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iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
USD 45.9 M +USD 556 k +21,498 +1%
Clearstead Advisors
2
Clearstead Advisors
Ohio
USD 24.1 M +USD 820 k +31,702 +4%
HighTower Advisors
3
HighTower Advisors
Illinois
USD 18.8 M +USD 9.6 M +371,405 +104%
Community Trust & Investment
4
Community Trust & Investment
Kentucky
USD 9.9 M +USD 5.13 M +198,355 +108%
Bank of America
5
Bank of America
North Carolina
USD 9.5 M +USD 1.97 M +76,005 +26%
Kathmere Capital Management
6
Kathmere Capital Management
Pennsylvania
USD 9.11 M -USD 3.59 M -138,772 -28%
LBMC Investment Advisors
7
LBMC Investment Advisors
Tennessee
USD 8.36 M +USD 1.39 M +53,879 +20%
US Bancorp
8
US Bancorp
Minnesota
USD 8.02 M +USD 120 k +4,624 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
USD 6.54 M +USD 2.21 M +85,534 +51%
PWM
10
Praetorian Wealth Management
California
USD 5.71 M +USD 171 k +6,617 +3%
Wells Fargo
11
Wells Fargo
California
USD 5.66 M +USD 472 k +18,247 +9%
Jane Street
12
Jane Street
New York
USD 5.42 M +USD 3.72 M +143,743 +219%
United Capital Financial Advisors
13
United Capital Financial Advisors
Texas
USD 4.56 M +USD 341 k +13,190 +8%
Coldstream Capital Management
14
Coldstream Capital Management
Washington
USD 4.02 M +USD 182 k +7,049 +5%
NewEdge Advisors
15
NewEdge Advisors
Louisiana
USD 3.92 M +USD 811 k +31,352 +26%
CLA (CliftonLarsonAllen) Wealth Advisors
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 3.92 M +USD 277 k +10,690 +8%
Central Trust Company
17
Central Trust Company
Missouri
USD 3.69 M -USD 34.5 k -1,335 -0.9%
Lido Advisors
18
Lido Advisors
California
USD 3.16 M -USD 63.3 k -2,447 -2%
CPWM
19
Cypress Point Wealth Management
Texas
USD 2.98 M – – –
LPL Financial
20
LPL Financial
California
USD 2.9 M +USD 698 k +26,968 +32%
Summit Financial
21
Summit Financial
New Jersey
USD 2.89 M +USD 125 k +4,818 +5%
Quantum Financial Advisors
22
Quantum Financial Advisors
California
USD 2.86 M -USD 971 k -37,520 -25%
AssetMark Inc
23
AssetMark Inc
California
USD 2.74 M +USD 693 k +26,762 +34%
UBS Group
24
UBS Group
Switzerland
USD 2.68 M +USD 1.1 M +42,688 +70%
Morgan Stanley
25
Morgan Stanley
New York
USD 2.48 M -USD 321 k -12,418 -11%
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