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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
$4.66B -$1.11B -24,775,217 -19%
BlackRock
2
BlackRock
New York
$2.49B -$193M -4,310,348 -7%
Wells Fargo
3
Wells Fargo
California
$1.6B +$205M +4,575,537 +14%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.09B +$29.4M +657,711 +3%
LPL Financial
5
LPL Financial
California
$1.04B -$60.5M -1,353,947 -5%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$896M -$30.7M -687,428 -3%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$856M +$125M +2,800,295 +17%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$640M +$655M +14,649,589 New
Osaic Holdings
9
Osaic Holdings
Arizona
$637M +$57.5M +1,285,636 +10%
Morgan Stanley
10
Morgan Stanley
New York
$595M -$23.1M -517,049 -4%
JP Morgan Chase
11
JP Morgan Chase
New York
$553M +$562M +12,581,200 +20,037%
PAS
12
Park Avenue Securities
New York
$388M -$36.6M -819,226 -8%
Ameriprise
13
Ameriprise
Minnesota
$376M +$11.7M +261,005 +3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$279M -$9.71M -217,141 -3%
MML Investors Services
15
MML Investors Services
Massachusetts
$244M -$16.4M -367,673 -6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$208M -$1.07M -23,959 -0.5%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$194M +$6.78M +151,771 +4%
UBS Group
18
UBS Group
Switzerland
$186M -$451K -10,087 -0.2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$166M -$22.9M -511,767 -12%
Mariner
20
Mariner
Kansas
$163M +$24.1M +538,729 +17%
OIA
21
OneDigital Investment Advisors
Kansas
$151M +$38.1M +853,405 +33%
SWM
22
SigFig Wealth Management
California
$146M +$4.99M +111,580 +3%
Bank of America
23
Bank of America
North Carolina
$121M -$64M -1,431,669 -34%
AF
24
Allworth Financial
California
$112M -$7.02M -157,011 -6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$106M +$16.5M +369,478 +18%