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iShares iBonds 2030 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$21.5M +$7.66M +288,219 +55%
MSRI
2
Michael S. Ryan Inc
New York
$5.2M +$118K +4,452 +2%
KTM
3
Keeler Thomas Management
Utah
$2.52M +$98.7K +3,714 +4%
SPWM
4
Straight Path Wealth Management
Michigan
$1.89M +$182K +6,853 +11%
Bank of America
5
Bank of America
North Carolina
$1.8M +$112K +4,211 +7%
Jane Street
6
Jane Street
New York
$1.61M -$381K -14,325 -19%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.53M +$78.6K +2,959 +5%
Morgan Stanley
8
Morgan Stanley
New York
$1.43M +$101K +3,783 +8%
IWC
9
Integrated Wealth Concepts
Massachusetts
$1.33M +$321K +12,096 +32%
UBS Group
10
UBS Group
Switzerland
$1.28M +$1.28M +48,095 New
BlackRock
11
BlackRock
New York
$1.2M +$399K +15,020 +50%
LPL Financial
12
LPL Financial
California
$956K +$389K +14,630 +69%
WI
13
WrapManager Inc
California
$827K -$179K -6,740 -18%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$574K +$215K +8,100 +60%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$510K +$510K +19,178 New
FCH
16
Freestone Capital Holdings
Washington
$486K +$32.4K +1,220 +7%
Raymond James Financial
17
Raymond James Financial
Florida
$455K +$107K +4,045 +31%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$438K +$297K +11,167 +210%
FAL
19
Focused Alpha LLC
Colorado
$404K +$403K +15,176 New
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$353K -$434K -16,343 -55%
KPWS
21
Kestra Private Wealth Services
Texas
$318K +$58.2K +2,191 +22%
HSG
22
Helen Stephens Group
Texas
$300K +$4.97K +187 +2%
EIP
23
Ellis Investment Partners
Pennsylvania
$223K +$222K +8,365 New
SWM
24
Stockman Wealth Management
Montana
$211K +$210K +7,920 New
IA
25
IFP Advisors
Florida
$127K +$56.1K +2,110 +79%