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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$41.6M +$2.75M +122,431 +7%
CIM
2
Confluence Investment Management
Missouri
$32.6M +$852K +37,961 +3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13.5M +$4.52M +201,225 +51%
FCA
4
FinTrust Capital Advisors
South Carolina
$10M
SWP
5
Stratos Wealth Partners
Ohio
$9.26M +$9.18M +408,845 New
Bank of America
6
Bank of America
North Carolina
$8.69M +$2.86M +127,338 +50%
NA
7
NewEdge Advisors
Louisiana
$6.81M +$1.7M +75,605 +34%
UBS Group
8
UBS Group
Switzerland
$4M +$2.69M +119,905 +212%
Stifel Financial
9
Stifel Financial
Missouri
$3.3M +$151K +6,725 +5%
RHP
10
Royal Harbor Partners
Texas
$3.11M +$672K +29,930 +28%
4WM
11
4J Wealth Management
Virginia
$2.41M +$2.39M +106,479 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.12M +$1.45M +64,711 +224%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.03M +$88.1K +3,923 +5%
Morgan Stanley
14
Morgan Stanley
New York
$1.98M +$395K +17,619 +25%
FTUS
15
Flow Traders U.S.
New York
$1.87M -$652K -29,036 -26%
PAS
16
Park Avenue Securities
New York
$1.73M +$273K +12,141 +19%
Jane Street
17
Jane Street
New York
$1.72M -$7.23M -322,266 -81%
DP
18
Denver PWM
Colorado
$1.54M +$1.07M +47,698 +236%
KWA
19
KCS Wealth Advisory
California
$1.54M +$1.53M +67,994 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.49M +$1.45M +64,447 +5,176%
AWG
21
Altus Wealth Group
Colorado
$1.26M +$1.24M +55,418 New
LPL Financial
22
LPL Financial
California
$978K +$969K +43,153 New
DADC
23
D.A. Davidson & Co
Montana
$974K +$147K +6,527 +18%
OCAM
24
Onex Canada Asset Management
Ontario, Canada
$946K
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$836K +$828K +36,906 New