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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.25B +$242M +4,569,874 +8%
BlackRock
2
BlackRock
New York
$3.16B +$253M +4,765,174 +9%
Wells Fargo
3
Wells Fargo
California
$1.14B +$23.5M +443,718 +2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.06B +$34.8M +655,810 +3%
LPL Financial
5
LPL Financial
California
$604M +$29.5M +556,176 +5%
Morgan Stanley
6
Morgan Stanley
New York
$581M -$8.79M -165,774 -1%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$559M +$560M +10,567,813 New
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$533M +$21.1M +398,902 +4%
Ameriprise
9
Ameriprise
Minnesota
$382M +$144M +2,710,832 +60%
Osaic Holdings
10
Osaic Holdings
Arizona
$336M +$15.3M +288,589 +5%
PAS
11
Park Avenue Securities
New York
$256M +$15.2M +286,238 +6%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$201M +$6.71M +126,576 +3%
UBS Group
13
UBS Group
Switzerland
$180M +$16M +301,611 +10%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$171M +$7.89M +148,800 +5%
SWM
15
SigFig Wealth Management
California
$145M +$7.96M +150,170 +6%
5L
16
55I LLC
Massachusetts
$144M +$27.2M +513,581 +23%
MML Investors Services
17
MML Investors Services
Massachusetts
$126M +$12.4M +234,625 +11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$114M +$15.3M +287,788 +15%
Bank of America
19
Bank of America
North Carolina
$104M +$28.4M +534,835 +37%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$93.2M +$10.1M +190,624 +12%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$78.1M +$29.1K +548 +0.1%
JC
22
JB Capital
Connecticut
$73.7M +$73.8M +1,392,861 New
RJA
23
Raymond James & Associates
Florida
$66.6M +$12.5M +235,835 +23%
CW
24
CreativeOne Wealth
Kansas
$59.3M +$20.3M +382,070 +52%
NA
25
NewEdge Advisors
Louisiana
$54.2M +$18.6M +351,502 +52%