IBTJ iShares iBonds Dec 2029 Term Treasury ETF
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Institutionelle Eigentümer (13F) 228 Einreicher · $962.7M 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 |
|---|---|---|---|---|
| 19 (-8 vs. Vorquartal) | 18 (+11 vs. Vorquartal) | 105 (-8 vs. Vorquartal) | 47 (+9 vs. Vorquartal) | +3.0M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | $74.542.113 | 3.443.053 | 7,74% | Aktien |
| MERCER GLOBAL ADVISORS INC /ADV | $55.869.838 | 2.580.593 | 5,80% | Aktien |
| Brookstone Capital Management | $36.823.380 | 1.700.849 | 3,83% | Aktien |
| TRUE Private Wealth Advisors | $36.154.841 | 1.669.970 | 3,76% | Aktien |
| Financial Advisory Corp | $34.606.628 | 1.598.459 | 3,59% | Aktien |
| Asset Advisors Investment Management, LLC | $29.026.480 | 1.340.715 | 3,02% | Aktien |
| ENVESTNET ASSET MANAGEMENT INC | $28.046.960 | 1.295.472 | 2,91% | Aktien |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $27.556.560 | 1.273.661 | 2,86% | Aktien |
| BlackRock, Inc. | $26.430.645 | 1.220.815 | 2,75% | Aktien |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $24.138.560 | 1.114.945 | 2,51% | Aktien |
| AMERIPRISE FINANCIAL INC | $22.425.577 | 1.036.391 | 2,33% | Aktien |
| ATWOOD & PALMER INC | $20.756.432 | 958.727 | 2,16% | Aktien |
| UBS Group AG | $20.300.729 | 937.678 | 2,11% | Aktien |
| Integrated Wealth Concepts LLC | $19.948.993 | 921.429 | 2,07% | Aktien |
| WELLS FARGO & COMPANY/MN | $17.775.300 | 821.030 | 1,85% | Aktien |
| Journey Advisory Group, LLC | $17.509.156 | 808.737 | 1,82% | Aktien |
| COMMONWEALTH EQUITY SERVICES, LLC | $17.118.207 | 790.679 | 1,78% | Aktien |
| Arax Advisory Partners | $16.928.439 | 781.914 | 1,76% | Aktien |
| HM PAYSON & CO | $16.714.635 | 772.039 | 1,74% | Aktien |
| CWM, LLC | $16.527.834 | 756.665 | 1,72% | Aktien |
| Denver PWM, LLC | $14.617.230 | 672.520 | 1,52% | Aktien |
| MKT Advisors LLC | $14.274.094 | 661.757 | 1,48% | Aktien |
| LPL Financial LLC | $13.874.185 | 640.840 | 1,44% | Aktien |
| Merit Financial Group, LLC | $12.735.821 | 588.260 | 1,32% | Aktien |
| Wealth Management Strategies, Inc. | $12.504.497 | 577.575 | 1,30% | Aktien |
| Krilogy Financial LLC | $12.173.424 | 562.283 | 1,26% | Aktien |
| Legacy Private Trust Co. | $11.953.333 | 552.117 | 1,24% | Aktien |
| Stratos Wealth Partners, LTD. | $11.549.271 | 533.453 | 1,20% | Aktien |
| Probity Advisors, Inc. | $11.485.126 | 530.491 | 1,19% | Aktien |
| SHELTON WEALTH MANAGEMENT, LLC | $10.851.218 | 501.211 | 1,13% | Aktien |
| NewEdge Advisors, LLC | $10.824.498 | 499.976 | 1,12% | Aktien |
| ES4, LLC | $10.605.487 | 457.923 | 1,10% | Aktien |
| Heartwood Wealth Advisors LLC | $9.661.399 | 446.254 | 1,00% | Aktien |
| Waycross Investment Management Co | $9.594.695 | 443.173 | 1,00% | Aktien |
| EIGHT 31 FINANCIAL, LLC | $9.451.589 | 436.563 | 0,98% | Aktien |
| D.A. DAVIDSON & CO. | $8.287.577 | 382.798 | 0,86% | Aktien |
| Robertson Stephens Wealth Management, LLC | $8.078.579 | 373.145 | 0,84% | Aktien |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.015.199 | 324.028 | 0,73% | Aktien |
| SPRENG CAPITAL MANAGEMENT, INC. | $6.982.493 | 322.517 | 0,73% | Aktien |
| FORONJY FINANCIAL LLC | $6.832.107 | 315.571 | 0,71% | Aktien |
| FAGAN ASSOCIATES, INC. | $6.369.770 | 294.216 | 0,66% | Aktien |
| OSAIC HOLDINGS, INC. | $6.262.111 | 289.073 | 0,65% | Aktien |
| STIFEL FINANCIAL CORP | $5.972.878 | 275.882 | 0,62% | Aktien |
| CENTRAL TRUST Co | $5.857.213 | 270.541 | 0,61% | Aktien |
| REBALANCE, LLC | $5.854.912 | 270.435 | 0,61% | Aktien |
| Baird Financial Group, Inc. | $5.618.067 | 259.495 | 0,58% | Aktien |
| Stockman Wealth Management, Inc. | $5.541.066 | 255.938 | 0,58% | Aktien |
| Baltimore-Washington Financial Advisors, Inc. | $5.493.233 | 253.729 | 0,57% | Aktien |
| Asset Dedication, LLC | $5.365.477 | 247.828 | 0,56% | Aktien |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $5.146.638 | 237.720 | 0,53% | Aktien |
| Belpointe Asset Management LLC | $4.810.023 | 222.170 | 0,50% | Aktien |
| Accretive Wealth Partners, LLC | $4.371.893 | 201.935 | 0,45% | Aktien |
| Portland Global Advisors LLC | $3.873.986 | 178.937 | 0,40% | Aktien |
| Financial Engines Advisors L.L.C. | $3.872.097 | 178.850 | 0,40% | Aktien |
| HOWLAND CAPITAL MANAGEMENT LLC | $3.817.588 | 176.332 | 0,40% | Aktien |
| Northstar Group, Inc. | $3.701.869 | 170.987 | 0,38% | Aktien |
| SIGNATUREFD, LLC | $3.658.525 | 168.985 | 0,38% | Aktien |
| RAYMOND JAMES FINANCIAL INC | $3.636.399 | 167.963 | 0,38% | Aktien |
| ROYAL BANK OF CANADA | $3.545.000 | 163.726 | 0,37% | Aktien |
| Parallel Advisors, LLC | $3.456.649 | 159.660 | 0,36% | Aktien |
| MV CAPITAL MANAGEMENT, INC. | $3.090.711 | 142.758 | 0,32% | Aktien |
| SCS Capital Management LLC | $2.870.140 | 132.570 | 0,30% | Aktien |
| Cetera Investment Advisers | $2.835.548 | 130.972 | 0,29% | Aktien |
| Sanctuary Advisors, LLC | $2.681.679 | 123.865 | 0,28% | Aktien |
| Apella Capital, LLC | $2.667.138 | 123.650 | 0,28% | Aktien |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $2.545.369 | 117.569 | 0,26% | Aktien |
| Hughes Financial Services, LLC | $2.226.356 | 102.834 | 0,23% | Aktien |
| Valmark Advisers, Inc. | $2.192.387 | 101.265 | 0,23% | Aktien |
| TITLEIST ASSET MANAGEMENT, LLC | $2.153.829 | 99.482 | 0,22% | Aktien |
| HighTower Advisors, LLC | $1.829.867 | 84.520 | 0,19% | Aktien |
| Leo Wealth, LLC | $1.800.642 | 82.436 | 0,19% | Aktien |
| Atria Investments, Inc | $1.775.368 | 82.003 | 0,18% | Aktien |
| Allworth Financial LP | $1.712.927 | 79.119 | 0,18% | Aktien |
| Midwest Professional Planners, LTD. | $1.661.075 | 76.724 | 0,17% | Aktien |
| Associated Banc-Corp | $1.499.110 | 69.243 | 0,16% | Aktien |
| SUMMITPOINT CAPITAL MANAGEMENT | $1.452.276 | 67.080 | 0,15% | Aktien |
| IFP Advisors, Inc | $1.439.357 | 66.483 | 0,15% | Aktien |
| CAPTRUST FINANCIAL ADVISORS | $1.425.826 | 65.858 | 0,15% | Aktien |
| Reliant Wealth Planning | $1.327.469 | 61.315 | 0,14% | Aktien |
| JIM SAULNIER & ASSOCIATES, LLC | $1.317.177 | 60.840 | 0,14% | Aktien |
| GOLDMAN SACHS GROUP INC | $1.301.187 | 60.101 | 0,14% | Aktien |
| KING LUTHER CAPITAL MANAGEMENT CORP | $1.290.557 | 59.610 | 0,13% | Aktien |
| Foundry Financial Group, Inc. | $1.289.193 | 59.547 | 0,13% | Aktien |
| Montecito Bank & Trust | $1.288.327 | 59.507 | 0,13% | Aktien |
| BIP Wealth, LLC | $1.253.553 | 57.901 | 0,13% | Aktien |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $1.223.334 | 56.505 | 0,13% | Aktien |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.075.875 | 49.694 | 0,11% | Aktien |
| Snowden Capital Advisors LLC | $943.040 | 43.558 | 0,10% | Aktien |
| Cerity Partners LLC | $926.393 | 42.790 | 0,10% | Aktien |
| MOULTON WEALTH MANAGEMENT, INC | $914.733 | 42.408 | 0,10% | Aktien |
| KFG WEALTH MANAGEMENT, LLC | $897.177 | 41.440 | 0,09% | Aktien |
| Atlantic Private Wealth, LLC | $890.226 | 41.119 | 0,09% | Aktien |
| Compass Ion Advisors, LLC | $824.673 | 38.091 | 0,09% | Aktien |
| DUNCKER STREETT & CO INC | $817.078 | 37.740 | 0,08% | Aktien |
| Great Diamond Partners, LLC | $802.674 | 37.075 | 0,08% | Aktien |
| KOM Wealth Management Group, LLC | $771.510 | 35.636 | 0,08% | Aktien |
| Chris Bulman Inc | $770.550 | 35.591 | 0,08% | Aktien |
| Capital Investment Advisors, LLC | $720.295 | 33.270 | 0,07% | Aktien |
| BENJAMIN EDWARDS INC | $711.429 | 32.860 | 0,07% | Aktien |
| AQR CAPITAL MANAGEMENT LLC | $702.543 | 32.450 | 0,07% | 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 | 19,98% | 1.955.928 PA | 8. August 2026 | Täglich |