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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$48.4M -$274K -10,077 -0.6%
Bank of America
2
Bank of America
North Carolina
$26.1M +$2.79M +102,363 +12%
Truist Financial
3
Truist Financial
North Carolina
$25.3M +$2.54M +93,159 +11%
Morgan Stanley
4
Morgan Stanley
New York
$19.5M +$3.21M +117,960 +19%
Wells Fargo
5
Wells Fargo
California
$19.5M +$11.6M +425,626 +140%
SIC
6
Sigma Investment Counselors
Michigan
$19.4M +$4.62M +169,770 +30%
CIA
7
Capital Investment Advisors
Georgia
$14M +$2.19M +80,491 +18%
CIM
8
Confluence Investment Management
Missouri
$11.1M +$260K +9,549 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.3M +$1.88M +69,264 +29%
LPL Financial
10
LPL Financial
California
$7.6M +$5.72M +210,147 +282%
US Bancorp
11
US Bancorp
Minnesota
$6.63M +$13.5K +495 +0.2%
PPWM
12
PFG Private Wealth Management
Florida
$5.85M +$511K +18,775 +9%
TF
13
TLWM Financial
Texas
$5.76M -$166K -6,085 -3%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$5.23M +$310K +11,384 +6%
Ameriprise
15
Ameriprise
Minnesota
$5.22M +$215K +7,907 +4%
SSB
16
Sandy Spring Bank
Maryland
$4.65M -$223K -8,190 -4%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$4.33M +$279K +10,264 +7%
SWMG
18
Signature Wealth Management Group
Georgia
$4.21M +$142K +5,228 +3%
CTC
19
Central Trust Company
Missouri
$4.05M +$289K +10,630 +8%
UBS Group
20
UBS Group
Switzerland
$3.68M -$3.14M -115,343 -46%
4FG
21
4Thought Financial Group
New York
$3.5M +$3.56M +130,887 New
KF
22
Krilogy Financial
Missouri
$3.49M +$913K +33,538 +35%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.31M +$968K +35,579 +40%
PWS
24
Peloton Wealth Strategists
Indiana
$2.8M +$476K +17,500 +20%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.74M -$17K -623 -0.6%