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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
$145M -$13.6M -570,073 -8%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$50.3M +$52.3M +2,187,499 New
Bank of America
3
Bank of America
North Carolina
$37.7M +$456K +19,078 +1%
CAI
4
Capital Advisors Inc
Oklahoma
$31.7M -$18.7M -780,820 -36%
CIA
5
Capital Investment Advisors
Georgia
$28.4M +$3.21M +134,563 +12%
GA
6
Gateway Advisory
New Jersey
$24M +$24.9M +1,042,513 New
SIC
7
Sigma Investment Counselors
Michigan
$23M -$1.52M -63,789 -6%
Ameriprise
8
Ameriprise
Minnesota
$16.9M +$12.9M +541,144 +281%
Morgan Stanley
9
Morgan Stanley
New York
$16.7M +$1.13M +47,270 +7%
Truist Financial
10
Truist Financial
North Carolina
$15.4M -$1.56M -65,380 -9%
KA
11
Klingman & Associates
New York
$15.2M +$3.92M +164,208 +33%
LPL Financial
12
LPL Financial
California
$14.8M +$1.49M +62,442 +11%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$14.5M +$5.79M +242,379 +63%
ACM
14
Advisors Capital Management
New Jersey
$14.2M +$8.24M +344,792 +131%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$13.2M +$5.61M +234,758 +69%
HighTower Advisors
16
HighTower Advisors
Illinois
$11.9M -$6.84M -286,229 Closed
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10.8M +$117K +4,878 +1%
CIM
18
Confluence Investment Management
Missouri
$10.2M -$37.8K -1,583 -0.4%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$9.3M +$1.27M +53,183 +15%
US Bancorp
20
US Bancorp
Minnesota
$9.06M +$1.27M +53,280 +16%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$8.96M +$265K +11,079 +3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$8.45M +$2.87M +120,094 +49%
WIC
23
Woodmont Investment Counsel
Tennessee
$8.22M +$2.71M +113,345 +46%
RJA
24
Raymond James & Associates
Florida
$7.93M +$3.04M +127,343 +59%
Wells Fargo
25
Wells Fargo
California
$7.83M +$3.12M +130,753 +62%