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iShares iBonds 2027 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
26
GAMMA Investing
California
$1.31M -$3.85M -173,179 -75%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.27M +$22.7K +1,022 +2%
BCI
28
Brinker Capital Investments
Pennsylvania
$1.23M +$73.8K +3,319 +6%
IF
29
Ironwood Financial
Arizona
$1.21M
IA
30
IFP Advisors
Florida
$1.16M -$334K -15,011 -23%
WI
31
WrapManager Inc
California
$1.15M +$17.1K +768 +2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.14M +$62.8K +2,824 +6%
R
33
Rebalance
California
$1.02M +$13.5K +608 +1%
PIM
34
Penobscot Investment Management
Massachusetts
$882K +$871K +39,150 New
AWM
35
AE Wealth Management
Kansas
$855K +$44.4K +1,995 +6%
HL
36
HeadInvest LLC
Maine
$818K -$22.2K -1,000 -3%
BlackRock
37
BlackRock
New York
$801K -$3.58K -161 -0.5%
SPC
38
Sigma Planning Corp
Michigan
$789K +$43.5K +1,958 +6%
TFS
39
Thoroughbred Financial Services
Tennessee
$786K -$60.5K -2,721 -7%
UBS Group
40
UBS Group
Switzerland
$633K -$953K -42,868 -60%
HC
41
Hurley Capital
New York
$631K +$450K +20,249 +262%
HBT
42
Heartland Bank & Trust
Illinois
$558K +$226K +10,163 +70%
SWP
43
Stratos Wealth Partners
Ohio
$557K +$8.3K +373 +2%
KFAA
44
Klaas Financial Asset Advisors
Illinois
$535K -$31.3K -1,407 -6%
APW
45
Austin Private Wealth
Texas
$526K +$118K +5,321 +30%
LPFG
46
Landing Point Financial Group
Ohio
$502K -$524K -23,541 -51%
Jane Street
47
Jane Street
New York
$492K -$2.38M -107,118 -83%
CPRC
48
Consolidated Portfolio Review Corp
New York
$491K +$38.6K +1,735 +9%
GRP
49
Global Retirement Partners
California
$486K +$479K +21,557 New
PAG
50
Private Advisor Group
New Jersey
$432K +$119K +5,356 +39%