IBTH iShares iBonds Dec 2027 Term Treasury ETF
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Propietarios institucionales (13F) 334 declarantes · $1.7B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 20 (-18 vs trimestre anterior) | 16 (+1 vs trimestre anterior) | 150 (-4 vs trimestre anterior) | 68 (0 vs trimestre anterior) | +3.1M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| HM PAYSON & CO | $126 983 983 | 5 676 530 | 7,33% | Acciones |
| MORGAN STANLEY | $85 539 953 | 3 823 869 | 4,94% | Acciones |
| NorthCoast Asset Management LLC | $72 922 944 | 3 259 854 | 4,21% | Acciones |
| GLOBALT Investments LLC / GA | $65 837 278 | 2 943 106 | 3,80% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $60 147 626 | 2 688 763 | 3,47% | Acciones |
| Integrated Wealth Concepts LLC | $54 375 764 | 2 430 739 | 3,14% | Acciones |
| NewEdge Advisors, LLC | $45 633 663 | 2 039 948 | 2,63% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $45 280 435 | 2 024 159 | 2,61% | Acciones |
| LPL Financial LLC | $42 994 686 | 1 921 980 | 2,48% | Acciones |
| UBS Group AG | $37 915 137 | 1 694 910 | 2,19% | Acciones |
| Brookstone Capital Management | $37 355 856 | 1 669 909 | 2,16% | Acciones |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $35 095 933 | 1 569 360 | 2,03% | Acciones |
| Arax Advisory Partners | $34 888 298 | 1 559 602 | 2,01% | Acciones |
| Stratos Wealth Advisors, LLC | $34 630 419 | 1 548 074 | 2,00% | Acciones |
| WELLS FARGO & COMPANY/MN | $33 539 341 | 1 499 300 | 1,94% | Acciones |
| Connecticut Wealth Management, LLC | $32 077 976 | 1 433 973 | 1,85% | Acciones |
| Financial Advisory Corp | $29 795 680 | 1 331 948 | 1,72% | Acciones |
| Focus Partners Wealth | $27 156 915 | 1 213 988 | 1,57% | Acciones |
| Obsidian Personal Planning Solutions LLC | $26 534 402 | 1 178 521 | 1,53% | Acciones |
| BlackRock, Inc. | $26 455 277 | 1 182 623 | 1,53% | Acciones |
| Stratos Wealth Partners, LTD. | $24 059 620 | 1 075 530 | 1,39% | Acciones |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $21 942 062 | 980 870 | 1,27% | Acciones |
| Capital Investment Advisors, LLC | $19 938 516 | 891 306 | 1,15% | Acciones |
| Journey Advisory Group, LLC | $19 092 121 | 853 470 | 1,10% | Acciones |
| Carnegie Investment Counsel | $18 808 450 | 840 789 | 1,09% | Acciones |
| MKT Advisors LLC | $18 754 955 | 840 464 | 1,08% | Acciones |
| Fulton Bank, N.A. | $18 586 271 | 830 857 | 1,07% | Acciones |
| OneAscent Financial Services LLC | $18 535 738 | 828 598 | 1,07% | Acciones |
| Denver PWM, LLC | $17 296 875 | 772 699 | 1,00% | Acciones |
| Asset Advisors Investment Management, LLC | $16 768 574 | 749 601 | 0,97% | Acciones |
| TITLEIST ASSET MANAGEMENT, LLC | $16 376 272 | 732 064 | 0,95% | Acciones |
| Merit Financial Group, LLC | $15 936 053 | 712 385 | 0,92% | Acciones |
| BIP Wealth, LLC | $14 900 487 | 666 092 | 0,86% | Acciones |
| Krilogy Financial LLC | $14 031 625 | 627 252 | 0,81% | Acciones |
| MV CAPITAL MANAGEMENT, INC. | $13 490 901 | 603 080 | 0,78% | Acciones |
| OSAIC HOLDINGS, INC. | $13 411 575 | 599 352 | 0,77% | Acciones |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13 118 216 | 586 420 | 0,76% | Acciones |
| Wealth Management Strategies, Inc. | $12 632 757 | 564 719 | 0,73% | Acciones |
| CWM, LLC | $12 612 944 | 562 325 | 0,73% | Acciones |
| ROYAL BANK OF CANADA | $11 821 000 | 528 441 | 0,68% | Acciones |
| Sanctuary Advisors, LLC | $11 198 088 | 500 585 | 0,65% | Acciones |
| SHELTON WEALTH MANAGEMENT, LLC | $10 891 416 | 486 876 | 0,63% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $10 349 451 | 462 649 | 0,60% | Acciones |
| McGuire Investment Group, LLC | $10 090 391 | 451 068 | 0,58% | Acciones |
| Apella Capital, LLC | $9 837 401 | 440 843 | 0,57% | Acciones |
| Baird Financial Group, Inc. | $9 469 109 | 423 295 | 0,55% | Acciones |
| CHATHAM CAPITAL GROUP, INC. | $9 181 446 | 410 436 | 0,53% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $8 979 477 | 401 407 | 0,52% | Acciones |
| Delta Wealth Advisors LLC | $8 414 952 | 376 171 | 0,49% | Acciones |
| Hilltop Holdings Inc. | $8 397 124 | 375 375 | 0,48% | Acciones |
| EIGHT 31 FINANCIAL, LLC | $8 137 043 | 363 748 | 0,47% | Acciones |
| Northstar Group, Inc. | $7 775 520 | 347 587 | 0,45% | Acciones |
| Financial Engines Advisors L.L.C. | $7 513 894 | 335 892 | 0,43% | Acciones |
| Global Retirement Partners, LLC | $7 453 954 | 333 212 | 0,43% | Acciones |
| AMERIPRISE FINANCIAL INC | $7 279 651 | 325 758 | 0,42% | Acciones |
| Flavin Financial Services, Inc. | $7 215 801 | 322 566 | 0,42% | Acciones |
| Midwest Professional Planners, LTD. | $7 002 925 | 313 050 | 0,40% | Acciones |
| REBALANCE, LLC | $6 703 307 | 299 656 | 0,39% | Acciones |
| FAGAN ASSOCIATES, INC. | $6 690 352 | 299 077 | 0,39% | Acciones |
| STIFEL FINANCIAL CORP | $6 367 699 | 284 653 | 0,37% | Acciones |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $5 812 358 | 259 828 | 0,34% | Acciones |
| Asset Dedication, LLC | $5 810 763 | 259 757 | 0,34% | Acciones |
| TRUIST FINANCIAL CORP | $5 407 850 | 241 746 | 0,31% | Acciones |
| Stockman Wealth Management, Inc. | $5 245 170 | 234 473 | 0,30% | Acciones |
| Belpointe Asset Management LLC | $5 084 913 | 227 308 | 0,29% | Acciones |
| D.A. DAVIDSON & CO. | $5 020 678 | 224 438 | 0,29% | Acciones |
| BANK OF AMERICA CORP /DE/ | $5 001 485 | 223 580 | 0,29% | Acciones |
| TRUE Private Wealth Advisors | $4 967 298 | 222 052 | 0,29% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $4 520 746 | 202 090 | 0,26% | Acciones |
| Parkside Financial Bank & Trust | $4 492 976 | 200 311 | 0,26% | Acciones |
| Atlantic Private Wealth, LLC | $4 422 520 | 197 699 | 0,26% | Acciones |
| Accretive Wealth Partners, LLC | $4 369 040 | 195 308 | 0,25% | Acciones |
| Cetera Investment Advisers | $4 204 841 | 187 968 | 0,24% | Acciones |
| Valmark Advisers, Inc. | $3 958 125 | 176 939 | 0,23% | Acciones |
| Portland Global Advisors LLC | $3 880 367 | 173 463 | 0,22% | Acciones |
| Legacy Private Trust Co. | $3 823 659 | 170 928 | 0,22% | Acciones |
| HighTower Advisors, LLC | $3 715 007 | 166 071 | 0,21% | Acciones |
| CENTRAL TRUST Co | $3 606 932 | 161 240 | 0,21% | Acciones |
| SIGNATUREFD, LLC | $3 548 016 | 158 606 | 0,20% | Acciones |
| Lantz Financial LLC | $3 434 560 | 153 534 | 0,20% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3 406 686 | 152 629 | 0,20% | Acciones |
| Ashton Thomas Private Wealth, LLC | $3 337 447 | 149 193 | 0,19% | Acciones |
| Old Port Advisors | $3 294 366 | 147 267 | 0,19% | Acciones |
| Allworth Financial LP | $3 294 050 | 147 253 | 0,19% | Acciones |
| HOWLAND CAPITAL MANAGEMENT LLC | $3 175 646 | 141 960 | 0,18% | Acciones |
| Cornerstone Planning, LLC | $3 150 477 | 140 835 | 0,18% | Acciones |
| Gradient Investments LLC | $3 118 697 | 139 414 | 0,18% | Acciones |
| MAI Capital Management | $3 020 904 | 135 043 | 0,17% | Acciones |
| Hobbs Group Advisors, LLC | $3 001 249 | 134 164 | 0,17% | Acciones |
| Wealthspire Advisors, LLC | $2 991 734 | 133 738 | 0,17% | Acciones |
| Parallel Advisors, LLC | $2 976 405 | 133 053 | 0,17% | Acciones |
| SCS Capital Management LLC | $2 890 234 | 129 201 | 0,17% | Acciones |
| SEI INVESTMENTS CO | $2 715 159 | 121 375 | 0,16% | Acciones |
| Atria Investments, Inc | $2 682 331 | 119 908 | 0,15% | Acciones |
| Centennial Advisors, LLC | $2 640 148 | 118 022 | 0,15% | Acciones |
| Hughes Financial Services, LLC | $2 302 231 | 102 916 | 0,13% | Acciones |
| KOM Wealth Management Group, LLC | $2 297 316 | 102 696 | 0,13% | Acciones |
| TFR Capital, LLC. | $2 290 777 | 102 404 | 0,13% | Acciones |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $2 248 610 | 100 519 | 0,13% | Acciones |
| JIM SAULNIER & ASSOCIATES, LLC | $2 207 123 | 98 664 | 0,13% | Acciones |
Propiedad de ETFs Mantenido por 1 ETF
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| LDRT · iShares Trust | 20,05% | 1 892 959 PA | 8 de agosto de 2026 | Diario |