IBTK iShares iBonds Dec 2030 Term Treasury ETF
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Propietarios institucionales (13F) 190 declarantes · $629.8M 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 |
|---|---|---|---|---|
| 21 (-6 vs trimestre anterior) | 13 (+3 vs trimestre anterior) | 94 (+4 vs trimestre anterior) | 25 (-2 vs trimestre anterior) | +2.9M |
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 |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $55 921 702 | 2 861 909 | 8,88% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $27 027 518 | 1 383 189 | 4,29% | Acciones |
| TITLEIST ASSET MANAGEMENT, LLC | $26 844 124 | 1 373 804 | 4,26% | Acciones |
| BlackRock, Inc. | $26 420 620 | 1 352 130 | 4,20% | Acciones |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $26 197 674 | 1 341 750 | 4,16% | Acciones |
| MML INVESTORS SERVICES, LLC | $20 684 542 | 1 058 574 | 3,28% | Acciones |
| D.A. DAVIDSON & CO. | $19 736 045 | 1 010 033 | 3,13% | Acciones |
| HM PAYSON & CO | $19 068 705 | 975 880 | 3,03% | Acciones |
| Journey Advisory Group, LLC | $17 640 419 | 902 785 | 2,80% | Acciones |
| CWM, LLC | $16 495 326 | 836 477 | 2,62% | Acciones |
| WELLS FARGO & COMPANY/MN | $16 035 423 | 820 646 | 2,55% | Acciones |
| AMERIPRISE FINANCIAL INC | $13 850 919 | 709 148 | 2,20% | Acciones |
| MKT Advisors LLC | $13 848 629 | 712 012 | 2,20% | Acciones |
| Denver PWM, LLC | $13 636 862 | 694 518 | 2,17% | Acciones |
| Wealth Management Strategies, Inc. | $13 421 477 | 686 872 | 2,13% | Acciones |
| UBS Group AG | $13 001 388 | 665 373 | 2,06% | Acciones |
| Probity Advisors, Inc. | $11 748 762 | 601 267 | 1,87% | Acciones |
| Legacy Private Trust Co. | $11 209 179 | 573 653 | 1,78% | Acciones |
| SHELTON WEALTH MANAGEMENT, LLC | $10 834 461 | 554 476 | 1,72% | Acciones |
| NewEdge Advisors, LLC | $10 568 913 | 540 886 | 1,68% | Acciones |
| BAILARD, INC. | $10 474 241 | 536 041 | 1,66% | Acciones |
| Waycross Investment Management Co | $10 376 385 | 531 033 | 1,65% | Acciones |
| EIGHT 31 FINANCIAL, LLC | $10 116 953 | 517 756 | 1,61% | Acciones |
| Krilogy Financial LLC | $9 682 953 | 495 545 | 1,54% | Acciones |
| Heartwood Wealth Advisors LLC | $9 647 953 | 493 754 | 1,53% | Acciones |
| Trust Co | $9 580 610 | 485 832 | 1,52% | Acciones |
| MORGAN STANLEY | $9 438 094 | 483 014 | 1,50% | Acciones |
| Arax Advisory Partners | $8 988 284 | 459 994 | 1,43% | Acciones |
| Snowden Capital Advisors LLC | $8 873 684 | 454 129 | 1,41% | Acciones |
| ROYAL BANK OF CANADA | $8 770 000 | 448 805 | 1,39% | Acciones |
| LPL Financial LLC | $7 740 487 | 396 135 | 1,23% | Acciones |
| Cetera Investment Advisers | $6 974 656 | 356 942 | 1,11% | Acciones |
| REBALANCE, LLC | $5 813 138 | 297 499 | 0,92% | Acciones |
| Baird Financial Group, Inc. | $5 566 966 | 284 901 | 0,88% | Acciones |
| Stockman Wealth Management, Inc. | $5 408 407 | 276 786 | 0,86% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $5 331 590 | 272 855 | 0,85% | Acciones |
| CENTRAL TRUST Co | $5 185 872 | 265 398 | 0,82% | Acciones |
| Asset Dedication, LLC | $4 944 422 | 253 041 | 0,79% | Acciones |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $4 588 887 | 234 846 | 0,73% | Acciones |
| Accretive Wealth Partners, LLC | $4 137 966 | 211 769 | 0,66% | Acciones |
| CHATHAM CAPITAL GROUP, INC. | $3 876 248 | 198 375 | 0,62% | Acciones |
| HOWLAND CAPITAL MANAGEMENT LLC | $3 865 130 | 197 806 | 0,61% | Acciones |
| Parallel Advisors, LLC | $3 844 007 | 196 725 | 0,61% | Acciones |
| Integrated Wealth Concepts LLC | $3 717 197 | 190 234 | 0,59% | Acciones |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3 313 796 | 169 590 | 0,53% | Acciones |
| HighTower Advisors, LLC | $3 115 136 | 159 424 | 0,49% | Acciones |
| Sanctuary Advisors, LLC | $3 079 678 | 157 609 | 0,49% | Acciones |
| Atria Investments, Inc | $2 450 019 | 125 385 | 0,39% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $2 158 975 | 110 490 | 0,34% | Acciones |
| Hughes Financial Services, LLC | $2 150 260 | 110 044 | 0,34% | Acciones |
| STIFEL FINANCIAL CORP | $2 131 953 | 109 107 | 0,34% | Acciones |
| OSAIC HOLDINGS, INC. | $2 057 201 | 105 280 | 0,33% | Acciones |
| SIGNATUREFD, LLC | $2 019 400 | 103 347 | 0,32% | Acciones |
| Financial Engines Advisors L.L.C. | $1 886 900 | 96 566 | 0,30% | Acciones |
| Valmark Advisers, Inc. | $1 736 950 | 88 892 | 0,28% | Acciones |
| ATWOOD & PALMER INC | $1 707 994 | 87 410 | 0,27% | Acciones |
| CITADEL ADVISORS LLC | $1 682 335 | 86 097 | 0,27% | Acciones |
| Kestra Advisory Services, LLC | $1 678 108 | 85 881 | 0,27% | Acciones |
| IFP Advisors, Inc | $1 559 233 | 79 797 | 0,25% | Acciones |
| Belpointe Asset Management LLC | $1 540 886 | 78 858 | 0,24% | Acciones |
| COUNTRY CLUB BANK /GFN | $1 524 301 | 76 733 | 0,24% | Acciones |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $1 364 693 | 69 841 | 0,22% | Acciones |
| Allworth Financial LP | $1 337 553 | 68 452 | 0,21% | Acciones |
| Associated Banc-Corp | $1 222 637 | 62 571 | 0,19% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1 166 174 | 60 004 | 0,19% | Acciones |
| Apella Capital, LLC | $1 161 460 | 59 715 | 0,18% | Acciones |
| Old Port Advisors | $1 127 556 | 57 705 | 0,18% | Acciones |
| SCS Capital Management LLC | $1 123 882 | 57 517 | 0,18% | Acciones |
| U.S. Capital Wealth Advisors, LLC | $978 191 | 49 604 | 0,16% | Acciones |
| Yoder Wealth Management, Inc. | $957 499 | 49 002 | 0,15% | Acciones |
| MV CAPITAL MANAGEMENT, INC. | $846 082 | 43 300 | 0,13% | Acciones |
| JIM SAULNIER & ASSOCIATES, LLC | $831 057 | 42 531 | 0,13% | Acciones |
| Reliant Wealth Planning | $820 640 | 41 998 | 0,13% | Acciones |
| DUNCKER STREETT & CO INC | $816 567 | 41 789 | 0,13% | Acciones |
| Foundry Financial Group, Inc. | $783 886 | 40 117 | 0,12% | Acciones |
| Montecito Bank & Trust | $755 495 | 38 664 | 0,12% | Acciones |
| TABLEAUX LLC | $688 535 | 35 237 | 0,11% | Acciones |
| Cerity Partners LLC | $674 306 | 34 509 | 0,11% | Acciones |
| BIP Wealth, LLC | $656 161 | 33 580 | 0,10% | Acciones |
| Keeler Thomas Management LLC | $638 241 | 32 663 | 0,10% | Acciones |
| Atlantic Private Wealth, LLC | $602 369 | 30 827 | 0,10% | Acciones |
| KING LUTHER CAPITAL MANAGEMENT CORP | $578 286 | 29 595 | 0,09% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $572 190 | 29 283 | 0,09% | Acciones |
| Heartland Bank & Trust Co | $572 131 | 29 280 | 0,09% | Acciones |
| Focus Partners Wealth | $568 199 | 29 078 | 0,09% | Acciones |
| Leo Wealth, LLC | $566 121 | 28 708 | 0,09% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $534 369 | 27 347 | 0,08% | Acciones |
| CARY STREET PARTNERS FINANCIAL LLC | $533 422 | 27 299 | 0,08% | Acciones |
| Compass Ion Advisors, LLC | $527 522 | 26 997 | 0,08% | Acciones |
| Modern Wealth Management, LLC | $525 118 | 26 874 | 0,08% | Acciones |
| JANE STREET GROUP, LLC | $503 800 | 25 783 | 0,08% | Acciones |
| Creative Planning | $503 585 | 25 772 | 0,08% | Acciones |
| Equitable Holdings, Inc. | $500 654 | 25 622 | 0,08% | Acciones |
| Midwest Professional Planners, LTD. | $499 481 | 25 562 | 0,08% | Acciones |
| HARBOUR INVESTMENTS, INC. | $490 365 | 25 095 | 0,08% | Acciones |
| Lido Advisors, LLC | $484 436 | 24 792 | 0,08% | Acciones |
| Granite Harbor Advisors, Inc. | $483 908 | 24 765 | 0,08% | Acciones |
| Daybright Advisory Services, Inc. | $464 498 | 23 949 | 0,07% | Acciones |
| AllSquare Wealth Management LLC | $454 362 | 22 861 | 0,07% | Acciones |
| Capital Investment Advisors, LLC | $453 934 | 23 231 | 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 | 19,93% | 2 167 079 PA | 8 de agosto de 2026 | Diario |