IBTG iShares iBonds Dec 2026 Term Treasury ETF
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Détenteurs institutionnels (13F) 346 déclarants · $1.7B total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 23 (-16 vs T. préc.) | 21 (0 vs T. préc.) | 111 (-18 vs T. préc.) | 113 (+13 vs T. préc.) | +86K |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| HM PAYSON & CO | $109 006 723 | 4 762 198 | 6,58% | Actions |
| NorthCoast Asset Management LLC | $79 189 128 | 3 459 551 | 4,78% | Actions |
| Integrated Wealth Concepts LLC | $64 688 813 | 2 826 071 | 3,91% | Actions |
| NewEdge Advisors, LLC | $61 763 166 | 2 698 260 | 3,73% | Actions |
| LPL Financial LLC | $57 316 980 | 2 504 018 | 3,46% | Actions |
| MERCER GLOBAL ADVISORS INC /ADV | $55 784 877 | 2 437 085 | 3,37% | Actions |
| Capital Investment Advisors, LLC | $53 513 941 | 2 337 874 | 3,23% | Actions |
| Connecticut Wealth Management, LLC | $44 061 514 | 1 924 924 | 2,66% | Actions |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $43 694 669 | 1 908 680 | 2,64% | Actions |
| Financial Advisory Corp | $36 421 323 | 1 591 146 | 2,20% | Actions |
| SUMMITRY LLC | $35 589 445 | 1 554 803 | 2,15% | Actions |
| Arax Advisory Partners | $35 205 508 | 1 538 030 | 2,13% | Actions |
| UBS Group AG | $33 806 149 | 1 476 896 | 2,04% | Actions |
| WELLS FARGO & COMPANY/MN | $32 823 116 | 1 433 950 | 1,98% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $32 303 120 | 1 411 233 | 1,95% | Actions |
| Wealthspire Advisors, LLC | $29 165 114 | 1 274 142 | 1,76% | Actions |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $23 363 783 | 1 020 698 | 1,41% | Actions |
| Krilogy Financial LLC | $22 734 290 | 993 197 | 1,37% | Actions |
| OneAscent Financial Services LLC | $20 866 725 | 911 609 | 1,26% | Actions |
| Horizon Advisory Services, Inc. | $20 539 609 | 897 318 | 1,24% | Actions |
| MOSELEY INVESTMENT MANAGEMENT INC | $19 298 114 | 842 161 | 1,17% | Actions |
| MKT Advisors LLC | $18 490 731 | 809 577 | 1,12% | Actions |
| Carnegie Investment Counsel | $17 745 381 | 775 246 | 1,07% | Actions |
| Apella Capital, LLC | $16 869 903 | 738 612 | 1,02% | Actions |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $16 724 533 | 730 648 | 1,01% | Actions |
| MV CAPITAL MANAGEMENT, INC. | $16 110 884 | 703 839 | 0,97% | Actions |
| Stratos Wealth Partners, LTD. | $16 090 738 | 702 959 | 0,97% | Actions |
| Denver PWM, LLC | $15 825 431 | 692 276 | 0,96% | Actions |
| OSAIC HOLDINGS, INC. | $15 418 631 | 673 403 | 0,93% | Actions |
| CWM, LLC | $15 344 546 | 669 629 | 0,93% | Actions |
| CreativeOne Wealth, LLC | $14 542 017 | 635 300 | 0,88% | Actions |
| Scissortail Wealth Management, LLC | $14 351 661 | 626 984 | 0,87% | Actions |
| Delta Wealth Advisors LLC | $13 357 624 | 583 557 | 0,81% | Actions |
| RAYMOND JAMES FINANCIAL INC | $13 299 141 | 581 002 | 0,80% | Actions |
| Baird Financial Group, Inc. | $12 811 968 | 559 719 | 0,77% | Actions |
| JPMORGAN CHASE & CO | $11 732 842 | 512 575 | 0,71% | Actions |
| Global Retirement Partners, LLC | $11 602 523 | 506 882 | 0,70% | Actions |
| Wealth Management Strategies, Inc. | $11 346 259 | 495 686 | 0,69% | Actions |
| MONEY CONCEPTS CAPITAL CORP | $11 289 371 | 493 201 | 0,68% | Actions |
| Baltimore-Washington Financial Advisors, Inc. | $11 200 389 | 489 313 | 0,68% | Actions |
| Sanctuary Advisors, LLC | $11 102 142 | 485 021 | 0,67% | Actions |
| Asset Advisors Investment Management, LLC | $11 008 076 | 480 912 | 0,66% | Actions |
| Stratos Wealth Advisors, LLC | $10 651 782 | 465 346 | 0,64% | Actions |
| Beacon Pointe Advisors, LLC | $10 439 201 | 456 059 | 0,63% | Actions |
| ROYAL BANK OF CANADA | $9 853 000 | 430 455 | 0,60% | Actions |
| STIFEL FINANCIAL CORP | $9 848 839 | 430 268 | 0,59% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $9 630 355 | 420 723 | 0,58% | Actions |
| Asset Dedication, LLC | $9 184 344 | 401 238 | 0,55% | Actions |
| BIP Wealth, LLC | $9 125 483 | 398 667 | 0,55% | Actions |
| Stephens Consulting, LLC | $9 096 557 | 397 664 | 0,55% | Actions |
| Midwest Professional Planners, LTD. | $9 012 094 | 393 713 | 0,54% | Actions |
| Financial Engines Advisors L.L.C. | $8 708 513 | 380 451 | 0,53% | Actions |
| TITLEIST ASSET MANAGEMENT, LLC | $8 623 844 | 376 752 | 0,52% | Actions |
| Tower Research Capital LLC (TRC) | $8 561 341 | 374 021 | 0,52% | Actions |
| JANE STREET GROUP, LLC | $7 841 954 | 342 593 | 0,47% | Actions |
| HighTower Advisors, LLC | $7 838 166 | 342 428 | 0,47% | Actions |
| Focus Partners Wealth | $7 781 567 | 339 954 | 0,47% | Actions |
| AMERIPRISE FINANCIAL INC | $7 630 786 | 333 675 | 0,46% | Actions |
| REBALANCE, LLC | $6 612 515 | 288 882 | 0,40% | Actions |
| Juno Financial Group LLC | $6 218 122 | 271 652 | 0,38% | Actions |
| Mesirow Financial Investment Management, Inc. | $6 061 872 | 264 827 | 0,37% | Actions |
| Belpointe Asset Management LLC | $5 665 786 | 247 521 | 0,34% | Actions |
| CENTRAL TRUST Co | $5 581 194 | 243 827 | 0,34% | Actions |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $5 236 299 | 228 759 | 0,32% | Actions |
| Trinity Wealth Management, LLC | $5 078 650 | 221 872 | 0,31% | Actions |
| MAI Capital Management | $5 031 559 | 219 815 | 0,30% | Actions |
| Parkside Financial Bank & Trust | $5 008 738 | 218 579 | 0,30% | Actions |
| PSI Advisors, LLC | $4 790 012 | 209 262 | 0,29% | Actions |
| Archer Investment Corp | $4 762 096 | 208 043 | 0,29% | Actions |
| Sound View Wealth Advisors Group, LLC | $4 611 331 | 201 456 | 0,28% | Actions |
| MML INVESTORS SERVICES, LLC | $4 578 195 | 200 009 | 0,28% | Actions |
| Stockman Wealth Management, Inc. | $4 278 576 | 186 919 | 0,26% | Actions |
| Accretive Wealth Partners, LLC | $4 203 428 | 183 636 | 0,25% | Actions |
| Atria Wealth Solutions, Inc. | $4 105 639 | 179 051 | 0,25% | Actions |
| Valmark Advisers, Inc. | $3 993 733 | 174 475 | 0,24% | Actions |
| CAPTRUST FINANCIAL ADVISORS | $3 972 450 | 173 545 | 0,24% | Actions |
| Americana Partners, LLC | $3 836 926 | 167 624 | 0,23% | Actions |
| Lido Advisors, LLC | $3 806 904 | 166 312 | 0,23% | Actions |
| GOLDMAN SACHS GROUP INC | $3 643 241 | 159 163 | 0,22% | Actions |
| Mariner, LLC | $3 608 860 | 157 661 | 0,22% | Actions |
| HOWLAND CAPITAL MANAGEMENT LLC | $3 561 959 | 155 612 | 0,22% | Actions |
| Brookstone Capital Management | $3 479 577 | 152 013 | 0,21% | Actions |
| Lantz Financial LLC | $3 478 106 | 151 949 | 0,21% | Actions |
| Creative Planning | $3 471 360 | 151 654 | 0,21% | Actions |
| BAILARD, INC. | $3 407 680 | 148 872 | 0,21% | Actions |
| Gradient Investments LLC | $3 230 152 | 141 116 | 0,20% | Actions |
| LITTLEJOHN FINANCIAL SERVICES, INC. | $3 091 815 | 135 073 | 0,19% | Actions |
| Cetera Investment Advisers | $3 066 461 | 133 965 | 0,19% | Actions |
| SIGNATUREFD, LLC | $3 059 867 | 133 677 | 0,18% | Actions |
| True Link Financial Advisors, LLC | $2 929 439 | 127 979 | 0,18% | Actions |
| GTS SECURITIES LLC | $2 916 873 | 127 430 | 0,18% | Actions |
| Eldridge Investment Advisors, Inc. | $2 793 516 | 122 417 | 0,17% | Actions |
| Allworth Financial LP | $2 694 062 | 117 696 | 0,16% | Actions |
| Atria Investments, Inc | $2 690 365 | 117 535 | 0,16% | Actions |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2 664 743 | 116 619 | 0,16% | Actions |
| Centennial Advisors, LLC | $2 646 349 | 115 612 | 0,16% | Actions |
| Private Advisor Group, LLC | $2 629 090 | 114 858 | 0,16% | Actions |
| KOM Wealth Management Group, LLC | $2 605 855 | 113 843 | 0,16% | Actions |
| Csenge Advisory Group | $2 578 636 | 112 653 | 0,16% | Actions |
| MISSION WEALTH MANAGEMENT, LP | $2 485 168 | 108 570 | 0,15% | Actions |