We are live on ! Find out more
IBDW icon

iShares iBonds Dec 2031 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$108M +$36.5M +1,764,384 +50%
Wells Fargo
2
Wells Fargo
California
$77M +$3.2M +154,874 +4%
CIA
3
Capital Investment Advisors
Georgia
$52M +$7.31M +353,546 +16%
Bank of America
4
Bank of America
North Carolina
$49.6M +$5.52M +266,763 +12%
Morgan Stanley
5
Morgan Stanley
New York
$49.1M +$5.24M +253,455 +12%
VVP
6
Venture Visionary Partners
Ohio
$42.5M +$3.02M +146,004 +8%
Raymond James Financial
7
Raymond James Financial
Florida
$40.2M +$40.8M +1,973,030 New
SIC
8
Sigma Investment Counselors
Michigan
$30.2M +$2.38M +115,082 +8%
SL
9
Summitry LLC
California
$27.9M +$15.5M +751,954 +122%
ACM
10
Advisors Capital Management
New Jersey
$25M +$12.3M +596,179 +94%
UBS Group
11
UBS Group
Switzerland
$23.8M +$4.64M +224,447 +24%
KA
12
Klingman & Associates
New York
$20.8M +$5.18M +250,280 +32%
NA
13
NewEdge Advisors
Louisiana
$19.6M +$845K +40,864 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$19.5M +$9.57M +462,905 +94%
Lido Advisors
15
Lido Advisors
California
$18M +$3.41M +164,765 +23%
Ameriprise
16
Ameriprise
Minnesota
$16.1M +$9.48M +458,522 +137%
AF
17
Arrow Financial
New York
$14.3M +$470K +22,728 +3%
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$14.2M +$931K +45,025 +7%
EFP
19
Envision Financial Planning
Tennessee
$13.9M +$436K +21,074 +3%
MFWM
20
Motley Fool Wealth Management
Virginia
$13.8M +$14M +679,423 New
BMM
21
Buffington Mohr McNeal
Idaho
$13.5M +$398K +19,245 +3%
MCM
22
MV Capital Management
Maryland
$13.4M +$2.11M +102,119 +18%
MLA
23
MB, Levis & Associates
Pennsylvania
$12.7M +$198K +9,580 +2%
US Bancorp
24
US Bancorp
Minnesota
$12.7M -$326K -15,750 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$12.5M +$2.09M +101,121 +20%