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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
$148M +$71.6M +2,949,210 +100%
Morgan Stanley
2
Morgan Stanley
New York
$108M +$59.6M +2,452,562 +133%
ACA
3
Aptus Capital Advisors
Alabama
$54.7M -$8.66M -356,572 -14%
CAI
4
Capital Advisors Inc
Oklahoma
$52M +$2.18M +89,957 +5%
CIA
5
Capital Investment Advisors
Georgia
$49.9M +$3.69M +152,023 +8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$34.3M +$4.96M +204,184 +18%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$32.6M +$3.37M +138,676 +12%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$31.4M +$5.14M +211,447 +20%
WIC
9
Woodmont Investment Counsel
Tennessee
$29.6M +$15.9M +652,777 +124%
UBS Group
10
UBS Group
Switzerland
$28.3M +$4.29M +176,718 +19%
KA
11
Klingman & Associates
New York
$26.9M +$862K +35,474 +3%
LPL Financial
12
LPL Financial
California
$24.9M +$1.13M +46,604 +5%
ACM
13
Advisors Capital Management
New Jersey
$24.7M +$1.89M +78,021 +9%
SIC
14
Sigma Investment Counselors
Michigan
$24.6M +$1.77M +72,775 +8%
Ameriprise
15
Ameriprise
Minnesota
$23M +$9M +370,518 +68%
HighTower Advisors
16
HighTower Advisors
Illinois
$21.4M +$4.44M +182,729 +27%
KCM
17
Kathmere Capital Management
Pennsylvania
$20.8M +$20.1M +827,554 New
GA
18
Gateway Advisory
New Jersey
$18.6M +$794K +32,691 +5%
Wells Fargo
19
Wells Fargo
California
$18.5M +$3.68M +151,538 +26%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$16.8M +$9.85M +405,784 +153%
US Bancorp
21
US Bancorp
Minnesota
$16.6M +$4.2M +173,084 +35%
RW
22
RVW Wealth
California
$15.9M +$14.9M +612,139 +2,683%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$15.4M -$30.8K -1,270 -0.2%
Stifel Financial
24
Stifel Financial
Missouri
$15.2M +$219K +9,024 +2%
NA
25
NewEdge Advisors
Louisiana
$14.2M +$9.51M +391,480 +220%