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
$124M +$13.6M +663,595 +12%
CIA
2
Capital Investment Advisors
Georgia
$58.7M +$5.64M +274,766 +11%
Bank of America
3
Bank of America
North Carolina
$56.1M +$5.46M +266,150 +11%
Morgan Stanley
4
Morgan Stanley
New York
$55.2M +$5.09M +247,843 +10%
VVP
5
Venture Visionary Partners
Ohio
$46.5M +$3.12M +152,184 +7%
SVWA
6
Sarver Vrooman Wealth Advisors
Missouri
$44.2M +$43.7M +2,128,732 New
Wells Fargo
7
Wells Fargo
California
$38.9M -$39.1M -1,907,386 -50%
Raymond James Financial
8
Raymond James Financial
Florida
$38.7M -$2.18M -106,137 -5%
SIC
9
Sigma Investment Counselors
Michigan
$32.7M +$1.87M +91,020 +6%
SL
10
Summitry LLC
California
$29.9M +$1.47M +71,619 +5%
ACM
11
Advisors Capital Management
New Jersey
$27.6M +$2.04M +99,645 +8%
Ameriprise
12
Ameriprise
Minnesota
$27.1M +$10.5M +511,890 +65%
UBS Group
13
UBS Group
Switzerland
$26.8M +$2.55M +124,105 +11%
KA
14
Klingman & Associates
New York
$26.6M +$5.29M +257,981 +25%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$21.9M +$2.06M +100,601 +11%
NA
16
NewEdge Advisors
Louisiana
$19.6M -$358K -17,461 -2%
FFG
17
Frisch Financial Group
New York
$16.4M +$16.3M +791,867 New
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$16M +$1.53M +74,422 +11%
Lido Advisors
19
Lido Advisors
California
$14.7M -$3.57M -173,992 -20%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$14.6M +$1.89M +92,071 +15%
MCM
21
MV Capital Management
Maryland
$14.6M +$956K +46,576 +7%
US Bancorp
22
US Bancorp
Minnesota
$14.5M +$1.58M +76,847 +12%
AF
23
Arrow Financial
New York
$14.5M -$59.4K -2,893 -0.4%
EFP
24
Envision Financial Planning
Tennessee
$14.5M +$339K +16,503 +2%
BMM
25
Buffington Mohr McNeal
Idaho
$14M +$251K +12,230 +2%