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IBTQ

iShares iBonds Dec 2035 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
1
Summitry LLC
California
$25.3M +$146K +5,746 +0.6%
CIM
2
Confluence Investment Management
Missouri
$20.4M -$675K -26,486 -3%
LPL Financial
3
LPL Financial
California
$7.01M +$6.74M +264,368 +2,089%
Morgan Stanley
4
Morgan Stanley
New York
$5.96M +$5.94M +233,155 +9,216%
Ameriprise
5
Ameriprise
Minnesota
$4.42M +$4.44M +174,258 New
PA
6
Probity Advisors
Texas
$3.5M +$1.45M +56,860 +70%
UBS Group
7
UBS Group
Switzerland
$3.41M +$3.1M +121,806 +950%
AWP
8
Accretive Wealth Partners
New Jersey
$3.19M -$18.6K -730 -0.6%
Stifel Financial
9
Stifel Financial
Missouri
$3.03M +$2.11M +82,833 +225%
BIA
10
Bell Investment Advisors
California
$2.67M +$16.9K +663 +0.6%
BEI
11
Benjamin Edwards Inc
Missouri
$2.53M +$573K +22,468 +29%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.33M +$2.35M +92,084 New
UCFA
13
United Capital Financial Advisors
Texas
$2.28M +$753K +29,546 +49%
LAM
14
L2 Asset Management
Massachusetts
$1.32M +$109K +4,281 +9%
Raymond James Financial
15
Raymond James Financial
Florida
$1.1M +$125K +4,906 +13%
TRCT
16
Tower Research Capital (TRC)
New York
$991K +$999K +39,177 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$888K +$895K +35,101 New
Citadel Advisors
18
Citadel Advisors
Florida
$725K +$469K +18,406 +180%
APW
19
Atlantic Private Wealth
North Carolina
$524K +$441K +17,300 +510%
SCA
20
Snowden Capital Advisors
New York
$453K +$457K +17,910 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$451K +$454K +17,805 New
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$407K
RWP
23
Reliant Wealth Planning
Kentucky
$390K
FTUS
24
Flow Traders U.S.
New York
$375K +$378K +14,811 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$347K +$30.5K +1,197 +10%