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icono de IBMR

iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
AssetMark Inc
26
AssetMark Inc
California
USD 3.38 M +USD 1.12 M +44,046 +49%
Central Trust Company
27
Central Trust Company
Missouri
USD 3.34 M -USD 205 k -8,106 -6%
LFS
28
Littlejohn Financial Services
Oregon
USD 3.3 M +USD 3.62 M +142,624 Nuevas
CPWM
29
Cypress Point Wealth Management
Texas
USD 3.04 M +USD 3.04 M +119,718 Nuevas
Integrated Wealth Concepts
30
Integrated Wealth Concepts
Massachusetts
USD 2.93 M +USD 2.76 k +109 +0.1%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
USD 2.88 M +USD 24.1 k +949 +0.8%
Parkway Wealth Management
32
Parkway Wealth Management
Texas
USD 2.56 M +USD 67.6 k +2,668 +3%
Summit Financial
33
Summit Financial
New Jersey
USD 2.53 M -USD 586 k -23,123 -19%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
USD 2.42 M +USD 185 k +7,284 +8%
Leavell Investment Management
35
Leavell Investment Management
Alabama
USD 2.36 M +USD 101 k +4,000 +4%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
USD 2.24 M -USD 52.7 k -2,077 -2%
Confluence Investment Management
37
Confluence Investment Management
Missouri
USD 2.22 M +USD 19.5 k +771 +0.9%
Kestra Advisory Services
38
Kestra Advisory Services
Texas
USD 2.16 M +USD 115 k +4,547 +6%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
USD 2.1 M +USD 4.79 k +189 +0.2%
Valmark Advisers
40
Valmark Advisers
Ohio
USD 2.1 M +USD 288 k +11,351 +16%
Woodmont Investment Counsel
41
Woodmont Investment Counsel
Tennessee
USD 2.06 M -USD 480 k -18,944 -19%
Benjamin Edwards Inc
42
Benjamin Edwards Inc
Missouri
USD 2 M +USD 50.8 k +2,005 +3%
Sound View Wealth Advisors Group
43
Sound View Wealth Advisors Group
Georgia
USD 1.97 M +USD 9.7 k +381 +0.5%
MML Investors Services
44
MML Investors Services
Massachusetts
USD 1.93 M +USD 1.92 M +75,855 Nuevas
Spinnaker Trust
45
Spinnaker Trust
Maine
USD 1.89 M +USD 337 k +13,276 +22%
Atlantic Union Bankshares
46
Atlantic Union Bankshares
Virginia
USD 1.86 M +USD 100 k +3,935 +6%
Ellis Investment Partners
47
Ellis Investment Partners
Pennsylvania
USD 1.84 M +USD 507 +20 +0%
Hills Bank & Trust
48
Hills Bank & Trust
Iowa
USD 1.83 M +USD 448 k +17,672 +32%
GHA
49
Granite Harbor Advisors
Texas
USD 1.78 M +USD 229 k +9,040 +15%
RAG
50
RIA Advisory Group
Iowa
USD 1.74 M +USD 404 k +15,925 +30%
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