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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
$148M +$5.55M +240,463 +4%
ACA
2
Aptus Capital Advisors
Alabama
$117M +$7M +303,559 +6%
Morgan Stanley
3
Morgan Stanley
New York
$105M +$9.9M +429,013 +11%
CAI
4
Capital Advisors Inc
Oklahoma
$104M +$4.83M +209,614 +5%
SRC
5
Shufro Rose & Co
New York
$81.9M -$1.16M -50,144 -1%
CIA
6
Capital Investment Advisors
Georgia
$75.6M +$6.57M +284,631 +10%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$65.3M +$8.07M +349,861 +14%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$61.7M +$4.6M +199,553 +8%
Raymond James Financial
9
Raymond James Financial
Florida
$60M -$7.53M -326,651 -11%
UBS Group
10
UBS Group
Switzerland
$45.9M +$2.18M +94,359 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$43.3M +$1.38M +59,837 +3%
Wells Fargo
12
Wells Fargo
California
$43.2M +$2.41M +104,435 +6%
WIC
13
Woodmont Investment Counsel
Tennessee
$41.5M +$2.31M +100,022 +6%
SL
14
Summitry LLC
California
$40.5M +$5.16M +223,680 +15%
LPL Financial
15
LPL Financial
California
$37.2M +$4.4M +190,951 +14%
VVP
16
Venture Visionary Partners
Ohio
$35.5M +$3.78M +164,023 +12%
HighTower Advisors
17
HighTower Advisors
Illinois
$34.9M +$1.02M +44,333 +3%
SIC
18
Sigma Investment Counselors
Michigan
$33.6M +$126K +5,463 +0.4%
Ameriprise
19
Ameriprise
Minnesota
$32.8M -$20.1M -869,371 -38%
KA
20
Klingman & Associates
New York
$31.4M +$322K +13,955 +1%
GWA
21
Gratus Wealth Advisors
Virginia
$31.4M +$572K +24,810 +2%
Lido Advisors
22
Lido Advisors
California
$27.1M +$2.96M +128,202 +12%
NA
23
NewEdge Advisors
Louisiana
$26.4M -$1.08M -46,784 -4%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$24.8M +$1.9M +82,444 +8%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$23.8M -$3.69K -160 -0%