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
VA
76
Valmark Advisers
Ohio
$1.25M +$430K +19,163 +53%
SIA
77
SkyView Investment Advisors
New Jersey
$1.12M -$112K -5,000 -9%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$1.1M +$1.08M +48,381 New
4WM
79
4J Wealth Management
Virginia
$1.08M +$106K +4,738 +11%
Kovitz Investment Group Partners
80
Kovitz Investment Group Partners
Illinois
$1.06M +$1.05M +46,756 New
AWM
81
Apollon Wealth Management
South Carolina
$1.03M +$72K +3,211 +8%
APW
82
Austin Private Wealth
Texas
$1M +$23.3K +1,038 +2%
CSPIA
83
Cary Street Partners Investment Advisory
Virginia
$1M +$497K +22,152 +100%
APW
84
Atlantic Private Wealth
North Carolina
$968K +$2.74K +122 +0.3%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$955K -$13.4K -598 -1%
NG
86
Northstar Group
New York
$938K +$929K +41,450 New
RWP
87
Reliant Wealth Planning
Kentucky
$928K +$191K +8,509 +26%
UCFA
88
United Capital Financial Advisors
Texas
$921K +$381K +16,992 +72%
SRC
89
Shufro Rose & Co
New York
$907K
TCA
90
Transcend Capital Advisors
New Jersey
$907K
JSA
91
Jim Saulnier & Associates
Colorado
$895K +$887K +39,549 New
LSAG
92
Lake Street Advisors Group
New Hampshire
$888K +$153K +6,802 +21%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$868K +$238K +10,622 +38%
BHPW
94
Beverly Hills Private Wealth
California
$861K -$544K -24,246 -39%
MPPLM
95
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$808K +$316K +14,083 +65%
SPC
96
Sigma Planning Corp
Michigan
$780K -$4.53K -202 -0.6%
EW
97
Element Wealth
Mississippi
$771K +$461K +20,568 +153%
AWG
98
Altus Wealth Group
Colorado
$757K -$265K -11,819 -26%
Creative Planning
99
Creative Planning
Kansas
$740K -$6.95K -310 -0.9%
CSIA
100
Conrad Siegel Investment Advisors
Pennsylvania
$705K +$199K +8,878 +40%