CUSIP 46435G318
ISHARES TR IBONDS DEC2023
166 institutions · $284.3M total · 12,441,745 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 854,507 | $21.8M | 6.86% | 2023-12-31 |
| 2 | BANK OF AMERICA CORP /DE/ | 838,366 | $21.4M | 6.73% | 2023-12-31 |
| 3 | JANE STREET GROUP, LLC | 707,661 | $18.1M | 5.68% | 2023-12-31 |
| 4 | NewEdge Advisors, LLC | 543,662 | $13.9M | 4.36% | 2023-12-31 |
| 5 | WELLS FARGO & COMPANY/MN | 525,989 | $13.4M | 4.22% | 2023-12-31 |
| 6 | HighTower Advisors, LLC | 470,354 | $12.0M | 3.78% | 2023-12-31 |
| 7 | US BANCORP \DE\ | 463,183 | $11.8M | 3.72% | 2023-12-31 |
| 8 | LPL Financial LLC | 415,269 | $10.6M | 3.33% | 2023-12-31 |
| 9 | Glenview Trust co | 326,394 | $8.3M | 2.62% | 2023-12-31 |
| 10 | UBS Group AG | 283,473 | $7.2M | 2.27% | 2023-12-31 |
| 11 | REGIONS FINANCIAL CORP | 272,973 | $7.0M | 2.19% | 2023-12-31 |
| 12 | TRUIST FINANCIAL CORP | 219,354 | $5.6M | 1.76% | 2023-12-31 |
| 13 | RAYMOND JAMES & ASSOCIATES | 207,626 | $5.3M | 1.66% | 2023-12-31 |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 199,180 | $5.1M | 1.60% | 2023-12-31 |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 189,651 | $4.8M | 1.52% | 2023-12-31 |
| 16 | Cyndeo Wealth Partners, LLC | 174,206 | $4.4M | 1.40% | 2023-12-31 |
| 17 | Integrated Wealth Concepts LLC | 165,496 | $4.2M | 1.33% | 2023-12-31 |
| 18 | Mariner, LLC | 158,517 | $4.0M | 1.27% | 2023-12-31 |
| 19 | AMERIPRISE FINANCIAL INC | 140,335 | $3.6M | 1.12% | 2023-12-31 |
| 20 | Raymond James Financial Services Advisors, Inc. | 139,727 | $3.6M | 1.12% | 2023-12-31 |
| 21 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 132,074 | $3.4M | 1.06% | 2023-12-31 |
| 22 | LBMC INVESTMENT ADVISORS, LLC | 130,599 | $3.3M | 1.04% | 2023-12-31 |
| 23 | Royal Bank of Canada | 126,947 | $3.2M | 1.02% | 2023-12-31 |
| 24 | OPPENHEIMER ASSET MANAGEMENT INC. | 126,825 | $3.2M | 1.01% | 2023-12-31 |
| 25 | Praetorian Wealth Management, Inc. | 125,631 | $3.2M | 1.00% | 2023-12-31 |
| 26 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 125,303 | $3.2M | 1.00% | 2023-12-31 |
| 27 | Kathmere Capital Management, LLC | 106,685 | $2.7M | 0.85% | 2023-12-31 |
| 28 | Paradigm, Strategies in Wealth Management, LLC | 100,524 | $2.6M | 0.80% | 2023-12-31 |
| 29 | Global Financial Private Client, LLC | 96,452 | $2.5M | 0.77% | 2024-03-31 |
| 30 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 95,447 | $2.4M | 0.76% | 2023-12-31 |
| 31 | Stonebridge Capital Advisors LLC | 92,143 | $2.4M | 0.74% | 2023-12-31 |
| 32 | CENTRAL TRUST Co | 83,668 | $2.1M | 0.67% | 2023-12-31 |
| 33 | Source Financial Advisors LLC | 82,380 | $2.1M | 0.66% | 2023-12-31 |
| 34 | AMG National Trust Bank | 80,757 | $2.1M | 0.64% | 2023-12-31 |
| 35 | Creative Planning | 77,977 | $2.0M | 0.62% | 2023-12-31 |
| 36 | SENTINEL PENSION ADVISORS, LLC | 73,066 | $1.9M | 0.58% | 2023-12-31 |
| 37 | Beacon Pointe Advisors, LLC | 60,078 | $1.5M | 0.48% | 2023-12-31 |
| 38 | BLUE SQUARE ASSET MANAGEMENT, LLC | 56,853 | $1.5M | 0.45% | 2023-12-31 |
| 39 | CAPTRUST FINANCIAL ADVISORS | 54,348 | $1.4M | 0.43% | 2023-12-31 |
| 40 | Capital Investment Advisors, LLC | 53,020 | $1.4M | 0.42% | 2023-12-31 |
| 41 | Newman Dignan & Sheerar, Inc. | 49,785 | $1.3M | 0.40% | 2023-12-31 |
| 42 | BANK OF MONTREAL /CAN/ | 48,993 | $1.2M | 0.39% | 2023-12-31 |
| 43 | Valmark Advisers, Inc. | 48,500 | $1.2M | 0.38% | 2023-12-31 |
| 44 | OSAIC HOLDINGS, INC. | 48,449 | $1.2M | 0.38% | 2023-12-31 |
| 45 | Atwater Malick LLC | 47,527 | $1.2M | 0.38% | 2023-12-31 |
| 46 | RIA Advisory Group LLC | 45,867 | $1.2M | 0.36% | 2023-12-31 |
| 47 | Savant Capital, LLC | 45,624 | $1.2M | 0.36% | 2023-12-31 |
| 48 | Paradiem, LLC | 45,498 | $1.2M | 0.36% | 2023-12-31 |
| 49 | Legacy Private Trust Co. | 44,677 | $1.1M | 0.35% | 2023-12-31 |
| 50 | Avantax Planning Partners, Inc. | 44,191 | $1.1M | 0.35% | 2023-12-31 |
| 51 | Exchange Capital Management, Inc. | 43,921 | $1.1M | 0.35% | 2023-12-31 |
| 52 | Hills Bank & Trust Co | 43,494 | $1.1M | 0.34% | 2023-12-31 |
| 53 | BRANDYWINE OAK PRIVATE WEALTH LLC | 42,430 | $1.1M | 0.34% | 2023-12-31 |
| 54 | Royal Harbor Partners, LLC | 37,725 | $962.9K | 0.30% | 2023-12-31 |
| 55 | Garden State Investment Advisory Services LLC | 37,557 | $958.7K | 0.30% | 2023-12-31 |
| 56 | Roof Eidam Maycock Peralta, LLC | 37,305 | $952.2K | 0.29% | 2023-12-31 |
| 57 | PFG Private Wealth Management, LLC | 37,297 | $952.0K | 0.29% | 2023-12-31 |
| 58 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,159 | $923.0K | 0.29% | 2023-12-31 |
| 59 | Private Advisor Group, LLC | 35,030 | $894.1K | 0.28% | 2023-12-31 |
| 60 | Sound View Wealth Advisors Group, LLC | 34,608 | $883.4K | 0.27% | 2023-12-31 |
| 61 | IFP Advisors, Inc | 33,518 | $855.6K | 0.26% | 2023-12-31 |
| 62 | Lido Advisors, LLC | 32,677 | $834.1K | 0.26% | 2023-12-31 |
| 63 | Apollon Wealth Management, LLC | 31,584 | $806.2K | 0.25% | 2023-12-31 |
| 64 | Baird Financial Group, Inc. | 29,159 | $744.3K | 0.23% | 2023-12-31 |
| 65 | Virginia National Bank | 27,275 | $696.2K | 0.21% | 2023-12-31 |
| 66 | Corient Private Wealth LLC | 27,275 | $696.2K | 0.21% | 2023-12-31 |
| 67 | TLWM | 26,720 | $682.0K | 0.21% | 2023-12-31 |
| 68 | Stratos Wealth Partners, LTD. | 26,581 | $678.5K | 0.21% | 2023-12-31 |
| 69 | Carr Financial Group Corp | 25,678 | $654.3K | 0.20% | 2023-12-31 |
| 70 | Granite Harbor Advisors, Inc. | 25,204 | $640.9K | 0.20% | 2023-12-31 |
| 71 | STIFEL FINANCIAL CORP | 24,991 | $637.9K | 0.20% | 2023-12-31 |
| 72 | Sandy Spring Bank | 24,785 | $632.6K | 0.19% | 2023-12-31 |
| 73 | Carnegie Investment Counsel | 24,100 | $615.2K | 0.19% | 2023-12-31 |
| 74 | Cetera Advisor Networks LLC | 24,070 | $614.4K | 0.19% | 2023-12-31 |
| 75 | Resonant Capital Advisors, LLC | 23,954 | $611.4K | 0.19% | 2023-12-31 |
| 76 | Curbstone Financial Management Corp | 23,750 | $606.2K | 0.19% | 2023-12-31 |
| 77 | Belpointe Asset Management LLC | 21,283 | $543.2K | 0.17% | 2023-12-31 |
| 78 | Allworth Financial LP | 20,993 | $535.8K | 0.16% | 2023-12-31 |
| 79 | Summit Wealth Partners, LLC | 20,642 | $523.3K | 0.16% | 2024-09-30 |
| 80 | LINCOLN NATIONAL CORP | 20,124 | $513.7K | 0.16% | 2023-12-31 |
| 81 | Princeton Global Asset Management LLC | 18,321 | $467.6K | 0.14% | 2023-12-31 |
| 82 | KESTRA PRIVATE WEALTH SERVICES, LLC | 18,295 | $467.0K | 0.14% | 2023-12-31 |
| 83 | Advisory Services Network, LLC | 17,284 | $441.2K | 0.13% | 2023-12-31 |
| 84 | TWO SIGMA SECURITIES, LLC | 16,484 | $420.8K | 0.13% | 2023-12-31 |
| 85 | Journey Advisory Group, LLC | 16,053 | $409.8K | 0.12% | 2023-12-31 |
| 86 | CORA CAPITAL ADVISORS LLC | 16,000 | $408.4K | 0.12% | 2023-12-31 |
| 87 | First Affirmative Financial Network | 15,891 | $405.6K | 0.12% | 2023-12-31 |
| 88 | EP Wealth Advisors, LLC | 15,539 | $396.6K | 0.12% | 2023-12-31 |
| 89 | NORTHERN TRUST CORP | 15,125 | $386.1K | 0.12% | 2023-12-31 |
| 90 | Ameritas Investment Partners, Inc. | 15,086 | $385.1K | 0.12% | 2023-12-31 |
| 91 | Guidance Point Advisors, LLC | 14,931 | $380.6K | 0.12% | 2023-12-31 |
| 92 | Archford Capital Strategies, LLC | 14,189 | $362.2K | 0.11% | 2023-12-31 |
| 93 | WRAPMANAGER INC | 13,357 | $340.9K | 0.10% | 2023-12-31 |
| 94 | NORTHCAPE WEALTH MANAGEMENT, LLC | 12,846 | $327.9K | 0.10% | 2023-12-31 |
| 95 | Rehmann Capital Advisory Group | 12,367 | $315.7K | 0.09% | 2023-12-31 |
| 96 | SPINNAKER TRUST | 12,267 | $313.1K | 0.09% | 2023-12-31 |
| 97 | Operose Advisors LLC | 12,228 | $312.1K | 0.09% | 2023-12-31 |
| 98 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 12,126 | $309.5K | 0.09% | 2023-12-31 |
| 99 | Balentine LLC | 11,900 | $303.7K | 0.09% | 2023-12-31 |
| 100 | CARY STREET PARTNERS ASSET MANAGEMENT LLC | 11,763 | $300.3K | 0.09% | 2023-12-31 |
| 101 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 11,763 | $300.3K | 0.09% | 2023-12-31 |
| 102 | AE Wealth Management LLC | 11,539 | $294.5K | 0.09% | 2023-12-31 |
| 103 | CITADEL ADVISORS LLC | 11,294 | $288.3K | 0.09% | 2023-12-31 |
| 104 | COLDSTREAM CAPITAL MANAGEMENT INC | 11,138 | $284.3K | 0.08% | 2023-12-31 |
| 105 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 11,053 | $282.1K | 0.08% | 2023-12-31 |
| 106 | IHT Wealth Management, LLC | 10,948 | $279.5K | 0.08% | 2023-12-31 |
| 107 | Sigma Planning Corp | 10,880 | $277.7K | 0.08% | 2023-12-31 |
| 108 | Wealthstar Advisors, LLC | 10,380 | $264.9K | 0.08% | 2023-12-31 |
| 109 | Cetera Investment Advisers | 10,275 | $262.3K | 0.08% | 2023-12-31 |
| 110 | Stratos Wealth Advisors, LLC | 10,260 | $261.9K | 0.08% | 2023-12-31 |
| 111 | NovaPoint Capital, LLC | 10,236 | $261.3K | 0.08% | 2023-12-31 |
| 112 | Arrow Financial Corp | 10,156 | $259.2K | 0.08% | 2023-12-31 |
| 113 | D.A. DAVIDSON & CO. | 10,141 | $258.8K | 0.08% | 2023-12-31 |
| 114 | WOODMONT INVESTMENT COUNSEL LLC | 10,000 | $255.3K | 0.08% | 2023-12-31 |
| 115 | DEUTSCHE BANK AG\ | 9,804 | $250.3K | 0.07% | 2023-12-31 |
| 116 | 4J Wealth Management LLC | 9,797 | $250.1K | 0.07% | 2023-12-31 |
| 117 | Glen Eagle Advisors, LLC | 9,551 | $249.9K | 0.07% | 2024-06-30 |
| 118 | Horan Securities, Inc. | 9,631 | $245.8K | 0.07% | 2023-12-31 |
| 119 | Revisor Wealth Management LLC | 9,170 | $233.7K | 0.07% | 2023-12-31 |
| 120 | Kerntke Otto McGlone Wealth Management Group | 9,125 | $232.9K | 0.07% | 2023-12-31 |
| 121 | GOULD ASSET MANAGEMENT LLC /CA/ | 8,425 | $215.0K | 0.06% | 2023-12-31 |
| 122 | ETF Portfolio Partners, Inc. | 8,003 | $204.3K | 0.06% | 2023-12-31 |
| 123 | HB Wealth Management, LLC | 7,958 | $203.1K | 0.06% | 2023-12-31 |
| 124 | Madden Advisory Services, Inc. | 7,953 | $203.0K | 0.06% | 2023-12-31 |
| 125 | SHUFRO ROSE & CO LLC | 7,895 | $201.5K | 0.06% | 2023-12-31 |
| 126 | PRIVATE TRUST CO NA | 7,740 | $197.6K | 0.06% | 2023-12-31 |
| 127 | HARBOR INVESTMENT ADVISORY, LLC | 7,553 | $192.8K | 0.06% | 2023-12-31 |
| 128 | Parallel Advisors, LLC | 6,500 | $165.9K | 0.05% | 2024-03-31 |
| 129 | Provenance Wealth Advisors, LLC | 5,601 | $143.0K | 0.04% | 2025-06-30 |
| 130 | BROWN BROTHERS HARRIMAN & CO | 4,243 | $108.3K | 0.03% | 2023-12-31 |
| 131 | MCF Advisors LLC | 4,115 | $105.0K | 0.03% | 2023-12-31 |
| 132 | ORG Partners LLC | 3,900 | $99.5K | 0.03% | 2023-12-31 |
| 133 | Front Row Advisors LLC | 3,500 | $89.3K | 0.02% | 2023-12-31 |
| 134 | COMERICA BANK | 1,696 | $43.3K | 0.01% | 2023-12-31 |
| 135 | HARBOUR INVESTMENTS, INC. | 1,373 | $35.0K | 0.01% | 2023-12-31 |
| 136 | Farther Finance Advisors, LLC | 1,312 | $33.4K | 0.01% | 2024-03-31 |
| 137 | SHEETS SMITH WEALTH MANAGEMENT | 1,000 | $25.5K | 0.00% | 2023-12-31 |
| 138 | Rockbridge Investment Management, LCC | 971 | $24.7K | 0.00% | 2024-03-31 |
| 139 | FIFTH THIRD BANCORP | 887 | $22.6K | 0.00% | 2023-12-31 |
| 140 | Bogart Wealth, LLC | 571 | $14.6K | 0.00% | 2023-12-31 |
| 141 | LEAVELL INVESTMENT MANAGEMENT, INC. | 326,389 | $8.3K | 2.62% | 2023-12-31 |
| 142 | Stephens Consulting, LLC | 313 | $8.0K | 0.00% | 2023-12-31 |
| 143 | Heck Capital Advisors, LLC | 304 | $7.8K | 0.00% | 2025-03-31 |
| 144 | FMR LLC | 226 | $5.8K | 0.00% | 2023-12-31 |
| 145 | MERCER GLOBAL ADVISORS INC /ADV | 209,050 | $5.3K | 1.68% | 2023-12-31 |
| 146 | Covington Investment Advisors Inc. | 199,456 | $5.1K | 1.60% | 2024-09-30 |
| 147 | Laurel Wealth Advisors LLC | 187 | $4.8K | 0.00% | 2023-12-31 |
| 148 | JPMORGAN CHASE & CO | 186 | $4.8K | 0.00% | 2023-12-31 |
| 149 | COMMONWEALTH EQUITY SERVICES, LLC | 153,537 | $3.9K | 1.23% | 2023-12-31 |
| 150 | BlackRock Inc. | 142 | $3.6K | 0.00% | 2023-12-31 |
| 151 | Asset Dedication, LLC | 65,652 | $1.7K | 0.52% | 2023-12-31 |
| 152 | Cambridge Investment Research Advisors, Inc. | 60,803 | $1.6K | 0.48% | 2023-12-31 |
| 153 | Granite Bay Wealth Management, LLC | 58,500 | $1.5K | 0.47% | 2023-12-31 |
| 154 | CFS Investment Advisory Services, LLC | 56,181 | $1.4K | 0.45% | 2023-12-31 |
| 155 | Eldridge Investment Advisors, Inc. | 51,023 | $1.3K | 0.41% | 2023-12-31 |
| 156 | CWM, LLC | 27,781 | $709 | 0.22% | 2023-12-31 |
| 157 | Peloton Wealth Strategists | 18,200 | $465 | 0.14% | 2023-12-31 |
| 158 | Janney Montgomery Scott LLC | 17,163 | $438 | 0.13% | 2023-12-31 |
| 159 | BEACON FINANCIAL GROUP | 13,200 | $337 | 0.10% | 2023-12-31 |
| 160 | W.H. Cornerstone Investments Inc. | 11,710 | $299 | 0.09% | 2023-12-31 |
| 161 | MML INVESTORS SERVICES, LLC | 11,433 | $292 | 0.09% | 2023-12-31 |
| 162 | Tradition Wealth Management, LLC | 10,358 | $264 | 0.08% | 2023-12-31 |
| 163 | BCS Wealth Management | 7,882 | $201 | 0.06% | 2023-12-31 |
| 164 | BESSEMER GROUP INC | 4,980 | $127 | 0.04% | 2023-12-31 |
| 165 | Tyler-Stone Wealth Management | 1,000 | $26 | 0.00% | 2023-12-31 |
| 166 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2023-12-31 |