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iShares iBonds Dec 2029 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$53.2M +$32.3M +1,271,042 +155%
Bank of America
2
Bank of America
North Carolina
$34.3M +$19.7M +776,430 +136%
CA
3
Clearstead Advisors
Ohio
$24.2M +$1.28M +50,311 +6%
HighTower Advisors
4
HighTower Advisors
Illinois
$19M +$858K +33,754 +5%
LIA
5
LBMC Investment Advisors
Tennessee
$10.7M +$4.04M +158,746 +61%
Wells Fargo
6
Wells Fargo
California
$9.95M +$1.67M +65,600 +20%
US Bancorp
7
US Bancorp
Minnesota
$9.79M +$1.26M +49,495 +15%
UBS Group
8
UBS Group
Switzerland
$7.59M -$387K -15,216 -5%
KCM
9
Kathmere Capital Management
Pennsylvania
$7.11M -$8.85K -348 -0.1%
CIA
10
Covington Investment Advisors
Pennsylvania
$6.08M +$6.07M +238,975 New
Raymond James Financial
11
Raymond James Financial
Florida
$6.05M +$707K +27,819 +13%
PWM
12
Praetorian Wealth Management
California
$5.23M +$766K +30,120 +17%
LPL Financial
13
LPL Financial
California
$4.95M +$429K +16,889 +10%
HCM
14
Howland Capital Management
Massachusetts
$4.26M +$1.13M +44,350 +36%
Stifel Financial
15
Stifel Financial
Missouri
$4.16M +$827K +32,517 +25%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.91M +$514K +20,239 +15%
SF
17
Summit Financial
New Jersey
$3.9M +$48.2K +1,898 +1%
CTC
18
Central Trust Company
Missouri
$3.67M +$379K +14,921 +12%
Morgan Stanley
19
Morgan Stanley
New York
$3.47M +$1.39M +54,650 +67%
UCFA
20
United Capital Financial Advisors
Texas
$3.31M +$434K +17,060 +15%
CCM
21
Coldstream Capital Management
Washington
$3.22M +$374K +14,718 +13%
FBB
22
Fulton Breakefield Broenniman
Maryland
$3.05M +$3.31M +130,223 New
CPWM
23
Cypress Point Wealth Management
Texas
$3.04M
Lido Advisors
24
Lido Advisors
California
$2.73M +$450K +17,694 +20%
IWC
25
Integrated Wealth Concepts
Massachusetts
$2.65M +$1.6M +62,994 +153%