iShares Ibnds Dec 2032 TTIBTMETF

13F holders, Q4 2024 (December 31)
67holders +2
7new positions
6sold out
1famous investor
$22.20avg. 13F price*

At the end of Q4 2024, 67 institutions reported holding iShares Ibnds Dec 2032 TT (IBTM) in their 13F filings, up 2 from Q3 2024. 7 opened new positions and 6 sold out. The largest holders were Krilogy Financial LLC ($36.0M), UBS Group AG ($35.4M) and NewEdge Advisors, LLC ($18.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Ibnds Dec 2032 TT
CUSIP
46436E296
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 56Q1 2024Q2 2024: 58Q2 2024Q3 2024: 65Q3 2024Q4 2024: 67Q4 2024Q1 2025: 73Q1 2025Q2 2025: 77Q2 2025Q3 2025: 96Q3 2025Q4 2025: 98Q4 2025Q1 2026: 116Q1 2026Q2 2026: 106Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions7$8.4M
Exits6$1.7M

All 13F filers, Q3 2024 → Q4 2024: 855,143 shares bought and 369,631 shares sold, net +485,512 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 67 holders

Krilogy Financial LLC 2.40% Reduce -8.7% 1,620,963 $36.0M
UBS Group AG 0.01% Add +10.9% 1,594,894 $35.4M
NewEdge Advisors, LLC 0.11% Add +4.3% 835,241 $18.5M
Stratos Wealth Partners, LTD. 0.20% Add +9.1% 646,713 $14.4M
Confluence Investment Management LLC 0.13% Add +1.8% 426,060 $9.5M
Morgan Stanley 0.00% Add +15.2% 374,302 $8.3M
Raymond James Financial Inc. 0.00% — 343,148 $7.6M
Truist Financial Corp. 0.01% Reduce -10.8% 327,376 $7.3M
Ameriprise Financial Inc. 0.00% New 207,049 $4.6M
Park Avenue Securities LLC 0.05% Reduce -9.8% 200,014 $4.4M
James Investment Research, Inc. 0.46% Reduce -6.9% 173,225 $3.8M
Royal Bank of Canada 0.00% Add +16.2% 159,829 $3.5M
Wells Fargo & Company 0.00% Reduce -19.0% 138,562 $3.1M
Probity Advisors, Inc. 0.57% Add +23.4% 134,444 $3.0M
HighTower Advisors, LLC 0.00% Add +33.9% 131,375 $2.9M
Atlantic Private Wealth, LLC 1.88% Add +0.7% 112,713 $2.5M
Accretive Wealth Partners, LLC 1.00% Add +1.3% 106,259 $2.4M
Bank of America Corp. 0.00% Add +5.4% 97,270 $2.2M
LPL Financial LLC 0.00% Add +17.0% 96,869 $2.2M
Country Club Bank 0.14% Add +2.5% 92,473 $2.1M
Susquehanna International Group, LLP 0.00% New 74,197 $1.6M
Flow Traders U.S. LLC 0.06% Add +4.3% 67,298 $1.5M
Kestra Advisory Services, LLC 0.01% Add +9.5% 49,971 $1.1M
Snowden Capital Advisors LLC 0.03% Add +22.3% 46,956 $1.0M
Goldman Sachs Group Inc. 0.00% New 44,583 $990K
Envestnet Asset Management Inc. 0.00% Add +28.5% 43,321 $962K
Citadel Advisors 0.00% Reduce -42.3% 42,908 $953K
Greater Midwest Financial Group, LLC 0.56% Add +1.8% 40,203 $893K
Headinvest, LLC 0.15% No change 36,826 $818K
Yoder Wealth Management, Inc. 0.45% New 36,602 $813K
Commonwealth Equity Services, LLC 0.00% Add +24.0% 35,059 $778K
Thoroughbred Financial Services, LLC 0.04% Add +64.0% 33,029 $733K
Stifel Financial Corp. 0.00% Reduce -2.4% 21,971 $488K
Integrated Wealth Concepts LLC 0.01% Add +25.1% 21,516 $478K
Osaic Holdings, Inc. 0.00% Reduce -11.9% 21,297 $473K
Private Advisor Group, LLC 0.00% No change 21,000 $466K
Leo Wealth, LLC 0.04% Add +1.2% 20,025 $445K
Brookstone Capital Management 0.01% No change 18,036 $400K
Financial Engines Advisors L.L.C. 0.00% Add +9.1% 16,801 $373K
Mendota Financial Group, LLC 0.23% Reduce -21.0% 15,865 $352K
Jacobi Capital Management LLC 0.03% Add +33.9% 15,438 $343K
Northwestern Mutual Wealth Management Co. 0.00% Add +17.4% 15,241 $338K
Cary Street Partners Financial LLC 0.01% — 13,745 $305K
AllSquare Wealth Management LLC 0.14% Add +759.8% 10,920 $242K
Cliftonlarsonallen Wealth Advisors, LLC 0.00% New 10,223 $227K
Avantax Planning Partners, Inc. 0.01% Reduce -2.5% 9,466 $210K
WASHINGTON TRUST Co 0.01% No change 6,670 $148K
CENTRAL TRUST Co 0.00% Add +8.5% 6,387 $142K
Parkside Financial Bank & Trust 0.01% No change 4,679 $104K
Hartford Financial Management Inc. 0.02% Reduce -34.2% 4,539 $101K
Physician Wealth Advisors, Inc. 0.02% New 4,470 $99K
IFP Advisors, Inc 0.00% Add +1003.6% 3,366 $75K
Spectrum Wealth Counsel, LLC 0.01% No change 2,183 $48K
Capital Analysts, LLC 0.00% No change 2,011 $45K
Comerica Bank 0.00% Reduce -0.7% 1,805 $40K
Parallel Advisors, LLC 0.00% Reduce -39.8% 1,575 $35K
Noble Wealth Management PBC 0.02% — 1,500 $33K
Cwm, LLC 0.00% Add +0.3% 1,470 $33K
Element Wealth, LLC 0.01% No change 1,120 $25K
Allworth Financial LP 0.00% No change 907 $20K
Federation des caisses Desjardins du Quebec 0.00% No change 900 $20K
Cherry Tree Wealth Management, LLC 0.00% No change 758 $17K
Venturi Wealth Management, LLC 0.00% New 733 $16K
Private Trust Co. NA 0.00% No change 644 $14K
Asset Dedication, LLC 0.00% Add +50.8% 469 $10K
Logan Capital Management Inc. 0.00% No change 269 $6K
Creative Financial Designs Inc. 0.00% No change 202 $4K

"% of holder's portfolio" is IBTM's weight in each manager's 13F, not the share of iShares Ibnds Dec 2032 TT the manager owns.