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IBTH ISHARES TR

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IBONDS 27 TRM TS (fund)

225 managers (227 13F filers) reported a position in IBTH shares at 2024-12-31, 43,682,641 shares in all. 35 filers opened a position and 9 filers sold out during the quarter.

Managers
225
13F filers
227
New
35
Added
124
Reduced
27
Sold out
9
Shares held by filers
43,682,641

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
EASTERN BANK1,150$25.5K<0.01%-213F-HRTimeline
HARBOUR INVESTMENTS, INC.1,125$25K<0.01%new13F-HRTimeline
Balentine LLC1,124$24.9K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,057$23.5K0.01%13F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…862$19.1K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC850$18.9K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\800$17.8K<0.01%+30013F-HRTimelineGroup
First PREMIER Bank780$17K<0.01%+8313F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC738$16.7K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.700$15.5K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.699$15.5K<0.01%013F-HRTimeline
AE Wealth Management LLC655$14.5K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC601$13.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC570$12.7K<0.01%-1,64013F-HRTimeline
Blue Trust, Inc.552$12.3K<0.01%+7713F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV488$10.8K<0.01%013F-HRTimeline
Stephens Consulting, LLC334$7.41K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC279$6.21K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO200$4.44K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC141$3.13K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.120$2.67K<0.01%new13F-HRTimeline
Nemes Rush Group LLC60$1.33K<0.01%+1013F-HRTimeline
Aventura Private Wealth, LLC5$111<0.01%13F-HRTimeline
FMR LLCin group FMR LLC2$44<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.