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iShares iBonds Dec 2033 Term Treasury ETF
IBTO

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
GLOBALT Investments
Georgia
$58.4M +$59.7M +2,470,895 New
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.2M +$2.11M +87,460 +7%
KF
3
Krilogy Financial
Missouri
$18.7M +$1.05M +43,503 +6%
AUB
4
Atlantic Union Bankshares
Virginia
$16.8M -$2.65M -109,720 -13%
UBS Group
5
UBS Group
Switzerland
$14.1M +$547K +22,622 +4%
Wells Fargo
6
Wells Fargo
California
$9.18M -$345K -14,254 -4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.48M +$8.01M +331,185 +1,188%
Morgan Stanley
8
Morgan Stanley
New York
$6.94M +$29.3K +1,211 +0.4%
EC
9
Estate Counselors
Wisconsin
$3.65M +$1.3K +54 +0%
Truist Financial
10
Truist Financial
North Carolina
$3.31M +$3.39M +140,091 New
PA
11
Probity Advisors
Texas
$2.96M +$576K +23,846 +23%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.72M +$692K +28,614 +33%
Raymond James Financial
13
Raymond James Financial
Florida
$2.44M +$2.49M +103,139 New
AWP
14
Accretive Wealth Partners
New Jersey
$2.34M +$32.7K +1,353 +1%
FA
15
Fagan Associates
New York
$1.74M +$218K +9,010 +14%
SCA
16
Snowden Capital Advisors
New York
$1.67M +$194K +8,025 +13%
Stifel Financial
17
Stifel Financial
Missouri
$1.59M +$36.6K +1,513 +2%
SF
18
Synovus Financial
Georgia
$1.58M +$1.62M +66,986 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.51M +$410K +16,981 +36%
ECM
20
Exchange Capital Management
Michigan
$1.16M +$1.19M +49,151 New
NC
21
NovaPoint Capital
Georgia
$860K +$101K +4,160 +14%
MBTD
22
Mechanics Bank - Trust Department
California
$780K +$60.4K +2,500 +8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$650K -$10.5K -435 -2%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$617K +$631K +26,107 New
Citadel Advisors
25
Citadel Advisors
Florida
$612K +$236K +9,783 +61%
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