We are live on ! Find out more
IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
26
Klingman & Associates
New York
$24M +$23.8M +990,859 New
RW
27
RVW Wealth
California
$23.4M +$286K +11,878 +1%
VVP
28
Venture Visionary Partners
Ohio
$22.2M +$1.55M +64,313 +8%
Stifel Financial
29
Stifel Financial
Missouri
$18.4M +$1.47M +61,044 +9%
SSWG
30
Seven Springs Wealth Group
Tennessee
$17.7M +$1.72M +71,425 +11%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$17.1M +$2.8M +116,218 +20%
HCM
32
Hengehold Capital Management
Ohio
$16.4M +$2.17M +90,112 +15%
SAM
33
Summit Asset Management
Tennessee
$16.3M +$337K +14,007 +2%
MCM
34
MV Capital Management
Maryland
$16.1M +$1.66M +68,884 +12%
NA
35
NewEdge Advisors
Louisiana
$15.6M +$91.7K +3,814 +0.6%
US Bancorp
36
US Bancorp
Minnesota
$14.7M +$1.63M +67,870 +13%
GT
37
Glenview Trust
Kentucky
$14.5M +$615K +25,578 +4%
BEI
38
Benjamin Edwards Inc
Missouri
$14.3M +$1.71M +70,998 +14%
AF
39
Arrow Financial
New York
$14M -$28.7K -1,194 -0.2%
KAS
40
Kestra Advisory Services
Texas
$13.7M +$875K +36,391 +7%
SCA
41
Snowden Capital Advisors
New York
$13.1M
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$12.5M +$1.8M +74,794 +17%
WWM
43
WJ Wealth Management
Arizona
$12.3M +$180K +7,468 +1%
WCM
44
Windsor Capital Management
Arizona
$12.1M +$135K +5,601 +1%
ST
45
Spinnaker Trust
Maine
$11M +$1.96M +81,597 +22%
R
46
Rebalance
California
$10.8M +$2.12M +87,992 +25%
MFIM
47
Mesirow Financial Investment Management
Illinois
$10.6M +$1.45M +60,133 +16%
CTC
48
Central Trust Company
Missouri
$10.6M +$566K +23,518 +6%
Renaissance Technologies
49
Renaissance Technologies
New York
$9.98M +$6.9M +287,000 +228%
LWM
50
Lyell Wealth Management
California
$9.42M +$614K +25,528 +7%