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iShares iBonds Dec 2026 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$74M -$55.1M -2,420,030 -43%
HPC
2
HM Payson & Co
Maine
$65.7M +$63.3M +2,783,510 +2,527%
CIA
3
Capital Investment Advisors
Georgia
$50M +$3.68M +161,525 +8%
Bank of America
4
Bank of America
North Carolina
$36.3M +$10.2M +446,603 +39%
NA
5
NewEdge Advisors
Louisiana
$35.5M +$7.24M +317,959 +26%
ICG
6
InterOcean Capital Group
Tennessee
$34.2M +$11.5M +504,740 +50%
Wells Fargo
7
Wells Fargo
California
$29.4M +$1.16M +51,162 +4%
B
8
Bailard
California
$25.5M +$12.4M +545,849 +95%
UBS Group
9
UBS Group
Switzerland
$19.9M +$4.48M +196,791 +29%
CIM
10
Confluence Investment Management
Missouri
$19.7M +$140K +6,142 +0.7%
SWP
11
Stratos Wealth Partners
Ohio
$12.9M +$460K +20,220 +4%
LPL Financial
12
LPL Financial
California
$12.8M +$2.85M +125,233 +29%
MCM
13
MV Capital Management
Maryland
$12.6M +$637K +28,005 +5%
TC
14
Trust Company
Kansas
$11.7M +$1.04M +45,761 +10%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$11.7M -$3.79M -166,688 -24%
IWC
16
Integrated Wealth Concepts
Massachusetts
$11.3M +$4.35M +191,238 +63%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$11M +$849K +37,328 +8%
KF
18
Krilogy Financial
Missouri
$10.4M +$2.96M +130,261 +40%
SPIA
19
Steward Partners Investment Advisory
New York
$9.43M +$796K +34,962 +9%
BWFA
20
Baltimore-Washington Financial Advisors
Maryland
$9.24M +$208K +9,126 +2%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$8.71M +$3.93M +172,489 +82%
Financial Engines Advisors
22
Financial Engines Advisors
California
$8.38M +$1.04M +45,802 +14%
MFIM
23
Mesirow Financial Investment Management
Illinois
$7.2M +$440K +19,331 +6%
Lido Advisors
24
Lido Advisors
California
$6.91M +$282K +12,382 +4%
MA
25
MKT Advisors
California
$6.37M +$4.29M +188,554 +199%