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iShares iBonds 2027 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$5.06M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.39M +$4.43M +204,107 New
CFS
3
Commonwealth Financial Services
West Virginia
$3.98M +$4.01M +184,873 New
Jane Street
4
Jane Street
New York
$3.73M +$1.64M +75,669 +78%
NA
5
NewEdge Advisors
Louisiana
$1.78M +$1.28M +59,126 +252%
RSWM
6
Robertson Stephens Wealth Management
California
$1.26M +$135K +6,206 +12%
Bank of America
7
Bank of America
North Carolina
$1.01M +$547K +25,231 +115%
TFS
8
Thoroughbred Financial Services
Tennessee
$959K +$174K +8,019 +22%
IA
9
IFP Advisors
Florida
$946K +$331K +15,271 +53%
GRP
10
Global Retirement Partners
California
$645K +$331K +15,241 +100%
WI
11
WrapManager Inc
California
$520K +$34.1K +1,572 +7%
IWC
12
Integrated Wealth Concepts
Massachusetts
$479K +$249K +11,500 +107%
SPWM
13
Straight Path Wealth Management
Michigan
$452K +$83.1K +3,832 +22%
IF
14
Ironwood Financial
Arizona
$424K +$61.7K +2,843 +17%
CA
15
Cetera Advisors
Colorado
$315K -$651 -30 -0.2%
Wells Fargo
16
Wells Fargo
California
$307K +$21.7K +1,000 +8%
Morgan Stanley
17
Morgan Stanley
New York
$277K -$42.4K -1,957 -13%
LPL Financial
18
LPL Financial
California
$234K +$236K +10,880 New
BFA
19
BBJS Financial Advisors
Washington
$222K +$130 +6 +0.1%
Osaic Holdings
20
Osaic Holdings
Arizona
$119K -$4.63M -213,543 -97%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$81.1K
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$40K
PFM
23
Phillips Financial Management
Indiana
$27.6K +$499 +23 +2%
FFA
24
Farther Finance Advisors
California
$20.8K
MFT
25
Moisand Fitzgerald Tamayo
Florida
$17.2K