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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$226M +$140M +5,503,912 +166%
Bank of America
2
Bank of America
North Carolina
$221M +$13.4M +526,335 +6%
AF
3
Align Financial
Minnesota
$121M +$3.09M +121,436 New
Morgan Stanley
4
Morgan Stanley
New York
$117M +$5.5M +216,028 +5%
CIA
5
Capital Investment Advisors
Georgia
$92.4M +$5.5M +215,874 +6%
CAI
6
Capital Advisors Inc
Oklahoma
$84.1M +$2.33M +91,525 +3%
UBS Group
7
UBS Group
Switzerland
$77.2M +$20M +783,385 +35%
Raymond James Financial
8
Raymond James Financial
Florida
$75.7M +$7.95M +312,261 +12%
Lido Advisors
9
Lido Advisors
California
$61.7M +$347K +13,641 +0.6%
HPC
10
HM Payson & Co
Maine
$58.3M +$57.2M +2,246,627 +5,154%
LPL Financial
11
LPL Financial
California
$57.7M +$9.62M +377,678 +20%
Wells Fargo
12
Wells Fargo
California
$47.2M +$4.16M +163,468 +10%
HighTower Advisors
13
HighTower Advisors
Illinois
$46.1M +$4.75M +186,654 +11%
WIC
14
Woodmont Investment Counsel
Tennessee
$41.4M -$3.08K -121 -0%
Ameriprise
15
Ameriprise
Minnesota
$40.9M +$9.93M +389,640 +32%
SVWAG
16
Sound View Wealth Advisors Group
Georgia
$36.8M +$6.13M +240,759 +20%
HCM
17
Hengehold Capital Management
Ohio
$35.7M +$1.08M +42,545 +3%
SL
18
Summitry LLC
California
$35.4M +$986K +38,688 +3%
GWA
19
Gratus Wealth Advisors
Virginia
$33.1M +$921K +36,163 +3%
KA
20
Klingman & Associates
New York
$32.2M +$2.69M +105,454 +9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$32.1M -$18.5M -724,288 -36%
SIC
22
Sigma Investment Counselors
Michigan
$31.8M +$1.41M +55,529 +5%
KCM
23
Kathmere Capital Management
Pennsylvania
$30.4M -$171K -6,699 -0.6%
HCM
24
Howland Capital Management
Massachusetts
$30.3M +$1.63M +63,919 +6%
RW
25
RVW Wealth
California
$27.7M +$2.76M +108,285 +11%