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icono de IBTJ

iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 74.7 M +USD 1.42 M +65,398 +2%
Bank of America
2
Bank of America
North Carolina
USD 59.8 M +USD 6.63 M +305,503 +12%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
USD 55.9 M +USD 5.29 M +243,655 +10%
Wells Fargo
4
Wells Fargo
California
USD 38.2 M -USD 11.4 M -524,038 -23%
Brookstone Capital Management
5
Brookstone Capital Management
Illinois
USD 36.8 M -USD 1.03 M -47,283 -3%
TRUE Private Wealth Advisors
6
TRUE Private Wealth Advisors
Oregon
USD 36.2 M -USD 3.31 M -152,308 -8%
Financial Advisory Corporation
7
Financial Advisory Corporation
Michigan
USD 34.6 M +USD 583 k +26,888 +2%
Raymond James Financial
8
Raymond James Financial
Florida
USD 31.1 M -USD 2.97 M -136,741 -9%
Asset Advisors Investment Management
9
Asset Advisors Investment Management
Georgia
USD 29 M +USD 2.23 M +102,598 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 28 M +USD 1.58 M +72,993 +6%
United Capital Financial Advisors
11
United Capital Financial Advisors
Texas
USD 27.6 M +USD 1.64 M +75,731 +6%
BlackRock
12
BlackRock
New York
USD 26.4 M +USD 11.5 M +529,752 +77%
Hengehold Capital Management
13
Hengehold Capital Management
Ohio
USD 24.1 M +USD 1.61 M +74,391 +7%
Ameriprise
14
Ameriprise
Minnesota
USD 22.5 M +USD 971 k +44,755 +5%
HM Payson & Co
15
HM Payson & Co
Maine
USD 20.8 M +USD 4.11 M +189,532 +25%
Atwood & Palmer
16
Atwood & Palmer
Missouri
USD 20.8 M +USD 298 k +13,753 +1%
UBS Group
17
UBS Group
Switzerland
USD 20.3 M +USD 481 k +22,157 +2%
Journey Advisory Group
18
Journey Advisory Group
Kentucky
USD 17.5 M +USD 239 k +11,004 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 17.1 M -USD 969 k -44,640 -5%
Arax Advisory Partners
20
Arax Advisory Partners
Colorado
USD 16.9 M +USD 17 M +781,914 Nuevas
DP
21
Denver PWM
Colorado
USD 14.8 M +USD 278 k +12,832 +2%
MA
22
MKT Advisors
California
USD 14.3 M +USD 1.07 M +49,278 +8%
LPL Financial
23
LPL Financial
California
USD 13.9 M +USD 525 k +24,181 +4%
Merit Financial Group
24
Merit Financial Group
Georgia
USD 12.7 M +USD 12.4 M +570,188 +3,155%
WMS
25
Wealth Management Strategies
Pennsylvania
USD 12.5 M +USD 759 k +34,960 +6%
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