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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
$71.6M -$1.35M -60,812 -2%
Morgan Stanley
2
Morgan Stanley
New York
$68.4M +$1.72M +77,235 +3%
CIM
3
Confluence Investment Management
Missouri
$30.7M +$530K +23,870 +2%
NA
4
NewEdge Advisors
Louisiana
$30.1M +$3.55M +159,618 +13%
Bank of America
5
Bank of America
North Carolina
$29.1M +$6.48M +291,724 +29%
Wells Fargo
6
Wells Fargo
California
$23.3M +$1.61M +72,652 +7%
SWP
7
Stratos Wealth Partners
Ohio
$16M +$983K +44,232 +7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$15.7M +$1.95M +87,835 +14%
JAG
9
Journey Advisory Group
Kentucky
$14.2M +$536K +24,122 +4%
UBS Group
10
UBS Group
Switzerland
$13.2M +$2.6M +116,778 +24%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$12.8M -$49.8K -2,241 -0.4%
FCA
12
FinTrust Capital Advisors
South Carolina
$12.2M -$246K -11,062 -2%
TWM
13
TMD Wealth Management
Arizona
$11.2M +$3.58M +161,123 +47%
MCM
14
MV Capital Management
Maryland
$10.8M +$1.26M +56,507 +13%
CIA
15
Capital Investment Advisors
Georgia
$10.8M +$3.95M +177,544 +58%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.9M +$323K +14,552 +3%
IWC
17
Integrated Wealth Concepts
Massachusetts
$8.86M +$4.49M +201,819 +102%
SPIA
18
Steward Partners Investment Advisory
New York
$8.48M +$571K +25,701 +7%
Financial Engines Advisors
19
Financial Engines Advisors
California
$7.39M +$831K +37,395 +13%
LPT
20
Legacy Private Trust
Wisconsin
$6.9M +$6.92M +311,281 New
ICG
21
InterOcean Capital Group
Tennessee
$6.02M +$723K +32,544 +14%
MA
22
MKT Advisors
California
$5.72M +$3.73M +168,044 +179%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$5.63M +$1.42M +63,841 +34%
LPL Financial
24
LPL Financial
California
$5.61M +$932K +41,924 +20%
SCA
25
Snowden Capital Advisors
New York
$5.56M +$282K +12,673 +5%