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
SPIA
176
Steward Partners Investment Advisory
New York
$638K -$4.89M -218,685 -88%
MCC
177
Money Concepts Capital
Florida
$631K +$106K +4,734 +20%
HI
178
Harbour Investments
Wisconsin
$629K +$5.86K +262 +0.9%
PFA
179
Pure Financial Advisors
California
$626K +$30.3K +1,354 +5%
GHA
180
Granite Harbor Advisors
Texas
$625K -$289K -12,934 -32%
PB
181
Pinnacle Bancorp
Nebraska
$623K – – –
SCA
182
Snowden Capital Advisors
New York
$622K -$98.5K -4,402 -14%
IAA
183
Independent Advisor Alliance
North Carolina
$621K -$4.8M -214,449 -89%
CSP
184
Cary Street Partners
Virginia
$612K -$78K -3,486 -11%
BSTWA
185
Blake Schutter Theil Wealth Advisors
Ohio
$605K – – –
CSIA
186
Conrad Siegel Investment Advisors
Pennsylvania
$604K +$3.02K +135 +0.5%
BW
187
Basepoint Wealth
Iowa
$604K +$205K +9,140 +51%
T
188
Tableaux
Massachusetts
$597K -$73.2K -3,272 -11%
LIA
189
LBMC Investment Advisors
Tennessee
$591K – – –
EP
190
Essential Planning
New Hampshire
$579K +$2.89K +129 +0.5%
MAS
191
Madden Advisory Services
Florida
$574K +$22.2K +991 +4%
SAMC
192
Spectrum Asset Management (California)
California
$573K -$53.4K -2,385 -9%
PA
193
PSI Advisors
Florida
$572K -$201K -9,000 -26%
MWM
194
Modern Wealth Management
Kansas
$572K -$1.24M -55,344 -68%
FWM
195
Focused Wealth Management
New York
$559K +$37.3K +1,668 +7%
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$542K – – –
CFGA
197
Cambridge Financial Group (Arizona)
Arizona
$530K – – –
SFGP
198
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$525K +$4.25K +190 +0.8%
WIA
199
World Investment Advisors
California
$516K +$694 +31 +0.1%
CTA
200
Chesley Taft & Associates
Illinois
$515K – – –