Vault-13

ISHARES TR

IBONDS DEC · CUSIP 46435U697

1 institutional holders -156 vs Q3 2024
36,07436.1k shares reported held*
$939.5kreported value*
0 new 0 added 1 reduced 151 sold out net sold ≈ $302.3m (-11.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $26.05.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 134Q4 22: 150Q1 23: 156Q2 23: 153Q3 23: 149Q4 23: 160Q1 24: 160Q2 24: 165Q3 24: 157Q4 24: 11Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022134
Q4 2022150
Q1 2023156
Q2 2023153
Q3 2023149
Q4 2023160
Q1 2024160
Q2 2024165
Q3 2024157
Q4 20241

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q1 23: 93 bought or addedQ1 23: 42 cut or sold outQ2 23: 66 bought or addedQ2 23: 65 cut or sold outQ2 23Q3 23: 65 bought or addedQ3 23: 67 cut or sold outQ4 23: 66 bought or addedQ4 23: 69 cut or sold outQ4 23Q1 24: 61 bought or addedQ1 24: 74 cut or sold outQ2 24: 67 bought or addedQ2 24: 71 cut or sold outQ2 24Q3 24: 48 bought or addedQ3 24: 88 cut or sold outQ4 24: 0 bought or addedQ4 24: 152 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20239342
Q2 20236665
Q3 20236567
Q4 20236669
Q1 20246174
Q2 20246771
Q3 20244888
Q4 20240152

Biggest buyers

None

Biggest sellers

BANK OF AMERICA CORP /DE/ Sold out -1,558,961-1.6m
NewEdge Advisors, LLC Sold out -530,450-530.5k
US BANCORP \DE\ Sold out -520,523-520.5k
MORGAN STANLEY Sold out -390,022-390.0k
UBS Group AG Sold out -362,871-362.9k
MERCER GLOBAL ADVISORS INC /ADV Sold out -362,804-362.8k
HighTower Advisors, LLC Sold out -359,826-359.8k
LPL Financial LLC Sold out -347,490-347.5k
Glenview Trust Co Sold out -330,556-330.6k
WELLS FARGO & COMPANY/MN Sold out -249,555-249.6k

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 36,07436.1k $939.5k $939.5k 0.03% Reduced -4.4k -4,387