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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$45.7M +$1.2M +51,521 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$34.3M +$12.9M +551,816 +57%
LPL Financial
3
LPL Financial
California
$28.2M +$11.2M +480,552 +63%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$26.5M +$6.76M +289,721 +33%
Morgan Stanley
5
Morgan Stanley
New York
$24.7M +$12.6M +541,370 +99%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$22.5M +$2.55M +109,175 +12%
Franklin Resources
7
Franklin Resources
California
$16.7M -$3.27M -140,177 -16%
PIWA
8
Prevail Innovative Wealth Advisors
Kansas
$14.8M +$3.86M +165,401 +34%
CM
9
Columbus Macro
Pennsylvania
$13.9M -$240K -10,296 -2%
UBS Group
10
UBS Group
Switzerland
$13.4M +$3.01M +128,823 +28%
PI
11
PineBridge Investments
New York
$12M +$12.3M +527,149 New
BlackRock
12
BlackRock
New York
$11.8M +$10.1M +434,211 +514%
WP
13
WealthShield Partners
North Carolina
$7.88M +$633K +27,144 +8%
ACM
14
AlphaStar Capital Management
North Carolina
$7.25M +$2.42M +103,680 +48%
AssetMark Inc
15
AssetMark Inc
California
$6.68M +$1.38M +59,025 +25%
IWM
16
IHT Wealth Management
Illinois
$6.31M +$6.49M +278,347 New
HW
17
Hamilton Wealth
California
$5.38M -$240K -10,276 -4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.33M +$428K +18,361 +8%
Jane Street
19
Jane Street
New York
$5.28M +$5.44M +233,010 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.65M -$390K -16,716 -8%
QC
21
Quadrature Capital
United Kingdom
$4.01M +$4.13M +177,082 New
KPWS
22
Kestra Private Wealth Services
Texas
$3.99M +$67K +2,871 +2%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.79M -$533K -22,855 -12%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.67M -$250K -10,726 -6%
Raymond James Financial
25
Raymond James Financial
Florida
$3.24M +$2.13M +91,340 +177%