IBTL iShares iBonds Dec 2031 Term Treasury ETF
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Propietarios institucionales (13F) 143 declarantes · $375.6M 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 (+4 vs trimestre anterior) | 12 (+1 vs trimestre anterior) | 67 (+1 vs trimestre anterior) | 21 (+3 vs trimestre anterior) | +2.2M |
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 |
|---|---|---|---|---|
| TRUE Private Wealth Advisors | $34 094 392 | 1 688 677 | 9,08% | Acciones |
| BlackRock, Inc. | $26 402 322 | 1 307 693 | 7,03% | Acciones |
| TITLEIST ASSET MANAGEMENT, LLC | $19 996 605 | 990 421 | 5,32% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $18 023 609 | 892 700 | 4,80% | Acciones |
| Krilogy Financial LLC | $15 203 594 | 753 026 | 4,05% | Acciones |
| MORGAN STANLEY | $14 365 710 | 711 526 | 3,82% | Acciones |
| NewEdge Advisors, LLC | $13 664 135 | 676 777 | 3,64% | Acciones |
| AMERIPRISE FINANCIAL INC | $13 238 642 | 655 984 | 3,52% | Acciones |
| Probity Advisors, Inc. | $11 281 921 | 558 788 | 3,00% | Acciones |
| SHELTON WEALTH MANAGEMENT, LLC | $10 838 093 | 536 805 | 2,89% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $9 788 367 | 484 813 | 2,61% | Acciones |
| WELLS FARGO & COMPANY/MN | $9 672 302 | 479 064 | 2,58% | Acciones |
| Legacy Private Trust Co. | $9 125 597 | 451 986 | 2,43% | Acciones |
| Snowden Capital Advisors LLC | $8 210 443 | 406 659 | 2,19% | Acciones |
| Headland Capital, LLC | $8 185 863 | 405 441 | 2,18% | Acciones |
| HighTower Advisors, LLC | $8 056 331 | 399 026 | 2,14% | Acciones |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7 989 042 | 396 107 | 2,13% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $7 468 611 | 369 916 | 1,99% | Acciones |
| FORONJY FINANCIAL LLC | $6 815 894 | 337 588 | 1,81% | Acciones |
| SPRENG CAPITAL MANAGEMENT, INC. | $6 356 437 | 314 831 | 1,69% | Acciones |
| FAGAN ASSOCIATES, INC. | $5 601 875 | 277 458 | 1,49% | Acciones |
| Stockman Wealth Management, Inc. | $5 345 635 | 264 766 | 1,42% | Acciones |
| Asset Dedication, LLC | $4 886 203 | 242 011 | 1,30% | Acciones |
| Yoder Wealth Management, Inc. | $4 566 453 | 226 174 | 1,22% | Acciones |
| UBS Group AG | $4 528 758 | 224 307 | 1,21% | Acciones |
| BANK OF AMERICA CORP /DE/ | $4 474 245 | 221 607 | 1,19% | Acciones |
| ROYAL BANK OF CANADA | $4 474 000 | 221 575 | 1,19% | Acciones |
| Parallel Advisors, LLC | $4 343 941 | 215 153 | 1,16% | Acciones |
| Accretive Wealth Partners, LLC | $4 140 666 | 205 085 | 1,10% | Acciones |
| Whalen Wealth Management Inc. | $4 075 555 | 201 860 | 1,09% | Acciones |
| CENTRAL TRUST Co | $3 776 358 | 187 041 | 1,01% | Acciones |
| Signature Wealth Management Group | $3 702 398 | 181 499 | 0,99% | Acciones |
| GOLDMAN SACHS GROUP INC | $3 424 466 | 169 612 | 0,91% | Acciones |
| OneDigital Investment Advisors LLC | $3 398 522 | 168 327 | 0,90% | Acciones |
| STIFEL FINANCIAL CORP | $3 195 807 | 158 287 | 0,85% | Acciones |
| Integrated Wealth Concepts LLC | $2 746 406 | 136 028 | 0,73% | Acciones |
| D.A. DAVIDSON & CO. | $2 698 918 | 133 676 | 0,72% | Acciones |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2 569 018 | 127 242 | 0,68% | Acciones |
| LPL Financial LLC | $1 869 587 | 92 600 | 0,50% | Acciones |
| HOWLAND CAPITAL MANAGEMENT LLC | $1 747 667 | 86 561 | 0,47% | Acciones |
| Valmark Advisers, Inc. | $1 690 125 | 83 711 | 0,45% | Acciones |
| Cetera Investment Advisers | $1 674 544 | 82 940 | 0,45% | Acciones |
| Smartleaf Asset Management LLC | $1 461 695 | 72 236 | 0,39% | Acciones |
| EIGHT 31 FINANCIAL, LLC | $1 384 126 | 68 555 | 0,37% | Acciones |
| L2 Asset Management, LLC | $1 335 729 | 66 158 | 0,36% | Acciones |
| Allworth Financial LP | $1 244 997 | 61 664 | 0,33% | Acciones |
| Financial Engines Advisors L.L.C. | $1 180 106 | 58 450 | 0,31% | Acciones |
| Creative Planning | $1 179 722 | 58 431 | 0,31% | Acciones |
| CWM, LLC | $1 176 690 | 57 684 | 0,31% | Acciones |
| SIGNATUREFD, LLC | $1 163 994 | 57 652 | 0,31% | Acciones |
| SHELTON CAPITAL MANAGEMENT | $1 146 206 | 56 771 | 0,31% | Acciones |
| MOULTON WEALTH MANAGEMENT, INC | $995 414 | 49 511 | 0,27% | Acciones |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $946 810 | 46 895 | 0,25% | Acciones |
| JANE STREET GROUP, LLC | $921 835 | 45 658 | 0,25% | Acciones |
| MONECO ADVISORS, LLC | $861 146 | 41 322 | 0,23% | Acciones |
| Associated Banc-Corp | $769 016 | 38 089 | 0,20% | Acciones |
| BENJAMIN EDWARDS INC | $728 954 | 36 105 | 0,19% | Acciones |
| Montecito Bank & Trust | $717 371 | 35 531 | 0,19% | Acciones |
| Kestra Advisory Services, LLC | $679 776 | 33 669 | 0,18% | Acciones |
| JIM SAULNIER & ASSOCIATES, LLC | $676 457 | 33 505 | 0,18% | Acciones |
| LANARK FINANCIAL, INC. | $673 215 | 33 344 | 0,18% | Acciones |
| Cerity Partners LLC | $655 509 | 32 467 | 0,17% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $638 535 | 31 626 | 0,17% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $598 371 | 29 637 | 0,16% | Acciones |
| Old Port Advisors | $582 058 | 28 829 | 0,15% | Acciones |
| Summit Wealth Partners, LLC | $578 201 | 28 638 | 0,15% | Acciones |
| CITADEL ADVISORS LLC | $573 154 | 28 388 | 0,15% | Acciones |
| Modern Wealth Management, LLC | $544 161 | 26 952 | 0,14% | Acciones |
| Compass Ion Advisors, LLC | $528 595 | 26 181 | 0,14% | Acciones |
| IFP Advisors, Inc | $512 947 | 25 406 | 0,14% | Acciones |
| OSAIC HOLDINGS, INC. | $512 228 | 25 373 | 0,14% | Acciones |
| Leo Wealth, LLC | $508 894 | 24 947 | 0,14% | Acciones |
| Visionary Wealth Advisors | $501 399 | 24 834 | 0,13% | Acciones |
| National Philanthropic Trust | $496 795 | 24 606 | 0,13% | Acciones |
| Atlantic Private Wealth, LLC | $442 884 | 21 936 | 0,12% | Acciones |
| DecisionMap Wealth Management, LLC | $435 640 | 21 577 | 0,12% | Acciones |
| Granite Harbor Advisors, Inc. | $415 712 | 20 590 | 0,11% | Acciones |
| Wealth Management Strategies, Inc. | $402 992 | 19 960 | 0,11% | Acciones |
| Jacobi Capital Management LLC | $399 818 | 19 803 | 0,11% | Acciones |
| COUNTRY CLUB BANK /GFN | $388 123 | 18 873 | 0,10% | Acciones |
| CGN Advisors LLC | $382 883 | 18 964 | 0,10% | Acciones |
| XY Planning Network, Inc. | $382 883 | 18 964 | 0,10% | Acciones |
| HARBOUR INVESTMENTS, INC. | $376 193 | 18 633 | 0,10% | Acciones |
| CARY STREET PARTNERS FINANCIAL LLC | $372 889 | 18 469 | 0,10% | Acciones |
| Great Diamond Partners, LLC | $371 880 | 18 419 | 0,10% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $365 610 | 18 108 | 0,10% | Acciones |
| Kestra Investment Management, LLC | $361 736 | 17 917 | 0,10% | Acciones |
| Reliant Wealth Planning | $341 170 | 16 898 | 0,09% | Acciones |
| Single Point Partners, LLC | $330 975 | 16 393 | 0,09% | Acciones |
| STAR Financial Bank | $320 213 | 15 860 | 0,09% | Acciones |
| BIP Wealth, LLC | $315 065 | 15 605 | 0,08% | Acciones |
| Capital Investment Advisors, LLC | $298 378 | 14 778 | 0,08% | Acciones |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | $296 793 | 14 700 | 0,08% | Acciones |
| Physician Wealth Advisors, Inc. | $284 654 | 14 099 | 0,08% | Acciones |
| Guidance Point Advisors, LLC | $278 925 | 13 815 | 0,07% | Acciones |
| Jaffetilchin Investment Partners, LLC | $274 361 | 13 450 | 0,07% | Acciones |
| Vestmark Advisory Solutions, Inc. | $264 693 | 13 110 | 0,07% | Acciones |
| HM PAYSON & CO | $250 680 | 12 416 | 0,07% | Acciones |
| Lido Advisors, LLC | $239 978 | 11 886 | 0,06% | Acciones |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $228 693 | 11 327 | 0,06% | 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 | — | — | 18 de agosto de 2026 | Diario |