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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
$49.1M +$1.38M +50,789 +3%
Bank of America
2
Bank of America
North Carolina
$29M +$1.02M +37,494 +4%
SIC
3
Sigma Investment Counselors
Michigan
$27.1M +$2.67M +98,554 +11%
Truist Financial
4
Truist Financial
North Carolina
$25.7M -$1.39M -51,402 -5%
Morgan Stanley
5
Morgan Stanley
New York
$25.2M +$2.24M +82,453 +10%
CIA
6
Capital Investment Advisors
Georgia
$19.8M +$2.49M +91,733 +14%
Wells Fargo
7
Wells Fargo
California
$18.4M -$551K -20,321 -3%
HighTower Advisors
8
HighTower Advisors
Illinois
$12.2M +$12.3M +452,726 New
CIM
9
Confluence Investment Management
Missouri
$11.6M +$64.7K +2,385 +0.6%
LPL Financial
10
LPL Financial
California
$9.52M +$849K +31,285 +10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.37M +$661K +24,362 +8%
US Bancorp
12
US Bancorp
Minnesota
$8.36M +$479K +17,639 +6%
MGIA
13
Matthew Goff Investment Advisor
Texas
$6.91M +$5.18M +190,781 +292%
PPWM
14
PFG Private Wealth Management
Florida
$6.69M +$460K +16,946 +7%
TF
15
TLWM Financial
Texas
$5.66M -$83.7K -3,086 -1%
SSB
16
Sandy Spring Bank
Maryland
$5.64M +$307K +11,325 +6%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$5.57M +$711K +26,211 +15%
Ameriprise
18
Ameriprise
Minnesota
$5.04M -$13.6K -501 -0.3%
Jane Street
19
Jane Street
New York
$4.96M +$1.17M +43,272 +31%
Citadel Advisors
20
Citadel Advisors
Florida
$4.38M +$3.58M +132,118 +439%
SWMG
21
Signature Wealth Management Group
Georgia
$4.3M +$26.8K +987 +0.6%
PWS
22
Peloton Wealth Strategists
Indiana
$4.29M +$529K +19,500 +14%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$4.22M +$414K +15,243 +11%
4FG
24
4Thought Financial Group
New York
$4.07M +$426K +15,701 +12%
AIA
25
Arcadia Investment Advisors
Idaho
$4.06M +$3.94M +145,315 +2,741%