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iShares iBonds 2027 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$16M +$11.4M +508,249 +241%
LIA
2
LBMC Investment Advisors
Tennessee
$12M +$4.33M +193,264 +56%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.48M +$333K +14,848 +4%
HighTower Advisors
4
HighTower Advisors
Illinois
$7.72M +$303K +13,532 +4%
CFS
5
Commonwealth Financial Services
West Virginia
$7.68M +$117K +5,237 +2%
MA
6
Mutual Advisors
Nebraska
$5.95M +$5.72M +255,404 +2,676%
LPL Financial
7
LPL Financial
California
$4.79M -$2.15M -96,098 -31%
Bank of America
8
Bank of America
North Carolina
$4.19M +$999K +44,616 +31%
GI
9
GAMMA Investing
California
$4.09M +$1.27M +56,868 +45%
Raymond James Financial
10
Raymond James Financial
Florida
$3.52M +$3.54M +158,121 New
Morgan Stanley
11
Morgan Stanley
New York
$3.23M +$188K +8,407 +6%
Lido Advisors
12
Lido Advisors
California
$2.91M +$938K +41,867 +47%
SPWM
13
Straight Path Wealth Management
Michigan
$1.66M +$122K +5,445 +8%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.57M +$510K +22,779 +48%
IA
15
IFP Advisors
Florida
$1.56M +$68.6K +3,063 +5%
BFS
16
BridgePort Financial Solutions
Iowa
$1.41M +$1.4M +62,736 New
Osaic Holdings
17
Osaic Holdings
Arizona
$1.4M +$655K +29,237 +86%
NA
18
NewEdge Advisors
Louisiana
$1.27M +$34.6K +1,547 +3%
AAS
19
Avantax Advisory Services
Texas
$1.21M +$1.22M +54,357 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.12M +$167K +7,458 +17%
Wells Fargo
21
Wells Fargo
California
$1.09M +$292K +13,061 +37%
WI
22
WrapManager Inc
California
$1.07M +$56.8K +2,536 +6%
IF
23
Ironwood Financial
Arizona
$1.07M +$159K +7,088 +17%
SWA
24
Sightline Wealth Advisors
Connecticut
$1.04M +$115K +5,141 +12%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.03M -$130K -5,809 -11%