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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GLOBALT Investments
Georgia
$73.7M +$72.3M +3,291,583 New
Morgan Stanley
2
Morgan Stanley
New York
$67.4M +$63.2M +2,876,608 +2,186%
CIM
3
Confluence Investment Management
Missouri
$30.5M -$1.45M -66,168 -5%
NA
4
NewEdge Advisors
Louisiana
$26.8M +$17.4M +792,295 +196%
Bank of America
5
Bank of America
North Carolina
$22.9M +$14.6M +664,190 +186%
Wells Fargo
6
Wells Fargo
California
$22M +$4.13M +188,059 +24%
SWP
7
Stratos Wealth Partners
Ohio
$15.2M +$4.73M +215,418 +46%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$13.9M +$130K +5,909 +1%
JAG
9
Journey Advisory Group
Kentucky
$13.8M +$13.5M +616,814 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$13M +$6.4M +291,342 +101%
FCA
11
FinTrust Capital Advisors
South Carolina
$12.6M +$274K +12,469 +2%
UBS Group
12
UBS Group
Switzerland
$10.7M +$5.61M +255,329 +115%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.68M +$8.75M +398,532 +1,186%
MCM
14
MV Capital Management
Maryland
$9.67M +$1.58M +71,835 +20%
SPIA
15
Steward Partners Investment Advisory
New York
$8M +$7.66M +348,877 +4,234%
TWM
16
TMD Wealth Management
Arizona
$7.75M +$7.61M +346,352 New
CIA
17
Capital Investment Advisors
Georgia
$6.9M +$5.69M +258,920 +525%
Financial Engines Advisors
18
Financial Engines Advisors
California
$6.63M +$6.5M +296,187 New
ICG
19
InterOcean Capital Group
Tennessee
$5.36M +$5.26M +239,318 New
SCA
20
Snowden Capital Advisors
New York
$5.34M +$90.5K +4,122 +2%
LPL Financial
21
LPL Financial
California
$4.73M +$1.86M +84,720 +67%
IWC
22
Integrated Wealth Concepts
Massachusetts
$4.43M +$3.24M +147,651 +293%
Truist Financial
23
Truist Financial
North Carolina
$4.28M +$4.19M +191,009 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$4.26M +$3.13M +142,670 +299%
Stifel Financial
25
Stifel Financial
Missouri
$3.72M +$324K +14,773 +10%