Filing Research | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF Institutional Holdings

Snapshot holdings

50 / 65 loaded

#		Instrument	quantity
1	Heartwood Wealth Advisors LLC	Shares	697.9KSH	$17.7M
2	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	309.9KSH	$7.9M
3	Praetorian Wealth Management, Inc.	Shares	285.2KSH	$7.2M
4	Paradiem, LLC	Shares	248.5KSH	$6.3M
5	HOWLAND CAPITAL MANAGEMENT LLC	Shares	247.5KSH	$6.3M
6	Cyndeo Wealth Partners, LLC	Shares	204.0KSH	$5.2M
7	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	180.7KSH	$4.6M
8	Quantum Financial Advisors, LLC	Shares	123.8KSH	$3.1M
9	SONATA CAPITAL GROUP INC	Shares	106.5KSH	$2.7M
10	TITLEIST ASSET MANAGEMENT, LLC	Shares	101.0KSH	$2.6M
11	POSTROCK PARTNERS LLC	Shares	98.6KSH	$2.5M
12	Kastel Capital Advisors, LLC	Shares	75.0KSH	$1.9M
13	BLUE SQUARE ASSET MANAGEMENT, LLC	Shares	74.3KSH	$1.9M
14	RIA Advisory Group LLC	Shares	73.1KSH	$1.9M
15	Brookstone Capital Management	Shares	65.7KSH	$1.7M
16	TRUE Private Wealth Advisors	Shares	61.0KSH	$1.6M
17	SENTINEL PENSION ADVISORS, LLC	Shares	60.0KSH	$1.5M
18	Evergreen Private Wealth LLC	Shares	52.0KSH	$1.3M
19	GC Wealth Management RIA, LLC	Shares	46.8KSH	$1.2M
20	Prism Advisors, Inc.	Shares	44.7KSH	$1.1M
21	MEMBERS WEALTH LLC	Shares	43.5KSH	$1.1M
22	Lantz Financial LLC	Shares	42.4KSH	$1.1M
23	BENJAMIN EDWARDS INC	Shares	41.7KSH	$1.1M
24	Newman Dignan & Sheerar, Inc.	Shares	39.3KSH	$998.1K
25	Crews Bank & Trust	Shares	35.7KSH	$907.3K
26	IFP Advisors, Inc	Shares	34.2KSH	$870.4K
27	HEFFERNAN ADVISORY, INC	Shares	33.1KSH	$841.2K
28	Roof Eidam Maycock Peralta, LLC	Shares	32.4KSH	$823.1K
29	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	31.8KSH	$809.3K
30	Financial Advisory Corp	Shares	29.4KSH	$746.3K
31	Strid Group, LLC	Shares	25.5KSH	$649.0K
32	CFS Investment Advisory Services, LLC	Shares	24.1KSH	$612.6K
33	JAMES INVESTMENT RESEARCH, INC.	Shares	20.7KSH	$525.6K
34	Foundry Financial Group, Inc.	Shares	20.5KSH	$521.2K
35	Sovereign Financial Group, Inc.	Shares	19.7KSH	$500.4K
36	PFG Private Wealth Management, LLC	Shares	17.8KSH	$453.2K
37	WealthBridge Capital Management, LLC	Shares	16.7KSH	$423.6K
38	SAX WEALTH ADVISORS, LLC	Shares	15.1KSH	$383.9K
39	Princeton Global Asset Management LLC	Shares	14.4KSH	$365.9K
40	Balefire, LLC	Shares	12.9KSH	$327.4K
41	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	12.6KSH	$319.5K
42	Redhawk Wealth Advisors, Inc.	Shares	11.9KSH	$303.3K
43	Trust Co	Shares	11.8KSH	$301.0K
44	Commonwealth Financial Services, LLC	Shares	11.4KSH	$290.0K
45	Pacific Excel Wealth Advisors, Inc.	Shares	11.1KSH	$283.1K
46	Penobscot Investment Management Company, Inc.	Shares	10.0KSH	$254.2K
47	CORA CAPITAL ADVISORS LLC	Shares	9.5KSH	$241.5K
48	Avidian Wealth Enterprises, LLC	Shares	9.5KSH	$241.0K
49	Legacy Private Trust Co.	Shares	9.4KSH	$238.8K
50	Archford Capital Strategies, LLC	Shares	9.4KSH	$238.7K

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Manager changes2026-06-30 vs 2026-03-31

50 / 69 loaded

#		Instrument
1	TITLEIST ASSET MANAGEMENT, LLC new	Shares	+101.0K	+$2.6M	$2.6M
2	Heartwood Wealth Advisors LLC added	Shares	+61.4K	+$1.5M	$17.7M
3	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+32.0K	+$808.5K	$7.9M
4	TRUE Private Wealth Advisors added	Shares	+20.7K	+$524.5K	$1.6M
5	Brookstone Capital Management added	Shares	+19.8K	+$502.9K	$1.7M
6	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+19.0K	+$479.7K	$4.6M
7	MEMBERS WEALTH LLC added	Shares	+17.9K	+$455.8K	$1.1M
8	RIA Advisory Group LLC added	Shares	+15.9K	+$402.3K	$1.9M
9	Redhawk Wealth Advisors, Inc. new	Shares	+11.9K	+$303.3K	$303.3K
10	Pacific Excel Wealth Advisors, Inc. new	Shares	+11.1K	+$283.1K	$283.1K
11	Cyndeo Wealth Partners, LLC added	Shares	+9.9K	+$248.4K	$5.2M
12	Composition Wealth, LLC new	Shares	+9.3K	+$237.0K	$237.0K
13	Mesirow Financial Investment Management, Inc. new	Shares	+9.1K	+$232.1K	$232.1K
14	Farther Finance Advisors, LLC new	Shares	+7.7K	+$195.8K	$195.8K
15	Princeton Global Asset Management LLC added	Shares	+5.9K	+$150.9K	$365.9K
16	Key FInancial Inc new	Shares	+5.0K	+$126.5K	$126.5K
17	HOWLAND CAPITAL MANAGEMENT LLC added	Shares	+4.7K	+$115.1K	$6.3M
18	Financial Advisory Corp added	Shares	+4.3K	+$109.2K	$746.3K
19	Newman Dignan & Sheerar, Inc. added	Shares	+3.0K	+$75.5K	$998.1K
20	SONATA CAPITAL GROUP INC added	Shares	+2.3K	+$55.5K	$2.7M
21	Community Financial Services Group, LLC new	Shares	+2.2K	+$54.9K	$54.9K
22	Lantz Financial LLC added	Shares	+2.1K	+$52.1K	$1.1M
23	POSTROCK PARTNERS LLC added	Shares	+1.9K	+$47.6K	$2.5M
24	GC Wealth Management RIA, LLC added	Shares	+888	+$21.7K	$1.2M
25	Hughes Financial Services, LLC added	Shares	+720	+$18.2K	$210.2K
26	SENTINEL PENSION ADVISORS, LLC added	Shares	+655	+$14.3K	$1.5M
27	WealthBridge Capital Management, LLC added	Shares	+372	+$9.1K	$423.6K
28	Kastel Capital Advisors, LLC added	Shares	+76	+$5.7K	$1.9M
29	SAX WEALTH ADVISORS, LLC unchanged	Shares	0	+$754	$383.9K
30	Roof Eidam Maycock Peralta, LLC added	Shares	+52	+$663	$823.1K
31	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	-$1	$966
32	NorthAvenue LLC unchanged	Shares	0	-$8	$9.6K
33	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$23	$28.3K
34	HM PAYSON & CO unchanged	Shares	0	-$39	$49.9K
35	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$89	$50.4K
36	SIGNATUREFD, LLC unchanged	Shares	0	-$163	$206.8K
37	Strategic Blueprint, LLC unchanged	Shares	0	-$173	$219.5K
38	Legacy Private Trust Co. unchanged	Shares	0	-$188	$238.8K
39	Avidian Wealth Enterprises, LLC unchanged	Shares	0	-$190	$241.0K
40	CORA CAPITAL ADVISORS LLC unchanged	Shares	0	-$190	$241.5K
41	Penobscot Investment Management Company, Inc. unchanged	Shares	0	-$200	$254.2K
42	Trust Co unchanged	Shares	0	-$237	$301.0K
43	Balefire, LLC unchanged	Shares	0	-$258	$327.4K
44	Sovereign Financial Group, Inc. unchanged	Shares	0	-$393	$500.4K
45	Foundry Financial Group, Inc. unchanged	Shares	0	-$410	$521.2K
46	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	-$413	$525.6K
47	Strid Group, LLC unchanged	Shares	0	-$510	$649.0K
48	HEFFERNAN ADVISORY, INC unchanged	Shares	0	-$661	$841.2K
49	Crews Bank & Trust unchanged	Shares	0	-$714	$907.3K
50	Prism Advisors, Inc. unchanged	Shares	0	-$895	$1.1M

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