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iShares iBonds 2029 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$40M +$5.65M +241,669 +16%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$39.5M +$13.9M +594,472 +54%
Morgan Stanley
3
Morgan Stanley
New York
$36.4M +$3.62M +154,765 +11%
HighTower Advisors
4
HighTower Advisors
Illinois
$22.6M +$22.6M +964,286 New
NA
5
NewEdge Advisors
Louisiana
$21.2M +$1.23M +52,477 +6%
BWFA
6
Baltimore-Washington Financial Advisors
Maryland
$16.6M +$1.35M +57,814 +9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$12.1M -$455K -19,461 -4%
SWM
8
Scissortail Wealth Management
Oklahoma
$11.6M +$208K +8,877 +2%
LPL Financial
9
LPL Financial
California
$11.4M +$2.79M +119,154 +32%
Bank of America
10
Bank of America
North Carolina
$10.4M +$676K +28,884 +7%
MA
11
Mutual Advisors
Nebraska
$6.85M +$6.45M +275,592 +1,603%
LFS
12
Littlejohn Financial Services
Oregon
$6.67M +$778K +33,269 +13%
DWA
13
Delta Wealth Advisors
Indiana
$5.43M +$319K +13,651 +6%
IF
14
Ironwood Financial
Arizona
$5.18M +$2.78M +118,877 +114%
SWP
15
Stratos Wealth Partners
Ohio
$5.17M +$245K +10,458 +5%
MSRI
16
Michael S. Ryan Inc
New York
$5.15M +$5.15M +220,063 New
BlackRock
17
BlackRock
New York
$4.34M +$2.76M +117,939 +175%
Raymond James Financial
18
Raymond James Financial
Florida
$3.57M +$194K +8,301 +6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.42M +$2.41M +103,121 +238%
BCPWM
20
Bradley & Co Private Wealth Management
Florida
$3.39M
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.29M +$1.74M +74,372 +112%
Wells Fargo
22
Wells Fargo
California
$3.1M +$144K +6,156 +5%
SPWM
23
Straight Path Wealth Management
Michigan
$3M +$276K +11,814 +10%
IWC
24
Integrated Wealth Concepts
Massachusetts
$2.97M +$610K +26,063 +26%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$2.81M +$274K +11,715 +11%