IBTI iShares iBonds Dec 2028 Term Treasury ETF
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Détenteurs institutionnels (13F) 274 déclarants · $1.4B 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 |
|---|---|---|---|---|
| 24 (-13 vs T. préc.) | 13 (+1 vs T. préc.) | 142 (+4 vs T. préc.) | 46 (+1 vs T. préc.) | +6.3M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | $76 852 520 | 3 471 206 | 5,48% | Actions |
| Focus Partners Wealth | $75 873 074 | 3 426 968 | 5,41% | Actions |
| Stratos Wealth Advisors, LLC | $61 307 478 | 2 769 082 | 4,37% | Actions |
| MERCER GLOBAL ADVISORS INC /ADV | $58 402 886 | 2 637 890 | 4,16% | Actions |
| Arax Advisory Partners | $41 828 881 | 1 889 290 | 2,98% | Actions |
| Integrated Wealth Concepts LLC | $37 195 047 | 1 679 990 | 2,65% | Actions |
| BANK OF AMERICA CORP /DE/ | $33 272 229 | 1 502 811 | 2,37% | Actions |
| BAILARD, INC. | $31 875 489 | 1 439 724 | 2,27% | Actions |
| UBS Group AG | $30 573 215 | 1 380 904 | 2,18% | Actions |
| Brookstone Capital Management | $30 405 180 | 1 373 314 | 2,17% | Actions |
| Financial Advisory Corp | $29 826 977 | 1 347 199 | 2,13% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $29 672 791 | 1 340 234 | 2,12% | Actions |
| Heartwood Wealth Advisors LLC | $28 918 604 | 1 306 170 | 2,06% | Actions |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $27 981 282 | 1 264 630 | 1,99% | Actions |
| Asset Advisors Investment Management, LLC | $26 911 369 | 1 215 509 | 1,92% | Actions |
| BlackRock, Inc. | $26 437 285 | 1 194 096 | 1,88% | Actions |
| LPL Financial LLC | $24 579 526 | 1 110 186 | 1,75% | Actions |
| Stratos Wealth Partners, LTD. | $23 022 377 | 1 039 854 | 1,64% | Actions |
| HM PAYSON & CO | $22 115 478 | 998 892 | 1,58% | Actions |
| WELLS FARGO & COMPANY/MN | $21 663 990 | 978 500 | 1,54% | Actions |
| ATWOOD & PALMER INC | $21 240 651 | 959 379 | 1,51% | Actions |
| Horizon Advisory Services, Inc. | $20 430 016 | 922 765 | 1,46% | Actions |
| Journey Advisory Group, LLC | $19 455 340 | 878 742 | 1,39% | Actions |
| MKT Advisors LLC | $18 570 118 | 841 610 | 1,32% | Actions |
| Baltimore-Washington Financial Advisors, Inc. | $18 371 396 | 829 783 | 1,31% | Actions |
| AMERIPRISE FINANCIAL INC | $17 749 188 | 802 164 | 1,27% | Actions |
| OneAscent Financial Services LLC | $17 172 307 | 775 624 | 1,22% | Actions |
| CWM, LLC | $16 719 002 | 750 303 | 1,19% | Actions |
| Denver PWM, LLC | $16 238 089 | 734 257 | 1,16% | Actions |
| MOSELEY INVESTMENT MANAGEMENT INC | $16 046 413 | 720 119 | 1,14% | Actions |
| Krilogy Financial LLC | $14 235 253 | 642 965 | 1,01% | Actions |
| Legacy Private Trust Co. | $12 783 348 | 577 387 | 0,91% | Actions |
| STIFEL FINANCIAL CORP | $12 340 578 | 557 388 | 0,88% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $12 110 893 | 547 014 | 0,86% | Actions |
| Scissortail Wealth Management, LLC | $11 652 249 | 526 299 | 0,83% | Actions |
| Trust Co | $11 341 240 | 508 964 | 0,81% | Actions |
| Wealth Management Strategies, Inc. | $11 210 182 | 506 332 | 0,80% | Actions |
| ROYAL BANK OF CANADA | $10 990 000 | 496 384 | 0,78% | Actions |
| SHELTON WEALTH MANAGEMENT, LLC | $10 870 253 | 490 978 | 0,77% | Actions |
| RAYMOND JAMES FINANCIAL INC | $10 828 298 | 489 083 | 0,77% | Actions |
| BIP Wealth, LLC | $10 805 950 | 488 074 | 0,77% | Actions |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $10 340 753 | 467 062 | 0,74% | Actions |
| Carmel Capital Partners, LLC | $10 041 907 | 453 564 | 0,72% | Actions |
| EIGHT 31 FINANCIAL, LLC | $9 486 238 | 428 466 | 0,68% | Actions |
| MV CAPITAL MANAGEMENT, INC. | $9 392 856 | 424 248 | 0,67% | Actions |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8 837 305 | 399 155 | 0,63% | Actions |
| TITLEIST ASSET MANAGEMENT, LLC | $8 814 349 | 398 119 | 0,63% | Actions |
| NewEdge Advisors, LLC | $8 686 426 | 392 340 | 0,62% | Actions |
| OSAIC HOLDINGS, INC. | $8 397 470 | 379 111 | 0,60% | Actions |
| Snowden Capital Advisors LLC | $8 388 009 | 378 862 | 0,60% | Actions |
| D.A. DAVIDSON & CO. | $7 736 402 | 349 431 | 0,55% | Actions |
| Northstar Group, Inc. | $7 718 868 | 348 639 | 0,55% | Actions |
| Baird Financial Group, Inc. | $6 950 720 | 313 944 | 0,50% | Actions |
| Financial Engines Advisors L.L.C. | $6 659 313 | 300 782 | 0,47% | Actions |
| REBALANCE, LLC | $6 596 308 | 297 936 | 0,47% | Actions |
| CENTRAL TRUST Co | $6 491 687 | 293 211 | 0,46% | Actions |
| Old Port Advisors | $5 961 114 | 269 246 | 0,42% | Actions |
| Asset Dedication, LLC | $5 519 259 | 249 289 | 0,39% | Actions |
| Pineridge Advisors LLC | $5 297 051 | 236 634 | 0,38% | Actions |
| Stockman Wealth Management, Inc. | $5 093 604 | 230 063 | 0,36% | Actions |
| FCA CORP /TX | $5 056 119 | 228 370 | 0,36% | Actions |
| Apella Capital, LLC | $4 800 917 | 217 581 | 0,34% | Actions |
| Global Retirement Partners, LLC | $4 719 596 | 213 171 | 0,34% | Actions |
| IFP Advisors, Inc | $4 657 857 | 210 382 | 0,33% | Actions |
| OAK FAMILY ADVISORS, LLC | $4 413 520 | 199 346 | 0,31% | Actions |
| Accretive Wealth Partners, LLC | $4 393 860 | 198 458 | 0,31% | Actions |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $4 232 056 | 191 149 | 0,30% | Actions |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $4 065 280 | 183 617 | 0,29% | Actions |
| SIGNATUREFD, LLC | $3 984 314 | 179 960 | 0,28% | Actions |
| Portland Global Advisors LLC | $3 884 662 | 175 459 | 0,28% | Actions |
| Belpointe Asset Management LLC | $3 858 376 | 174 270 | 0,28% | Actions |
| HOWLAND CAPITAL MANAGEMENT LLC | $3 669 860 | 165 757 | 0,26% | Actions |
| Atlantic Private Wealth, LLC | $3 658 475 | 165 243 | 0,26% | Actions |
| Sanctuary Advisors, LLC | $3 494 158 | 157 821 | 0,25% | Actions |
| Lantz Financial LLC | $3 456 335 | 156 113 | 0,25% | Actions |
| Midwest Professional Planners, LTD. | $3 451 759 | 155 906 | 0,25% | Actions |
| Parallel Advisors, LLC | $3 411 182 | 154 073 | 0,24% | Actions |
| CHATHAM CAPITAL GROUP, INC. | $3 306 941 | 149 365 | 0,24% | Actions |
| Ashton Thomas Private Wealth, LLC | $3 303 487 | 149 209 | 0,24% | Actions |
| Cornerstone Planning, LLC | $3 080 560 | 139 140 | 0,22% | Actions |
| Probity Advisors, Inc. | $3 059 862 | 138 205 | 0,22% | Actions |
| Allworth Financial LP | $3 047 928 | 137 666 | 0,22% | Actions |
| SCS Capital Management LLC | $2 875 766 | 129 890 | 0,20% | Actions |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2 785 823 | 126 255 | 0,20% | Actions |
| JIM SAULNIER & ASSOCIATES, LLC | $2 770 883 | 125 153 | 0,20% | Actions |
| Cetera Investment Advisers | $2 694 944 | 121 723 | 0,19% | Actions |
| Atria Investments, Inc | $2 671 052 | 120 644 | 0,19% | Actions |
| Capital Investment Advisors, LLC | $2 653 012 | 119 829 | 0,19% | Actions |
| CAPTRUST FINANCIAL ADVISORS | $2 533 937 | 114 451 | 0,18% | Actions |
| Astra Wealth Partners LLC | $2 523 783 | 113 992 | 0,18% | Actions |
| Penobscot Investment Management Company, Inc. | $2 357 135 | 106 465 | 0,17% | Actions |
| TRANSCEND CAPITAL ADVISORS, LLC | $2 350 156 | 106 150 | 0,17% | Actions |
| Valmark Advisers, Inc. | $2 340 464 | 105 712 | 0,17% | Actions |
| Hughes Financial Services, LLC | $2 284 649 | 103 191 | 0,16% | Actions |
| GOULD ASSET MANAGEMENT LLC /CA/ | $2 135 624 | 96 460 | 0,15% | Actions |
| Reliant Wealth Planning | $2 128 517 | 96 139 | 0,15% | Actions |
| Leo Wealth, LLC | $2 036 512 | 91 393 | 0,15% | Actions |
| Essential Planning, LLC. | $2 025 190 | 91 472 | 0,14% | Actions |
| TFR Capital, LLC. | $1 987 663 | 89 777 | 0,14% | Actions |
| TRUIST FINANCIAL CORP | $1 959 956 | 88 526 | 0,14% | 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 | 20,02% | 1 912 702 PA | 8 août 2026 | Quotidien |