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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
HM Payson & Co
1
HM Payson & Co
Maine
USD 148 M -USD 3.25 M -145,271 -2%
Bank of America
2
Bank of America
North Carolina
USD 96.5 M +USD 12.2 M +545,196 +14%
Morgan Stanley
3
Morgan Stanley
New York
USD 85.5 M +USD 2.59 M +115,868 +3%
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
USD 72.9 M +USD 13.9 M +622,407 +24%
GLOBALT Investments
5
GLOBALT Investments
Georgia
USD 65.8 M -USD 1.24 M -55,271 -2%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
USD 60.1 M +USD 4.95 M +221,102 +9%
NewEdge Advisors
7
NewEdge Advisors
Louisiana
USD 45.6 M +USD 6.67 M +298,008 +17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 45.3 M +USD 2.75 M +123,089 +6%
Wells Fargo
9
Wells Fargo
California
USD 44.6 M -USD 11.2 M -499,320 -20%
LPL Financial
10
LPL Financial
California
USD 43 M +USD 2.48 M +110,834 +6%
Raymond James Financial
11
Raymond James Financial
Florida
USD 39.6 M -USD 2.32 M -103,501 -6%
UBS Group
12
UBS Group
Switzerland
USD 37.9 M -USD 106 k -4,717 -0.3%
Brookstone Capital Management
13
Brookstone Capital Management
Illinois
USD 37.4 M -USD 1.12 M -50,124 -3%
United Capital Financial Advisors
14
United Capital Financial Advisors
Texas
USD 35.1 M +USD 1.97 M +88,157 +6%
Arax Advisory Partners
15
Arax Advisory Partners
Colorado
USD 34.9 M +USD 34.9 M +1,559,602 Nuevas
Stratos Wealth Advisors
16
Stratos Wealth Advisors
Ohio
USD 34.6 M +USD 5.83 M +260,372 +20%
Connecticut Wealth Management
17
Connecticut Wealth Management
Connecticut
USD 32.1 M +USD 4.34 M +193,768 +16%
Integrated Wealth Concepts
18
Integrated Wealth Concepts
Massachusetts
USD 30.9 M +USD 1.55 M +69,459 +5%
Financial Advisory Corporation
19
Financial Advisory Corporation
Michigan
USD 29.8 M +USD 2.83 M +126,271 +10%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
USD 27.2 M -USD 4.28 M -191,288 -14%
BlackRock
21
BlackRock
New York
USD 26.5 M +USD 11.4 M +509,105 +76%
Stratos Wealth Partners
22
Stratos Wealth Partners
Ohio
USD 24.1 M +USD 623 k +27,852 +3%
CLA (CliftonLarsonAllen) Wealth Advisors
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 21.9 M +USD 875 k +39,115 +4%
Capital Investment Advisors
24
Capital Investment Advisors
Georgia
USD 19.9 M -USD 207 k -9,252 -1%
Journey Advisory Group
25
Journey Advisory Group
Kentucky
USD 19.1 M -USD 417 k -18,635 -2%
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