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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Carnegie Investment Counsel
26
Carnegie Investment Counsel
Ohio
USD 18.8 M +USD 2.38 M +106,238 +14%
Fulton Bank
27
Fulton Bank
Pennsylvania
USD 18.8 M +USD 4.64 M +207,451 +33%
MA
28
MKT Advisors
California
USD 18.8 M +USD 813 k +36,331 +5%
OneAscent Financial Services
29
OneAscent Financial Services
Alabama
USD 18.5 M +USD 349 k +15,594 +2%
DP
30
Denver PWM
Colorado
USD 18.4 M +USD 1.08 M +48,227 +6%
Asset Advisors Investment Management
31
Asset Advisors Investment Management
Georgia
USD 16.8 M +USD 86.8 k +3,880 +0.5%
Titleist Asset Management
32
Titleist Asset Management
Texas
USD 16.4 M +USD 1.02 M +45,719 +7%
Merit Financial Group
33
Merit Financial Group
Georgia
USD 15.9 M -USD 10.6 M -475,260 -40%
BIP Wealth
34
BIP Wealth
Georgia
USD 14.9 M +USD 5.77 M +257,793 +63%
Osaic Holdings
35
Osaic Holdings
Arizona
USD 14.3 M +USD 559 k +24,976 +4%
Krilogy Financial
36
Krilogy Financial
Missouri
USD 14 M +USD 900 k +40,227 +7%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
USD 13.6 M +USD 283 k +12,644 +2%
MV Capital Management
38
MV Capital Management
Maryland
USD 13.5 M -USD 49.8 k -2,226 -0.4%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
USD 13.1 M +USD 1.11 M +49,738 +9%
WMS
40
Wealth Management Strategies
Pennsylvania
USD 12.6 M +USD 616 k +27,501 +5%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
USD 12.5 M +USD 8.21 M +367,006 +191%
Sanctuary Advisors
42
Sanctuary Advisors
Indiana
USD 11.2 M +USD 1.6 M +71,540 +17%
SWM
43
Shelton Wealth Management
Texas
USD 10.9 M +USD 682 k +30,486 +7%
McGuire Investment Group
44
McGuire Investment Group
Rhode Island
USD 10.1 M +USD 9.9 M +440,646 +4,228%
Apella Capital
45
Apella Capital
Connecticut
USD 9.8 M +USD 674 k +30,121 +7%
Baird Financial Group
46
Baird Financial Group
Wisconsin
USD 9.47 M +USD 711 k +31,785 +8%
Chatham Capital Group
47
Chatham Capital Group
Georgia
USD 9.18 M -USD 187 k -8,350 -2%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
USD 8.98 M +USD 612 k +27,327 +7%
DWA
49
Delta Wealth Advisors
Indiana
USD 8.41 M +USD 72.8 k +3,251 +0.9%
Hilltop Holdings
50
Hilltop Holdings
Texas
USD 8.4 M +USD 569 k +25,436 +7%
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