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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$128M +$45.1M +1,958,256 +54%
ACA
2
Aptus Capital Advisors
Alabama
$95.8M +$23.6M +1,025,683 +32%
CAI
3
Capital Advisors Inc
Oklahoma
$88.6M +$5.35M +232,402 +6%
Morgan Stanley
4
Morgan Stanley
New York
$82.4M +$19.8M +859,488 +31%
Ameriprise
5
Ameriprise
Minnesota
$81.6M -$23.2M -1,007,994 -22%
CIA
6
Capital Investment Advisors
Georgia
$61.6M +$7.45M +323,578 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$52.7M +$5.5M +238,888 +12%
Raymond James Financial
8
Raymond James Financial
Florida
$48.7M +$49.2M +2,137,195 New
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$47.1M +$47.6M +2,065,502 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$37.5M +$2.99M +129,984 +9%
UBS Group
11
UBS Group
Switzerland
$36.7M +$10.2M +442,672 +38%
WIC
12
Woodmont Investment Counsel
Tennessee
$35M +$3.54M +153,821 +11%
Wells Fargo
13
Wells Fargo
California
$34.7M +$8.08M +350,668 +30%
SIC
14
Sigma Investment Counselors
Michigan
$33.1M +$33.4M +1,450,703 New
SL
15
Summitry LLC
California
$32.7M +$33M +1,434,449 New
HighTower Advisors
16
HighTower Advisors
Illinois
$31.8M +$2.91M +126,181 +10%
VVP
17
Venture Visionary Partners
Ohio
$31M +$2.76M +120,010 +10%
KA
18
Klingman & Associates
New York
$29.2M +$1.62M +70,290 +6%
GWA
19
Gratus Wealth Advisors
Virginia
$28.8M +$28.7M +1,244,871 +6,449%
BEI
20
Benjamin Edwards Inc
Missouri
$28.7M +$5.09M +221,027 +21%
Stifel Financial
21
Stifel Financial
Missouri
$26.3M +$592K +25,686 +2%
LPL Financial
22
LPL Financial
California
$25.5M +$1.9M +82,308 +8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$22.3M +$1.97M +85,483 +10%
RW
24
RVW Wealth
California
$18.5M +$17.1M +743,743 +1,092%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$18.4M +$4.72M +205,066 +34%