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iShares iBonds Dec 2033 Term Treasury ETF
IBTO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
GLOBALT Investments
1
GLOBALT Investments
Georgia
USD 57.1 M -USD 1.1 M -45,637 -2%
Atlantic Union Bankshares
2
Atlantic Union Bankshares
Virginia
USD 43.8 M +USD 8.54 M +353,390 +24%
Krilogy Financial
3
Krilogy Financial
Missouri
USD 29.1 M +USD 2.04 M +84,227 +8%
Morgan Stanley
4
Morgan Stanley
New York
USD 25.4 M +USD 1.56 M +64,487 +7%
Confluence Investment Management
5
Confluence Investment Management
Missouri
USD 23.9 M -USD 2.26 M -93,465 -9%
Chatham Capital Group
6
Chatham Capital Group
Georgia
USD 16.9 M +USD 781 k +32,325 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 15.8 M +USD 1.25 M +51,733 +9%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
USD 10 M +USD 266 k +10,997 +3%
Ameriprise
9
Ameriprise
Minnesota
USD 8.61 M +USD 436 k +18,022 +5%
HC
10
Headland Capital
South Carolina
USD 8.11 M +USD 565 k +23,367 +7%
Wells Fargo
11
Wells Fargo
California
USD 7.9 M +USD 91.6 k +3,789 +1%
HighTower Advisors
12
HighTower Advisors
Illinois
USD 7.69 M +USD 1.23 M +51,060 +19%
Probity Advisors
13
Probity Advisors
Texas
USD 5.89 M +USD 1.13 M +46,837 +24%
UBS Group
14
UBS Group
Switzerland
USD 4.33 M +USD 26.8 k +1,108 +0.6%
AWP
15
Accretive Wealth Partners
New Jersey
USD 4.14 M +USD 798 k +33,033 +24%
Truist Financial
16
Truist Financial
North Carolina
USD 4.07 M +USD 294 k +12,166 +8%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
USD 3.78 M +USD 491 k +20,326 +15%
Bank of America
18
Bank of America
North Carolina
USD 3.74 M +USD 457 k +18,912 +14%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
USD 3.24 M +USD 170 k +7,054 +6%
Stifel Financial
20
Stifel Financial
Missouri
USD 3.01 M -USD 259 k -10,713 -8%
United Capital Financial Advisors
21
United Capital Financial Advisors
Texas
USD 2.76 M +USD 349 k +14,424 +14%
Fagan Associates
22
Fagan Associates
New York
USD 2.36 M -USD 1.21 k -50 -0.1%
SEI Investments
23
SEI Investments
Pennsylvania
USD 2.35 M – – –
TFS
24
Thoroughbred Financial Services
Tennessee
USD 2.35 M +USD 92 k +3,806 +4%
Raymond James Financial
25
Raymond James Financial
Florida
USD 2.19 M -USD 48.8 k -2,021 -2%
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