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iShares iBonds 2027 Term High Yield and Income ETF
IBHG

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$19.1M +$7.09M +316,705 +59%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$17.2M +$1.16M +51,941 +7%
Wells Fargo
3
Wells Fargo
California
$10.9M +$9.87M +440,468 +902%
HighTower Advisors
4
HighTower Advisors
Illinois
$10.9M +$3.12M +139,488 +40%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.69M +$173K +7,738 +2%
KTM
6
Keeler Thomas Management
Utah
$8.3M +$8.32M +371,618 New
CFS
7
Commonwealth Financial Services
West Virginia
$7.63M -$79.2K -3,537 -1%
MA
8
Mutual Advisors
Nebraska
$6.56M +$659K +29,413 +11%
LPL Financial
9
LPL Financial
California
$6.26M +$1.46M +65,047 +30%
GI
10
GAMMA Investing
California
$5.17M +$1.06M +47,522 +26%
Bank of America
11
Bank of America
North Carolina
$4.85M +$650K +29,001 +15%
Raymond James Financial
12
Raymond James Financial
Florida
$3.8M +$270K +12,067 +8%
NA
13
NewEdge Advisors
Louisiana
$3.73M +$2.46M +109,689 +192%
Morgan Stanley
14
Morgan Stanley
New York
$3.42M +$178K +7,956 +5%
Jane Street
15
Jane Street
New York
$2.88M +$2.6M +116,034 +899%
Lido Advisors
16
Lido Advisors
California
$2.27M -$650K -29,033 -22%
AAS
17
Avantax Advisory Services
Texas
$2.04M +$825K +36,822 +68%
SIA
18
Summit Investment Advisors
Maryland
$2.01M +$1.79M +80,037 +777%
KPWS
19
Kestra Private Wealth Services
Texas
$1.78M +$805K +35,924 +82%
SPWM
20
Straight Path Wealth Management
Michigan
$1.77M +$106K +4,752 +6%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.77M +$363K +16,189 +26%
ASN
22
Advisory Services Network
Georgia
$1.75M +$1.55M +68,993 +747%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.67M +$99K +4,420 +6%
UBS Group
24
UBS Group
Switzerland
$1.58M +$1.08M +48,275 +213%
SWA
25
Sightline Wealth Advisors
Connecticut
$1.51M +$470K +20,974 +45%
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