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icono de IBTK

iShares iBonds Dec 2030 Term Treasury ETF
IBTK

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
MV Capital Management
76
MV Capital Management
Maryland
USD 846 k – – –
Jim Saulnier & Associates
77
Jim Saulnier & Associates
Colorado
USD 831 k +USD 65.2 k +3,328 +8%
Reliant Wealth Planning
78
Reliant Wealth Planning
Kentucky
USD 821 k – – –
Duncker Streett & Co
79
Duncker Streett & Co
Missouri
USD 817 k +USD 7.7 k +393 +0.9%
Montecito Bank & Trust
80
Montecito Bank & Trust
California
USD 805 k +USD 119 k +6,070 +17%
Foundry Financial Group
81
Foundry Financial Group
New Hampshire
USD 784 k +USD 55 k +2,806 +8%
CFSG
82
Community Financial Services Group
Vermont
USD 715 k +USD 720 k +36,747 Nuevas
Tableaux
83
Tableaux
Massachusetts
USD 689 k -USD 13.5 k -688 -2%
Cary Street Partners
84
Cary Street Partners
Virginia
USD 682 k -USD 27.6 k -1,408 -4%
Cerity Partners
85
Cerity Partners
New York
USD 674 k -USD 15.2 k -778 -2%
BIP Wealth
86
BIP Wealth
Georgia
USD 656 k -USD 54.5 k -2,783 -8%
Keeler Thomas Management
87
Keeler Thomas Management
Utah
USD 638 k -USD 173 k -8,851 -21%
Atlantic Private Wealth
88
Atlantic Private Wealth
North Carolina
USD 602 k -USD 43.7 k -2,229 -7%
Luther King Capital Management (LKCM)
89
Luther King Capital Management (LKCM)
Texas
USD 578 k – – –
AQR Capital Management
90
AQR Capital Management
Connecticut
USD 572 k +USD 118 k +6,000 +26%
Heartland Bank & Trust
91
Heartland Bank & Trust
Illinois
USD 572 k +USD 131 k +6,677 +30%
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
USD 568 k -USD 242 k -12,378 -30%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
USD 544 k +USD 139 k +7,100 +34%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
USD 534 k +USD 26.2 k +1,335 +5%
Compass Ion Advisors
95
Compass Ion Advisors
Pennsylvania
USD 528 k – – –
Modern Wealth Management
96
Modern Wealth Management
Kansas
USD 525 k +USD 526 k +26,874 Nuevas
Jane Street
97
Jane Street
New York
USD 504 k +USD 201 k +10,254 +66%
Creative Planning
98
Creative Planning
Kansas
USD 504 k +USD 505 k +25,772 Nuevas
Equitable Holdings
99
Equitable Holdings
New York
USD 501 k +USD 7.8 k +398 +2%
Midwest Professional Planners Ltd (MPPL)
100
Midwest Professional Planners Ltd (MPPL)
Wisconsin
USD 499 k +USD 287 k +14,662 +135%
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