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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
$160M +$10.5M +448,598 +7%
ACA
2
Aptus Capital Advisors
Alabama
$128M +$9.67M +414,202 +8%
Morgan Stanley
3
Morgan Stanley
New York
$120M +$13.7M +587,321 +13%
CAI
4
Capital Advisors Inc
Oklahoma
$110M +$4.73M +202,622 +5%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$83.1M +$17.2M +738,192 +26%
CIA
6
Capital Investment Advisors
Georgia
$81.9M +$5.85M +250,475 +8%
SRC
7
Shufro Rose & Co
New York
$81M -$842K -36,054 -1%
UBS Group
8
UBS Group
Switzerland
$72M +$25.7M +1,102,112 +56%
Raymond James Financial
9
Raymond James Financial
Florida
$62M +$1.6M +68,568 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$48.6M +$5.03M +215,496 +12%
Wells Fargo
11
Wells Fargo
California
$47.8M +$4.33M +185,214 +10%
LPL Financial
12
LPL Financial
California
$42.9M +$5.5M +235,395 +15%
SL
13
Summitry LLC
California
$41.8M +$1.01M +43,293 +2%
WIC
14
Woodmont Investment Counsel
Tennessee
$40.6M -$1.11M -47,565 -3%
HighTower Advisors
15
HighTower Advisors
Illinois
$38.2M +$3.08M +132,003 +9%
SIC
16
Sigma Investment Counselors
Michigan
$34.9M +$1M +42,987 +3%
KA
17
Klingman & Associates
New York
$33.4M +$1.76M +75,335 +6%
Lido Advisors
18
Lido Advisors
California
$33.1M +$5.79M +248,021 +21%
GWA
19
Gratus Wealth Advisors
Virginia
$32.4M +$874K +37,414 +3%
VVP
20
Venture Visionary Partners
Ohio
$30.4M -$5.35M -229,098 -15%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$26.5M +$2.54M +108,871 +11%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$26.2M +$1.25M +53,366 +5%
KCM
23
Kathmere Capital Management
Pennsylvania
$24.5M +$3.04M +130,015 +14%
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$24.4M +$2.18M +93,411 +10%
SF
25
Summit Financial
New Jersey
$23.7M +$23.6M +1,010,855 New