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iShares iBonds 1-5 Year Treasury Ladder ETF
LDRT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
HM Payson & Co
1
HM Payson & Co
Maine
USD 47.7 M +USD 8.73 M +347,290 +22%
Beaumont Financial Advisors
2
Beaumont Financial Advisors
Massachusetts
USD 26.8 M +USD 23.3 M +928,483 +659%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
USD 15.3 M +USD 14.2 M +566,223 +1,293%
HighTower Advisors
4
HighTower Advisors
Illinois
USD 1.84 M +USD 156 k +6,226 +9%
TCFP
5
Treasure Coast Financial Planning
Florida
USD 1.73 M -USD 79 k -3,142 -4%
GCG
6
Gilbert Capital Group
Maine
USD 1.56 M +USD 1.56 M +62,169 Nuevas
Spinnaker Investment Group
7
Spinnaker Investment Group
California
USD 1.41 M +USD 397 k +15,804 +39%
Osaic Holdings
8
Osaic Holdings
Arizona
USD 1.38 M +USD 787 k +31,331 +133%
RFG
9
RFP Financial Group
Georgia
USD 842 k +USD 428 k +17,019 +104%
Citadel Advisors
10
Citadel Advisors
Florida
USD 611 k +USD 214 k +8,531 +54%
Raymond James Financial
11
Raymond James Financial
Florida
USD 410 k +USD 411 k +16,349 Nuevas
Advisory Services Network
12
Advisory Services Network
Georgia
USD 279 k +USD 50.3 k +2,000 +22%
Strategic Blueprint
13
Strategic Blueprint
Georgia
USD 251 k – – –
CSPIA
14
Cary Street Partners Investment Advisory
Virginia
USD 120 k +USD 120 k +4,790 Nuevas
Cary Street Partners
15
Cary Street Partners
Virginia
USD 95 k +USD 95.1 k +3,785 Nuevas
Wells Fargo
16
Wells Fargo
California
USD 83.5 k – – –
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
USD 37.5 k +USD 37.5 k +1,492 Nuevas
APFP
18
Action Point Financial Planning
Michigan
USD 13.7 k +USD 13.7 k +544 Nuevas
Clearstead Trust
19
Clearstead Trust
Maine
USD 3.09 k – – –
Synergy Asset Management
20
Synergy Asset Management
Washington
– -USD 377 k -14,926 Cerradas
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
– -USD 282 k -11,171 Cerradas
UBS Group
22
UBS Group
Switzerland
– -USD 15.7 k -621 Cerradas