IBTM iShares iBonds Dec 2032 Term Treasury ETF
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Propietarios institucionales (13F) 113 declarantes · $286.9M 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 |
|---|---|---|---|---|
| 12 (-10 vs trimestre anterior) | 17 (+13 vs trimestre anterior) | 56 (+1 vs trimestre anterior) | 16 (0 vs trimestre anterior) | -95K |
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 |
|---|---|---|---|---|
| Krilogy Financial LLC | $59 419 508 | 2 618 176 | 20,71% | Acciones |
| UBS Group AG | $22 153 974 | 976 161 | 7,72% | Acciones |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $16 700 047 | 735 847 | 5,82% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $11 090 751 | 488 687 | 3,87% | Acciones |
| D.A. DAVIDSON & CO. | $10 510 348 | 463 113 | 3,66% | Acciones |
| TRUIST FINANCIAL CORP | $10 204 783 | 449 649 | 3,56% | Acciones |
| TITLEIST ASSET MANAGEMENT, LLC | $9 972 070 | 439 395 | 3,48% | Acciones |
| Probity Advisors, Inc. | $9 859 168 | 434 420 | 3,44% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $8 948 241 | 394 282 | 3,12% | Acciones |
| Snowden Capital Advisors LLC | $8 497 216 | 374 409 | 2,96% | Acciones |
| Legacy Private Trust Co. | $8 460 991 | 372 813 | 2,95% | Acciones |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7 845 603 | 345 777 | 2,74% | Acciones |
| AMERIPRISE FINANCIAL INC | $7 438 256 | 328 090 | 2,59% | Acciones |
| HighTower Advisors, LLC | $6 826 232 | 300 781 | 2,38% | Acciones |
| Atlantic Private Wealth, LLC | $6 672 071 | 293 989 | 2,33% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $5 006 874 | 220 616 | 1,75% | Acciones |
| Asset Dedication, LLC | $4 996 416 | 220 155 | 1,74% | Acciones |
| Stockman Wealth Management, Inc. | $4 960 857 | 218 588 | 1,73% | Acciones |
| Yoder Wealth Management, Inc. | $4 920 594 | 216 814 | 1,72% | Acciones |
| Accretive Wealth Partners, LLC | $4 150 417 | 182 878 | 1,45% | Acciones |
| Parallel Advisors, LLC | $4 030 307 | 177 585 | 1,41% | Acciones |
| LPL Financial LLC | $3 843 725 | 169 364 | 1,34% | Acciones |
| JAMES INVESTMENT RESEARCH, INC. | $3 726 253 | 164 188 | 1,30% | Acciones |
| NewEdge Advisors, LLC | $3 584 587 | 157 946 | 1,25% | Acciones |
| ROYAL BANK OF CANADA | $2 945 000 | 129 762 | 1,03% | Acciones |
| GOLDMAN SACHS GROUP INC | $2 756 262 | 121 448 | 0,96% | Acciones |
| STIFEL FINANCIAL CORP | $2 704 287 | 119 158 | 0,94% | Acciones |
| CENTRAL TRUST Co | $2 683 095 | 118 224 | 0,94% | Acciones |
| Cetera Investment Advisers | $1 510 011 | 66 535 | 0,53% | Acciones |
| COUNTRY CLUB BANK /GFN | $1 358 339 | 58 739 | 0,47% | Acciones |
| Private Advisor Group, LLC | $1 247 027 | 54 947 | 0,43% | Acciones |
| Cushing Capital Partners, LLC | $1 223 987 | 53 932 | 0,43% | Acciones |
| CWM, LLC | $1 216 091 | 53 034 | 0,42% | Acciones |
| IFP Advisors, Inc | $1 203 266 | 53 019 | 0,42% | Acciones |
| Visionary Wealth Advisors | $1 201 724 | 52 951 | 0,42% | Acciones |
| VERUS CAPITAL PARTNERS, LLC | $1 122 309 | 49 452 | 0,39% | Acciones |
| Integrated Wealth Concepts LLC | $1 063 127 | 46 844 | 0,37% | Acciones |
| Reliant Wealth Planning | $924 889 | 40 753 | 0,32% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $816 381 | 35 972 | 0,28% | Acciones |
| BENJAMIN EDWARDS INC | $724 401 | 31 918 | 0,25% | Acciones |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $684 254 | 30 150 | 0,24% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $670 333 | 29 537 | 0,23% | Acciones |
| L2 Asset Management, LLC | $661 554 | 29 150 | 0,23% | Acciones |
| WELLS FARGO & COMPANY/MN | $658 927 | 29 034 | 0,23% | Acciones |
| Financial Engines Advisors L.L.C. | $617 894 | 27 226 | 0,22% | Acciones |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $612 425 | 26 985 | 0,21% | Acciones |
| Kestra Advisory Services, LLC | $606 774 | 26 736 | 0,21% | Acciones |
| 4WEALTH ADVISORS, INC. | $601 200 | 26 386 | 0,21% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $595 290 | 26 230 | 0,21% | Acciones |
| BANK OF AMERICA CORP /DE/ | $590 138 | 26 003 | 0,21% | Acciones |
| Modern Wealth Management, LLC | $544 135 | 23 976 | 0,19% | Acciones |
| JANE STREET GROUP, LLC | $526 274 | 23 189 | 0,18% | Acciones |
| MML INVESTORS SERVICES, LLC | $514 917 | 22 689 | 0,18% | Acciones |
| Associated Banc-Corp | $514 495 | 22 670 | 0,18% | Acciones |
| HEADINVEST, LLC | $467 562 | 20 602 | 0,16% | Acciones |
| MOULTON WEALTH MANAGEMENT, INC | $461 176 | 20 401 | 0,16% | Acciones |
| Jacobi Capital Management LLC | $398 834 | 17 574 | 0,14% | Acciones |
| Leo Wealth, LLC | $394 967 | 17 225 | 0,14% | Acciones |
| Belpointe Asset Management LLC | $378 893 | 16 695 | 0,13% | Acciones |
| OSAIC HOLDINGS, INC. | $371 946 | 16 387 | 0,13% | Acciones |
| AllSquare Wealth Management LLC | $362 516 | 15 673 | 0,13% | Acciones |
| Kestra Investment Management, LLC | $359 075 | 15 822 | 0,13% | Acciones |
| Brookstone Capital Management | $351 250 | 15 477 | 0,12% | Acciones |
| Hyposwiss Advisors SA | $344 737 | 15 190 | 0,12% | Acciones |
| Guidance Point Advisors, LLC | $343 171 | 15 121 | 0,12% | Acciones |
| Single Point Partners, LLC | $331 007 | 14 585 | 0,12% | Acciones |
| CARY STREET PARTNERS FINANCIAL LLC | $322 451 | 14 208 | 0,11% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $319 954 | 14 098 | 0,11% | Acciones |
| Greater Midwest Financial Group, LLC | $305 847 | 13 476 | 0,11% | Acciones |
| Jaffetilchin Investment Partners, LLC | $276 401 | 12 054 | 0,10% | Acciones |
| Vestmark Advisory Solutions, Inc. | $270 846 | 11 934 | 0,09% | Acciones |
| Great Diamond Partners, LLC | $268 981 | 11 852 | 0,09% | Acciones |
| Lido Advisors, LLC | $266 076 | 11 724 | 0,09% | Acciones |
| MONECO ADVISORS, LLC | $257 508 | 10 223 | 0,09% | Acciones |
| Compass Ion Advisors, LLC | $254 184 | 11 200 | 0,09% | Acciones |
| SIGNATUREFD, LLC | $249 872 | 11 010 | 0,09% | Acciones |
| JIM SAULNIER & ASSOCIATES, LLC | $247 888 | 10 923 | 0,09% | Acciones |
| Gladstone Institutional Advisory LLC | $229 810 | 10 126 | 0,08% | Acciones |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $228 607 | 10 073 | 0,08% | Acciones |
| Strait & Sound Wealth Management LLC | $219 077 | 9 554 | 0,08% | Acciones |
| COLDSTREAM CAPITAL MANAGEMENT INC | $207 705 | 9 152 | 0,07% | Acciones |
| Physician Wealth Advisors, Inc. | $183 424 | 8 082 | 0,06% | Acciones |
| Atlantic Union Bankshares Corp | $152 715 | 6 729 | 0,05% | Acciones |
| JPL Wealth Management, LLC | $150 990 | 6 653 | 0,05% | Acciones |
| FIRST NATIONAL BANK OF OMAHA | $134 317 | 5 895 | 0,05% | Acciones |
| MATHER GROUP, LLC. | $85 969 | 3 788 | 0,03% | Acciones |
| McIlrath & Eck, LLC | $72 517 | 3 162 | 0,03% | Acciones |
| FIFTH THIRD BANCORP | $63 092 | 2 780 | 0,02% | Acciones |
| FMR LLC | $62 411 | 2 750 | 0,02% | Acciones |
| US BANCORP \DE\ | $59 801 | 2 635 | 0,02% | Acciones |
| FIDUCIARY FINANCIAL ADVISORS | $58 496 | 2 578 | 0,02% | Acciones |
| Cherry Tree Wealth Management, LLC | $54 231 | 2 365 | 0,02% | Acciones |
| Spectrum Wealth Counsel, LLC | $49 969 | 2 183 | 0,02% | Acciones |
| Clearstead Trust, LLC | $44 347 | 1 954 | 0,02% | Acciones |
| HARBOUR INVESTMENTS, INC. | $43 677 | 1 925 | 0,02% | Acciones |
| Bogart Wealth, LLC | $40 284 | 1 775 | 0,01% | Acciones |
| COMERICA BANK | $31 844 | 1 380 | 0,01% | Acciones |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $29 374 | 1 300 | 0,01% | Acciones |
| Crews Bank & Trust | $24 965 | 1 100 | 0,01% | Acciones |
| Federation des caisses Desjardins du Quebec | $20 426 | 900 | 0,01% | Acciones |