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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
1
Shufro Rose & Co
New York
$201M +$109M +4,690,474 +118%
Bank of America
2
Bank of America
North Carolina
$177M +$7.35M +317,100 +4%
ACA
3
Aptus Capital Advisors
Alabama
$150M +$2.69M +115,992 +2%
Morgan Stanley
4
Morgan Stanley
New York
$150M -$4.76M -205,278 -3%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$134M +$17.6M +757,876 +15%
CAI
6
Capital Advisors Inc
Oklahoma
$119M +$1.31M +56,623 +1%
CIA
7
Capital Investment Advisors
Georgia
$93.5M +$3.98M +171,532 +4%
UBS Group
8
UBS Group
Switzerland
$90M +$4.78M +206,114 +6%
Raymond James Financial
9
Raymond James Financial
Florida
$83.4M +$9.91M +427,462 +13%
HPC
10
HM Payson & Co
Maine
$72.8M +$7.3M +314,936 +11%
Lido Advisors
11
Lido Advisors
California
$66.1M -$9.6M -414,065 -13%
LPL Financial
12
LPL Financial
California
$58.1M +$2.86M +123,527 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$53M -$1.18M -51,088 -2%
Wells Fargo
14
Wells Fargo
California
$51.4M +$2.2M +95,084 +4%
SL
15
Summitry LLC
California
$46.8M +$2.71M +116,894 +6%
HighTower Advisors
16
HighTower Advisors
Illinois
$45.8M +$2.63M +113,506 +6%
SVWAG
17
Sound View Wealth Advisors Group
Georgia
$43.9M +$2.98M +128,660 +7%
WIC
18
Woodmont Investment Counsel
Tennessee
$41M +$458K +19,777 +1%
Ameriprise
19
Ameriprise
Minnesota
$37.7M +$12.3M +529,903 +48%
KA
20
Klingman & Associates
New York
$37.6M +$968K +41,766 +3%
SIC
21
Sigma Investment Counselors
Michigan
$36.2M +$423K +18,229 +1%
GWA
22
Gratus Wealth Advisors
Virginia
$35.9M +$960K +41,419 +3%
VVP
23
Venture Visionary Partners
Ohio
$34.5M -$53.4K -2,302 -0.2%
MYLI
24
Meiji Yasuda Life Insurance
Japan
$30.5M +$3.15M +136,000 +12%
SF
25
Summit Financial
New Jersey
$28.5M +$2.69M +116,244 +10%