K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -26.2% | 29,229 | $645K |
| Summit Wealth Partners, LLC | 0.13% | Add +201.2% | 29,079 | $642K |
| Simplicity Wealth,LLC | 0.01% | Add +9.2% | 27,756 | $613K |
| AllSquare Wealth Management LLC | 0.37% | No change | 27,743 | $612K |
| Thrivent Financial for Lutherans | 0.00% | Add +17.1% | 27,725 | $612K |
| HighTower Advisors, LLC | 0.00% | Add +48.2% | 27,559 | $608K |
| Consolidated Portfolio Review Corp | 0.14% | Add +17.6% | 27,172 | $600K |
| Granite Harbor Advisors, Inc. | 0.35% | Add +2.5% | 24,680 | $545K |
| Fullcircle Wealth LLC | 0.26% | — | 23,669 | $526K |
| United Capital Financial Advisors, LLC | 0.00% | Add +116.2% | 23,680 | $523K |
| Howland Capital Management LLC | 0.02% | Add +54.5% | 22,525 | $497K |
| Cambridge Financial Group, LLC | 0.23% | New | 22,354 | $493K |
| Conrad Siegel Investment Advisors, Inc. | 0.14% | New | 22,251 | $491K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +73.7% | 22,060 | $487K |
| Hara Capital LLC | 0.31% | Reduce -23.6% | 21,802 | $481K |
| Straight Path Wealth Management | 0.25% | Add +5.5% | 21,770 | $481K |
| Midwest Professional Planners, LTD. | 0.16% | New | 21,602 | $477K |
| Koss-Olinger Consulting, LLC | 0.04% | New | 21,330 | $471K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.22% | Add +2.0% | 21,152 | $467K |
| Country Club Bank | 0.03% | Reduce -4.0% | 21,136 | $467K |
| Safeguard Financial, LLC | 0.12% | New | 19,344 | $427K |
| Cerity Partners LLC | 0.00% | No change | 18,963 | $419K |
| Mendota Financial Group, LLC | 0.22% | Add +1.0% | 18,378 | $406K |
| Barrett & Company, Inc. | 0.18% | Add +70.8% | 18,100 | $400K |
| WASHINGTON TRUST Co | 0.01% | No change | 17,980 | $397K |
| Duncker Streett & Co. Inc. | 0.08% | Add +9.5% | 17,756 | $392K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +2.5% | 17,713 | $391K |
| Yoder Wealth Management, Inc. | 0.25% | No change | 17,700 | $391K |
| Signature Wealth Management Group | 0.16% | Add +1.5% | 16,476 | $364K |
| Coldstream Capital Management Inc. | 0.01% | Add +5.6% | 16,388 | $362K |
| Apella Capital, LLC | 0.02% | New | 15,614 | $345K |
| Resonant Capital Advisors, LLC | 0.03% | No change | 15,567 | $344K |
| Private Advisor Group, LLC | 0.00% | Add +9.0% | 13,820 | $305K |
| Equitable Holdings, Inc. | 0.00% | No change | 13,748 | $303K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +3.2% | 13,589 | $300K |
| Element Wealth, LLC | 0.17% | Add +8.9% | 13,485 | $298K |
| Essential Planning, LLC. | 0.13% | Add +11.2% | 13,133 | $290K |
| Autumn Glory Partners, LLC | 0.15% | Add +1.1% | 12,964 | $286K |
| KPP Advisory Services LLC | 0.08% | No change | 12,800 | $283K |
| Global Retirement Partners, LLC | 0.01% | Add +0.8% | 12,697 | $280K |
| CFS Investment Advisory Services, LLC | 0.02% | No change | 12,219 | $270K |
| Principal Securities, Inc. | 0.01% | No change | 12,047 | $266K |
| Mascoma Wealth Management LLC | 0.07% | Add +4.1% | 11,484 | $254K |
| Highland Financial Advisors, LLC | 0.09% | No change | 11,306 | $250K |
| Trinity Wealth Management, LLC | 0.12% | Add +2.2% | 11,041 | $244K |
| HM Payson & Co. | 0.00% | Add +19.9% | 10,933 | $241K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -29.2% | 10,719 | $237K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 10,504 | $232K |
| BCS Wealth Management | 0.11% | No change | 10,062 | $222K |
| Pinnacle Bancorp, Inc. | 0.06% | No change | 9,946 | $220K |
| Horizons Wealth Management | 0.17% | Add +270.1% | 9,466 | $210K |
| National Bank of Canada | 0.00% | New | 9,187 | $202K |
| Hills Bank & Trust Co | 0.02% | Add +15.1% | 9,116 | $201K |
| International Assets Investment Management, LLC | 0.02% | New | 7,375 | $163K |
| Gradient Investments LLC | 0.00% | Reduce -4.1% | 5,497 | $121K |
| Spectrum Wealth Counsel, LLC | 0.01% | Add +72.0% | 5,189 | $115K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,588 | $101K |
| Cherry Tree Wealth Management, LLC | 0.02% | Add +73.9% | 3,956 | $87K |
| Private Trust Co. NA | 0.01% | No change | 3,366 | $74K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 3,299 | $73K |
| Comerica Bank | 0.00% | Add +494.8% | 2,974 | $66K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -92.9% | 2,537 | $56K |
| Capital Analysts, LLC | 0.00% | No change | 2,057 | $45K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 1,993 | $44K |
| Benjamin Edwards Inc. | 0.01% | Reduce -1.2% | 1,959 | $43K |
| Bank of Montreal | 0.00% | Add +1.0% | 1,599 | $35K |
| Signaturefd, LLC | 0.00% | No change | 1,489 | $33K |
| Robbins Farley | 0.02% | No change | 1,444 | $32K |
| Balentine LLC | 0.00% | No change | 1,124 | $25K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 862 | $19K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 850 | $19K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 700 | $15K |
| Oakworth Capital, Inc. | 0.00% | No change | 699 | $15K |
| First PREMIER Bank | 0.00% | No change | 697 | $15K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 601 | $13K |
| US Bancorp \de | 0.00% | No change | 500 | $11K |
| Stephens Consulting, LLC | 0.00% | No change | 334 | $7K |
| Trust Co | 0.00% | No change | 226 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 141 | $3K |
| JPMorgan Chase & Co. | 0.00% | New | 129 | $3K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 101 | $2K |
| Nemes Rush Group LLC | 0.00% | Add +18.0% | 59 | $1K |
"% 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.