We are live on ! Find out more
IBTH icon

iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPT
26
Legacy Private Trust
Wisconsin
$10.3M +$990K +44,427 +11%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$9.37M +$1.33M +59,628 +16%
KF
28
Krilogy Financial
Missouri
$9.24M +$4.99M +223,989 +116%
SPIA
29
Steward Partners Investment Advisory
New York
$8.51M -$92.6K -4,155 -1%
WMS
30
Wealth Management Strategies
Pennsylvania
$7.79M +$7.83M +351,174 New
Financial Engines Advisors
31
Financial Engines Advisors
California
$7.51M +$848K +38,049 +13%
FA
32
Fagan Associates
New York
$7.34M +$191K +8,565 +3%
PA
33
Probity Advisors
Texas
$7.08M +$1.1M +49,543 +18%
SCA
34
Snowden Capital Advisors
New York
$6.75M +$584K +26,186 +9%
SWM
35
Shelton Wealth Management
Texas
$6.5M +$1.6M +71,756 +32%
OPA
36
Old Port Advisors
Maine
$6.28M +$441K +19,765 +8%
MW
37
MBL Wealth
North Carolina
$6.24M +$257K +11,517 +4%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.85M +$3.55M +159,323 +153%
CTC
39
Central Trust Company
Missouri
$5.81M +$1.25M +56,117 +27%
Stifel Financial
40
Stifel Financial
Missouri
$5.56M +$619K +27,758 +12%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$4.46M +$256K +11,488 +6%
Truist Financial
42
Truist Financial
North Carolina
$4.38M +$145K +6,520 +3%
OFS
43
OneAscent Financial Services
Alabama
$4.35M +$4.37M +196,022 New
AAIM
44
Asset Advisors Investment Management
Georgia
$4.17M +$2.22M +99,740 +113%
BFO
45
Boston Family Office
Massachusetts
$4M +$1.77M +79,423 +79%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$3.94M +$713K +31,973 +22%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$3.81M +$303K +13,607 +9%
SWM
48
Stockman Wealth Management
Montana
$3.61M +$277K +12,409 +8%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$3.57M +$1.91M +85,704 +114%
RL
50
Retireful LLC
Michigan
$3.36M +$3.37M +151,230 New