IBTH iShares iBonds Dec 2027 Term Treasury ETF
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Détenteurs institutionnels (13F) 334 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 |
|---|---|---|---|---|
| 20 (-18 vs T. préc.) | 16 (+1 vs T. préc.) | 150 (-4 vs T. préc.) | 68 (0 vs T. préc.) | +3.1M |
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 | $126 983 983 | 5 676 530 | 7,33% | Actions |
| MORGAN STANLEY | $85 539 953 | 3 823 869 | 4,94% | Actions |
| NorthCoast Asset Management LLC | $72 922 944 | 3 259 854 | 4,21% | Actions |
| GLOBALT Investments LLC / GA | $65 837 278 | 2 943 106 | 3,80% | Actions |
| MERCER GLOBAL ADVISORS INC /ADV | $60 147 626 | 2 688 763 | 3,47% | Actions |
| Integrated Wealth Concepts LLC | $54 375 764 | 2 430 739 | 3,14% | Actions |
| NewEdge Advisors, LLC | $45 633 663 | 2 039 948 | 2,63% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $45 280 435 | 2 024 159 | 2,61% | Actions |
| LPL Financial LLC | $42 994 686 | 1 921 980 | 2,48% | Actions |
| UBS Group AG | $37 915 137 | 1 694 910 | 2,19% | Actions |
| Brookstone Capital Management | $37 355 856 | 1 669 909 | 2,16% | Actions |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $35 095 933 | 1 569 360 | 2,03% | Actions |
| Arax Advisory Partners | $34 888 298 | 1 559 602 | 2,01% | Actions |
| Stratos Wealth Advisors, LLC | $34 630 419 | 1 548 074 | 2,00% | Actions |
| WELLS FARGO & COMPANY/MN | $33 539 341 | 1 499 300 | 1,94% | Actions |
| Connecticut Wealth Management, LLC | $32 077 976 | 1 433 973 | 1,85% | Actions |
| Financial Advisory Corp | $29 795 680 | 1 331 948 | 1,72% | Actions |
| Focus Partners Wealth | $27 156 915 | 1 213 988 | 1,57% | Actions |
| Obsidian Personal Planning Solutions LLC | $26 534 402 | 1 178 521 | 1,53% | Actions |
| BlackRock, Inc. | $26 455 277 | 1 182 623 | 1,53% | Actions |
| Stratos Wealth Partners, LTD. | $24 059 620 | 1 075 530 | 1,39% | Actions |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $21 942 062 | 980 870 | 1,27% | Actions |
| Capital Investment Advisors, LLC | $19 938 516 | 891 306 | 1,15% | Actions |
| Journey Advisory Group, LLC | $19 092 121 | 853 470 | 1,10% | Actions |
| Carnegie Investment Counsel | $18 808 450 | 840 789 | 1,09% | Actions |
| MKT Advisors LLC | $18 754 955 | 840 464 | 1,08% | Actions |
| Fulton Bank, N.A. | $18 586 271 | 830 857 | 1,07% | Actions |
| OneAscent Financial Services LLC | $18 535 738 | 828 598 | 1,07% | Actions |
| Denver PWM, LLC | $17 296 875 | 772 699 | 1,00% | Actions |
| Asset Advisors Investment Management, LLC | $16 768 574 | 749 601 | 0,97% | Actions |
| TITLEIST ASSET MANAGEMENT, LLC | $16 376 272 | 732 064 | 0,95% | Actions |
| Merit Financial Group, LLC | $15 936 053 | 712 385 | 0,92% | Actions |
| BIP Wealth, LLC | $14 900 487 | 666 092 | 0,86% | Actions |
| Krilogy Financial LLC | $14 031 625 | 627 252 | 0,81% | Actions |
| MV CAPITAL MANAGEMENT, INC. | $13 490 901 | 603 080 | 0,78% | Actions |
| OSAIC HOLDINGS, INC. | $13 411 575 | 599 352 | 0,77% | Actions |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13 118 216 | 586 420 | 0,76% | Actions |
| Wealth Management Strategies, Inc. | $12 632 757 | 564 719 | 0,73% | Actions |
| CWM, LLC | $12 612 944 | 562 325 | 0,73% | Actions |
| ROYAL BANK OF CANADA | $11 821 000 | 528 441 | 0,68% | Actions |
| Sanctuary Advisors, LLC | $11 198 088 | 500 585 | 0,65% | Actions |
| SHELTON WEALTH MANAGEMENT, LLC | $10 891 416 | 486 876 | 0,63% | Actions |
| RAYMOND JAMES FINANCIAL INC | $10 349 451 | 462 649 | 0,60% | Actions |
| McGuire Investment Group, LLC | $10 090 391 | 451 068 | 0,58% | Actions |
| Apella Capital, LLC | $9 837 401 | 440 843 | 0,57% | Actions |
| Baird Financial Group, Inc. | $9 469 109 | 423 295 | 0,55% | Actions |
| CHATHAM CAPITAL GROUP, INC. | $9 181 446 | 410 436 | 0,53% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $8 979 477 | 401 407 | 0,52% | Actions |
| Delta Wealth Advisors LLC | $8 414 952 | 376 171 | 0,49% | Actions |
| Hilltop Holdings Inc. | $8 397 124 | 375 375 | 0,48% | Actions |
| EIGHT 31 FINANCIAL, LLC | $8 137 043 | 363 748 | 0,47% | Actions |
| Northstar Group, Inc. | $7 775 520 | 347 587 | 0,45% | Actions |
| Financial Engines Advisors L.L.C. | $7 513 894 | 335 892 | 0,43% | Actions |
| Global Retirement Partners, LLC | $7 453 954 | 333 212 | 0,43% | Actions |
| AMERIPRISE FINANCIAL INC | $7 279 651 | 325 758 | 0,42% | Actions |
| Flavin Financial Services, Inc. | $7 215 801 | 322 566 | 0,42% | Actions |
| Midwest Professional Planners, LTD. | $7 002 925 | 313 050 | 0,40% | Actions |
| REBALANCE, LLC | $6 703 307 | 299 656 | 0,39% | Actions |
| FAGAN ASSOCIATES, INC. | $6 690 352 | 299 077 | 0,39% | Actions |
| STIFEL FINANCIAL CORP | $6 367 699 | 284 653 | 0,37% | Actions |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $5 812 358 | 259 828 | 0,34% | Actions |
| Asset Dedication, LLC | $5 810 763 | 259 757 | 0,34% | Actions |
| TRUIST FINANCIAL CORP | $5 407 850 | 241 746 | 0,31% | Actions |
| Stockman Wealth Management, Inc. | $5 245 170 | 234 473 | 0,30% | Actions |
| Belpointe Asset Management LLC | $5 084 913 | 227 308 | 0,29% | Actions |
| D.A. DAVIDSON & CO. | $5 020 678 | 224 438 | 0,29% | Actions |
| BANK OF AMERICA CORP /DE/ | $5 001 485 | 223 580 | 0,29% | Actions |
| TRUE Private Wealth Advisors | $4 967 298 | 222 052 | 0,29% | Actions |
| CAPTRUST FINANCIAL ADVISORS | $4 520 746 | 202 090 | 0,26% | Actions |
| Parkside Financial Bank & Trust | $4 492 976 | 200 311 | 0,26% | Actions |
| Atlantic Private Wealth, LLC | $4 422 520 | 197 699 | 0,26% | Actions |
| Accretive Wealth Partners, LLC | $4 369 040 | 195 308 | 0,25% | Actions |
| Cetera Investment Advisers | $4 204 841 | 187 968 | 0,24% | Actions |
| Valmark Advisers, Inc. | $3 958 125 | 176 939 | 0,23% | Actions |
| Portland Global Advisors LLC | $3 880 367 | 173 463 | 0,22% | Actions |
| Legacy Private Trust Co. | $3 823 659 | 170 928 | 0,22% | Actions |
| HighTower Advisors, LLC | $3 715 007 | 166 071 | 0,21% | Actions |
| CENTRAL TRUST Co | $3 606 932 | 161 240 | 0,21% | Actions |
| SIGNATUREFD, LLC | $3 548 016 | 158 606 | 0,20% | Actions |
| Lantz Financial LLC | $3 434 560 | 153 534 | 0,20% | Actions |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3 406 686 | 152 629 | 0,20% | Actions |
| Ashton Thomas Private Wealth, LLC | $3 337 447 | 149 193 | 0,19% | Actions |
| Old Port Advisors | $3 294 366 | 147 267 | 0,19% | Actions |
| Allworth Financial LP | $3 294 050 | 147 253 | 0,19% | Actions |
| HOWLAND CAPITAL MANAGEMENT LLC | $3 175 646 | 141 960 | 0,18% | Actions |
| Cornerstone Planning, LLC | $3 150 477 | 140 835 | 0,18% | Actions |
| Gradient Investments LLC | $3 118 697 | 139 414 | 0,18% | Actions |
| MAI Capital Management | $3 020 904 | 135 043 | 0,17% | Actions |
| Hobbs Group Advisors, LLC | $3 001 249 | 134 164 | 0,17% | Actions |
| Wealthspire Advisors, LLC | $2 991 734 | 133 738 | 0,17% | Actions |
| Parallel Advisors, LLC | $2 976 405 | 133 053 | 0,17% | Actions |
| SCS Capital Management LLC | $2 890 234 | 129 201 | 0,17% | Actions |
| SEI INVESTMENTS CO | $2 715 159 | 121 375 | 0,16% | Actions |
| Atria Investments, Inc | $2 682 331 | 119 908 | 0,15% | Actions |
| Centennial Advisors, LLC | $2 640 148 | 118 022 | 0,15% | Actions |
| Hughes Financial Services, LLC | $2 302 231 | 102 916 | 0,13% | Actions |
| KOM Wealth Management Group, LLC | $2 297 316 | 102 696 | 0,13% | Actions |
| TFR Capital, LLC. | $2 290 777 | 102 404 | 0,13% | Actions |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $2 248 610 | 100 519 | 0,13% | Actions |
| JIM SAULNIER & ASSOCIATES, LLC | $2 207 123 | 98 664 | 0,13% | Actions |
Détention d'ETF Détenu par 1 ETF
Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.
| Fonds | Poids | Unités | Au | Source |
|---|---|---|---|---|
| LDRT · iShares Trust | 20,05% | 1 892 959 PA | 8 août 2026 | Quotidien |