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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$99.8M +$76.7M +3,002,415 +333%
Bank of America
2
Bank of America
North Carolina
$58.2M +$4.06M +159,114 +8%
CA
3
Clearstead Advisors
Ohio
$24.6M +$1.25M +48,978 +5%
US Bancorp
4
US Bancorp
Minnesota
$19.7M +$490K +19,170 +3%
HighTower Advisors
5
HighTower Advisors
Illinois
$19.6M +$2.64M +103,559 +16%
Wells Fargo
6
Wells Fargo
California
$13.6M -$16.6K -650 -0.1%
LIA
7
LBMC Investment Advisors
Tennessee
$13.3M +$2.04M +79,895 +18%
NA
8
NewEdge Advisors
Louisiana
$12.5M +$899K +35,214 +8%
Morgan Stanley
9
Morgan Stanley
New York
$11.2M +$1.71M +66,828 +18%
HCM
10
Howland Capital Management
Massachusetts
$10.5M +$1.26M +49,300 +14%
HCM
11
Hengehold Capital Management
Ohio
$10.5M +$409K +16,024 +4%
HBT
12
Hills Bank & Trust
Iowa
$10M +$170K +6,656 +2%
CIA
13
Covington Investment Advisors
Pennsylvania
$9.5M +$1.5M +58,650 +19%
UBS Group
14
UBS Group
Switzerland
$9.05M +$162K +6,348 +2%
KCM
15
Kathmere Capital Management
Pennsylvania
$8.01M +$101K +3,973 +1%
LPL Financial
16
LPL Financial
California
$7.53M +$446K +17,477 +6%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$7.49M +$76.6K +3,000 +1%
PWM
18
Praetorian Wealth Management
California
$6.84M +$649K +25,407 +11%
HWA
19
Heartwood Wealth Advisors
Virginia
$6.64M +$21.8K +853 +0.3%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.03M +$170K +6,672 +3%
Lido Advisors
21
Lido Advisors
California
$5.66M +$422K +16,538 +8%
Stifel Financial
22
Stifel Financial
Missouri
$5.46M +$359K +14,071 +7%
SWA
23
Stratos Wealth Advisors
Ohio
$5.13M +$858K +33,612 +20%
CTC
24
Central Trust Company
Missouri
$4.28M +$406K +15,904 +11%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.98M +$1.6M +62,476 +67%