IBTI iShares iBonds Dec 2028 Term Treasury ETF
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Propietarios institucionales (13F) 274 declarantes · $1.4B 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 |
|---|---|---|---|---|
| 24 (-13 vs trimestre anterior) | 13 (+1 vs trimestre anterior) | 142 (+4 vs trimestre anterior) | 46 (+1 vs trimestre anterior) | +6.3M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | $76 852 520 | 3 471 206 | 5,48% | Acciones |
| Focus Partners Wealth | $75 873 074 | 3 426 968 | 5,41% | Acciones |
| Stratos Wealth Advisors, LLC | $61 307 478 | 2 769 082 | 4,37% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $58 402 886 | 2 637 890 | 4,17% | Acciones |
| Arax Advisory Partners | $41 828 881 | 1 889 290 | 2,98% | Acciones |
| Integrated Wealth Concepts LLC | $37 195 047 | 1 679 990 | 2,65% | Acciones |
| BANK OF AMERICA CORP /DE/ | $33 272 229 | 1 502 811 | 2,37% | Acciones |
| BAILARD, INC. | $31 875 489 | 1 439 724 | 2,27% | Acciones |
| UBS Group AG | $30 573 215 | 1 380 904 | 2,18% | Acciones |
| Brookstone Capital Management | $30 405 180 | 1 373 314 | 2,17% | Acciones |
| Financial Advisory Corp | $29 826 977 | 1 347 199 | 2,13% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $29 672 791 | 1 340 234 | 2,12% | Acciones |
| Heartwood Wealth Advisors LLC | $28 918 604 | 1 306 170 | 2,06% | Acciones |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $27 981 282 | 1 264 630 | 2,00% | Acciones |
| Asset Advisors Investment Management, LLC | $26 911 369 | 1 215 509 | 1,92% | Acciones |
| BlackRock, Inc. | $26 437 285 | 1 194 096 | 1,89% | Acciones |
| LPL Financial LLC | $24 579 526 | 1 110 186 | 1,75% | Acciones |
| Stratos Wealth Partners, LTD. | $23 022 377 | 1 039 854 | 1,64% | Acciones |
| HM PAYSON & CO | $22 115 478 | 998 892 | 1,58% | Acciones |
| WELLS FARGO & COMPANY/MN | $21 663 990 | 978 500 | 1,55% | Acciones |
| ATWOOD & PALMER INC | $21 240 651 | 959 379 | 1,52% | Acciones |
| Horizon Advisory Services, Inc. | $20 430 016 | 922 765 | 1,46% | Acciones |
| Journey Advisory Group, LLC | $19 455 340 | 878 742 | 1,39% | Acciones |
| MKT Advisors LLC | $18 570 118 | 841 610 | 1,33% | Acciones |
| Baltimore-Washington Financial Advisors, Inc. | $18 371 396 | 829 783 | 1,31% | Acciones |
| AMERIPRISE FINANCIAL INC | $17 749 188 | 802 164 | 1,27% | Acciones |
| OneAscent Financial Services LLC | $17 172 307 | 775 624 | 1,23% | Acciones |
| CWM, LLC | $16 719 002 | 750 303 | 1,19% | Acciones |
| MOSELEY INVESTMENT MANAGEMENT INC | $16 046 413 | 720 119 | 1,15% | Acciones |
| Denver PWM, LLC | $14 772 713 | 665 587 | 1,05% | Acciones |
| Krilogy Financial LLC | $14 235 253 | 642 965 | 1,02% | Acciones |
| Legacy Private Trust Co. | $12 783 348 | 577 387 | 0,91% | Acciones |
| STIFEL FINANCIAL CORP | $12 340 578 | 557 388 | 0,88% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $12 110 893 | 547 014 | 0,86% | Acciones |
| Scissortail Wealth Management, LLC | $11 652 249 | 526 299 | 0,83% | Acciones |
| Trust Co | $11 341 240 | 508 964 | 0,81% | Acciones |
| Wealth Management Strategies, Inc. | $11 210 182 | 506 332 | 0,80% | Acciones |
| ROYAL BANK OF CANADA | $10 990 000 | 496 384 | 0,78% | Acciones |
| SHELTON WEALTH MANAGEMENT, LLC | $10 870 253 | 490 978 | 0,78% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $10 828 298 | 489 083 | 0,77% | Acciones |
| BIP Wealth, LLC | $10 805 950 | 488 074 | 0,77% | Acciones |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $10 340 753 | 467 062 | 0,74% | Acciones |
| Carmel Capital Partners, LLC | $10 041 907 | 453 564 | 0,72% | Acciones |
| EIGHT 31 FINANCIAL, LLC | $9 486 238 | 428 466 | 0,68% | Acciones |
| MV CAPITAL MANAGEMENT, INC. | $9 392 856 | 424 248 | 0,67% | Acciones |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8 837 305 | 399 155 | 0,63% | Acciones |
| TITLEIST ASSET MANAGEMENT, LLC | $8 814 349 | 398 119 | 0,63% | Acciones |
| NewEdge Advisors, LLC | $8 686 426 | 392 340 | 0,62% | Acciones |
| OSAIC HOLDINGS, INC. | $8 397 470 | 379 111 | 0,60% | Acciones |
| Snowden Capital Advisors LLC | $8 388 009 | 378 862 | 0,60% | Acciones |
| D.A. DAVIDSON & CO. | $7 736 402 | 349 431 | 0,55% | Acciones |
| Northstar Group, Inc. | $7 718 868 | 348 639 | 0,55% | Acciones |
| Baird Financial Group, Inc. | $6 950 720 | 313 944 | 0,50% | Acciones |
| Financial Engines Advisors L.L.C. | $6 659 313 | 300 782 | 0,48% | Acciones |
| REBALANCE, LLC | $6 596 308 | 297 936 | 0,47% | Acciones |
| CENTRAL TRUST Co | $6 491 687 | 293 211 | 0,46% | Acciones |
| Old Port Advisors | $5 961 114 | 269 246 | 0,43% | Acciones |
| Asset Dedication, LLC | $5 519 259 | 249 289 | 0,39% | Acciones |
| Pineridge Advisors LLC | $5 297 051 | 236 634 | 0,38% | Acciones |
| Stockman Wealth Management, Inc. | $5 093 604 | 230 063 | 0,36% | Acciones |
| FCA CORP /TX | $5 056 119 | 228 370 | 0,36% | Acciones |
| Apella Capital, LLC | $4 800 917 | 217 581 | 0,34% | Acciones |
| Global Retirement Partners, LLC | $4 719 596 | 213 171 | 0,34% | Acciones |
| IFP Advisors, Inc | $4 657 857 | 210 382 | 0,33% | Acciones |
| OAK FAMILY ADVISORS, LLC | $4 413 520 | 199 346 | 0,31% | Acciones |
| Accretive Wealth Partners, LLC | $4 393 860 | 198 458 | 0,31% | Acciones |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $4 232 056 | 191 149 | 0,30% | Acciones |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $4 065 280 | 183 617 | 0,29% | Acciones |
| SIGNATUREFD, LLC | $3 984 314 | 179 960 | 0,28% | Acciones |
| Portland Global Advisors LLC | $3 884 662 | 175 459 | 0,28% | Acciones |
| Belpointe Asset Management LLC | $3 858 376 | 174 270 | 0,28% | Acciones |
| HOWLAND CAPITAL MANAGEMENT LLC | $3 669 860 | 165 757 | 0,26% | Acciones |
| Atlantic Private Wealth, LLC | $3 658 475 | 165 243 | 0,26% | Acciones |
| Sanctuary Advisors, LLC | $3 494 158 | 157 821 | 0,25% | Acciones |
| Lantz Financial LLC | $3 456 335 | 156 113 | 0,25% | Acciones |
| Midwest Professional Planners, LTD. | $3 451 759 | 155 906 | 0,25% | Acciones |
| Parallel Advisors, LLC | $3 411 182 | 154 073 | 0,24% | Acciones |
| CHATHAM CAPITAL GROUP, INC. | $3 306 941 | 149 365 | 0,24% | Acciones |
| Ashton Thomas Private Wealth, LLC | $3 303 487 | 149 209 | 0,24% | Acciones |
| Cornerstone Planning, LLC | $3 080 560 | 139 140 | 0,22% | Acciones |
| Probity Advisors, Inc. | $3 059 862 | 138 205 | 0,22% | Acciones |
| Allworth Financial LP | $3 047 928 | 137 666 | 0,22% | Acciones |
| SCS Capital Management LLC | $2 875 766 | 129 890 | 0,21% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2 785 823 | 126 255 | 0,20% | Acciones |
| JIM SAULNIER & ASSOCIATES, LLC | $2 770 883 | 125 153 | 0,20% | Acciones |
| Cetera Investment Advisers | $2 694 944 | 121 723 | 0,19% | Acciones |
| Atria Investments, Inc | $2 671 052 | 120 644 | 0,19% | Acciones |
| Capital Investment Advisors, LLC | $2 653 012 | 119 829 | 0,19% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $2 533 937 | 114 451 | 0,18% | Acciones |
| Astra Wealth Partners LLC | $2 523 783 | 113 992 | 0,18% | Acciones |
| Penobscot Investment Management Company, Inc. | $2 357 135 | 106 465 | 0,17% | Acciones |
| TRANSCEND CAPITAL ADVISORS, LLC | $2 350 156 | 106 150 | 0,17% | Acciones |
| Valmark Advisers, Inc. | $2 340 464 | 105 712 | 0,17% | Acciones |
| Hughes Financial Services, LLC | $2 284 649 | 103 191 | 0,16% | Acciones |
| GOULD ASSET MANAGEMENT LLC /CA/ | $2 135 624 | 96 460 | 0,15% | Acciones |
| Reliant Wealth Planning | $2 128 517 | 96 139 | 0,15% | Acciones |
| Leo Wealth, LLC | $2 036 512 | 91 393 | 0,15% | Acciones |
| Essential Planning, LLC. | $2 025 190 | 91 472 | 0,14% | Acciones |
| TFR Capital, LLC. | $1 987 663 | 89 777 | 0,14% | Acciones |
| TRUIST FINANCIAL CORP | $1 959 956 | 88 526 | 0,14% | 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 | 20,02% | 1 912 702 PA | 8 de agosto de 2026 | Diario |