ISHARES TR

Ticker: IBTJ CUSIP: 46436E825 Class: IBONDS 29 TRM TS

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

InstitutionSharesValue ($000)
MORGAN STANLEY3,400,107$74,615
BANK OF AMERICA CORP /DE/2,188,742$48,032
WELLS FARGO & COMPANY/MN2,015,398$44,228
MERCER GLOBAL ADVISORS INC /ADV1,965,283$43,134
TRUE Private Wealth Advisors1,934,809$42,459
Brookstone Capital Management1,728,453$37,931
RAYMOND JAMES FINANCIAL INC1,501,857$32,958
UNITED CAPITAL FINANCIAL ADVISORS, LLC1,055,383$23,160
Asset Advisors Investment Management, LLC1,044,998$22,932
UBS Group AG1,032,945$22,668
HENGEHOLD CAPITAL MANAGEMENT LLC1,000,620$21,959
STIFEL FINANCIAL CORP954,557$20,948
ATWOOD & PALMER INC927,395$20,352
COMMONWEALTH EQUITY SERVICES, LLC891,589$19,566
Journey Advisory Group, LLC773,001$16,964
BENJAMIN EDWARDS INC751,654$16,495
CWM, LLC710,723$16
Vista Private Wealth Partners. LLC690,448$15,135
MKT Advisors LLC597,803$13,131
LPL Financial LLC530,217$11,636
Legacy Private Trust Co.524,366$11,507
Wealth Management Strategies, Inc.512,315$11,243
Krilogy Financial LLC497,099$10,899
Stratos Wealth Partners, LTD.495,743$10,879
Probity Advisors, Inc.437,386$9,598
EIGHT 31 FINANCIAL, LLC432,713$9,496
NewEdge Advisors, LLC426,212$9,353
Waycross Investment Management Co424,860$9,324
HM PAYSON & CO404,684$8,881
SHELTON WEALTH MANAGEMENT, LLC397,661$8,727
Robertson Stephens Wealth Management, LLC348,128$7,640
D.A. DAVIDSON & CO.338,805$7,435
OSAIC HOLDINGS, INC.302,447$6,639
FAGAN ASSOCIATES, INC.296,288$6,502
SPRENG CAPITAL MANAGEMENT, INC.293,902$6,450
BlackRock, Inc.290,254$6,370
FORONJY FINANCIAL LLC289,347$6,350
CENTRAL TRUST Co256,067$5,619
REBALANCE, LLC255,822$5,614
PARK AVENUE SECURITIES LLC255,761$6
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO230,042$5,048
Stockman Wealth Management, Inc.223,717$4,909
AMERIPRISE FINANCIAL INC209,303$4,593
ROYAL BANK OF CANADA202,340$4,440
Belpointe Asset Management LLC188,555$4,138
Baird Financial Group, Inc.185,183$4,064
BIP Wealth, LLC184,474$4,048
CONFLUENCE INVESTMENT MANAGEMENT LLC180,532$3,962
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC176,707$3,878
Financial Engines Advisors L.L.C.169,770$3,726
Baltimore-Washington Financial Advisors, Inc.168,262$3,693
SIGNATUREFD, LLC160,520$3,523
Janney Montgomery Scott LLC159,603$4
THOROUGHBRED FINANCIAL SERVICES, LLC157,751$3
Integrated Wealth Concepts LLC155,120$3,404
Accretive Wealth Partners, LLC154,691$3,395
Asset Dedication, LLC151,272$3,320
Parallel Advisors, LLC142,229$3,121
MV CAPITAL MANAGEMENT, INC.141,276$3,100
HOWLAND CAPITAL MANAGEMENT LLC140,163$3,076
Cetera Investment Advisers137,689$3,022
BOSTON FAMILY OFFICE LLC126,211$3
Keeler THomas Management LLC120,981$2,655
SCS Capital Management LLC115,838$2,542
Northstar Group, Inc.111,653$2,450
HighTower Advisors, LLC103,166$2,264
Hughes Financial Services, LLC98,070$2,152
CAPTRUST FINANCIAL ADVISORS95,323$2,092
LEAVELL INVESTMENT MANAGEMENT, INC.93,054$2,042
Apella Capital, LLC92,766$2,036
Sanctuary Advisors, LLC92,763$2,036
Atria Investments, Inc86,517$1,899
FF Advisors,LLC82,188$1,804
Valmark Advisers, Inc.76,189$1,672
IFP Advisors, Inc75,170$1,650
Allworth Financial LP73,586$1,615
Leo Wealth, LLC68,339$1,500
Associated Banc-Corp66,748$1,465
TITLEIST ASSET MANAGEMENT, LLC66,333$1,456
KING LUTHER CAPITAL MANAGEMENT CORP65,820$1,444
Foundry Financial Group, Inc.62,950$1,381
Montecito Bank & Trust56,979$1,250
Reliant Wealth Planning55,875$1,226
Financial Advisory Corp46,929$1,030
Thrivent Financial for Lutherans46,157$1
JIM SAULNIER & ASSOCIATES, LLC45,624$1,001
Chris Bulman Inc43,267$949
Snowden Capital Advisors LLC43,003$944
Atlantic Private Wealth, LLC42,770$939
GOLDMAN SACHS GROUP INC42,034$922
CARY STREET PARTNERS FINANCIAL LLC40,135$881
Compass Ion Advisors, LLC38,076$836
SMITHBRIDGE ASSET MANAGEMENT INC/DE36,800$808
KFG WEALTH MANAGEMENT, LLC35,603$781
Summit Wealth Partners, LLC33,813$766
Mendota Financial Group, LLC31,316$687
Capital Investment Advisors, LLC31,236$685
Midwest Professional Planners, LTD.30,859$677
EVEXIA WEALTH LLC30,290$665
Cambridge Investment Research Advisors, Inc.30,156$1
103 other institutions1,285,593$27,803
Total (203 institutions)40,615,221$858,322