iShares Ibonds Dec 2027 TermIBTHETF
13F holders, Q4 2024 (December 31)226holders +34
35new positions
9sold out
$22.20avg. 13F price*
At the end of Q4 2024, 226 institutions reported holding iShares Ibonds Dec 2027 Term (IBTH) in their 13F filings, up 34 from Q3 2024. 35 opened new positions and 9 sold out. The largest holders were HM Payson & Co. ($109.4M), Morgan Stanley ($76.7M) and GLOBALT Investments LLC / GA ($66.7M).
- Company
- iShares Ibonds Dec 2027 Term
- CUSIP
- 46436E841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $30.6M |
| Exits | 9 | $6.0M |
All 13F filers, Q3 2024 → Q4 2024: 12,405,909 shares bought and 624,349 shares sold, net +11,781,560 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 226 holders
| HM Payson & Co. | 1.86% | Add +795.6% | 4,930,765 | $109.4M |
| Morgan Stanley | 0.01% | Add +7.0% | 3,456,318 | $76.7M |
| GLOBALT Investments LLC / GA | 2.56% | Reduce -1.6% | 3,006,910 | $66.7M |
| Bank of America Corp. | 0.00% | Add +50.4% | 2,406,974 | $53.4M |
| Wells Fargo & Company | 0.01% | Add +21.3% | 1,511,971 | $33.6M |
| NewEdge Advisors, LLC | 0.20% | Add +8.5% | 1,483,193 | $32.9M |
| Confluence Investment Management LLC | 0.44% | Add +4.6% | 1,417,941 | $31.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +19.2% | 1,034,370 | $23.0M |
| Stratos Wealth Partners, LTD. | 0.31% | Add +24.7% | 991,408 | $22.0M |
| Integrated Wealth Concepts LLC | 0.24% | Add +12.7% | 915,265 | $20.3M |
| Raymond James Financial Inc. | 0.01% | — | 915,065 | $20.3M |
| Essential Planning, LLC. | 0.13% | Add +6441.1% | 867,746 | $19.3M |
| UBS Group AG | 0.00% | Add +52.3% | 844,535 | $18.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +25.8% | 715,438 | $15.9M |
| Capital Investment Advisors, LLC | 0.31% | Add +26.5% | 687,869 | $15.3M |
| Journey Advisory Group, LLC | 1.78% | No change | 671,357 | $14.8M |
| Denver PWM, LLC | 5.31% | Add +8.9% | 617,803 | $13.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +277.3% | 591,169 | $13.1M |
| LPL Financial LLC | 0.01% | Add +39.7% | 575,805 | $12.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.9% | 561,606 | $12.5M |
| MV Capital Management, Inc. | 1.25% | Add +4.8% | 526,495 | $11.7M |
| Osaic Holdings, Inc. | 0.03% | Add +33.3% | 524,979 | $11.7M |
| MKT Advisors LLC | 5.07% | Add +40.1% | 524,021 | $11.6M |
| Royal Bank of Canada | 0.00% | Add +217.7% | 522,691 | $11.6M |
| Chatham Capital Group, Inc. | 1.72% | Add +0.3% | 472,210 | $10.5M |
| Legacy Private Trust Co. | 0.67% | Add +10.6% | 464,280 | $10.3M |
| Mercer Global Advisors Inc. | 0.02% | Add +16.4% | 422,172 | $9.4M |
| Krilogy Financial LLC | 0.62% | Add +116.4% | 416,387 | $9.2M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -1.1% | 383,226 | $8.5M |
| Wealth Management Strategies, Inc. | 5.96% | — | 351,174 | $7.8M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +12.7% | 338,470 | $7.5M |
| Fagan Associates, Inc. | 1.17% | Add +2.7% | 330,684 | $7.3M |
| Probity Advisors, Inc. | 1.36% | Add +18.4% | 318,771 | $7.1M |
| Snowden Capital Advisors LLC | 0.21% | Add +9.4% | 303,963 | $6.7M |
| Shelton Wealth Management, LLC | 3.56% | Add +32.5% | 292,855 | $6.5M |
| Old Port Advisors | 1.80% | Add +7.5% | 282,727 | $6.3M |
| MBL Wealth, LLC | 0.63% | Add +4.3% | 280,946 | $6.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.11% | Add +152.9% | 263,530 | $5.8M |
| CENTRAL TRUST Co | 0.14% | Add +27.3% | 261,915 | $5.8M |
| Stifel Financial Corp. | 0.01% | Add +12.5% | 250,429 | $5.6M |
| Focus Partners Wealth | 0.01% | Add +6.1% | 200,751 | $4.5M |
| Truist Financial Corp. | 0.01% | Add +3.4% | 197,212 | $4.4M |
| OneAscent Financial Services LLC | 0.37% | New | 196,022 | $4.4M |
| Asset Advisors Investment Management, LLC | 0.44% | Add +113.4% | 187,690 | $4.2M |
| Boston Family Office LLC | 0.27% | Add +78.8% | 180,267 | $4.0M |
| Cetera Investment Advisers | 0.01% | Add +21.9% | 177,667 | $3.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +8.6% | 171,891 | $3.8M |
| Stockman Wealth Management, Inc. | 0.56% | Add +8.3% | 162,533 | $3.6M |
| Captrust Financial Advisors | 0.01% | Add +114.0% | 160,866 | $3.6M |
| Retireful, LLC | 1.89% | New | 151,230 | $3.4M |
| Ameriprise Financial Inc. | 0.00% | Add +15.8% | 149,847 | $3.3M |
| Northstar Group, Inc. | 0.53% | Add +229.2% | 136,456 | $3.0M |
| IFP Advisors, Inc | 0.10% | Reduce -0.1% | 133,475 | $3.0M |
| Cornerstone Planning, LLC | 1.09% | — | 128,718 | $2.9M |
| Independent Advisor Alliance | 0.04% | New | 128,159 | $2.8M |
| 1858 Wealth Management, LLC | 2.25% | Add +1.7% | 128,150 | $2.8M |
| Strategic Blueprint, LLC | 0.16% | Add +18.4% | 121,400 | $2.7M |
| Synovus Financial Corp. | 0.03% | Reduce -28.2% | 113,215 | $2.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +4.2% | 111,782 | $2.5M |
| Baird Financial Group, Inc. | 0.00% | Add +60.4% | 111,854 | $2.5M |
| MAI Capital Management | 0.02% | New | 110,785 | $2.5M |
| Leavell Investment Management, Inc. | 0.12% | Add +18.5% | 109,151 | $2.4M |
| SCS Capital Management LLC | 0.05% | Add +0.2% | 108,381 | $2.4M |
| Allworth Financial LP | 0.01% | Add +14.1% | 107,994 | $2.4M |
| Accretive Wealth Partners, LLC | 1.01% | Add +1.3% | 106,796 | $2.4M |
| D.A. Davidson & Co. | 0.02% | Add +13.2% | 106,332 | $2.4M |
| Lantz Financial LLC | 0.59% | Add +12.4% | 99,012 | $2.2M |
| Portland Global Advisors LLC | 0.27% | New | 96,425 | $2.1M |
| Atria Investments, Inc | 0.03% | New | 95,130 | $2.1M |
| Gould Asset Management LLC | 0.42% | New | 90,135 | $2.0M |
| Hughes Financial Services, LLC | 0.41% | — | 89,056 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +40.1% | 86,095 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.6% | 84,120 | $1.9M |
| STAR Financial Bank | 1.34% | Add +5.4% | 83,693 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Reduce -47.2% | 78,766 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +93.1% | 78,541 | $1.7M |
| Leo Wealth, LLC | 0.15% | Add +16.1% | 77,459 | $1.7M |
| Mechanics Bank Trust Department | 0.22% | Add +6.3% | 76,000 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +202.9% | 71,635 | $1.6M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +22.3% | 71,373 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +28.1% | 70,779 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +39.6% | 67,550 | $1.5M |
| Associated Banc-Corp | 0.04% | Add +3.0% | 66,729 | $1.5M |
| Jim Saulnier & Associates, LLC | 1.22% | Add +60.8% | 63,597 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.24% | Add +1.3% | 62,022 | $1.4M |
| Howland Capital Management LLC | 0.06% | Add +140.4% | 61,495 | $1.4M |
| Gradient Investments LLC | 0.03% | New | 61,347 | $1.4M |
| Reliant Wealth Planning | 0.64% | Add +48.7% | 60,994 | $1.4M |
| Foundry Financial Group, Inc. | 0.83% | Add +2.3% | 60,568 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | New | 58,189 | $1.3M |
| Evexia Wealth LLC | 0.43% | New | 57,241 | $1.3M |
| Cwm, LLC | 0.01% | Add +28.6% | 54,230 | $1.2M |
| Midwest Professional Planners, LTD. | 0.35% | Add +49.4% | 53,320 | $1.2M |
| Creative Planning | 0.00% | Add +60.2% | 52,412 | $1.2M |
| Signaturefd, LLC | 0.02% | Add +3412.1% | 52,295 | $1.2M |
| Lido Advisors, LLC | 0.01% | Reduce -24.6% | 48,514 | $1.1M |
| Montecito Bank & Trust | 0.18% | Reduce -18.0% | 48,104 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +20.1% | 46,044 | $1.0M |
| Austin Private Wealth, LLC | 0.09% | Add +1.3% | 44,851 | $996K |
| Fullcircle Wealth LLC | 0.39% | Add +82.8% | 43,263 | $960K |
"% 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.