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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$130M +$17.4M +743,949 +15%
CAI
2
Capital Advisors Inc
Oklahoma
$62.2M +$3.26M +139,815 +5%
Morgan Stanley
3
Morgan Stanley
New York
$55.8M +$9.78M +419,110 +21%
CIA
4
Capital Investment Advisors
Georgia
$45.5M +$3.74M +160,196 +9%
Ameriprise
5
Ameriprise
Minnesota
$39M -$1.58M -67,835 -4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$37.8M -$1.21M -52,065 -3%
MMA
7
Miracle Mile Advisors
California
$34.3M -$440K -18,847 -1%
UBS Group
8
UBS Group
Switzerland
$33.2M +$5.39M +231,009 +19%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$33M +$995K +42,639 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$29.7M +$2.01M +86,305 +7%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$28.5M +$1.59M +67,999 +6%
NA
12
NewEdge Advisors
Louisiana
$26.3M +$4.32M +185,002 +19%
ACA
13
Aptus Capital Advisors
Alabama
$25.2M -$35.6M -1,523,728 -58%
LPL Financial
14
LPL Financial
California
$25.1M +$2.27M +97,420 +10%
KA
15
Klingman & Associates
New York
$24.6M +$24.8M +1,061,717 New
Truist Financial
16
Truist Financial
North Carolina
$22.6M +$633K +27,128 +3%
SIC
17
Sigma Investment Counselors
Michigan
$22.1M +$573K +24,558 +3%
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$18.3M +$3.05M +130,529 +20%
Wells Fargo
19
Wells Fargo
California
$18.3M +$6.09M +261,155 +49%
Corient Private Wealth
20
Corient Private Wealth
Florida
$17.8M
GA
21
Gateway Advisory
New Jersey
$17.4M +$263K +11,291 +2%
ACM
22
Advisors Capital Management
New Jersey
$17.3M +$58.2K +2,495 +0.3%
RW
23
RVW Wealth
California
$16.9M -$362K -15,524 -2%
WIC
24
Woodmont Investment Counsel
Tennessee
$16.8M +$3.3M +141,312 +24%
HighTower Advisors
25
HighTower Advisors
Illinois
$16.3M