ISHARES TR

Ticker: IBDX CUSIP: 46436E312 Class: IBONDS DEC 2032

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Aptus Capital Advisors, LLC6,229,049$159,028
Capital Investment Advisors, LLC3,171,614$80,971
WELLS FARGO & COMPANY/MN3,031,262$77,388
CAPITAL ADVISORS INC/OK2,653,529$67,745
MORGAN STANLEY2,603,401$66,465
BANK OF AMERICA CORP /DE/2,321,213$59,261
AMERIPRISE FINANCIAL INC1,782,338$45,297
Summit Financial, LLC1,521,738$38,850
SIGMA INVESTMENT COUNSELORS INC1,446,565$36,931
Seven Springs Wealth Group, LLC1,029,915$26,294
ROYAL BANK OF CANADA990,738$25,293
UBS Group AG964,547$24,625
Klingman & Associates, LLC886,734$22,638
NewEdge Advisors, LLC860,213$21,961
Sound View Wealth Advisors Group, LLC856,087$21,856
HighTower Advisors, LLC833,404$21,277
MV CAPITAL MANAGEMENT, INC.831,287$21,223
US BANCORP \DE\766,035$19,557
RAYMOND JAMES FINANCIAL INC601,761$15,363
Arrow Financial Corp599,146$15,296
COWA, LLC570,722$14,160
COMMONWEALTH EQUITY SERVICES, LLC570,010$14,552
Rockefeller Capital Management L.P.513,140$13,100
MB, LEVIS & ASSOCIATES, LLC512,992$13,097
PFG Private Wealth Management, LLC496,477$12,675
Janney Montgomery Scott LLC370,123$9
LPL Financial LLC368,068$9,397
Parkway Wealth Management Group, LLC363,090$9,270
Ironwood Financial, llc355,922$9,083
Advisors Capital Management, LLC317,075$8,095
Atlantic Union Bankshares Corp315,958$8,066
Guidance Point Advisors, LLC303,977$7,761
CONFLUENCE INVESTMENT MANAGEMENT LLC298,135$7,611
Seneca House Advisors292,436$7,466
Snowden Capital Advisors LLC286,641$7,318
LYELL WEALTH MANAGEMENT, LP260,065$6,639
Parallel Advisors, LLC241,801$6,173
HANCOCK WHITNEY CORP221,355$5,651
Krilogy Financial LLC218,421$5,583
4Thought Financial Group Inc.205,895$5,257
Michael S. Ryan, Inc.205,574$5,248
Lido Advisors, LLC176,103$4,498
BENJAMIN EDWARDS INC175,495$4,480
Adviser Investments LLC167,197$4,269
OneDigital Investment Advisors LLC165,719$4,231
Signature Wealth Management Group165,719$4,231
Probity Advisors, Inc.143,681$3,668
NEUBERGER BERMAN GROUP LLC142,591$3,640
CWM, LLC136,577$3
Evergreen Private Wealth LLC136,152$3,476
PRECEDENT WEALTH PARTNERS, LLC134,202$3,426
Paradigm, Strategies in Wealth Management, LLC128,201$3,273
MCF Advisors LLC106,498$2,719
ENVESTNET ASSET MANAGEMENT INC100,542$2,567
Cetera Investment Advisers95,527$2,439
Peloton Wealth Strategists94,500$2
MERCER GLOBAL ADVISORS INC /ADV94,468$2,412
Glenview Trust co93,263$2,381
Stonebrook Private Inc.91,110$2,326
ABSOLUTE CAPITAL MANAGEMENT, LLC89,483$2,285
HOWLAND CAPITAL MANAGEMENT LLC88,259$2,253
Archford Capital Strategies, LLC86,556$2,210
Praetorian Wealth Management, Inc.86,366$2,205
Quantum Financial Advisors, LLC81,510$2,081
FLOW TRADERS U.S. LLC80,549$2
Rossmore Private Capital80,282$2,050
ADIRONDACK TRUST CO79,150$2,020
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO77,894$1,989
Mariner, LLC76,957$1,965
FIRST INTERSTATE BANK76,938$1,964
KINTRA WEALTH, LLC76,677$1,958
IFP Advisors, Inc76,177$1,945
WRAPMANAGER INC74,695$1,907
Arcataur Capital Management LLC73,285$1,871
Centric Wealth Management72,347$1,843
Kestra Advisory Services, LLC71,335$1,821
FULTON BREAKEFIELD BROENNIMAN LLC69,654$1,778
OSAIC HOLDINGS, INC.68,164$1,740
MEITAV INVESTMENT HOUSE LTD66,410$1,694
Houlihan Financial Resource Group, Ltd.66,100$1,690
Segment Wealth Management, LLC65,850$1,681
STIFEL FINANCIAL CORP65,847$1,681
UNITED CAPITAL FINANCIAL ADVISORS, LLC65,560$1,674
Wilkins Miller Wealth Management, LLC64,177$1,638
Associated Banc-Corp60,881$1,554
OPPENHEIMER & CO INC58,649$1,497
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC56,584$1,449
COLDSTREAM CAPITAL MANAGEMENT INC54,646$1,395
Freestone Capital Holdings, LLC52,527$1,341
Chesley Taft & Associates LLC52,000$1,328
NovaPoint Capital, LLC51,332$1,310
Winthrop Partners - WNY, LLC49,688$1,269
LBMC INVESTMENT ADVISORS, LLC49,145$1,255
Venture Visionary Partners LLC47,182$1,205
McGlone Suttner Wealth Management, Inc.46,448$1,186
J.W. COLE ADVISORS, INC.45,673$1,166
First National Trust Co43,039$1,099
LITTLE HOUSE CAPITAL LLC42,327$1,081
Sanctuary Advisors, LLC41,764$1,066
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC41,485$1,059
96 other institutions1,418,073$35,656
Total (196 institutions)47,707,663$1,199,430