IBTH iShares iBonds Dec 2027 Term Treasury ETF
Noch keine Fundamentaldaten für diesen Ticker vorhanden.
Institutionelle Eigentümer (13F) 334 Einreicher · $1.7B gesamt · Stand 30. Juni 2026
Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.
Institutionelle Aktivität — Q2 2026 vs. Vorquartal
| Neue Positionen | Geschlossene Positionen | Erhöht | Abgenommen | Nettoveränderung der Aktien |
|---|---|---|---|---|
| 20 (-18 vs. Vorquartal) | 16 (+1 vs. Vorquartal) | 150 (-4 vs. Vorquartal) | 68 (0 vs. Vorquartal) | +3.1M |
Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.
| Institution | Wert | Aktien | % der verfolgten 13F | Typ |
|---|---|---|---|---|
| HM PAYSON & CO | $126.983.983 | 5.676.530 | 7,33% | Aktien |
| MORGAN STANLEY | $85.539.953 | 3.823.869 | 4,94% | Aktien |
| NorthCoast Asset Management LLC | $72.922.944 | 3.259.854 | 4,21% | Aktien |
| GLOBALT Investments LLC / GA | $65.837.278 | 2.943.106 | 3,80% | Aktien |
| MERCER GLOBAL ADVISORS INC /ADV | $60.147.626 | 2.688.763 | 3,47% | Aktien |
| Integrated Wealth Concepts LLC | $54.375.764 | 2.430.739 | 3,14% | Aktien |
| NewEdge Advisors, LLC | $45.633.663 | 2.039.948 | 2,63% | Aktien |
| ENVESTNET ASSET MANAGEMENT INC | $45.280.435 | 2.024.159 | 2,61% | Aktien |
| LPL Financial LLC | $42.994.686 | 1.921.980 | 2,48% | Aktien |
| UBS Group AG | $37.915.137 | 1.694.910 | 2,19% | Aktien |
| Brookstone Capital Management | $37.355.856 | 1.669.909 | 2,16% | Aktien |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $35.095.933 | 1.569.360 | 2,03% | Aktien |
| Arax Advisory Partners | $34.888.298 | 1.559.602 | 2,01% | Aktien |
| Stratos Wealth Advisors, LLC | $34.630.419 | 1.548.074 | 2,00% | Aktien |
| WELLS FARGO & COMPANY/MN | $33.539.341 | 1.499.300 | 1,94% | Aktien |
| Connecticut Wealth Management, LLC | $32.077.976 | 1.433.973 | 1,85% | Aktien |
| Financial Advisory Corp | $29.795.680 | 1.331.948 | 1,72% | Aktien |
| Focus Partners Wealth | $27.156.915 | 1.213.988 | 1,57% | Aktien |
| Obsidian Personal Planning Solutions LLC | $26.534.402 | 1.178.521 | 1,53% | Aktien |
| BlackRock, Inc. | $26.455.277 | 1.182.623 | 1,53% | Aktien |
| Stratos Wealth Partners, LTD. | $24.059.620 | 1.075.530 | 1,39% | Aktien |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $21.942.062 | 980.870 | 1,27% | Aktien |
| Capital Investment Advisors, LLC | $19.938.516 | 891.306 | 1,15% | Aktien |
| Journey Advisory Group, LLC | $19.092.121 | 853.470 | 1,10% | Aktien |
| Carnegie Investment Counsel | $18.808.450 | 840.789 | 1,09% | Aktien |
| MKT Advisors LLC | $18.754.955 | 840.464 | 1,08% | Aktien |
| Fulton Bank, N.A. | $18.586.271 | 830.857 | 1,07% | Aktien |
| OneAscent Financial Services LLC | $18.535.738 | 828.598 | 1,07% | Aktien |
| Denver PWM, LLC | $17.296.875 | 772.699 | 1,00% | Aktien |
| Asset Advisors Investment Management, LLC | $16.768.574 | 749.601 | 0,97% | Aktien |
| TITLEIST ASSET MANAGEMENT, LLC | $16.376.272 | 732.064 | 0,95% | Aktien |
| Merit Financial Group, LLC | $15.936.053 | 712.385 | 0,92% | Aktien |
| BIP Wealth, LLC | $14.900.487 | 666.092 | 0,86% | Aktien |
| Krilogy Financial LLC | $14.031.625 | 627.252 | 0,81% | Aktien |
| MV CAPITAL MANAGEMENT, INC. | $13.490.901 | 603.080 | 0,78% | Aktien |
| OSAIC HOLDINGS, INC. | $13.411.575 | 599.352 | 0,77% | Aktien |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.118.216 | 586.420 | 0,76% | Aktien |
| Wealth Management Strategies, Inc. | $12.632.757 | 564.719 | 0,73% | Aktien |
| CWM, LLC | $12.612.944 | 562.325 | 0,73% | Aktien |
| ROYAL BANK OF CANADA | $11.821.000 | 528.441 | 0,68% | Aktien |
| Sanctuary Advisors, LLC | $11.198.088 | 500.585 | 0,65% | Aktien |
| SHELTON WEALTH MANAGEMENT, LLC | $10.891.416 | 486.876 | 0,63% | Aktien |
| RAYMOND JAMES FINANCIAL INC | $10.349.451 | 462.649 | 0,60% | Aktien |
| McGuire Investment Group, LLC | $10.090.391 | 451.068 | 0,58% | Aktien |
| Apella Capital, LLC | $9.837.401 | 440.843 | 0,57% | Aktien |
| Baird Financial Group, Inc. | $9.469.109 | 423.295 | 0,55% | Aktien |
| CHATHAM CAPITAL GROUP, INC. | $9.181.446 | 410.436 | 0,53% | Aktien |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.979.477 | 401.407 | 0,52% | Aktien |
| Delta Wealth Advisors LLC | $8.414.952 | 376.171 | 0,49% | Aktien |
| Hilltop Holdings Inc. | $8.397.124 | 375.375 | 0,48% | Aktien |
| EIGHT 31 FINANCIAL, LLC | $8.137.043 | 363.748 | 0,47% | Aktien |
| Northstar Group, Inc. | $7.775.520 | 347.587 | 0,45% | Aktien |
| Financial Engines Advisors L.L.C. | $7.513.894 | 335.892 | 0,43% | Aktien |
| Global Retirement Partners, LLC | $7.453.954 | 333.212 | 0,43% | Aktien |
| AMERIPRISE FINANCIAL INC | $7.279.651 | 325.758 | 0,42% | Aktien |
| Flavin Financial Services, Inc. | $7.215.801 | 322.566 | 0,42% | Aktien |
| Midwest Professional Planners, LTD. | $7.002.925 | 313.050 | 0,40% | Aktien |
| REBALANCE, LLC | $6.703.307 | 299.656 | 0,39% | Aktien |
| FAGAN ASSOCIATES, INC. | $6.690.352 | 299.077 | 0,39% | Aktien |
| STIFEL FINANCIAL CORP | $6.367.699 | 284.653 | 0,37% | Aktien |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $5.812.358 | 259.828 | 0,34% | Aktien |
| Asset Dedication, LLC | $5.810.763 | 259.757 | 0,34% | Aktien |
| TRUIST FINANCIAL CORP | $5.407.850 | 241.746 | 0,31% | Aktien |
| Stockman Wealth Management, Inc. | $5.245.170 | 234.473 | 0,30% | Aktien |
| Belpointe Asset Management LLC | $5.084.913 | 227.308 | 0,29% | Aktien |
| D.A. DAVIDSON & CO. | $5.020.678 | 224.438 | 0,29% | Aktien |
| BANK OF AMERICA CORP /DE/ | $5.001.485 | 223.580 | 0,29% | Aktien |
| TRUE Private Wealth Advisors | $4.967.298 | 222.052 | 0,29% | Aktien |
| CAPTRUST FINANCIAL ADVISORS | $4.520.746 | 202.090 | 0,26% | Aktien |
| Parkside Financial Bank & Trust | $4.492.976 | 200.311 | 0,26% | Aktien |
| Atlantic Private Wealth, LLC | $4.422.520 | 197.699 | 0,26% | Aktien |
| Accretive Wealth Partners, LLC | $4.369.040 | 195.308 | 0,25% | Aktien |
| Cetera Investment Advisers | $4.204.841 | 187.968 | 0,24% | Aktien |
| Valmark Advisers, Inc. | $3.958.125 | 176.939 | 0,23% | Aktien |
| Portland Global Advisors LLC | $3.880.367 | 173.463 | 0,22% | Aktien |
| Legacy Private Trust Co. | $3.823.659 | 170.928 | 0,22% | Aktien |
| HighTower Advisors, LLC | $3.715.007 | 166.071 | 0,21% | Aktien |
| CENTRAL TRUST Co | $3.606.932 | 161.240 | 0,21% | Aktien |
| SIGNATUREFD, LLC | $3.548.016 | 158.606 | 0,20% | Aktien |
| Lantz Financial LLC | $3.434.560 | 153.534 | 0,20% | Aktien |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.406.686 | 152.629 | 0,20% | Aktien |
| Ashton Thomas Private Wealth, LLC | $3.337.447 | 149.193 | 0,19% | Aktien |
| Old Port Advisors | $3.294.366 | 147.267 | 0,19% | Aktien |
| Allworth Financial LP | $3.294.050 | 147.253 | 0,19% | Aktien |
| HOWLAND CAPITAL MANAGEMENT LLC | $3.175.646 | 141.960 | 0,18% | Aktien |
| Cornerstone Planning, LLC | $3.150.477 | 140.835 | 0,18% | Aktien |
| Gradient Investments LLC | $3.118.697 | 139.414 | 0,18% | Aktien |
| MAI Capital Management | $3.020.904 | 135.043 | 0,17% | Aktien |
| Hobbs Group Advisors, LLC | $3.001.249 | 134.164 | 0,17% | Aktien |
| Wealthspire Advisors, LLC | $2.991.734 | 133.738 | 0,17% | Aktien |
| Parallel Advisors, LLC | $2.976.405 | 133.053 | 0,17% | Aktien |
| SCS Capital Management LLC | $2.890.234 | 129.201 | 0,17% | Aktien |
| SEI INVESTMENTS CO | $2.715.159 | 121.375 | 0,16% | Aktien |
| Atria Investments, Inc | $2.682.331 | 119.908 | 0,15% | Aktien |
| Centennial Advisors, LLC | $2.640.148 | 118.022 | 0,15% | Aktien |
| Hughes Financial Services, LLC | $2.302.231 | 102.916 | 0,13% | Aktien |
| KOM Wealth Management Group, LLC | $2.297.316 | 102.696 | 0,13% | Aktien |
| TFR Capital, LLC. | $2.290.777 | 102.404 | 0,13% | Aktien |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $2.248.610 | 100.519 | 0,13% | Aktien |
| JIM SAULNIER & ASSOCIATES, LLC | $2.207.123 | 98.664 | 0,13% | Aktien |
ETF-Besitz Gehalten von 1 ETF
Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.
| Fonds | Gewicht | Anteile | Stand | Quelle |
|---|---|---|---|---|
| LDRT · iShares Trust | 20,05% | 1.892.959 PA | 8. August 2026 | Täglich |