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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Aptus Capital Advisors
1
Aptus Capital Advisors
Alabama
USD 157 M +USD 2.77 M +132,719 +2%
Bank of America
2
Bank of America
North Carolina
USD 114 M +USD 6.29 M +301,401 +6%
Morgan Stanley
3
Morgan Stanley
New York
USD 102 M -USD 3.89 M -186,581 -4%
Capital Investment Advisors
4
Capital Investment Advisors
Georgia
USD 84 M +USD 3.98 M +190,961 +5%
Raymond James Financial
5
Raymond James Financial
Florida
USD 72.8 M -USD 1.52 M -72,664 -2%
Capital Advisors Inc
6
Capital Advisors Inc
Oklahoma
USD 70.2 M +USD 1.03 M +49,458 +1%
Venture Visionary Partners
7
Venture Visionary Partners
Ohio
USD 65 M +USD 5.52 M +264,645 +9%
HighTower Advisors
8
HighTower Advisors
Illinois
USD 63.6 M +USD 26.7 M +1,280,302 +72%
Wells Fargo
9
Wells Fargo
California
USD 48.6 M +USD 5.23 M +250,549 +12%
SVWA
10
Sarver Vrooman Wealth Advisors
Missouri
USD 46.1 M +USD 549 k +26,318 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
USD 42.9 M -USD 42.8 k -2,049 -0.1%
UBS Group
12
UBS Group
Switzerland
USD 41.2 M +USD 1.68 M +80,334 +4%
Sigma Investment Counselors
13
Sigma Investment Counselors
Michigan
USD 39.6 M +USD 1.75 M +83,829 +5%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
USD 39.4 M +USD 20.5 M +980,979 +108%
Advisors Capital Management
15
Advisors Capital Management
New Jersey
USD 38.7 M +USD 2.3 M +110,013 +6%
Klingman & Associates
16
Klingman & Associates
New York
USD 36.8 M +USD 1.39 M +66,766 +4%
Summitry LLC
17
Summitry LLC
California
USD 34.6 M +USD 1.15 M +55,092 +3%
Ameriprise
18
Ameriprise
Minnesota
USD 32 M -USD 1.49 M -71,285 -4%
Summit Financial
19
Summit Financial
New Jersey
USD 29.2 M -USD 10.4 M -500,254 -26%
Sound View Wealth Advisors Group
20
Sound View Wealth Advisors Group
Georgia
USD 27.6 M +USD 2.94 M +141,091 +12%
NewEdge Advisors
21
NewEdge Advisors
Louisiana
USD 25.2 M +USD 836 k +40,063 +3%
Woodmont Investment Counsel
22
Woodmont Investment Counsel
Tennessee
USD 23.5 M +USD 4 M +191,545 +20%
MV Capital Management
23
MV Capital Management
Maryland
USD 19.2 M +USD 152 k +7,280 +0.8%
US Bancorp
24
US Bancorp
Minnesota
USD 18.6 M +USD 22.5 k +1,080 +0.1%
EP Wealth Advisors
25
EP Wealth Advisors
California
USD 18.1 M +USD 2.86 M +136,939 +19%
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