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iShares iBonds Dec 2030 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$55M +$1.51M +76,202 +3%
Bank of America
2
Bank of America
North Carolina
$28.8M +$1.35M +68,057 +5%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$23.5M +$10.8M +543,599 +85%
TAM
4
Titleist Asset Management
Texas
$21M +$564K +28,501 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$18.7M +$10.7M +539,679 +134%
DADC
6
D.A. Davidson & Co
Montana
$16.7M +$1.91M +96,597 +13%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$15.4M -$7.52M -379,884 -33%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11M -$607K -30,649 -5%
PA
9
Probity Advisors
Texas
$10.7M +$2.09M +105,526 +24%
LPT
10
Legacy Private Trust
Wisconsin
$10.6M +$395K +19,972 +4%
WIM
11
Waycross Investment Management
Washington
$9.98M -$825K -41,691 -8%
E3F
12
Eight 31 Financial
Texas
$9.74M +$8.09M +408,595 +501%
TC
13
Trust Company
Kansas
$9.52M +$1.37M +69,368 +17%
SCA
14
Snowden Capital Advisors
New York
$8.6M +$110K +5,555 +1%
NA
15
NewEdge Advisors
Louisiana
$8.36M +$8.18M +413,510 +5,624%
KF
16
Krilogy Financial
Missouri
$8.29M +$914K +46,205 +12%
SWM
17
Shelton Wealth Management
Texas
$8.21M +$543K +27,431 +7%
CIM
18
Confluence Investment Management
Missouri
$7.65M -$175K -8,831 -2%
UBS Group
19
UBS Group
Switzerland
$5.97M +$397K +20,074 +7%
JAG
20
Journey Advisory Group
Kentucky
$5.31M +$2.02M +101,985 +62%
CTC
21
Central Trust Company
Missouri
$5.25M +$176K +8,908 +3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$5.22M +$179K +9,031 +4%
Ameriprise
23
Ameriprise
Minnesota
$4.75M +$2.44M +123,261 +106%
UCFA
24
United Capital Financial Advisors
Texas
$4.66M +$1.84M +92,887 +66%
LPL Financial
25
LPL Financial
California
$4.63M +$575K +29,050 +14%