iShares Ibonds Dec 2027 TermIBTHETF
13F holders, Q3 2024 (September 30)192holders +22
26new positions
3sold out
1famous investor
$22.62avg. 13F price*
At the end of Q3 2024, 192 institutions reported holding iShares Ibonds Dec 2027 Term (IBTH) in their 13F filings, up 22 from Q2 2024. 26 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($73.1M), GLOBALT Investments LLC / GA ($69.1M) and Bank of America Corp. ($36.2M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $14.2M |
| Exits | 3 | $287K |
All 13F filers, Q2 2024 → Q3 2024: 4,080,128 shares bought and 430,321 shares sold, net +3,649,807 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 192 holders
| Morgan Stanley | 0.01% | Add +2.1% | 3,230,940 | $73.1M |
| GLOBALT Investments LLC / GA | 2.59% | Reduce -4.0% | 3,054,786 | $69.1M |
| Bank of America Corp. | 0.00% | Add +10.0% | 1,600,656 | $36.2M |
| NewEdge Advisors, LLC | 0.20% | Add +5.2% | 1,366,856 | $30.9M |
| Confluence Investment Management LLC | 0.41% | Reduce -2.1% | 1,355,971 | $30.7M |
| Wells Fargo & Company | 0.01% | Add +14.4% | 1,246,795 | $28.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +43.8% | 867,832 | $19.6M |
| Integrated Wealth Concepts LLC | 0.22% | Add +59.6% | 811,921 | $18.4M |
| Stratos Wealth Partners, LTD. | 0.26% | Add +2.7% | 795,109 | $18.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +4.0% | 756,665 | $17.1M |
| Journey Advisory Group, LLC | 1.78% | No change | 671,357 | $14.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +47.6% | 568,916 | $12.9M |
| Denver PWM, LLC | 4.88% | Add +3.7% | 567,452 | $12.8M |
| UBS Group AG | 0.00% | Add +10.4% | 554,399 | $12.5M |
| HM Payson & Co. | 0.21% | Add +4935.9% | 550,580 | $12.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -8.8% | 546,020 | $12.4M |
| Capital Investment Advisors, LLC | 0.25% | Add +0.1% | 543,934 | $12.3M |
| MV Capital Management, Inc. | 1.21% | Add +1.9% | 502,519 | $11.4M |
| FinTrust Capital Advisors, LLC | 1.82% | Reduce -4.6% | 473,244 | $10.7M |
| Chatham Capital Group, Inc. | 1.74% | Add +3.0% | 470,875 | $10.7M |
| Legacy Private Trust Co. | 0.64% | Add +6.5% | 419,853 | $9.5M |
| LPL Financial LLC | 0.00% | Add +41.7% | 412,073 | $9.3M |
| Osaic Holdings, Inc. | 0.02% | Add +82.7% | 393,976 | $8.9M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -5.9% | 387,381 | $8.8M |
| MKT Advisors LLC | 3.96% | Add +10.8% | 374,130 | $8.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +124.1% | 362,544 | $8.2M |
| Fagan Associates, Inc. | 1.22% | Add +5.9% | 322,119 | $7.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.4% | 300,421 | $6.8M |
| Snowden Capital Advisors LLC | 0.19% | Add +6.5% | 277,777 | $6.3M |
| MBL Wealth, LLC | 0.66% | Add +2.1% | 269,429 | $6.1M |
| Probity Advisors, Inc. | 1.17% | Add +14.2% | 269,228 | $6.1M |
| Old Port Advisors | 1.65% | Add +13.1% | 262,962 | $6.0M |
| Stifel Financial Corp. | 0.01% | Add +23.8% | 222,671 | $5.0M |
| Shelton Wealth Management, LLC | 2.84% | Add +18.0% | 221,099 | $5.0M |
| CENTRAL TRUST Co | 0.11% | Add +30.9% | 205,798 | $4.7M |
| Krilogy Financial LLC | 0.30% | Add +1.8% | 192,398 | $4.4M |
| Truist Financial Corp. | 0.01% | Reduce -0.5% | 190,692 | $4.3M |
| Focus Partners Wealth | 0.01% | Add +4.8% | 189,263 | $4.3M |
| Royal Bank of Canada | 0.00% | Reduce -10.7% | 164,532 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.2% | 158,284 | $3.6M |
| Synovus Financial Corp. | 0.04% | Add +37.7% | 157,667 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +17.8% | 156,685 | $3.5M |
| Stockman Wealth Management, Inc. | 0.53% | Add +8.8% | 150,124 | $3.4M |
| Park Avenue Securities LLC | 0.04% | Add +9.2% | 149,107 | $3.4M |
| Cetera Investment Advisers | 0.01% | Add +15.3% | 145,694 | $3.3M |
| IFP Advisors, Inc | 0.11% | Add +74.1% | 133,654 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Add +68.7% | 129,434 | $2.9M |
| 1858 Wealth Management, LLC | 2.35% | Add +1.4% | 125,979 | $2.9M |
| Asset Dedication, LLC | 0.18% | Reduce -24.3% | 114,885 | $2.6M |
| SCS Capital Management LLC | 0.05% | Add +0.2% | 108,127 | $2.4M |
| Accretive Wealth Partners, LLC | 1.00% | Add +1.8% | 105,408 | $2.4M |
| Sanctuary Advisors, LLC | 0.02% | New | 107,303 | $2.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +19.8% | 104,207 | $2.4M |
| Strategic Blueprint, LLC | 0.14% | Add +89.3% | 102,571 | $2.3M |
| Boston Family Office LLC | 0.15% | Add +38.3% | 100,844 | $2.3M |
| Allworth Financial LP | 0.01% | Reduce -5.6% | 94,665 | $2.1M |
| D.A. Davidson & Co. | 0.02% | Add +20.1% | 93,948 | $2.1M |
| Leavell Investment Management, Inc. | 0.10% | Add +90.2% | 92,108 | $2.1M |
| Lantz Financial LLC | 0.54% | New | 88,086 | $2.0M |
| Asset Advisors Investment Management, LLC | 0.21% | New | 87,950 | $2.0M |
| STAR Financial Bank | 1.21% | Add +44.3% | 79,409 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.5% | 78,907 | $1.8M |
| Captrust Financial Advisors | 0.01% | Reduce -2.8% | 75,162 | $1.7M |
| Mechanics Bank Trust Department | 0.22% | Add +70.2% | 71,500 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +3.6% | 69,718 | $1.6M |
| Leo Wealth, LLC | 0.14% | Add +104.9% | 66,736 | $1.5M |
| Associated Banc-Corp | 0.04% | Add +14.4% | 64,800 | $1.5M |
| Lido Advisors, LLC | 0.01% | Reduce -20.2% | 64,297 | $1.5M |
| Raymond James & Associates | 0.00% | Add +23.3% | 63,114 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +123.0% | 61,449 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.24% | Add +0.9% | 61,199 | $1.4M |
| Foundry Financial Group, Inc. | 0.84% | Add +2.0% | 59,220 | $1.3M |
| Citadel Advisors | 0.00% | New | 58,727 | $1.3M |
| Montecito Bank & Trust | 0.23% | No change | 58,639 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +16.8% | 58,352 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +53.1% | 55,264 | $1.3M |
| SkyView Investment Advisors, LLC | 0.19% | Reduce -9.1% | 50,000 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 48,381 | $1.1M |
| 4J Wealth Management LLC | 0.83% | Add +11.1% | 47,510 | $1.1M |
| NorthCoast Asset Management LLC | 0.01% | New | 46,756 | $1.1M |
| Apollon Wealth Management, LLC | 0.03% | Add +7.6% | 45,373 | $1.0M |
| Austin Private Wealth, LLC | 0.10% | Add +2.4% | 44,288 | $1.0M |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +100.4% | 44,212 | $1.0M |
| Atlantic Private Wealth, LLC | 0.73% | Add +0.3% | 42,779 | $968K |
| Cwm, LLC | 0.00% | Reduce -1.4% | 42,183 | $955K |
| Northstar Group, Inc. | 0.17% | New | 41,450 | $938K |
| Reliant Wealth Planning | 0.40% | Add +26.2% | 41,008 | $928K |
| United Capital Financial Advisors, LLC | 0.01% | Add +71.8% | 40,672 | $921K |
| Shufro Rose & Co. LLC | 0.07% | No change | 41,108 | $907K |
| Transcend Capital Advisors, LLC | 0.06% | No change | 40,050 | $907K |
| Jim Saulnier & Associates, LLC | 0.88% | — | 39,549 | $895K |
| Lake Street Advisors Group, LLC | 0.04% | Add +21.0% | 39,248 | $888K |
| Thrivent Financial for Lutherans | 0.00% | Add +38.3% | 38,347 | $868K |
| Beverly Hills Private Wealth, LLC | 0.18% | Reduce -38.9% | 38,028 | $861K |
| Midwest Professional Planners, LTD. | 0.25% | Add +65.2% | 35,685 | $808K |
| Sigma Planning Corp | 0.02% | Reduce -0.6% | 34,439 | $780K |
| Element Wealth, LLC | 0.41% | Add +152.5% | 34,053 | $771K |
| Altus Wealth Group LLC | 0.32% | Reduce -26.1% | 33,434 | $757K |
| Creative Planning | 0.00% | Reduce -0.9% | 32,709 | $740K |
| Conrad Siegel Investment Advisors, Inc. | 0.19% | Add +39.9% | 31,129 | $705K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.4% | 30,750 | $696K |
| Compass Ion Advisors, LLC | 0.09% | No change | 30,699 | $695K |
| Cerity Partners LLC | 0.00% | Add +58.2% | 30,004 | $679K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.9% | 29,500 | $668K |
| Summit Wealth Partners, LLC | 0.13% | Add +0.5% | 29,225 | $662K |
| Mendota Financial Group, LLC | 0.31% | Add +57.8% | 29,001 | $656K |
| Consolidated Portfolio Review Corp | 0.15% | Add +6.3% | 28,894 | $654K |
| AllSquare Wealth Management LLC | 0.36% | Add +0.5% | 27,878 | $631K |
| Granite Harbor Advisors, Inc. | 0.35% | Add +6.0% | 26,157 | $592K |
| Howland Capital Management LLC | 0.03% | Add +13.5% | 25,575 | $579K |
| Jane Street Group, LLC | 0.00% | Reduce -39.2% | 23,653 | $535K |
| Fullcircle Wealth LLC | 0.24% | No change | 23,669 | $529K |
| Cambridge Financial Group, LLC | 0.22% | Add +3.6% | 23,167 | $524K |
| Crew Capital Management, Ltd | 0.42% | New | 22,890 | $518K |
| Benjamin Edwards Inc. | 0.01% | Add +1051.2% | 22,552 | $510K |
| Barrett & Company, Inc. | 0.21% | Add +20.5% | 21,813 | $494K |
| Koss-Olinger Consulting, LLC | 0.04% | Add +2.1% | 21,785 | $493K |
| Simplicity Wealth,LLC | 0.05% | Reduce -22.4% | 21,539 | $488K |
| Country Club Bank | 0.03% | No change | 21,136 | $479K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.20% | Reduce -2.2% | 20,684 | $468K |
| Straight Path Wealth Management | 0.20% | Reduce -5.2% | 20,641 | $467K |
| Safeguard Financial, LLC | 0.11% | Add +4.8% | 20,271 | $459K |
| Private Advisor Group, LLC | 0.00% | Add +33.9% | 18,508 | $419K |
| Pinnacle Bancorp, Inc. | 0.11% | Add +78.6% | 17,760 | $402K |
| Duncker Streett & Co. Inc. | 0.07% | No change | 17,756 | $402K |
| Yoder Wealth Management, Inc. | 0.24% | No change | 17,700 | $401K |
| WASHINGTON TRUST Co | 0.01% | Reduce -7.7% | 16,594 | $376K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.9% | 16,533 | $374K |
| Signature Wealth Management Group | 0.15% | Reduce -0.4% | 16,416 | $372K |
| MML Investors Services, LLC | 0.00% | New | 15,720 | $356K |
| Apella Capital, LLC | 0.01% | Add +0.7% | 15,719 | $355K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +9.3% | 14,857 | $336K |
| Equitable Holdings, Inc. | 0.00% | Add +5.1% | 14,445 | $327K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -8.4% | 14,254 | $323K |
| CFS Investment Advisory Services, LLC | 0.03% | Add +14.6% | 14,001 | $317K |
| Focused Wealth Management, Inc | 0.04% | New | 13,891 | $314K |
| Essential Planning, LLC. | 0.12% | Add +1.0% | 13,266 | $300K |
| Principal Securities, Inc. | 0.01% | Add +9.2% | 13,150 | $298K |
| Cary Street Partners Asset Management LLC | 0.04% | New | 13,029 | $295K |
| Autumn Glory Partners, LLC | 0.11% | No change | 12,964 | $293K |
| KPP Advisory Services LLC | 0.07% | No change | 12,800 | $290K |
| Global Retirement Partners, LLC | 0.01% | Add +0.8% | 12,795 | $290K |
| GTS Securities LLC | 0.01% | New | 12,720 | $288K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +14.5% | 12,025 | $272K |
| Jacobi Capital Management LLC | 0.02% | New | 11,948 | $270K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +11.2% | 11,915 | $270K |
| Heartland Bank & Trust Co | 0.14% | New | 11,842 | $268K |
| Hara Capital LLC | 0.16% | Reduce -46.7% | 11,622 | $263K |
| Mascoma Wealth Management LLC | 0.06% | No change | 11,484 | $260K |
| Mattern Capital Management, LLC | 0.03% | New | 11,461 | $259K |
| Highland Financial Advisors, LLC | 0.09% | No change | 11,306 | $256K |
| Modera Wealth Management, LLC | 0.00% | New | 11,042 | $250K |
| Trinity Wealth Management, LLC | 0.11% | No change | 11,041 | $250K |
| BCS Wealth Management | 0.10% | No change | 10,062 | $228K |
| Horizons Wealth Management | 0.17% | Add +5.4% | 9,976 | $226K |
| KFG Wealth Management, LLC | 0.05% | New | 9,956 | $225K |
| Hills Bank & Trust Co | 0.02% | No change | 9,116 | $206K |
| National Bank of Canada | 0.00% | Reduce -1.9% | 9,014 | $204K |
| Trust Co | 0.02% | Add +3778.3% | 8,765 | $198K |
| Costello Asset Management, INC | 0.10% | New | 6,622 | $150K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 5,189 | $117K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,588 | $104K |
| Cherry Tree Wealth Management, LLC | 0.02% | Add +11.6% | 4,414 | $100K |
| Private Trust Co. NA | 0.01% | No change | 3,366 | $76K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 3,301 | $75K |
| Towne Trust Company, N.A | 0.02% | New | 2,980 | $67K |
| Comerica Bank | 0.00% | No change | 2,974 | $67K |
| Parallel Advisors, LLC | 0.00% | New | 2,716 | $61K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -12.9% | 2,210 | $50K |
| Capital Analysts, LLC | 0.00% | No change | 2,057 | $47K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 2,013 | $46K |
| Bank of Montreal | 0.00% | Add +1.0% | 1,615 | $37K |
| Signaturefd, LLC | 0.00% | No change | 1,489 | $34K |
| Robbins Farley | 0.02% | No change | 1,444 | $33K |
| Northwest Investment Counselors, LLC | 0.01% | New | 1,391 | $31K |
| Hemington Wealth Management | 0.01% | New | 1,249 | $27K |
| Eastern Bank | 0.00% | New | 1,152 | $26K |
| Balentine LLC | 0.00% | No change | 1,124 | $25K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 862 | $20K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 850 | $19K |
| First PREMIER Bank | 0.00% | No change | 697 | $16K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 700 | $16K |
| Oakworth Capital, Inc. | 0.00% | No change | 699 | $16K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 601 | $14K |
| US Bancorp \de | 0.00% | No change | 500 | $11K |
| Creative Financial Designs Inc. | 0.00% | New | 488 | $11K |
| Blue Trust, Inc. | 0.00% | New | 475 | $10K |
| Stephens Consulting, LLC | 0.00% | No change | 334 | $8K |
| Logan Capital Management Inc. | 0.00% | New | 279 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 141 | $3K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 101 | $2K |
| Nemes Rush Group LLC | 0.00% | Reduce -15.3% | 50 | $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.