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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Jacobi Capital Management
201
Jacobi Capital Management
Pennsylvania
USD 1.37 M +USD 243 k +10,027 +21%
James Investment Research
202
James Investment Research
Ohio
USD 1.36 M -USD 50.8 k -2,101 -4%
Bank of New York Mellon
203
Bank of New York Mellon
New York
USD 1.36 M +USD 49 k +2,027 +4%
Addison Advisors
204
Addison Advisors
Vermont
USD 1.34 M -USD 1.15 M -47,534 -46%
Diversify Wealth Management
205
Diversify Wealth Management
Utah
USD 1.32 M +USD 167 k +6,884 +14%
Diversify Advisory Services
206
Diversify Advisory Services
Utah
USD 1.32 M +USD 1.33 M +54,815 Nuevas
MidFirst Bank
207
MidFirst Bank
Oklahoma
USD 1.32 M -USD 20.8 k -860 -2%
Element Wealth
208
Element Wealth
Mississippi
USD 1.26 M -USD 15.3 k -634 -1%
J.W. Cole Advisors
209
J.W. Cole Advisors
Florida
USD 1.26 M -USD 172 k -7,121 -12%
Woodley Farra Manion Portfolio Management
210
Woodley Farra Manion Portfolio Management
Indiana
USD 1.2 M +USD 111 k +4,602 +10%
Baron Silver Stevens Financial Advisors
211
Baron Silver Stevens Financial Advisors
Florida
USD 1.2 M -USD 1.08 M -44,677 Cerradas
Blue Square Asset Management
212
Blue Square Asset Management
New York
USD 1.18 M -USD 13.2 k -546 -1%
Beaumont Financial Advisors
213
Beaumont Financial Advisors
Massachusetts
USD 1.17 M -USD 28.3 k -1,171 -2%
WesBanco Bank
214
WesBanco Bank
West Virginia
USD 1.16 M – – –
Farmers National Bank
215
Farmers National Bank
Kentucky
USD 1.16 M +USD 12.4 k +512 +1%
Balentine LLC
216
Balentine LLC
Georgia
USD 1.15 M +USD 10.8 k +446 +0.9%
Archford Capital Strategies
217
Archford Capital Strategies
Illinois
USD 1.15 M -USD 70.3 k -2,904 -6%
Adirondack Trust Company
218
Adirondack Trust Company
New York
USD 1.13 M +USD 339 +14 +0%
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
USD 1.13 M -USD 59.8 k -2,471 -5%
Jefferson Bridge Capital
220
Jefferson Bridge Capital
Tennessee
USD 1.11 M -USD 344 k -14,236 -24%
Helen Stephens Group
221
Helen Stephens Group
Texas
USD 1.09 M +USD 873 k +36,091 +396%
Paradigm Strategies in Wealth Management
222
Paradigm Strategies in Wealth Management
Minnesota
USD 1.08 M -USD 260 k -10,753 -19%
Summitry LLC
223
Summitry LLC
California
USD 1.05 M +USD 550 k +22,719 +109%
Foundations Investment Advisors
224
Foundations Investment Advisors
Arizona
USD 1.05 M +USD 223 k +9,222 +27%
Cerity Partners
225
Cerity Partners
New York
USD 1.03 M -USD 1.45 M -59,975 Cerradas
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