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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 58.8 M +USD 3.6 M +146,569 +6%
Atlantic Union Bankshares
2
Atlantic Union Bankshares
Virginia
USD 35.6 M +USD 3.37 M +137,180 +10%
Krilogy Financial
3
Krilogy Financial
Missouri
USD 27.4 M -USD 545 k -22,177 -2%
Confluence Investment Management
4
Confluence Investment Management
Missouri
USD 26.4 M +USD 10.9 M +444,647 +70%
Morgan Stanley
5
Morgan Stanley
New York
USD 24.1 M +USD 1.61 M +65,707 +7%
Chatham Capital Group
6
Chatham Capital Group
Georgia
USD 16.3 M +USD 3.77 M +153,575 +30%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 14.7 M +USD 4.66 M +189,586 +46%
PFG Private Wealth Management
8
PFG Private Wealth Management
Florida
USD 12.7 M +USD 12.1 M +492,749 Nuevas
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
USD 9.8 M +USD 181 k +7,367 +2%
Ameriprise
10
Ameriprise
Minnesota
USD 8.27 M +USD 5.04 M +205,347 +153%
Wells Fargo
11
Wells Fargo
California
USD 7.89 M +USD 395 k +16,091 +5%
HC
12
Headland Capital
South Carolina
USD 7.62 M +USD 214 k +8,710 +3%
HighTower Advisors
13
HighTower Advisors
Illinois
USD 6.52 M +USD 446 k +18,170 +7%
Probity Advisors
14
Probity Advisors
Texas
USD 4.81 M +USD 1.35 M +54,873 +39%
UBS Group
15
UBS Group
Switzerland
USD 4.35 M +USD 194 k +7,896 +5%
Truist Financial
16
Truist Financial
North Carolina
USD 3.81 M +USD 540 k +21,971 +16%
Accretive Wealth Partners
17
Accretive Wealth Partners
New Jersey
USD 3.38 M -USD 12.3 k -499 -0.4%
Bank of America
18
Bank of America
North Carolina
USD 3.32 M +USD 1.34 M +54,525 +67%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
USD 3.32 M +USD 289 k +11,755 +9%
Stifel Financial
20
Stifel Financial
Missouri
USD 3.3 M +USD 679 k +27,633 +26%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
USD 3.1 M +USD 540 +22 +0%
United Capital Financial Advisors
22
United Capital Financial Advisors
Texas
USD 2.44 M +USD 492 k +20,018 +25%
Fagan Associates
23
Fagan Associates
New York
USD 2.38 M +USD 241 k +9,810 +11%
SEI Investments
24
SEI Investments
Pennsylvania
USD 2.38 M +USD 2.4 M +97,575 Nuevas
TFS
25
Thoroughbred Financial Services
Tennessee
USD 2.28 M +USD 571 k +23,232 +33%
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