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iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Heartwood Wealth Advisors
1
Heartwood Wealth Advisors
Virginia
USD 13 M +USD 12.9 M +516,150 Nuevas
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
USD 10.4 M +USD 7.38 M +294,966 +253%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
USD 9.9 M +USD 6.91 M +276,156 +237%
HighTower Advisors
4
HighTower Advisors
Illinois
USD 6.16 M -USD 4.17 M -166,829 -41%
US Bancorp
5
US Bancorp
Minnesota
USD 5.75 M +USD 514 k +20,560 +10%
Confluence Investment Management
6
Confluence Investment Management
Missouri
USD 5.64 M +USD 27.8 k +1,110 +0.5%
SPF
7
Steven Patrick Farmer
USD 5.64 M +USD 5.61 M +224,138 Nuevas
Wells Fargo
8
Wells Fargo
California
USD 5.18 M +USD 305 k +12,198 +6%
Bank of America
9
Bank of America
North Carolina
USD 4.38 M +USD 2.77 M +110,510 +174%
PWM
10
Praetorian Wealth Management
California
USD 4.32 M +USD 344 k +13,765 +9%
Steward Partners Investment Advisory
11
Steward Partners Investment Advisory
New York
USD 4.03 M +USD 3.81 M +152,382 +1,939%
Wilbanks Smith & Thomas Asset Management
12
Wilbanks Smith & Thomas Asset Management
Virginia
USD 4.02 M +USD 478 k +19,099 +14%
UBS Group
13
UBS Group
Switzerland
USD 3.9 M +USD 1.67 M +66,754 +76%
Morgan Stanley
14
Morgan Stanley
New York
USD 2.64 M -USD 1.6 M -63,953 -38%
LPL Financial
15
LPL Financial
California
USD 1.89 M +USD 1.13 M +45,330 +152%
Jane Street
16
Jane Street
New York
USD 1.72 M +USD 646 k +25,818 +61%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 1.53 M +USD 177 k +7,075 +13%
CLA (CliftonLarsonAllen) Wealth Advisors
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 1.35 M +USD 173 k +6,897 +15%
Legacy Private Trust
19
Legacy Private Trust
Wisconsin
USD 1.23 M +USD 500 k +19,988 +69%
Prism Advisors
20
Prism Advisors
California
USD 1.12 M – – –
Woodmont Investment Counsel
21
Woodmont Investment Counsel
Tennessee
USD 982 k +USD 63.2 k +2,525 +7%
Roof Eidam Maycock Peralta (REMP)
22
Roof Eidam Maycock Peralta (REMP)
California
USD 714 k – – –
Sandy Spring Bank
23
Sandy Spring Bank
Maryland
USD 681 k +USD 6 k +240 +0.9%
Ameritas Investment Partners
24
Ameritas Investment Partners
Nebraska
USD 646 k -USD 97.4 k -3,892 -13%
Raymond James & Associates
25
Raymond James & Associates
Florida
USD 635 k -USD 11.6 k -463 -2%
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