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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
$55.9M -$1.33M -54,310 -2%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.9M +$635K +25,975 +2%
AUB
3
Atlantic Union Bankshares
Virginia
$26.2M +$3.21M +131,429 +14%
KF
4
Krilogy Financial
Missouri
$26M +$4.41M +180,116 +20%
Morgan Stanley
5
Morgan Stanley
New York
$21.3M +$6.24M +255,122 +42%
CIM
6
Confluence Investment Management
Missouri
$16.7M -$436K -17,807 -3%
CCG
7
Chatham Capital Group
Georgia
$12.2M +$455K +18,620 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$11.5M +$1.43M +58,506 +14%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$9.64M +$972K +39,738 +11%
Wells Fargo
10
Wells Fargo
California
$7.63M +$2.62M +107,071 +53%
HC
11
Headland Capital
South Carolina
$7.28M +$269K +10,985 +4%
UBS Group
12
UBS Group
Switzerland
$5.79M -$189K -7,713 -3%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.56M +$621K +25,398 +16%
PA
14
Probity Advisors
Texas
$3.59M +$1.3K +53 +0%
AWP
15
Accretive Wealth Partners
New Jersey
$3.33M +$76.3K +3,120 +2%
Truist Financial
16
Truist Financial
North Carolina
$3.23M +$106K +4,320 +3%
Stifel Financial
17
Stifel Financial
Missouri
$2.6M +$49K +2,003 +2%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$2.58M +$2.56M +104,586 New
Ameriprise
19
Ameriprise
Minnesota
$2.55M +$2.55M +104,347 New
SCA
20
Snowden Capital Advisors
New York
$2.04M – – –
FA
21
Fagan Associates
New York
$2.03M +$51.8K +2,117 +3%
Citadel Advisors
22
Citadel Advisors
Florida
$1.96M +$1.2M +49,107 +161%
Raymond James Financial
23
Raymond James Financial
Florida
$1.83M +$372K +15,207 +26%
Bank of America
24
Bank of America
North Carolina
$1.64M +$790K +32,291 +94%
SF
25
Synovus Financial
Georgia
$1.6M -$151K -6,163 -9%
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