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iShares iBonds 2027 Term High Yield and Income ETF
IBHG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
UBS Group
1
UBS Group
Switzerland
USD 39.9 M +USD 32.5 M +1,472,206 +440%
LBMC Investment Advisors
2
LBMC Investment Advisors
Tennessee
USD 39.1 M +USD 3.44 M +155,798 +10%
Arrow Financial
3
Arrow Financial
New York
USD 32.9 M +USD 32.9 M +1,491,682 Nuevas
LPL Financial
4
LPL Financial
California
USD 27.6 M +USD 2.36 M +107,046 +9%
Wells Fargo
5
Wells Fargo
California
USD 17.9 M +USD 237 k +10,731 +1%
Federation des caisses Desjardins du Quebec
6
Federation des caisses Desjardins du Quebec
Quebec, Canada
USD 17.3 M -USD 2.45 M -110,893 -12%
Raymond James Financial
7
Raymond James Financial
Florida
USD 8.87 M +USD 1.69 M +76,392 +23%
Morgan Stanley
8
Morgan Stanley
New York
USD 6.21 M +USD 1.41 M +63,900 +29%
Bank of America
9
Bank of America
North Carolina
USD 5.73 M +USD 231 k +10,439 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
USD 5.63 M -USD 188 k -8,523 -3%
JWCA
11
J.W. Cole Advisors
Florida
USD 4.72 M -USD 200 k -9,051 -4%
Concurrent Investment Advisors
12
Concurrent Investment Advisors
Florida
USD 4.49 M +USD 4.49 M +203,427 Nuevas
Ironwood Financial
13
Ironwood Financial
Arizona
USD 4.38 M +USD 746 k +33,788 +20%
BlackRock
14
BlackRock
New York
USD 4.34 M +USD 2.77 M +125,439 +177%
Kestra Private Wealth Services
15
Kestra Private Wealth Services
Texas
USD 4.33 M +USD 1.33 M +60,031 +44%
MAWAG
16
Mid-American Wealth Advisory Group
Missouri
USD 4.32 M -USD 288 k -13,051 -6%
NewEdge Advisors
17
NewEdge Advisors
Louisiana
USD 4.1 M +USD 418 k +18,920 +11%
CFG
18
Carr Financial Group
Massachusetts
USD 3.33 M +USD 685 k +31,006 +26%
SPWM
19
Straight Path Wealth Management
Michigan
USD 2.99 M +USD 171 k +7,757 +6%
Jane Street
20
Jane Street
New York
USD 2.95 M +USD 2.23 M +101,112 +310%
Commonwealth Financial Services
21
Commonwealth Financial Services
West Virginia
USD 2.66 M -USD 5.91 M -267,683 -69%
Penobscot Investment Management
22
Penobscot Investment Management
Massachusetts
USD 2.5 M +USD 527 k +23,850 +27%
E3F
23
Eight 31 Financial
Texas
USD 2.37 M +USD 62.4 k +2,826 +3%
Private Advisor Group
24
Private Advisor Group
New Jersey
USD 2.2 M +USD 1.44 M +65,320 +189%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
USD 2 M -USD 37.7 k -1,705 -2%
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