ISHARES TR
IBONDS DEC2022 · CUSIP 46435G755
135
institutional holders
12.8m
shares reported held*
$289.9mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $22.61.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| CFS Investment Advisory Services, LLC 0.41% of their portfolio | 1.8m $1.8m | — |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 1.2m $32.2m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.2m $31.1m | — |
| US BANCORP \DE\ 0.06% of their portfolio | 1.2m $29.9m | — |
| MORGAN STANLEY 0.00% of their portfolio | 408.5k $10.6m | — |
| NewEdge Advisors, LLC 0.16% of their portfolio | 383.2k $9.9m | — |
| LEAVELL INVESTMENT MANAGEMENT, INC. 0.76% of their portfolio | 372.3k $9.6m | — |
| PFS INVESTMENTS INC. 0.14% of their portfolio | 257.9k $6.7m | — |
| LPL Financial LLC 0.01% of their portfolio | 256.5k $6.6m | — |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 235.0k $6.1m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 220.6k $5.7m | — |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 195.7k $5.1m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 185.5k $4.8m | — |
| KARLINSKI ANDREW C 7.19% of their portfolio | 183.1k $4.7m | — |
| LINCOLN NATIONAL CORP 0.11% of their portfolio | 174.4k $4.5m | — |
| Mariner, LLC 0.02% of their portfolio | 166.0k $4.3m | — |
| HighTower Advisors, LLC 0.01% of their portfolio | 164.4k $4.3m | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 162.0k $4.2m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio | 161.5k $4.2m | — |
| Stonebridge Capital Advisors LLC 0.54% of their portfolio | 160.5k $4.2m | — |
| Asset Dedication, LLC 0.44% of their portfolio | 154.9k $4.0m | — |
| Legacy Private Trust Co. 0.35% of their portfolio | 143.7k $3.7m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio | 142.5k $3.7m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 138.6k $3.6m | — |
| Spire Wealth Management 0.19% of their portfolio | 121.0k $3.1m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio | 119.5k $3.1m | — |
| Gateway Advisory, LLC 0.74% of their portfolio | 115.0k $3.0m | — |
| SONATA CAPITAL GROUP INC 1.55% of their portfolio | 108.8k $2.8m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 99.7k $2.6m | — |
| UBS Group AG 0.00% of their portfolio | 96.7k $2.5m | — |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 96.5k $2.5m | — |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 83.2k $2.2m | — |
| VISTA FINANCE, LLC 2.60% of their portfolio | 82.7k $2.1m | — |
| Paradigm, Strategies in Wealth Management, LLC 1.82% of their portfolio | 77.0k $2.0m | — |
| Covington Investment Advisors Inc. 0.52% of their portfolio | 77.0k $2.0m | — |
| PHILLIPS FINANCIAL MANAGEMENT, LLC 0.21% of their portfolio | 74.9k $1.9m | — |
| Praetorian Wealth Management, Inc. 0.73% of their portfolio | 74.8k $1.9m | — |
| Private Advisor Group, LLC 0.02% of their portfolio | 73.2k $1.9m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 63.0k $1.6m | — |
| Paradiem, LLC 0.62% of their portfolio | 62.1k $1.6m | — |
| SENTINEL PENSION ADVISORS, LLC 0.56% of their portfolio | 62.1k $1.6m | — |
| SIGMA INVESTMENT COUNSELORS INC 0.13% of their portfolio | 60.5k $1.6m | — |
| DONALDSON CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 55.1k $1.4m | — |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 54.9k $1.4m | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 48.8k $1.3m | — |
| BRANDYWINE OAK PRIVATE WEALTH LLC 0.17% of their portfolio | 48.6k $1.3m | — |
| Washington Trust Bank 0.16% of their portfolio | 47.4k $1.2m | — |
| B. Riley Wealth Advisors, Inc. 0.04% of their portfolio | 47.2k $1.2m | — |
| Avantax Planning Partners, Inc. 0.05% of their portfolio | 46.4k $1.2m | — |
| CENTRAL TRUST Co 0.04% of their portfolio | 45.6k $1.2m | — |
| REGIONS FINANCIAL CORP 0.01% of their portfolio | 43.6k $1.1m | — |
| AMG National Trust Bank 0.04% of their portfolio | 42.2k $1.1m | — |
| Beacon Pointe Advisors, LLC 0.02% of their portfolio | 41.8k $1.1m | — |
| CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio | 41.4k $1.1m | — |
| Roof Eidam Maycock Peralta, LLC 0.39% of their portfolio | 40.6k $1.1m | — |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.06% of their portfolio | 40.3k $1.0m | — |
| EP Wealth Advisors, LLC 0.02% of their portfolio | 36.0k $933.0k | — |
| BLUE SQUARE ASSET MANAGEMENT, LLC 0.63% of their portfolio | 35.9k $931.0k | — |
| FORTE ASSET MANAGEMENT LLC 0.61% of their portfolio | 35.4k $917.0k | — |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.01% of their portfolio | 35.4k $917.0k | — |
| Valmark Advisers, Inc. 0.02% of their portfolio | 34.8k $902.0k | — |
| Apollon Wealth Management, LLC 0.07% of their portfolio | 34.4k $891.0k | — |
| Prism Advisors, Inc. 0.33% of their portfolio | 31.3k $811.0k | — |
| Emerald Advisors, LLC 0.21% of their portfolio | 27.4k $710.0k | — |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 26.8k $694.0k | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 25.6k $664.0k | — |
| Sandy Spring Bank 0.04% of their portfolio | 25.2k $653.0k | — |
| ETF Portfolio Partners, Inc. 0.28% of their portfolio | 24.7k $641.0k | — |
| Tradition Wealth Management, LLC 0.09% of their portfolio | 24.1k $623.0k | — |
| Princeton Global Asset Management LLC 0.21% of their portfolio | 23.3k $603.0k | — |
| SELDON CAPITAL LP 0.43% of their portfolio | 23.2k $601.0k | — |
| Royal Harbor Partners, LLC 0.39% of their portfolio | 22.1k $573.0k | — |
| SlateStone Wealth, LLC 0.15% of their portfolio | 21.5k $557.0k | — |
| Baird Financial Group, Inc. 0.00% of their portfolio | 21.2k $550.0k | — |
| MCF Advisors LLC 0.06% of their portfolio | 20.7k $535.0k | — |
| Creative Planning 0.00% of their portfolio | 20.6k $534.0k | — |
| American Portfolios Advisors 0.02% of their portfolio | 20.5k $530.4k | — |
| Advisory Services Network, LLC 0.02% of their portfolio | 18.5k $479.0k | — |
| Rehmann Capital Advisory Group 0.05% of their portfolio | 17.8k $460.9k | — |
| Ameritas Investment Partners, Inc. 0.02% of their portfolio | 17.7k $459.0k | — |
| CWM, LLC 0.00% of their portfolio | 17.6k $455.0k | — |
| Stratos Wealth Partners, LTD. 0.01% of their portfolio | 17.4k $450.0k | — |
| Lantz Financial LLC 0.23% of their portfolio | 16.9k $437.0k | — |
| D.A. DAVIDSON & CO. 0.01% of their portfolio | 16.5k $427.0k | — |
| BCS Wealth Management 0.18% of their portfolio | 14.3k $372.0k | — |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 13.9k $359.0k | — |
| Peloton Wealth Strategists 0.18% of their portfolio | 13.5k $350.0k | — |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC 0.08% of their portfolio | 13.1k $339.0k | — |
| BEACON FINANCIAL GROUP 0.05% of their portfolio | 12.9k $333.0k | — |
| PRIVATE TRUST CO NA 0.05% of their portfolio | 12.5k $324.0k | — |
| GW HENSSLER & ASSOCIATES LTD 0.02% of their portfolio | 12.1k $312.0k | — |
| COMMERCE BANK 0.00% of their portfolio | 12.0k $311.0k | — |
| Wealthstar Advisors, LLC 0.15% of their portfolio | 11.9k $309.0k | — |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 11.8k $307.0k | — |
| Guidance Point Advisors, LLC 0.13% of their portfolio | 11.0k $285.0k | — |
| Archford Capital Strategies, LLC 0.07% of their portfolio | 10.9k $284.0k | — |
| Rockwood Wealth Management, LLC 0.09% of their portfolio | 10.7k $277.9k | — |
| CHILDRESS CAPITAL ADVISORS, LLC 0.10% of their portfolio | 10.3k $267.0k | — |
| IHT Wealth Management, LLC 0.02% of their portfolio | 10.3k $267.0k | — |
| Lee Financial Co 0.05% of their portfolio | 10.2k $264.0k | — |