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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
Krilogy Financial
26
Krilogy Financial
Missouri
USD 12.2 M +USD 893 k +41,166 +8%
Integrated Wealth Concepts
27
Integrated Wealth Concepts
Massachusetts
USD 12.1 M +USD 4.71 M +217,198 +63%
Legacy Private Trust
28
Legacy Private Trust
Wisconsin
USD 12 M +USD 397 k +18,312 +3%
Stratos Wealth Partners
29
Stratos Wealth Partners
Ohio
USD 11.5 M +USD 337 k +15,540 +3%
Probity Advisors
30
Probity Advisors
Texas
USD 11.5 M +USD 975 k +44,949 +9%
Shelton Wealth Management
31
Shelton Wealth Management
Texas
USD 10.9 M +USD 745 k +34,314 +7%
NewEdge Advisors
32
NewEdge Advisors
Louisiana
USD 10.8 M +USD 997 k +45,939 +10%
EL
33
ES4 LLC
California
USD 10.6 M +USD 9.9 M +457,923 Nuevas
MCF Advisors
34
MCF Advisors
Kentucky
USD 10 M +USD 9.34 M +430,563 +32,276%
Heartwood Wealth Advisors
35
Heartwood Wealth Advisors
Virginia
USD 9.7 M +USD 157 k +7,256 +2%
Waycross Investment Management
36
Waycross Investment Management
Washington
USD 9.6 M +USD 158 k +7,259 +2%
Eight 31 Financial
37
Eight 31 Financial
Texas
USD 9.45 M +USD 252 k +11,634 +3%
Park Avenue Securities
38
Park Avenue Securities
New York
USD 8.58 M -USD 878 k -40,458 -9%
D.A. Davidson & Co
39
D.A. Davidson & Co
Montana
USD 8.29 M +USD 507 k +23,378 +7%
Robertson Stephens Wealth Management
40
Robertson Stephens Wealth Management
California
USD 8.08 M +USD 249 k +11,460 +3%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
USD 7.02 M +USD 1.06 M +48,817 +18%
Spreng Capital Management
42
Spreng Capital Management
Ohio
USD 6.98 M -USD 16.4 k -755 -0.2%
Foronjy Financial
43
Foronjy Financial
California
USD 6.83 M +USD 407 k +18,747 +6%
Fagan Associates
44
Fagan Associates
New York
USD 6.37 M +USD 29.7 k +1,367 +0.5%
Osaic Holdings
45
Osaic Holdings
Arizona
USD 6.3 M +USD 48.2 k +2,223 +0.8%
Stifel Financial
46
Stifel Financial
Missouri
USD 5.97 M -USD 15.4 M -711,280 -72%
Central Trust Company
47
Central Trust Company
Missouri
USD 5.95 M +USD 277 k +12,749 +5%
Rebalance
48
Rebalance
California
USD 5.85 M +USD 515 k +23,743 +10%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
USD 5.71 M +USD 206 k +9,478 +4%
Baird Financial Group
50
Baird Financial Group
Wisconsin
USD 5.62 M +USD 579 k +26,699 +11%
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