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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
$35.8M +$932K +41,965 +3%
LPL Financial
2
LPL Financial
California
$25.3M +$5.09M +229,318 +25%
TF
3
Threadgill Financial
Texas
$21.3M +$21.1M +949,208 +7,073%
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.8M -$627K -28,211 -3%
Wells Fargo
5
Wells Fargo
California
$17.7M -$495K -22,261 -3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$8.87M +$8.9M +400,710 New
HighTower Advisors
7
HighTower Advisors
Illinois
$8.79M +$282K +12,674 +3%
CFS
8
Commonwealth Financial Services
West Virginia
$8.59M +$565K +25,424 +7%
UBS Group
9
UBS Group
Switzerland
$7.41M +$2.76M +124,380 +59%
Raymond James Financial
10
Raymond James Financial
Florida
$7.2M +$1.08M +48,721 +18%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$5.83M +$61.6K +2,772 +1%
Bank of America
12
Bank of America
North Carolina
$5.51M -$10.6K -479 -0.2%
JWCA
13
J.W. Cole Advisors
Florida
$4.93M +$222K +9,976 +5%
Morgan Stanley
14
Morgan Stanley
New York
$4.81M +$553K +24,882 +13%
MAWAG
15
Mid-American Wealth Advisory Group
Missouri
$4.66M
NA
16
NewEdge Advisors
Louisiana
$3.69M +$311K +14,013 +9%
IF
17
Ironwood Financial
Arizona
$3.66M +$244K +10,984 +7%
OMC
18
Old Mission Capital
Illinois
$3.02M -$3.94M -177,356 -57%
KPWS
19
Kestra Private Wealth Services
Texas
$3.01M +$337K +15,165 +13%
KTM
20
Keeler Thomas Management
Utah
$2.96M -$6.78M -305,218 -70%
SPWM
21
Straight Path Wealth Management
Michigan
$2.82M +$241K +10,827 +9%
CFG
22
Carr Financial Group
Massachusetts
$2.65M +$729K +32,814 +38%
EW
23
Evexia Wealth
Wisconsin
$2.59M +$375K +16,878 +17%
E3F
24
Eight 31 Financial
Texas
$2.31M -$41.3K -1,859 -2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.04M -$3.55M -159,606 -63%