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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$70.6M +$21.9M +901,611 +44%
ACA
2
Aptus Capital Advisors
Alabama
$61M -$27M -1,108,073 -30%
CAI
3
Capital Advisors Inc
Oklahoma
$47.7M +$1.76M +72,354 +4%
Morgan Stanley
4
Morgan Stanley
New York
$44.4M +$15.4M +633,224 +52%
CIA
5
Capital Investment Advisors
Georgia
$44.1M +$4.92M +202,295 +12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$28M +$3.2M +131,597 +13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$27.9M +$3.22M +132,361 +13%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$24.9M +$1.57M +64,654 +7%
KA
9
Klingman & Associates
New York
$24.9M +$592K +24,320 +2%
UBS Group
10
UBS Group
Switzerland
$22.8M +$3.08M +126,433 +15%
LPL Financial
11
LPL Financial
California
$22.8M +$7.17M +294,691 +45%
SIC
12
Sigma Investment Counselors
Michigan
$21.8M +$672K +27,640 +3%
ACM
13
Advisors Capital Management
New Jersey
$21.8M +$73.2K +3,010 +0.3%
GA
14
Gateway Advisory
New Jersey
$17M +$213K +8,755 +1%
Corient Private Wealth
15
Corient Private Wealth
Florida
$16.5M +$1.81M +74,516 +12%
HighTower Advisors
16
HighTower Advisors
Illinois
$16.1M +$15.9M +651,470 +3,345%
SVWAG
17
Sound View Wealth Advisors Group
Georgia
$14.8M +$5.48M +225,264 +58%
Jane Street
18
Jane Street
New York
$14.5M +$6.45M +264,935 +78%
Stifel Financial
19
Stifel Financial
Missouri
$14.4M +$12.9M +531,477 +809%
Wells Fargo
20
Wells Fargo
California
$14.1M +$8.71M +358,161 +158%
Ameriprise
21
Ameriprise
Minnesota
$13.1M -$359K -14,743 -3%
WIC
22
Woodmont Investment Counsel
Tennessee
$12.7M +$6.07M +249,544 +90%
GBWM
23
Granite Bay Wealth Management
New Hampshire
$12.3M +$12.3M +504,000 New
US Bancorp
24
US Bancorp
Minnesota
$11.7M +$1.64M +67,468 +16%
AF
25
Arrow Financial
New York
$11.2M +$3.36M +137,951 +42%