Filing Research | ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	Sarver Vrooman Wealth Advisors	Shares	1.7MSH	$43.6M
2	SUMMITRY LLC	Shares	1.3MSH	$33.6M
3	MB, LEVIS & ASSOCIATES, LLC	Shares	515.6KSH	$13.4M
4	PFG Private Wealth Management, LLC	Shares	491.4KSH	$12.8M
5	NESTEGG ADVISORS, INC.	Shares	392.1KSH	$10.2M
6	Apollon Wealth Management, LLC	Shares	218.1KSH	$5.7M
7	Paradigm, Strategies in Wealth Management, LLC	Shares	155.7KSH	$4.1M
8	BENJAMIN EDWARDS INC	Shares	152.1KSH	$4.0M
9	J.W. COLE ADVISORS, INC.	Shares	120.3KSH	$3.1M
10	MEITAV INVESTMENT HOUSE LTD	Shares	119.5KSH	$3.1M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	118.1KSH	$3.0M
12	Marathon Mission, Inc.	Shares	100.2KSH	$2.6M
13	Archford Capital Strategies, LLC	Shares	76.3KSH	$2.0M
14	Segment Wealth Management, LLC	Shares	61.8KSH	$1.6M
15	Montecito Bank & Trust	Shares	25.3KSH	$659.1K
16	IFP Advisors, Inc	Shares	23.0KSH	$599.9K
17	PRECEDENT WEALTH PARTNERS, LLC	Shares	21.7KSH	$566.4K
18	McGlone Suttner Wealth Management, Inc.	Shares	19.9KSH	$517.5K
19	Gradient Capital Advisors, LLC	Shares	19.5KSH	$508.4K
20	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	19.3KSH	$502.1K
21	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	18.1KSH	$471.6K
22	Koesten, Hirschmann & Crabtree, INC.	Shares	17.5KSH	$456.4K
23	XML Financial, LLC	Shares	16.2KSH	$423.2K
24	Greater Midwest Financial Group, LLC	Shares	14.0KSH	$366.0K
25	Quantum Financial Advisors, LLC	Shares	13.2KSH	$344.5K
26	SEAVIEW INVESTMENT MANAGERS LLC	Shares	10.8KSH	$282.4K
27	ROMANO BROTHERS AND COMPANY	Shares	10.4KSH	$270.5K
28	Wilkins Miller Wealth Management, LLC	Shares	8.8KSH	$228.5K
29	Princeton Global Asset Management LLC	Shares	2.3KSH	$60.7K
30	SIGNATUREFD, LLC	Shares	1.9KSH	$50.0K
31	Fairway Wealth LLC	Shares	1.8KSH	$46.7K
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.6KSH	$41.5K
33	Bogart Wealth, LLC	Shares	1.1KSH	$29.5K
34	Blue Trust, Inc.	Shares	714SH	$18.6K
35	Roble, Belko & Company, Inc	Shares	57.7KSH	$1.5K

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

36 / 36 loaded

#		Instrument
1	Apollon Wealth Management, LLC new	Shares	+218.1K	+$5.7M	$5.7M
2	NESTEGG ADVISORS, INC. added	Shares	+72.5K	+$1.9M	$10.2M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+33.3K	+$831.8K	$3.0M
4	SUMMITRY LLC added	Shares	+24.1K	+$615.1K	$33.6M
5	PRECEDENT WEALTH PARTNERS, LLC new	Shares	+21.7K	+$566.4K	$566.4K
6	MEITAV INVESTMENT HOUSE LTD added	Shares	+21.0K	+$547.1K	$3.1M
7	Sarver Vrooman Wealth Advisors added	Shares	+26.1K	+$452.2K	$43.6M
8	Segment Wealth Management, LLC added	Shares	+10.4K	+$270.1K	$1.6M
9	Koesten, Hirschmann & Crabtree, INC. added	Shares	+6.0K	+$155.4K	$456.4K
10	IFP Advisors, Inc added	Shares	+4.8K	+$125.7K	$599.9K
11	MB, LEVIS & ASSOCIATES, LLC added	Shares	+4.9K	+$122.6K	$13.4M
12	XML Financial, LLC added	Shares	+2.8K	+$72.0K	$423.2K
13	ROMANO BROTHERS AND COMPANY added	Shares	+2.1K	+$54.3K	$270.5K
14	Princeton Global Asset Management LLC added	Shares	+1.9K	+$50.3K	$60.7K
15	SIGNATUREFD, LLC new	Shares	+1.9K	+$50.0K	$50.0K
16	Fairway Wealth LLC new	Shares	+1.8K	+$46.7K	$46.7K
17	Gradient Capital Advisors, LLC added	Shares	+1.5K	+$39.7K	$508.4K
18	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+1.1K	+$29.6K	$471.6K
19	Quantum Financial Advisors, LLC added	Shares	+955	+$24.7K	$344.5K
20	Blue Trust, Inc. new	Shares	+714	+$18.6K	$18.6K
21	Montecito Bank & Trust added	Shares	+261	+$6.5K	$659.1K
22	McGlone Suttner Wealth Management, Inc. added	Shares	+215	+$5.4K	$517.5K
23	Greater Midwest Financial Group, LLC added	Shares	+145	+$3.7K	$366.0K
24	Roble, Belko & Company, Inc new	Shares	+57.7K	+$1.5K	$1.5K
25	J.W. COLE ADVISORS, INC. added	Shares	+61	+$386	$3.1M
26	Bogart Wealth, LLC unchanged	Shares	0	-$11	$29.5K
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$152	$41.5K
28	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ unchanged	Shares	0	-$193	$502.1K
29	Signature Resources Capital Management, LLC exited	Shares	-106	-$2.8K	$0
30	SEAVIEW INVESTMENT MANAGERS LLC trimmed	Shares	-165	-$4.4K	$282.4K
31	Wilkins Miller Wealth Management, LLC trimmed	Shares	-328	-$8.7K	$228.5K
32	Marathon Mission, Inc. trimmed	Shares	-1.7K	-$44.1K	$2.6M
33	Archford Capital Strategies, LLC trimmed	Shares	-4.1K	-$107.3K	$2.0M
34	BENJAMIN EDWARDS INC trimmed	Shares	-25.7K	-$671.4K	$4.0M
35	Paradigm, Strategies in Wealth Management, LLC trimmed	Shares	-39.7K	-$1.0M	$4.1M
36	PFG Private Wealth Management, LLC trimmed	Shares	-41.0K	-$1.1M	$12.8M