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iShares iBonds 2027 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$26.3M +$6.86M +308,502 +36%
Osaic Holdings
2
Osaic Holdings
Arizona
$18M +$16M +720,628 +909%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$17.6M +$181K +8,133 +1%
Wells Fargo
4
Wells Fargo
California
$11.1M +$47.8K +2,150 +0.4%
KTM
5
Keeler Thomas Management
Utah
$9.68M +$1.28M +57,714 +16%
LPL Financial
6
LPL Financial
California
$9.15M +$2.79M +125,498 +45%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.66M -$111K -5,008 -1%
HighTower Advisors
8
HighTower Advisors
Illinois
$8.1M -$2.83M -127,077 -26%
CFS
9
Commonwealth Financial Services
West Virginia
$7.71M +$7.21K +324 +0.1%
MA
10
Mutual Advisors
Nebraska
$6.73M +$113K +5,073 +2%
Morgan Stanley
11
Morgan Stanley
New York
$5.4M +$1.91M +86,097 +56%
Bank of America
12
Bank of America
North Carolina
$4.95M +$50.7K +2,280 +1%
Raymond James Financial
13
Raymond James Financial
Florida
$4.49M +$645K +28,989 +17%
JWCA
14
J.W. Cole Advisors
Florida
$4.23M +$4.17M +187,694 New
NA
15
NewEdge Advisors
Louisiana
$2.98M -$772K -34,717 -21%
AAS
16
Avantax Advisory Services
Texas
$2.35M +$291K +13,102 +14%
Lido Advisors
17
Lido Advisors
California
$2.19M -$104K -4,665 -5%
SIA
18
Summit Investment Advisors
Maryland
$2.19M +$162K +7,270 +8%
SPWM
19
Straight Path Wealth Management
Michigan
$2.05M +$254K +11,432 +14%
KPWS
20
Kestra Private Wealth Services
Texas
$1.96M +$161K +7,224 +9%
ASN
21
Advisory Services Network
Georgia
$1.76M +$3.56K +160 +0.2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.58M -$111K -5,004 -7%
SWA
23
Sightline Wealth Advisors
Connecticut
$1.56M +$35.7K +1,604 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.42M +$86.2K +3,874 +7%
BFS
25
BridgePort Financial Solutions
Iowa
$1.39M -$27.5K -1,238 -2%