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iShares iBonds Dec 2031 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$70.9M +$42.6M +2,110,233 +152%
ACA
2
Aptus Capital Advisors
Alabama
$52.2M +$13M +644,100 +33%
Bank of America
3
Bank of America
North Carolina
$40.7M -$2.65M -131,467 -6%
Morgan Stanley
4
Morgan Stanley
New York
$39.2M +$3.1M +153,578 +9%
CIA
5
Capital Investment Advisors
Georgia
$38.8M +$6.01M +297,886 +18%
VVP
6
Venture Visionary Partners
Ohio
$34M +$2.76M +136,980 +9%
GA
7
Gateway Advisory
New Jersey
$31.7M +$1.71M +84,528 +6%
SIC
8
Sigma Investment Counselors
Michigan
$25.2M +$3.33M +164,965 +15%
NA
9
NewEdge Advisors
Louisiana
$22.5M -$909K -45,032 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$20.6M -$684K -33,882 -3%
UBS Group
11
UBS Group
Switzerland
$17.5M -$1.06M -52,625 -6%
Lido Advisors
12
Lido Advisors
California
$16.7M -$972K -48,188 -6%
AF
13
Arrow Financial
New York
$13.6M +$302K +14,950 +2%
KA
14
Klingman & Associates
New York
$13.4M +$1.9M +94,010 +17%
EFP
15
Envision Financial Planning
Tennessee
$12.9M +$673K +33,362 +6%
BMM
16
Buffington Mohr McNeal
Idaho
$12.5M +$243K +12,065 +2%
SL
17
Summitry LLC
California
$12.4M -$9.08M -450,240 -42%
MLA
18
MB, Levis & Associates
Pennsylvania
$12.3M +$334K +16,530 +3%
ACM
19
Advisors Capital Management
New Jersey
$12.3M +$1.25M +61,720 +11%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$11.6M +$268K +13,267 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$10.4M +$1.26M +62,316 +14%
MCM
22
MV Capital Management
Maryland
$10.3M +$753K +37,304 +8%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$10.2M +$1.34M +66,535 +15%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$8M +$143K +7,111 +2%
US Bancorp
25
US Bancorp
Minnesota
$7.02M +$3.23M +159,925 +86%