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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$19.2M +$1.19M +47,661 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.6M -$140K -5,631 -0.7%
Bank of America
3
Bank of America
North Carolina
$18.4M +$5.26M +211,390 +39%
US Bancorp
4
US Bancorp
Minnesota
$17.3M +$1.43M +57,344 +9%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$15.9M +$1.37M +55,216 +9%
HighTower Advisors
6
HighTower Advisors
Illinois
$15.6M -$663K -26,643 -4%
Wells Fargo
7
Wells Fargo
California
$15.5M +$3.8M +152,721 +32%
HWA
8
Heartwood Wealth Advisors
Virginia
$15.2M +$436K +17,508 +3%
Corient Private Wealth
9
Corient Private Wealth
Florida
$11.1M +$883K +35,471 +8%
HCM
10
Hengehold Capital Management
Ohio
$9.85M -$15.3K -614 -0.2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$8.05M +$548K +22,009 +7%
UBS Group
12
UBS Group
Switzerland
$6.54M +$362K +14,560 +6%
PWM
13
Praetorian Wealth Management
California
$5.55M +$104K +4,192 +2%
Morgan Stanley
14
Morgan Stanley
New York
$4.68M +$52.5K +2,110 +1%
NA
15
NewEdge Advisors
Louisiana
$4.56M +$475K +19,083 +11%
HBT
16
Hills Bank & Trust
Iowa
$3.95M +$4.02M +161,467 New
LPL Financial
17
LPL Financial
California
$3.34M +$67.3K +2,703 +2%
SWM
18
Spire Wealth Management
Virginia
$3.24M -$137K -5,489 -4%
SPIA
19
Steward Partners Investment Advisory
New York
$3.24M -$220K -8,821 -6%
UCFA
20
United Capital Financial Advisors
Texas
$2.98M +$38K +1,526 +1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.7M +$127K +5,090 +5%
KCM
22
Kathmere Capital Management
Pennsylvania
$2.68M +$2.73M +109,518 New
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.26M -$3.48K -140 -0.2%
EFP
24
Envision Financial Planning
Tennessee
$2.12M +$2.15M +86,542 New
Jane Street
25
Jane Street
New York
$1.74M -$899K -36,100 -34%