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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$154M +$7.98M +376,635 +5%
Morgan Stanley
2
Morgan Stanley
New York
$98.9M +$13.6M +643,987 +16%
Bank of America
3
Bank of America
North Carolina
$88.5M +$11.5M +541,699 +15%
CIA
4
Capital Investment Advisors
Georgia
$77.1M +$5.14M +242,512 +7%
CAI
5
Capital Advisors Inc
Oklahoma
$65.3M +$2.07M +97,902 +3%
VVP
6
Venture Visionary Partners
Ohio
$56.3M +$3.7M +174,421 +7%
Raymond James Financial
7
Raymond James Financial
Florida
$53.7M +$13.8M +652,300 +35%
Wells Fargo
8
Wells Fargo
California
$48.3M +$3.9M +184,124 +9%
Ameriprise
9
Ameriprise
Minnesota
$46.8M +$3M +141,607 +7%
SVWA
10
Sarver Vrooman Wealth Advisors
Missouri
$46.2M +$122K +5,750 +0.3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$41.2M +$13.6M +640,849 +49%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$41.1M +$38.8M +1,832,472 +1,687%
SF
13
Summit Financial
New Jersey
$38.6M +$1.85M +87,085 +5%
SIC
14
Sigma Investment Counselors
Michigan
$37.1M +$1.34M +63,072 +4%
UBS Group
15
UBS Group
Switzerland
$35.2M +$5.03M +237,256 +17%
ACM
16
Advisors Capital Management
New Jersey
$35.2M +$1.92M +90,697 +6%
KA
17
Klingman & Associates
New York
$33.4M +$3.4M +160,425 +11%
SL
18
Summitry LLC
California
$32.8M +$755K +35,625 +2%
HighTower Advisors
19
HighTower Advisors
Illinois
$25.6M +$7.23M +340,976 +39%
NA
20
NewEdge Advisors
Louisiana
$25.3M +$1.25M +59,126 +5%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$23.7M +$3.5M +165,152 +17%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$18M +$1.13M +53,172 +7%
US Bancorp
23
US Bancorp
Minnesota
$18M +$1.01M +47,742 +6%
WIC
24
Woodmont Investment Counsel
Tennessee
$17.2M +$4.42M +208,793 +35%
MCM
25
MV Capital Management
Maryland
$16.5M +$614K +28,960 +4%
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