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
MA
26
MKT Advisors
California
$12.2M +$414K +18,578 +4%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$10.9M +$1.44M +64,572 +15%
CCG
28
Chatham Capital Group
Georgia
$10.9M +$270K +12,136 +3%
LPT
29
Legacy Private Trust
Wisconsin
$10.9M +$443K +19,892 +4%
CIM
30
Confluence Investment Management
Missouri
$10.5M -$21.1M -947,477 -67%
KF
31
Krilogy Financial
Missouri
$10.2M +$893K +40,082 +10%
WMS
32
Wealth Management Strategies
Pennsylvania
$8.8M +$916K +41,139 +12%
SPIA
33
Steward Partners Investment Advisory
New York
$8.56M -$26.9K -1,206 -0.3%
Financial Engines Advisors
34
Financial Engines Advisors
California
$8.4M +$808K +36,302 +11%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.37M +$2.44M +109,737 +42%
TAM
36
Titleist Asset Management
Texas
$7.62M +$7.57M +339,809 New
SCA
37
Snowden Capital Advisors
New York
$7.48M +$656K +29,448 +10%
AAIM
38
Asset Advisors Investment Management
Georgia
$7.26M +$3.03M +136,205 +73%
SWM
39
Shelton Wealth Management
Texas
$7.21M +$640K +28,722 +10%
OPPS
40
Obsidian Personal Planning Solutions
Maryland
$7.09M +$7M +314,176 New
FA
41
Fagan Associates
New York
$6.93M -$478K -21,480 -6%
CTC
42
Central Trust Company
Missouri
$6.92M +$1.05M +46,957 +18%
OPA
43
Old Port Advisors
Maine
$6.59M +$252K +11,305 +4%
UCFA
44
United Capital Financial Advisors
Texas
$6.55M +$4.76M +213,722 +272%
MW
45
MBL Wealth
North Carolina
$6.21M -$92.4K -4,149 -1%
PA
46
Probity Advisors
Texas
$6.18M -$962K -43,218 -14%
E3F
47
Eight 31 Financial
Texas
$6.01M +$5.97M +267,993 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$5.28M +$1.41M +63,385 +37%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$5.19M +$687K +30,838 +15%
Citadel Advisors
50
Citadel Advisors
Florida
$5.05M +$5.02M +225,294 New