IBTK iShares iBonds Dec 2030 Term Treasury ETF
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Institutionelle Eigentümer (13F) 190 Einreicher · $629.8M 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 |
|---|---|---|---|---|
| 21 (-6 vs. Vorquartal) | 13 (+3 vs. Vorquartal) | 94 (+4 vs. Vorquartal) | 25 (-2 vs. Vorquartal) | +2.9M |
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 |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $55.921.702 | 2.861.909 | 8,88% | Aktien |
| ENVESTNET ASSET MANAGEMENT INC | $27.027.518 | 1.383.189 | 4,29% | Aktien |
| TITLEIST ASSET MANAGEMENT, LLC | $26.844.124 | 1.373.804 | 4,26% | Aktien |
| BlackRock, Inc. | $26.420.620 | 1.352.130 | 4,20% | Aktien |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $26.197.674 | 1.341.750 | 4,16% | Aktien |
| MML INVESTORS SERVICES, LLC | $20.684.542 | 1.058.574 | 3,28% | Aktien |
| D.A. DAVIDSON & CO. | $19.736.045 | 1.010.033 | 3,13% | Aktien |
| HM PAYSON & CO | $19.068.705 | 975.880 | 3,03% | Aktien |
| Journey Advisory Group, LLC | $17.640.419 | 902.785 | 2,80% | Aktien |
| CWM, LLC | $16.495.326 | 836.477 | 2,62% | Aktien |
| WELLS FARGO & COMPANY/MN | $16.035.423 | 820.646 | 2,55% | Aktien |
| AMERIPRISE FINANCIAL INC | $13.850.919 | 709.148 | 2,20% | Aktien |
| MKT Advisors LLC | $13.848.629 | 712.012 | 2,20% | Aktien |
| Denver PWM, LLC | $13.636.862 | 694.518 | 2,17% | Aktien |
| Wealth Management Strategies, Inc. | $13.421.477 | 686.872 | 2,13% | Aktien |
| UBS Group AG | $13.001.388 | 665.373 | 2,06% | Aktien |
| Probity Advisors, Inc. | $11.748.762 | 601.267 | 1,87% | Aktien |
| Legacy Private Trust Co. | $11.209.179 | 573.653 | 1,78% | Aktien |
| SHELTON WEALTH MANAGEMENT, LLC | $10.834.461 | 554.476 | 1,72% | Aktien |
| NewEdge Advisors, LLC | $10.568.913 | 540.886 | 1,68% | Aktien |
| BAILARD, INC. | $10.474.241 | 536.041 | 1,66% | Aktien |
| Waycross Investment Management Co | $10.376.385 | 531.033 | 1,65% | Aktien |
| EIGHT 31 FINANCIAL, LLC | $10.116.953 | 517.756 | 1,61% | Aktien |
| Krilogy Financial LLC | $9.682.953 | 495.545 | 1,54% | Aktien |
| Heartwood Wealth Advisors LLC | $9.647.953 | 493.754 | 1,53% | Aktien |
| Trust Co | $9.580.610 | 485.832 | 1,52% | Aktien |
| MORGAN STANLEY | $9.438.094 | 483.014 | 1,50% | Aktien |
| Arax Advisory Partners | $8.988.284 | 459.994 | 1,43% | Aktien |
| Snowden Capital Advisors LLC | $8.873.684 | 454.129 | 1,41% | Aktien |
| ROYAL BANK OF CANADA | $8.770.000 | 448.805 | 1,39% | Aktien |
| LPL Financial LLC | $7.740.487 | 396.135 | 1,23% | Aktien |
| Cetera Investment Advisers | $6.974.656 | 356.942 | 1,11% | Aktien |
| REBALANCE, LLC | $5.813.138 | 297.499 | 0,92% | Aktien |
| Baird Financial Group, Inc. | $5.566.966 | 284.901 | 0,88% | Aktien |
| Stockman Wealth Management, Inc. | $5.408.407 | 276.786 | 0,86% | Aktien |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.331.590 | 272.855 | 0,85% | Aktien |
| CENTRAL TRUST Co | $5.185.872 | 265.398 | 0,82% | Aktien |
| Asset Dedication, LLC | $4.944.422 | 253.041 | 0,79% | Aktien |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $4.588.887 | 234.846 | 0,73% | Aktien |
| Accretive Wealth Partners, LLC | $4.137.966 | 211.769 | 0,66% | Aktien |
| CHATHAM CAPITAL GROUP, INC. | $3.876.248 | 198.375 | 0,62% | Aktien |
| HOWLAND CAPITAL MANAGEMENT LLC | $3.865.130 | 197.806 | 0,61% | Aktien |
| Parallel Advisors, LLC | $3.844.007 | 196.725 | 0,61% | Aktien |
| Integrated Wealth Concepts LLC | $3.717.197 | 190.234 | 0,59% | Aktien |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.313.796 | 169.590 | 0,53% | Aktien |
| HighTower Advisors, LLC | $3.115.136 | 159.424 | 0,49% | Aktien |
| Sanctuary Advisors, LLC | $3.079.678 | 157.609 | 0,49% | Aktien |
| Atria Investments, Inc | $2.450.019 | 125.385 | 0,39% | Aktien |
| RAYMOND JAMES FINANCIAL INC | $2.158.975 | 110.490 | 0,34% | Aktien |
| Hughes Financial Services, LLC | $2.150.260 | 110.044 | 0,34% | Aktien |
| STIFEL FINANCIAL CORP | $2.131.953 | 109.107 | 0,34% | Aktien |
| OSAIC HOLDINGS, INC. | $2.057.201 | 105.280 | 0,33% | Aktien |
| SIGNATUREFD, LLC | $2.019.400 | 103.347 | 0,32% | Aktien |
| Financial Engines Advisors L.L.C. | $1.886.900 | 96.566 | 0,30% | Aktien |
| Valmark Advisers, Inc. | $1.736.950 | 88.892 | 0,28% | Aktien |
| ATWOOD & PALMER INC | $1.707.994 | 87.410 | 0,27% | Aktien |
| CITADEL ADVISORS LLC | $1.682.335 | 86.097 | 0,27% | Aktien |
| Kestra Advisory Services, LLC | $1.678.108 | 85.881 | 0,27% | Aktien |
| IFP Advisors, Inc | $1.559.233 | 79.797 | 0,25% | Aktien |
| Belpointe Asset Management LLC | $1.540.886 | 78.858 | 0,24% | Aktien |
| COUNTRY CLUB BANK /GFN | $1.524.301 | 76.733 | 0,24% | Aktien |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $1.364.693 | 69.841 | 0,22% | Aktien |
| Allworth Financial LP | $1.337.553 | 68.452 | 0,21% | Aktien |
| Associated Banc-Corp | $1.222.637 | 62.571 | 0,19% | Aktien |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.166.174 | 60.004 | 0,19% | Aktien |
| Apella Capital, LLC | $1.161.460 | 59.715 | 0,18% | Aktien |
| Old Port Advisors | $1.127.556 | 57.705 | 0,18% | Aktien |
| SCS Capital Management LLC | $1.123.882 | 57.517 | 0,18% | Aktien |
| U.S. Capital Wealth Advisors, LLC | $978.191 | 49.604 | 0,16% | Aktien |
| Yoder Wealth Management, Inc. | $957.499 | 49.002 | 0,15% | Aktien |
| MV CAPITAL MANAGEMENT, INC. | $846.082 | 43.300 | 0,13% | Aktien |
| JIM SAULNIER & ASSOCIATES, LLC | $831.057 | 42.531 | 0,13% | Aktien |
| Reliant Wealth Planning | $820.640 | 41.998 | 0,13% | Aktien |
| DUNCKER STREETT & CO INC | $816.567 | 41.789 | 0,13% | Aktien |
| Foundry Financial Group, Inc. | $783.886 | 40.117 | 0,12% | Aktien |
| Montecito Bank & Trust | $755.495 | 38.664 | 0,12% | Aktien |
| TABLEAUX LLC | $688.535 | 35.237 | 0,11% | Aktien |
| Cerity Partners LLC | $674.306 | 34.509 | 0,11% | Aktien |
| BIP Wealth, LLC | $656.161 | 33.580 | 0,10% | Aktien |
| Keeler Thomas Management LLC | $638.241 | 32.663 | 0,10% | Aktien |
| Atlantic Private Wealth, LLC | $602.369 | 30.827 | 0,10% | Aktien |
| KING LUTHER CAPITAL MANAGEMENT CORP | $578.286 | 29.595 | 0,09% | Aktien |
| AQR CAPITAL MANAGEMENT LLC | $572.190 | 29.283 | 0,09% | Aktien |
| Heartland Bank & Trust Co | $572.131 | 29.280 | 0,09% | Aktien |
| Focus Partners Wealth | $568.199 | 29.078 | 0,09% | Aktien |
| Leo Wealth, LLC | $566.121 | 28.708 | 0,09% | Aktien |
| CAPTRUST FINANCIAL ADVISORS | $534.369 | 27.347 | 0,08% | Aktien |
| CARY STREET PARTNERS FINANCIAL LLC | $533.422 | 27.299 | 0,08% | Aktien |
| Compass Ion Advisors, LLC | $527.522 | 26.997 | 0,08% | Aktien |
| Modern Wealth Management, LLC | $525.118 | 26.874 | 0,08% | Aktien |
| JANE STREET GROUP, LLC | $503.800 | 25.783 | 0,08% | Aktien |
| Creative Planning | $503.585 | 25.772 | 0,08% | Aktien |
| Equitable Holdings, Inc. | $500.654 | 25.622 | 0,08% | Aktien |
| Midwest Professional Planners, LTD. | $499.481 | 25.562 | 0,08% | Aktien |
| HARBOUR INVESTMENTS, INC. | $490.365 | 25.095 | 0,08% | Aktien |
| Lido Advisors, LLC | $484.436 | 24.792 | 0,08% | Aktien |
| Granite Harbor Advisors, Inc. | $483.908 | 24.765 | 0,08% | Aktien |
| Daybright Advisory Services, Inc. | $464.498 | 23.949 | 0,07% | Aktien |
| AllSquare Wealth Management LLC | $454.362 | 22.861 | 0,07% | Aktien |
| Capital Investment Advisors, LLC | $453.934 | 23.231 | 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 | 19,93% | 2.167.079 PA | 8. August 2026 | Täglich |