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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
$48.9M +$527K +19,774 +1%
Bank of America
2
Bank of America
North Carolina
$32.7M +$4.1M +153,739 +14%
SIC
3
Sigma Investment Counselors
Michigan
$28.1M +$1.48M +55,390 +6%
Truist Financial
4
Truist Financial
North Carolina
$27.3M +$2.04M +76,394 +8%
Morgan Stanley
5
Morgan Stanley
New York
$23.5M -$1.3M -48,904 -5%
CIA
6
Capital Investment Advisors
Georgia
$21.7M +$2.19M +82,245 +11%
Wells Fargo
7
Wells Fargo
California
$18.8M +$758K +28,453 +4%
HighTower Advisors
8
HighTower Advisors
Illinois
$12.4M -$12.1M -452,726 Closed
CIM
9
Confluence Investment Management
Missouri
$11.5M +$163K +6,123 +1%
LPL Financial
10
LPL Financial
California
$9.95M +$584K +21,921 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.54M +$320K +12,022 +3%
US Bancorp
12
US Bancorp
Minnesota
$8.13M -$92.1K -3,458 -1%
MGIA
13
Matthew Goff Investment Advisor
Texas
$7.54M +$735K +27,607 +11%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$6.45M +$972K +36,483 +18%
SSB
15
Sandy Spring Bank
Maryland
$5.94M +$391K +14,665 +7%
TF
16
TLWM Financial
Texas
$5.55M -$19K -713 -0.3%
AIA
17
Arcadia Investment Advisors
Idaho
$5.49M +$1.49M +55,963 +37%
PPWM
18
PFG Private Wealth Management
Florida
$4.83M -$1.76M -65,940 -27%
Ameriprise
19
Ameriprise
Minnesota
$4.7M -$266K -10,001 -5%
CP
20
Camelot Portfolios
Ohio
$4.63M +$1.09M +40,794 +31%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$4.59M +$444K +16,654 +11%
SWMG
22
Signature Wealth Management Group
Georgia
$4.34M +$105K +3,937 +2%
4FG
23
4Thought Financial Group
New York
$4.17M +$155K +5,837 +4%
PWS
24
Peloton Wealth Strategists
Indiana
$4.15M -$79.9K -3,000 -2%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$4M +$4.55K +171 +0.1%