IBTO iShares iBonds Dec 2033 Term Treasury ETF
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Propietarios institucionales (13F) 89 declarantes · $268.0M 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 (-4 vs trimestre anterior) | 10 (+1 vs trimestre anterior) | 41 (+5 vs trimestre anterior) | 16 (-5 vs trimestre anterior) | +14K |
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 |
|---|---|---|---|---|
| GLOBALT Investments LLC / GA | $57 086 555 | 2 365 635 | 21,30% | Acciones |
| Krilogy Financial LLC | $29 114 980 | 1 206 508 | 10,86% | Acciones |
| MORGAN STANLEY | $25 417 380 | 1 053 282 | 9,48% | Acciones |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $23 852 424 | 988 431 | 8,90% | Acciones |
| CHATHAM CAPITAL GROUP, INC. | $16 921 540 | 701 220 | 6,31% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $15 806 771 | 655 024 | 5,90% | Acciones |
| Cetera Investment Advisers | $9 997 877 | 414 307 | 3,73% | Acciones |
| AMERIPRISE FINANCIAL INC | $8 612 103 | 357 210 | 3,21% | Acciones |
| Headland Capital, LLC | $8 107 384 | 335 965 | 3,03% | Acciones |
| HighTower Advisors, LLC | $7 686 139 | 318 509 | 2,87% | Acciones |
| Probity Advisors, Inc. | $5 885 974 | 243 911 | 2,20% | Acciones |
| UBS Group AG | $4 332 466 | 179 532 | 1,62% | Acciones |
| Accretive Wealth Partners, LLC | $4 140 114 | 171 564 | 1,54% | Acciones |
| TRUIST FINANCIAL CORP | $4 065 990 | 168 492 | 1,52% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $3 775 288 | 156 446 | 1,41% | Acciones |
| STIFEL FINANCIAL CORP | $3 006 409 | 124 584 | 1,12% | Acciones |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2 762 334 | 114 527 | 1,03% | Acciones |
| FAGAN ASSOCIATES, INC. | $2 355 896 | 97 627 | 0,88% | Acciones |
| SEI INVESTMENTS CO | $2 354 641 | 97 575 | 0,88% | Acciones |
| Snowden Capital Advisors LLC | $2 051 838 | 85 027 | 0,77% | Acciones |
| BANK OF AMERICA CORP /DE/ | $2 016 217 | 83 553 | 0,75% | Acciones |
| MCF Advisors LLC | $2 008 030 | 77 997 | 0,75% | Acciones |
| ROYAL BANK OF CANADA | $1 645 000 | 68 151 | 0,61% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $1 461 144 | 60 549 | 0,55% | Acciones |
| Stockman Wealth Management, Inc. | $1 388 798 | 57 551 | 0,52% | Acciones |
| L2 Asset Management, LLC | $1 336 024 | 55 364 | 0,50% | Acciones |
| LPL Financial LLC | $1 227 898 | 50 883 | 0,46% | Acciones |
| Lido Advisors, LLC | $1 211 745 | 50 214 | 0,45% | Acciones |
| Exchange Capital Management, Inc. | $1 204 692 | 49 151 | 0,45% | Acciones |
| Pinnacle Financial Partners, Inc. | $1 153 225 | 47 789 | 0,43% | Acciones |
| JANE STREET GROUP, LLC | $924 795 | 38 323 | 0,35% | Acciones |
| CWM, LLC | $849 546 | 34 832 | 0,32% | Acciones |
| Mechanics Bank Trust Department | $778 726 | 32 270 | 0,29% | Acciones |
| BENJAMIN EDWARDS INC | $729 168 | 30 217 | 0,27% | Acciones |
| Reliant Wealth Planning | $689 898 | 28 589 | 0,26% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $661 000 | 27 391 | 0,25% | Acciones |
| Greater Midwest Financial Group, LLC | $575 690 | 23 856 | 0,21% | Acciones |
| Simplicity Wealth,LLC | $506 216 | 20 977 | 0,19% | Acciones |
| PFG Advisors | $504 948 | 20 925 | 0,19% | Acciones |
| SYNOVUS FINANCIAL CORP | $480 139 | 19 471 | 0,18% | Acciones |
| Financial Engines Advisors L.L.C. | $468 756 | 19 425 | 0,17% | Acciones |
| Kestra Advisory Services, LLC | $459 890 | 19 058 | 0,17% | Acciones |
| Visionary Wealth Advisors | $455 991 | 18 896 | 0,17% | Acciones |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $436 155 | 18 074 | 0,16% | Acciones |
| WELLS FARGO & COMPANY/MN | $435 937 | 18 065 | 0,16% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $430 170 | 17 826 | 0,16% | Acciones |
| JPL Wealth Management, LLC | $412 027 | 17 074 | 0,15% | Acciones |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $406 907 | 16 862 | 0,15% | Acciones |
| Jacobi Capital Management LLC | $397 073 | 16 454 | 0,15% | Acciones |
| Integrated Wealth Concepts LLC | $379 645 | 15 733 | 0,14% | Acciones |
| JIM SAULNIER & ASSOCIATES, LLC | $375 287 | 15 552 | 0,14% | Acciones |
| Atlantic Union Bankshares Corp | $368 972 | 15 290 | 0,14% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $367 259 | 15 219 | 0,14% | Acciones |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $344 479 | 14 275 | 0,13% | Acciones |
| Single Point Partners, LLC | $331 037 | 13 718 | 0,12% | Acciones |
| Keeler Thomas Management LLC | $311 186 | 12 895 | 0,12% | Acciones |
| Jaffetilchin Investment Partners, LLC | $278 458 | 11 417 | 0,10% | Acciones |
| IFP Advisors, Inc | $252 923 | 10 481 | 0,09% | Acciones |
| SIGNATUREFD, LLC | $251 403 | 10 418 | 0,09% | Acciones |
| Vestmark Advisory Solutions, Inc. | $230 511 | 9 552 | 0,09% | Acciones |
| Guidance Point Advisors, LLC | $216 243 | 8 961 | 0,08% | Acciones |
| Private Advisor Group, LLC | $215 254 | 8 920 | 0,08% | Acciones |
| JAMES INVESTMENT RESEARCH, INC. | $205 720 | 8 525 | 0,08% | Acciones |
| COLDSTREAM CAPITAL MANAGEMENT INC | $203 189 | 8 420 | 0,08% | Acciones |
| Physician Wealth Advisors, Inc. | $182 835 | 7 577 | 0,07% | Acciones |
| Asset Dedication, LLC | $123 482 | 5 117 | 0,05% | Acciones |
| OSAIC HOLDINGS, INC. | $119 507 | 4 952 | 0,04% | Acciones |
| HARBOUR INVESTMENTS, INC. | $109 630 | 4 543 | 0,04% | Acciones |
| FIFTH THIRD BANCORP | $88 370 | 3 662 | 0,03% | Acciones |
| Atlantic Private Wealth, LLC | $72 593 | 3 008 | 0,03% | Acciones |
| FIDUCIARY FINANCIAL ADVISORS | $58 425 | 2 421 | 0,02% | Acciones |
| COMERICA BANK | $50 878 | 2 072 | 0,02% | Acciones |
| Spectrum Wealth Counsel, LLC | $49 801 | 2 041 | 0,02% | Acciones |
| Cherry Tree Wealth Management, LLC | $39 219 | 1 608 | 0,01% | Acciones |
| CENTRAL TRUST Co | $34 436 | 1 427 | 0,01% | Acciones |
| Rockefeller Capital Management L.P. | $33 401 | 1 384 | 0,01% | Acciones |
| Hyposwiss Advisors SA | $27 027 | 1 120 | 0,01% | Acciones |
| Noble Wealth Management PBC | $19 305 | 800 | 0,01% | Acciones |
| Federation des caisses Desjardins du Quebec | $15 107 | 626 | 0,01% | Acciones |
| CoreCap Advisors, LLC | $11 680 | 484 | 0,00% | Acciones |
| CNB Bank | $8 398 | 348 | 0,00% | Acciones |
| LOGAN CAPITAL MANAGEMENT INC | $6 753 | 280 | 0,00% | Acciones |
| AE Wealth Management LLC | $5 912 | 245 | 0,00% | Acciones |
| ASSETMARK, INC | $5 164 | 214 | 0,00% | Acciones |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $2 350 | 97 386 | 0,00% | Acciones |
| BOSTON FAMILY OFFICE LLC | $1 698 | 70 359 | 0,00% | Acciones |
| Janney Montgomery Scott LLC | $1 654 | 68 546 | 0,00% | Acciones |
| Cambridge Investment Research Advisors, Inc. | $385 | 15 942 | 0,00% | Acciones |
| First PREMIER Bank | $5 | 195 | 0,00% | Acciones |