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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$69.1M +$2.91M +131,354 +5%
Morgan Stanley
2
Morgan Stanley
New York
$48.5M +$20.3M +916,515 +77%
Bank of America
3
Bank of America
North Carolina
$44.2M +$9.32M +420,316 +28%
CIA
4
Capital Investment Advisors
Georgia
$38.1M +$3.43M +154,626 +10%
ACA
5
Aptus Capital Advisors
Alabama
$34.9M -$1.45M -65,547 -4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$27.6M +$10.2M +458,068 +62%
KA
7
Klingman & Associates
New York
$27.1M +$1.05M +47,450 +4%
SIC
8
Sigma Investment Counselors
Michigan
$23.8M +$3.02M +136,293 +15%
HighTower Advisors
9
HighTower Advisors
Illinois
$23.2M +$20.1M +906,506 +922%
SL
10
Summitry LLC
California
$21.2M -$10.1M -457,467 -33%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$20.4M +$1.52M +68,393 +8%
UBS Group
12
UBS Group
Switzerland
$19.8M +$3.21M +144,901 +20%
GA
13
Gateway Advisory
New Jersey
$18.7M +$858K +38,729 +5%
LPL Financial
14
LPL Financial
California
$17.7M +$1.77M +79,833 +12%
US Bancorp
15
US Bancorp
Minnesota
$17.7M +$6.57M +296,362 +63%
Ameriprise
16
Ameriprise
Minnesota
$17.2M +$5.56M +250,666 +51%
VVP
17
Venture Visionary Partners
Ohio
$16.1M +$7.94M +358,070 +105%
ACM
18
Advisors Capital Management
New Jersey
$14.9M +$14.3M +645,865 New
AF
19
Arrow Financial
New York
$12.8M +$1M +45,264 +9%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$12M +$2.08M +93,872 +22%
MLA
21
MB, Levis & Associates
Pennsylvania
$11.7M +$493K +22,239 +5%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$10.4M +$501K +22,604 +5%
EFP
23
Envision Financial Planning
Tennessee
$9.52M +$347K +15,647 +4%
MCM
24
MV Capital Management
Maryland
$9.1M +$207K +9,350 +2%
Wells Fargo
25
Wells Fargo
California
$8.9M +$4.79M +216,282 +128%