IBTJ iShares iBonds Dec 2029 Term Treasury ETF
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Propietarios institucionales (13F) 228 declarantes · $962.7M 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 |
|---|---|---|---|---|
| 19 (-8 vs trimestre anterior) | 18 (+11 vs trimestre anterior) | 105 (-8 vs trimestre anterior) | 47 (+9 vs trimestre anterior) | +3.0M |
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 | $74 542 113 | 3 443 053 | 7,74% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $55 869 838 | 2 580 593 | 5,80% | Acciones |
| Brookstone Capital Management | $36 823 380 | 1 700 849 | 3,83% | Acciones |
| TRUE Private Wealth Advisors | $36 154 841 | 1 669 970 | 3,76% | Acciones |
| Financial Advisory Corp | $34 606 628 | 1 598 459 | 3,59% | Acciones |
| Asset Advisors Investment Management, LLC | $29 026 480 | 1 340 715 | 3,02% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $28 046 960 | 1 295 472 | 2,91% | Acciones |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $27 556 560 | 1 273 661 | 2,86% | Acciones |
| BlackRock, Inc. | $26 430 645 | 1 220 815 | 2,75% | Acciones |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $24 138 560 | 1 114 945 | 2,51% | Acciones |
| AMERIPRISE FINANCIAL INC | $22 425 577 | 1 036 391 | 2,33% | Acciones |
| ATWOOD & PALMER INC | $20 756 432 | 958 727 | 2,16% | Acciones |
| UBS Group AG | $20 300 729 | 937 678 | 2,11% | Acciones |
| Integrated Wealth Concepts LLC | $19 948 993 | 921 429 | 2,07% | Acciones |
| WELLS FARGO & COMPANY/MN | $17 775 300 | 821 030 | 1,85% | Acciones |
| Journey Advisory Group, LLC | $17 509 156 | 808 737 | 1,82% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $17 118 207 | 790 679 | 1,78% | Acciones |
| Arax Advisory Partners | $16 928 439 | 781 914 | 1,76% | Acciones |
| HM PAYSON & CO | $16 714 635 | 772 039 | 1,74% | Acciones |
| CWM, LLC | $16 527 834 | 756 665 | 1,72% | Acciones |
| Denver PWM, LLC | $14 617 230 | 672 520 | 1,52% | Acciones |
| MKT Advisors LLC | $14 274 094 | 661 757 | 1,48% | Acciones |
| LPL Financial LLC | $13 874 185 | 640 840 | 1,44% | Acciones |
| Merit Financial Group, LLC | $12 735 821 | 588 260 | 1,32% | Acciones |
| Wealth Management Strategies, Inc. | $12 504 497 | 577 575 | 1,30% | Acciones |
| Krilogy Financial LLC | $12 173 424 | 562 283 | 1,26% | Acciones |
| Legacy Private Trust Co. | $11 953 333 | 552 117 | 1,24% | Acciones |
| Stratos Wealth Partners, LTD. | $11 549 271 | 533 453 | 1,20% | Acciones |
| Probity Advisors, Inc. | $11 485 126 | 530 491 | 1,19% | Acciones |
| SHELTON WEALTH MANAGEMENT, LLC | $10 851 218 | 501 211 | 1,13% | Acciones |
| NewEdge Advisors, LLC | $10 824 498 | 499 976 | 1,12% | Acciones |
| ES4, LLC | $10 605 487 | 457 923 | 1,10% | Acciones |
| Heartwood Wealth Advisors LLC | $9 661 399 | 446 254 | 1,00% | Acciones |
| Waycross Investment Management Co | $9 594 695 | 443 173 | 1,00% | Acciones |
| EIGHT 31 FINANCIAL, LLC | $9 451 589 | 436 563 | 0,98% | Acciones |
| D.A. DAVIDSON & CO. | $8 287 577 | 382 798 | 0,86% | Acciones |
| Robertson Stephens Wealth Management, LLC | $8 078 579 | 373 145 | 0,84% | Acciones |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7 015 199 | 324 028 | 0,73% | Acciones |
| SPRENG CAPITAL MANAGEMENT, INC. | $6 982 493 | 322 517 | 0,73% | Acciones |
| FORONJY FINANCIAL LLC | $6 832 107 | 315 571 | 0,71% | Acciones |
| FAGAN ASSOCIATES, INC. | $6 369 770 | 294 216 | 0,66% | Acciones |
| OSAIC HOLDINGS, INC. | $6 262 111 | 289 073 | 0,65% | Acciones |
| STIFEL FINANCIAL CORP | $5 972 878 | 275 882 | 0,62% | Acciones |
| CENTRAL TRUST Co | $5 857 213 | 270 541 | 0,61% | Acciones |
| REBALANCE, LLC | $5 854 912 | 270 435 | 0,61% | Acciones |
| Baird Financial Group, Inc. | $5 618 067 | 259 495 | 0,58% | Acciones |
| Stockman Wealth Management, Inc. | $5 541 066 | 255 938 | 0,58% | Acciones |
| Baltimore-Washington Financial Advisors, Inc. | $5 493 233 | 253 729 | 0,57% | Acciones |
| Asset Dedication, LLC | $5 365 477 | 247 828 | 0,56% | Acciones |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $5 146 638 | 237 720 | 0,53% | Acciones |
| Belpointe Asset Management LLC | $4 810 023 | 222 170 | 0,50% | Acciones |
| Accretive Wealth Partners, LLC | $4 371 893 | 201 935 | 0,45% | Acciones |
| Portland Global Advisors LLC | $3 873 986 | 178 937 | 0,40% | Acciones |
| Financial Engines Advisors L.L.C. | $3 872 097 | 178 850 | 0,40% | Acciones |
| HOWLAND CAPITAL MANAGEMENT LLC | $3 817 588 | 176 332 | 0,40% | Acciones |
| Northstar Group, Inc. | $3 701 869 | 170 987 | 0,38% | Acciones |
| SIGNATUREFD, LLC | $3 658 525 | 168 985 | 0,38% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $3 636 399 | 167 963 | 0,38% | Acciones |
| ROYAL BANK OF CANADA | $3 545 000 | 163 726 | 0,37% | Acciones |
| Parallel Advisors, LLC | $3 456 649 | 159 660 | 0,36% | Acciones |
| MV CAPITAL MANAGEMENT, INC. | $3 090 711 | 142 758 | 0,32% | Acciones |
| SCS Capital Management LLC | $2 870 140 | 132 570 | 0,30% | Acciones |
| Cetera Investment Advisers | $2 835 548 | 130 972 | 0,29% | Acciones |
| Sanctuary Advisors, LLC | $2 681 679 | 123 865 | 0,28% | Acciones |
| Apella Capital, LLC | $2 667 138 | 123 650 | 0,28% | Acciones |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $2 545 369 | 117 569 | 0,26% | Acciones |
| Hughes Financial Services, LLC | $2 226 356 | 102 834 | 0,23% | Acciones |
| Valmark Advisers, Inc. | $2 192 387 | 101 265 | 0,23% | Acciones |
| TITLEIST ASSET MANAGEMENT, LLC | $2 153 829 | 99 482 | 0,22% | Acciones |
| HighTower Advisors, LLC | $1 829 867 | 84 520 | 0,19% | Acciones |
| Leo Wealth, LLC | $1 800 642 | 82 436 | 0,19% | Acciones |
| Atria Investments, Inc | $1 775 368 | 82 003 | 0,18% | Acciones |
| Allworth Financial LP | $1 712 927 | 79 119 | 0,18% | Acciones |
| Midwest Professional Planners, LTD. | $1 661 075 | 76 724 | 0,17% | Acciones |
| Associated Banc-Corp | $1 499 110 | 69 243 | 0,16% | Acciones |
| SUMMITPOINT CAPITAL MANAGEMENT | $1 452 276 | 67 080 | 0,15% | Acciones |
| IFP Advisors, Inc | $1 439 357 | 66 483 | 0,15% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $1 425 826 | 65 858 | 0,15% | Acciones |
| Reliant Wealth Planning | $1 327 469 | 61 315 | 0,14% | Acciones |
| JIM SAULNIER & ASSOCIATES, LLC | $1 317 177 | 60 840 | 0,14% | Acciones |
| GOLDMAN SACHS GROUP INC | $1 301 187 | 60 101 | 0,14% | Acciones |
| KING LUTHER CAPITAL MANAGEMENT CORP | $1 290 557 | 59 610 | 0,13% | Acciones |
| Foundry Financial Group, Inc. | $1 289 193 | 59 547 | 0,13% | Acciones |
| Montecito Bank & Trust | $1 288 327 | 59 507 | 0,13% | Acciones |
| BIP Wealth, LLC | $1 253 553 | 57 901 | 0,13% | Acciones |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $1 223 334 | 56 505 | 0,13% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 075 875 | 49 694 | 0,11% | Acciones |
| Snowden Capital Advisors LLC | $943 040 | 43 558 | 0,10% | Acciones |
| Cerity Partners LLC | $926 393 | 42 790 | 0,10% | Acciones |
| MOULTON WEALTH MANAGEMENT, INC | $914 733 | 42 408 | 0,10% | Acciones |
| KFG WEALTH MANAGEMENT, LLC | $897 177 | 41 440 | 0,09% | Acciones |
| Atlantic Private Wealth, LLC | $890 226 | 41 119 | 0,09% | Acciones |
| Compass Ion Advisors, LLC | $824 673 | 38 091 | 0,09% | Acciones |
| DUNCKER STREETT & CO INC | $817 078 | 37 740 | 0,08% | Acciones |
| Great Diamond Partners, LLC | $802 674 | 37 075 | 0,08% | Acciones |
| KOM Wealth Management Group, LLC | $771 510 | 35 636 | 0,08% | Acciones |
| Chris Bulman Inc | $770 550 | 35 591 | 0,08% | Acciones |
| Capital Investment Advisors, LLC | $720 295 | 33 270 | 0,07% | Acciones |
| BENJAMIN EDWARDS INC | $711 429 | 32 860 | 0,07% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $702 543 | 32 450 | 0,07% | 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 | 19,98% | 1 955 928 PA | 8 de agosto de 2026 | Diario |