Stock ownership · SEC 13F · Q3 2024

iShares iBonds Dec 2024 Term Tr

Institutional ownership of iShares iBonds Dec 2024 Term Tr (CUSIP 46436E874) - who holds it, how concentrated it is, and what moved last quarter.

$10.3M
Reported value
3
Institutions
100%
Top-5 share

The verdict

3 institutions report $10.3M of iShares iBonds Dec 2024 Term Tr positions as of Q3 2024, with ownership heavily concentrated in a handful of holders.

3
institutions hold it
$10.3M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2024; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 46436E874 · Q3 2024 $10M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-SHORT

  • VALUE-TRACE $10.3M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-SHORT 3Q history

Read with: Ownership concentration guide - iShares iBonds Dec 2024 Term Tr's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of iShares iBonds Dec 2024 Term Tr
  1. 1
    Sanctuary Advisors, LLC $7.7M
  2. 2
    Asset Advisors Investment Management, LLC $2.4M
  3. 3
    American Trust $250K

Top 3 reported holders by value · Q3 2024

Top Institutional Holders

# Institution Shares Value Share of reported
1 Sanctuary Advisors, LLC 320,517 $7.7M 74.6%
2 Asset Advisors Investment Management, LLC 98,290 $2.4M 22.9%
3 American Trust 10,436 $250K 2.4%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among iShares iBonds Dec 2024 Term Tr's reported holders for Q3 2024, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q3 2024

New positions (3)

Sanctuary Advisors, LLC $7.7M
Asset Advisors Investment Management, LLC $2.4M
American Trust $250K

Complete exits (1)

Brown Financial Advisors exited

Frequently Asked Questions

How many institutions hold iShares iBonds Dec 2024 Term Tr?▼
iShares iBonds Dec 2024 Term Tr is held by 3 institutional investors per the latest SEC Form 13F filings as of Q3 2024.
What is the total institutional value of iShares iBonds Dec 2024 Term Tr?▼
Institutions report $10.3M of iShares iBonds Dec 2024 Term Tr as of Q3 2024.
How concentrated is ownership of iShares iBonds Dec 2024 Term Tr?▼
The top five institutional holders account for 100% of the reported institutional value in iShares iBonds Dec 2024 Term Tr, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of iShares iBonds Dec 2024 Term Tr?▼
Sanctuary Advisors, LLC is the largest reported holder of iShares iBonds Dec 2024 Term Tr with $7.7M across 320,517 shares as of Q3 2024.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.