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iShares iBonds Dec 2031 Term Treasury ETF
IBTL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wells Fargo
1
Wells Fargo
California
USD 51.4 M -USD 8.39 M -414,766 -14%
TRUE Private Wealth Advisors
2
TRUE Private Wealth Advisors
Oregon
USD 34.1 M -USD 3.51 M -173,607 -9%
BlackRock
3
BlackRock
New York
USD 26.4 M +USD 26.5 M +1,307,693 Nuevas
Confluence Investment Management
4
Confluence Investment Management
Missouri
USD 22.2 M -USD 2.11 M -104,310 -9%
Titleist Asset Management
5
Titleist Asset Management
Texas
USD 20 M +USD 715 k +35,339 +4%
Bank of America
6
Bank of America
North Carolina
USD 18.4 M +USD 2.52 M +124,770 +16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 18 M +USD 705 k +34,826 +4%
Krilogy Financial
8
Krilogy Financial
Missouri
USD 15.2 M +USD 963 k +47,586 +7%
Morgan Stanley
9
Morgan Stanley
New York
USD 14.8 M +USD 278 k +13,759 +2%
NewEdge Advisors
10
NewEdge Advisors
Louisiana
USD 13.7 M +USD 773 k +38,213 +6%
Ameriprise
11
Ameriprise
Minnesota
USD 13.2 M +USD 71 k +3,511 +0.5%
Probity Advisors
12
Probity Advisors
Texas
USD 11.3 M +USD 1.13 M +55,648 +11%
SWM
13
Shelton Wealth Management
Texas
USD 10.8 M +USD 829 k +40,981 +8%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
USD 9.8 M +USD 5.1 M +251,979 +108%
Park Avenue Securities
15
Park Avenue Securities
New York
USD 9.49 M -USD 1.44 M -71,168 -13%
Legacy Private Trust
16
Legacy Private Trust
Wisconsin
USD 9.2 M +USD 557 k +27,536 +6%
Raymond James Financial
17
Raymond James Financial
Florida
USD 8.99 M +USD 1.58 M +78,269 +21%
SCA
18
Snowden Capital Advisors
New York
USD 8.21 M +USD 127 k +6,267 +2%
HC
19
Headland Capital
South Carolina
USD 8.19 M +USD 617 k +30,511 +8%
HighTower Advisors
20
HighTower Advisors
Illinois
USD 8.06 M +USD 830 k +41,045 +11%
United Capital Financial Advisors
21
United Capital Financial Advisors
Texas
USD 7.99 M +USD 666 k +32,931 +9%
FF
22
Foronjy Financial
California
USD 6.82 M +USD 427 k +21,092 +7%
SCM
23
Spreng Capital Management
Ohio
USD 6.36 M +USD 190 k +9,409 +3%
Fagan Associates
24
Fagan Associates
New York
USD 5.6 M +USD 106 k +5,255 +2%
Stockman Wealth Management
25
Stockman Wealth Management
Montana
USD 5.35 M +USD 255 k +12,580 +5%
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