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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
226
JP Morgan Chase
New York
$114K -$5.47M -237,375 -98%
CFO
227
CVA Family Office
Colorado
$98K – – –
SPIA
228
Steward Partners Investment Advisory
New York
$97.1K -$39.6K -1,721 -29%
WFA
229
Wells Financial Advisors
Massachusetts
$91.2K – – –
FHA
230
First Horizon Advisors
Tennessee
$76K +$5.18K +225 +7%
VHAM
231
Van Hulzen Asset Management
California
$71K +$71.7K +3,114 New
CAM
232
Creekmur Asset Management
Illinois
$70.4K – – –
BC
233
Barrett & Company
Rhode Island
$68.4K +$46.1K +2,000 +200%
PGAM
234
Princeton Global Asset Management
New Jersey
$62.9K +$53.2K +2,310 +513%
EPW
235
Evergreen Private Wealth
Colorado
$60.7K – – –
FFA
236
Farther Finance Advisors
California
$56.2K +$760 +33 +1%
TC
237
Trust Company
Kansas
$49.7K – – –
FUBT
238
First United Bank & Trust
Maryland
$47.4K +$47.9K +2,080 New
BOJHT
239
Bank of Jackson Hole Trust
Wyoming
$41.9K +$42.4K +1,839 New
PWMA
240
Pension & Wealth Management Advisors
Massachusetts
$35.7K +$36.1K +1,567 New
HWM
241
Hemington Wealth Management
Virginia
$33K +$5.64K +245 +20%
PA
242
PSI Advisors
Florida
$30.3K – – –
PTC
243
Private Trust Company
Ohio
$30.2K – – –
KOCAA
244
Knights of Columbus Asset Advisors
Connecticut
$28.2K – – –
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$27.6K +$27.9K +1,210 New
EB
246
Eastern Bank
Massachusetts
$19.9K – – –
AF
247
Advisornet Financial
Minnesota
$18.9K +$299 +13 +2%
HIA
248
Harbor Investment Advisory
Maryland
$18.2K – – –
BTI
249
Blue Trust Inc
Georgia
$17.7K +$17.8K +774 New
VWM
250
Venturi Wealth Management
Texas
$16.3K +$16.5K +717 New