ISHARES TR IBDZ
IBONDS DEC 2034 · ETP · CUSIP 46438G653
53
institutional holders
+25 vs Q3 2024
6.7m
shares reported held*
$171.7mreported value*
25 new
23 added
2 reduced
1 sold out
net bought ≈ $82.0m (+3.2m 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 ≈ $25.45.
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2024 | 6 |
| Q3 2024 | 28 |
| Q4 2024 | 53 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 25 | 1 |
| Q4 2024 | 48 | 3 |
Biggest buyers
| MV CAPITAL MANAGEMENT, INC. | Added | +679.6k |
| BANK OF AMERICA CORP /DE/ | New | +608.7k |
| UBS Group AG | Added | +225.1k |
| Capital Investment Advisors, LLC | Added | +192.1k |
| Krilogy Financial LLC | New | +178.3k |
| 4Thought Financial Group Inc. | New | +161.2k |
| BENJAMIN EDWARDS INC | New | +152.5k |
| Lido Advisors, LLC | New | +135.2k |
| US BANCORP \DE\ | New | +121.8k |
| Probity Advisors, Inc. | New | +120.8k |
Biggest sellers
| SUMMITRY LLC | Reduced | -309.2k |
| BlackRock, Inc. | Reduced | -110.0k |
| JANE STREET GROUP, LLC | Sold out | -28.9k |
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| SUMMITRY LLC 1.40% of their portfolio | 1.1m $28.5m | Reduced -309.2k |
| MV CAPITAL MANAGEMENT, INC. 2.30% of their portfolio | 846.5k $21.5m | Added +679.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 608.7k $15.5m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 573.4k $14.6m | Added +23.0k |
| MB, LEVIS & ASSOCIATES, LLC 6.20% of their portfolio | 486.3k $12.4m | Added +4.5k |
| UBS Group AG 0.00% of their portfolio | 234.0k $6.0m | Added +225.1k |
| Paradigm, Strategies in Wealth Management, LLC 3.85% of their portfolio | 229.7k $5.8m | Added +43.6k |
| Capital Investment Advisors, LLC 0.11% of their portfolio | 220.5k $5.6m | Added +192.1k |
| Guidance Point Advisors, LLC 1.34% of their portfolio | 186.8k $4.8m | Added +26.0k |
| Krilogy Financial LLC 0.30% of their portfolio | 178.3k $4.5m | New |
| 4Thought Financial Group Inc. 2.55% of their portfolio | 161.2k $4.1m | New |
| BENJAMIN EDWARDS INC 0.06% of their portfolio | 152.5k $3.9m | New |
| Sandy Spring Bank 0.15% of their portfolio | 141.4k $3.6m | Added +113.5k |
| Lido Advisors, LLC 0.02% of their portfolio | 135.2k $3.4m | New |
| US BANCORP \DE\ 0.00% of their portfolio | 121.8k $3.1m | New |
| Probity Advisors, Inc. 0.59% of their portfolio | 120.8k $3.1m | New |
| Parallel Advisors, LLC 0.07% of their portfolio | 118.4k $3.0m | Added +113.9k |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 99.4k $2.5m | Added +80.6k |
| J.W. COLE ADVISORS, INC. 0.09% of their portfolio | 89.3k $2.3m | Added +25.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 88.0k $2.2m | New |
| Sabal Trust CO 0.13% of their portfolio | 86.5k $2.2m | Added +42.5k |
| Stonebrook Private Inc. 0.51% of their portfolio | 77.2k $2.0m | New |
| Archford Capital Strategies, LLC 0.29% of their portfolio | 75.6k $1.9m | New |
| COLDSTREAM CAPITAL MANAGEMENT INC 0.03% of their portfolio | 63.1k $1.6m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 62.2k $1.6m | First filing |
| Arrow Financial Corp 0.14% of their portfolio | 57.4k $1.5m | Added +50.3k |
| MEITAV INVESTMENT HOUSE LTD 0.02% of their portfolio | 52.4k $1.3m | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 49.7k $1.3m | Added +24.1k |
| HighTower Advisors, LLC 0.00% of their portfolio | 38.4k $976.1k | Added +26.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 34.0k $865.3k | New |
| Seneca House Advisors 0.34% of their portfolio | 34.0k $864.8k | Added +7.9k |
| BlackRock, Inc. 0.00% of their portfolio | 25.0k $637.5k | Reduced -110.0k |
| OLD MISSION CAPITAL LLC 0.01% of their portfolio | 17.9k $456.8k | New |
| Montecito Bank & Trust 0.07% of their portfolio | 16.4k $417.3k | Added +1.0k |
| McGlone Suttner Wealth Management, Inc. 0.07% of their portfolio | 16.3k $415.5k | Added +1.8k |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.01% of their portfolio | 15.4k $393.1k | New |
| Stokes Family Office, LLC 0.04% of their portfolio | 15.0k $381.8k | New |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 15.0k $380.9k | New |
| Segment Wealth Management, LLC 0.02% of their portfolio | 13.2k $335.3k | New |
| Private Advisor Group, LLC 0.00% of their portfolio | 11.1k $281.7k | Unchanged |
| Gradient Capital Advisors, LLC 0.08% of their portfolio | 9.9k $252.5k | Added +2.3k |
| Mutual Advisors, LLC 0.01% of their portfolio | 9.8k $248.5k | New |
| LPL Financial LLC 0.00% of their portfolio | 9.3k $237.7k | New |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 8.3k $210.6k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 6.8k $173.9k | Added +5.7k |
| Koesten, Hirschmann & Crabtree, INC. 0.05% of their portfolio | 3.3k $84.0k | Added +2.9k |
| CVA Family Office, LLC 0.01% of their portfolio | 2.6k $65.3k | New |
| Hemington Wealth Management 0.01% of their portfolio | 2.1k $54.0k | Added +80 |
| IFP Advisors, Inc 0.00% of their portfolio | 1.8k $45.5k | New |
| Cherry Tree Wealth Management, LLC 0.01% of their portfolio | 1.7k $43.0k | Added +510 |
| CENTRAL TRUST Co 0.00% of their portfolio | 961 $24.5k | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |
| COMERICA BANK 0.00% of their portfolio | 0 $0 | New |