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iShares iBonds Dec 2031 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$155M +$2.8M +132,719 +2%
Bank of America
2
Bank of America
North Carolina
$108M +$20.8M +984,361 +24%
Morgan Stanley
3
Morgan Stanley
New York
$106M +$8.07M +382,187 +8%
CIA
4
Capital Investment Advisors
Georgia
$80.4M +$4.1M +193,928 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$74.6M +$21.7M +1,025,497 +40%
CAI
6
Capital Advisors Inc
Oklahoma
$69.4M +$4.8M +227,155 +7%
VVP
7
Venture Visionary Partners
Ohio
$59.7M +$4.49M +212,676 +8%
SVWA
8
Sarver Vrooman Wealth Advisors
Missouri
$45.9M +$183K +8,659 +0.4%
Wells Fargo
9
Wells Fargo
California
$43.5M -$4.3M -203,545 -9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$43.1M +$2.31M +109,341 +6%
SF
11
Summit Financial
New Jersey
$39.8M +$1.56M +73,739 +4%
UBS Group
12
UBS Group
Switzerland
$39.7M +$4.85M +229,432 +14%
SIC
13
Sigma Investment Counselors
Michigan
$38M +$1.32M +62,327 +4%
HighTower Advisors
14
HighTower Advisors
Illinois
$37.1M +$11.9M +562,399 +46%
ACM
15
Advisors Capital Management
New Jersey
$36.6M +$1.8M +85,144 +5%
KA
16
Klingman & Associates
New York
$35.6M +$2.52M +119,450 +8%
Ameriprise
17
Ameriprise
Minnesota
$33.7M -$12.9M -610,628 -28%
SL
18
Summitry LLC
California
$33.6M +$1.17M +55,465 +4%
SVWAG
19
Sound View Wealth Advisors Group
Georgia
$24.8M +$1.34M +63,630 +6%
NA
20
NewEdge Advisors
Louisiana
$24.5M -$539K -25,509 -2%
WIC
21
Woodmont Investment Counsel
Tennessee
$19.6M +$2.58M +122,356 +15%
MCM
22
MV Capital Management
Maryland
$19.1M +$2.76M +130,911 +17%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$19M -$21.8M -1,031,595 -53%
US Bancorp
24
US Bancorp
Minnesota
$18.7M +$897K +42,472 +5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$16.1M -$1.76M -83,391 -10%