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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$164M +$74.7M +3,089,588 +82%
CAI
2
Capital Advisors Inc
Oklahoma
$52M +$6.48M +268,060 +14%
Bank of America
3
Bank of America
North Carolina
$38.7M +$8.6M +355,853 +28%
CIA
4
Capital Investment Advisors
Georgia
$26.3M +$2.83M +117,054 +12%
SIC
5
Sigma Investment Counselors
Michigan
$25.4M -$422K -17,474 -2%
Truist Financial
6
Truist Financial
North Carolina
$17.6M -$3.16M -130,624 -15%
Morgan Stanley
7
Morgan Stanley
New York
$16.2M -$1.6M -66,024 -9%
LPL Financial
8
LPL Financial
California
$13.9M +$4.91M +203,020 +54%
KA
9
Klingman & Associates
New York
$11.8M +$12M +496,001 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11M +$1.76M +72,687 +19%
CIM
11
Confluence Investment Management
Missouri
$10.6M -$128K -5,316 -1%
SPF
12
Steven Patrick Farmer
$10.6M +$10.7M +443,800 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.22M +$3.84M +158,849 +70%
SVWAG
14
Sound View Wealth Advisors Group
Georgia
$9.04M +$552K +22,852 +6%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$8.32M +$121K +5,012 +1%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$8.15M +$4.16M +172,353 +102%
US Bancorp
17
US Bancorp
Minnesota
$8.13M +$1.32M +54,784 +19%
AF
18
Arrow Financial
New York
$7.89M +$6.71M +277,739 +528%
MGIA
19
Matthew Goff Investment Advisor
Texas
$7.05M -$5.68K -235 -0.1%
HighTower Advisors
20
HighTower Advisors
Illinois
$6.83M +$6.92M +286,229 New
ACM
21
Advisors Capital Management
New Jersey
$6.3M +$6.38M +264,145 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$5.9M +$1.86M +77,118 +45%
WIC
23
Woodmont Investment Counsel
Tennessee
$5.83M +$1.43M +59,080 +32%
Jane Street
24
Jane Street
New York
$5.69M +$5.76M +238,420 New
SSB
25
Sandy Spring Bank
Maryland
$5.47M -$41.8K -1,730 -0.7%