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iShares iBonds 2027 Term High Yield and Income ETF
IBHG

Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$39.9M +$32.5M +1,472,206 +440%
LIA
2
LBMC Investment Advisors
Tennessee
$39.1M +$3.44M +155,798 +10%
AF
3
Arrow Financial
New York
$32.9M +$32.9M +1,491,682 New
LPL Financial
4
LPL Financial
California
$27.6M +$2.36M +107,046 +9%
Wells Fargo
5
Wells Fargo
California
$17.9M +$237K +10,731 +1%
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.3M -$2.45M -110,893 -12%
Raymond James Financial
7
Raymond James Financial
Florida
$8.87M +$1.69M +76,392 +23%
Morgan Stanley
8
Morgan Stanley
New York
$6.21M +$1.41M +63,900 +29%
Bank of America
9
Bank of America
North Carolina
$5.73M +$231K +10,439 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$5.63M -$188K -8,523 -3%
JWCA
11
J.W. Cole Advisors
Florida
$4.72M -$200K -9,051 -4%
CIA
12
Concurrent Investment Advisors
Florida
$4.49M +$4.49M +203,427 New
IF
13
Ironwood Financial
Arizona
$4.38M +$746K +33,788 +20%
BlackRock
14
BlackRock
New York
$4.34M +$2.77M +125,439 +177%
KPWS
15
Kestra Private Wealth Services
Texas
$4.33M +$1.33M +60,031 +44%
MAWAG
16
Mid-American Wealth Advisory Group
Missouri
$4.32M -$288K -13,051 -6%
NA
17
NewEdge Advisors
Louisiana
$4.1M +$418K +18,920 +11%
CFG
18
Carr Financial Group
Massachusetts
$3.33M +$685K +31,006 +26%
SPWM
19
Straight Path Wealth Management
Michigan
$2.99M +$171K +7,757 +6%
Jane Street
20
Jane Street
New York
$2.95M +$2.23M +101,112 +310%
CFS
21
Commonwealth Financial Services
West Virginia
$2.66M -$5.91M -267,683 -69%
PIM
22
Penobscot Investment Management
Massachusetts
$2.5M +$527K +23,850 +27%
E3F
23
Eight 31 Financial
Texas
$2.37M +$62.4K +2,826 +3%
PAG
24
Private Advisor Group
New Jersey
$2.2M +$1.44M +65,320 +189%
IWC
25
Integrated Wealth Concepts
Massachusetts
$2.02M +$405K +18,328 +25%
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