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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
$142M +$11.9M +519,090 +9%
ACA
2
Aptus Capital Advisors
Alabama
$109M +$12M +524,845 +12%
CAI
3
Capital Advisors Inc
Oklahoma
$98.4M +$8.47M +369,209 +10%
Morgan Stanley
4
Morgan Stanley
New York
$94.4M +$10.7M +466,759 +13%
SRC
5
Shufro Rose & Co
New York
$83M +$82.3M +3,590,158 New
CIA
6
Capital Investment Advisors
Georgia
$68.3M +$5.82M +253,712 +9%
Raymond James Financial
7
Raymond James Financial
Florida
$67.1M +$17.5M +762,549 +36%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$56.7M +$8.81M +384,305 +19%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$56.6M +$3.1M +135,156 +6%
Ameriprise
10
Ameriprise
Minnesota
$52.6M -$29.9M -1,303,487 -36%
UBS Group
11
UBS Group
Switzerland
$43.3M +$6M +261,521 +16%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$41.5M +$3.43M +149,533 +9%
Wells Fargo
13
Wells Fargo
California
$40.4M +$5.11M +222,889 +15%
WIC
14
Woodmont Investment Counsel
Tennessee
$38.8M +$3.26M +142,013 +9%
SL
15
Summitry LLC
California
$35M +$1.82M +79,504 +6%
HighTower Advisors
16
HighTower Advisors
Illinois
$33.6M +$1.31M +57,031 +4%
SIC
17
Sigma Investment Counselors
Michigan
$33.2M -$319K -13,927 -1%
LPL Financial
18
LPL Financial
California
$32.4M +$6.5M +283,577 +25%
VVP
19
Venture Visionary Partners
Ohio
$31.4M -$53.7K -2,340 -0.2%
KA
20
Klingman & Associates
New York
$30.8M +$1.17M +50,993 +4%
GWA
21
Gratus Wealth Advisors
Virginia
$30.5M +$1.26M +55,130 +4%
NA
22
NewEdge Advisors
Louisiana
$27.3M +$10.7M +468,675 +66%
Lido Advisors
23
Lido Advisors
California
$23.9M +$8.53M +372,199 +56%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$23.6M +$1M +43,683 +4%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$22.7M +$3.95M +172,099 +21%