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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$108M +$2.49M +107,633 +2%
CAI
2
Capital Advisors Inc
Oklahoma
$85.9M +$4.31M +185,926 +5%
Bank of America
3
Bank of America
North Carolina
$85.6M +$6.89M +297,121 +9%
ACA
4
Aptus Capital Advisors
Alabama
$74.7M +$20.3M +874,993 +38%
Morgan Stanley
5
Morgan Stanley
New York
$64.8M +$4.11M +177,501 +7%
CIA
6
Capital Investment Advisors
Georgia
$55.9M +$6.21M +267,920 +13%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$48.7M +$4.39M +189,479 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$35.6M +$915K +39,486 +3%
WIC
9
Woodmont Investment Counsel
Tennessee
$32.5M +$32M +1,382,320 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$30.2M +$5.84M +251,959 +24%
HighTower Advisors
11
HighTower Advisors
Illinois
$29.8M +$695K +29,964 +2%
VVP
12
Venture Visionary Partners
Ohio
$29.2M +$4.6M +198,563 +19%
KA
13
Klingman & Associates
New York
$28.5M +$598K +25,806 +2%
Wells Fargo
14
Wells Fargo
California
$27.6M +$5.56M +239,960 +26%
UBS Group
15
UBS Group
Switzerland
$27.4M +$3.67M +158,262 +16%
Stifel Financial
16
Stifel Financial
Missouri
$26.5M +$22.8M +984,047 +687%
LPL Financial
17
LPL Financial
California
$24.4M +$2.58M +111,366 +12%
BEI
18
Benjamin Edwards Inc
Missouri
$24.4M +$23.4M +1,007,757 +3,561%
KCM
19
Kathmere Capital Management
Pennsylvania
$22.7M +$22.4M +967,083 New
GA
20
Gateway Advisory
New Jersey
$22.2M +$806K +34,763 +4%
NA
21
NewEdge Advisors
Louisiana
$21.4M +$12M +517,998 +131%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$20.9M +$1.73M +74,779 +9%
ACM
23
Advisors Capital Management
New Jersey
$17.9M +$584K +25,195 +3%
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$15.9M +$4.02M +173,588 +35%
US Bancorp
25
US Bancorp
Minnesota
$15.8M -$3.62M -156,344 -19%