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iShares iBonds Oct 2028 Term TIPS ETF
IBIE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
TRUE Private Wealth Advisors
1
TRUE Private Wealth Advisors
Oregon
USD 33.9 M -USD 5.06 M -192,123 -13%
Raymond James Financial
2
Raymond James Financial
Florida
USD 13.5 M +USD 9.22 M +349,951 +215%
Quantum Financial Advisors
3
Quantum Financial Advisors
California
USD 9.7 M +USD 933 k +35,421 +11%
North Star Investment Management
4
North Star Investment Management
Illinois
USD 5.89 M +USD 737 k +27,985 +14%
BlackRock
5
BlackRock
New York
USD 4.49 M +USD 1.83 M +69,641 +69%
Osaic Holdings
6
Osaic Holdings
Arizona
USD 2.81 M +USD 1.68 M +63,905 +149%
Central Trust Company
7
Central Trust Company
Missouri
USD 2.61 M +USD 400 k +15,195 +18%
SRPTWM
8
Split Rock Private Trading & Wealth Management
Minnesota
USD 2.16 M +USD 2.16 M +82,068 Nuevas
AA
9
Addison Advisors
Vermont
USD 1.54 M -USD 1.33 M -50,324 -46%
Jane Street
10
Jane Street
New York
USD 1.23 M +USD 1.23 M +46,758 Nuevas
JSA
11
Jim Saulnier & Associates
Colorado
USD 1.04 M +USD 151 k +5,743 +17%
Davenport & Co
12
Davenport & Co
Virginia
USD 1.01 M +USD 1.01 M +38,443 Nuevas
Gateway Wealth Partners
13
Gateway Wealth Partners
Wisconsin
USD 896 k +USD 898 k +34,080 Nuevas
Penobscot Investment Management
14
Penobscot Investment Management
Massachusetts
USD 894 k +USD 13.2 k +500 +1%
IFG Advisory
15
IFG Advisory
Georgia
USD 698 k +USD 699 k +26,547 Nuevas
BCPWM
16
Bradley & Co Private Wealth Management
Florida
USD 631 k +USD 659 +25 +0.1%
BWM
17
Briggs Wealth Management
Connecticut
USD 605 k +USD 146 k +5,523 +32%
Goldman Sachs
18
Goldman Sachs
New York
USD 506 k – – –
MA
19
MKT Advisors
California
USD 487 k +USD 37.6 k +1,426 +8%
ATI
20
ARK & TLK Investments
Oklahoma
USD 471 k – – –
Cerity Partners
21
Cerity Partners
New York
USD 459 k +USD 659 +25 +0.1%
LPL Financial
22
LPL Financial
California
USD 457 k +USD 59.6 k +2,263 +15%
Tower Research Capital (TRC)
23
Tower Research Capital (TRC)
New York
USD 428 k +USD 403 k +15,294 +1,559%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
USD 368 k +USD 369 k +14,002 Nuevas
Creative Planning
25
Creative Planning
Kansas
USD 366 k +USD 132 +5 +0%
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