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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
$32.8M +$6.58M +293,075 +25%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$18.5M +$936K +41,684 +5%
Osaic Holdings
3
Osaic Holdings
Arizona
$16.7M -$1.32M -58,626 -7%
LPL Financial
4
LPL Financial
California
$15.5M +$6.32M +281,673 +69%
Wells Fargo
5
Wells Fargo
California
$12.9M +$1.89M +84,180 +17%
KTM
6
Keeler Thomas Management
Utah
$9.79M +$136K +6,069 +1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.31M -$328K -14,608 -4%
HighTower Advisors
8
HighTower Advisors
Illinois
$8.29M +$207K +9,239 +3%
CFS
9
Commonwealth Financial Services
West Virginia
$7.82M +$124K +5,529 +2%
MA
10
Mutual Advisors
Nebraska
$7.53M +$804K +35,830 +12%
Bank of America
11
Bank of America
North Carolina
$5.31M +$372K +16,588 +8%
Morgan Stanley
12
Morgan Stanley
New York
$4.98M -$405K -18,050 -8%
JWCA
13
J.W. Cole Advisors
Florida
$4.95M +$726K +32,350 +17%
Raymond James Financial
14
Raymond James Financial
Florida
$4.52M +$37.2K +1,656 +0.8%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$4.32M +$2.74M +121,932 +174%
HC
16
Hurley Capital
New York
$3.93M +$3.29M +146,638 +524%
NA
17
NewEdge Advisors
Louisiana
$3.16M +$187K +8,331 +6%
IF
18
Ironwood Financial
Arizona
$2.94M +$1.72M +76,511 +141%
SPWM
19
Straight Path Wealth Management
Michigan
$2.42M +$374K +16,640 +18%
KPWS
20
Kestra Private Wealth Services
Texas
$2.29M +$328K +14,599 +17%
E3F
21
Eight 31 Financial
Texas
$2.27M +$2.27M +100,884 New
Lido Advisors
22
Lido Advisors
California
$2.09M -$99K -4,411 -5%
ASN
23
Advisory Services Network
Georgia
$1.79M +$25.8K +1,148 +1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.49M +$355K +15,809 +31%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.44M +$21K +936 +1%