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iShares iBonds 2030 Term High Yield and Income ETF
IBHJ

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$31.5M +$6.77M +256,373 +27%
MSRI
2
Michael S. Ryan Inc
New York
$5.33M -$61.1K -2,316 -1%
CPIG
3
Chicago Partners Investment Group
Illinois
$5.25M +$278K +10,553 +6%
BlackRock
4
BlackRock
New York
$4.34M +$2.74M +103,855 +173%
LPL Financial
5
LPL Financial
California
$3.47M +$926K +35,097 +37%
Bank of America
6
Bank of America
North Carolina
$2.6M +$223K +8,450 +9%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$2.43M +$172K +6,510 +8%
IWC
8
Integrated Wealth Concepts
Massachusetts
$1.99M +$440K +16,691 +29%
SPWM
9
Straight Path Wealth Management
Michigan
$1.96M +$5.73K +217 +0.3%
Morgan Stanley
10
Morgan Stanley
New York
$1.95M +$120K +4,534 +7%
FWTB
11
First Western Trust Bank
Colorado
$1.62M +$1.12M +42,546 +229%
IF
12
Ironwood Financial
Arizona
$1.29M +$1.29M +49,044 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$995K +$438K +16,615 +79%
WI
14
WrapManager Inc
California
$735K -$86.2K -3,267 -11%
BWM
15
Bullock Wealth Management
Indiana
$680K +$682K +25,829 New
FAL
16
Focused Alpha LLC
Colorado
$644K +$10.4K +396 +2%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$574K – – –
Jane Street
18
Jane Street
New York
$539K +$108K +4,094 +25%
Raymond James Financial
19
Raymond James Financial
Florida
$509K +$43.3K +1,641 +9%
MFG
20
MTM Financial Group
Pennsylvania
$487K +$485K +18,390 New
KPWS
21
Kestra Private Wealth Services
Texas
$453K +$104K +3,945 +30%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$446K -$135K -5,117 -23%
Lido Advisors
23
Lido Advisors
California
$426K +$425K +16,113 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$422K -$12.3K -468 -3%
SWM
25
Segment Wealth Management
Texas
$365K +$23.2K +880 +7%
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