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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.38B +$415M +7,741,330 +21%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.18B +$2.06B +38,386,024 +1,302%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$962M +$801M +14,955,945 +457%
Wells Fargo
4
Wells Fargo
California
$813M +$493M +9,202,454 +148%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$495M
Morgan Stanley
6
Morgan Stanley
New York
$465M +$227M +4,228,837 +92%
LPL Financial
7
LPL Financial
California
$429M +$403M +7,523,388 +1,222%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$396M +$34.5M +642,902 +9%
Ameriprise
9
Ameriprise
Minnesota
$304M +$85.3M +1,591,058 +39%
Osaic Holdings
10
Osaic Holdings
Arizona
$236M +$212M +3,964,763 +787%
PAS
11
Park Avenue Securities
New York
$204M +$207M +3,868,777 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$152M +$155M +2,888,749 New
UBS Group
13
UBS Group
Switzerland
$144M +$35.5M +662,526 +32%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$143M +$10.7M +200,279 +8%
SWM
15
SigFig Wealth Management
California
$118M +$119M +2,216,810 +15,060%
Bank of America
16
Bank of America
North Carolina
$103M +$74.8M +1,396,134 +247%
MML Investors Services
17
MML Investors Services
Massachusetts
$80.7M +$80M +1,493,037 +4,055%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$68.6M +$6.27M +116,934 +10%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$68.2M +$37.9M +707,460 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$67.2M +$53.1M +990,426 +349%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$62.8M +$57.1M +1,066,145 +856%
5L
22
55I LLC
Massachusetts
$55.9M +$56.8M +1,060,062 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$38.8M +$29.4M +548,911 +295%
AssetMark Inc
24
AssetMark Inc
California
$37.8M +$7.95M +148,349 +26%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$37.6M +$9.92M +185,139 +35%