IBTJ iShares iBonds Dec 2029 Term Treasury ETF
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Détenteurs institutionnels (13F) 228 déclarants · $962.7M 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 |
|---|---|---|---|---|
| 19 (-8 vs T. préc.) | 18 (+11 vs T. préc.) | 105 (-8 vs T. préc.) | 47 (+9 vs T. préc.) | +3.0M |
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 | $74 542 113 | 3 443 053 | 7,74% | Actions |
| MERCER GLOBAL ADVISORS INC /ADV | $55 869 838 | 2 580 593 | 5,80% | Actions |
| Brookstone Capital Management | $36 823 380 | 1 700 849 | 3,83% | Actions |
| TRUE Private Wealth Advisors | $36 154 841 | 1 669 970 | 3,76% | Actions |
| Financial Advisory Corp | $34 606 628 | 1 598 459 | 3,59% | Actions |
| Asset Advisors Investment Management, LLC | $29 026 480 | 1 340 715 | 3,02% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $28 046 960 | 1 295 472 | 2,91% | Actions |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $27 556 560 | 1 273 661 | 2,86% | Actions |
| BlackRock, Inc. | $26 430 645 | 1 220 815 | 2,75% | Actions |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $24 138 560 | 1 114 945 | 2,51% | Actions |
| AMERIPRISE FINANCIAL INC | $22 425 577 | 1 036 391 | 2,33% | Actions |
| ATWOOD & PALMER INC | $20 756 432 | 958 727 | 2,16% | Actions |
| UBS Group AG | $20 300 729 | 937 678 | 2,11% | Actions |
| Integrated Wealth Concepts LLC | $19 948 993 | 921 429 | 2,07% | Actions |
| WELLS FARGO & COMPANY/MN | $17 775 300 | 821 030 | 1,85% | Actions |
| Journey Advisory Group, LLC | $17 509 156 | 808 737 | 1,82% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $17 118 207 | 790 679 | 1,78% | Actions |
| Arax Advisory Partners | $16 928 439 | 781 914 | 1,76% | Actions |
| HM PAYSON & CO | $16 714 635 | 772 039 | 1,74% | Actions |
| CWM, LLC | $16 527 834 | 756 665 | 1,72% | Actions |
| Denver PWM, LLC | $14 617 230 | 672 520 | 1,52% | Actions |
| MKT Advisors LLC | $14 274 094 | 661 757 | 1,48% | Actions |
| LPL Financial LLC | $13 874 185 | 640 840 | 1,44% | Actions |
| Merit Financial Group, LLC | $12 735 821 | 588 260 | 1,32% | Actions |
| Wealth Management Strategies, Inc. | $12 504 497 | 577 575 | 1,30% | Actions |
| Krilogy Financial LLC | $12 173 424 | 562 283 | 1,26% | Actions |
| Legacy Private Trust Co. | $11 953 333 | 552 117 | 1,24% | Actions |
| Stratos Wealth Partners, LTD. | $11 549 271 | 533 453 | 1,20% | Actions |
| Probity Advisors, Inc. | $11 485 126 | 530 491 | 1,19% | Actions |
| SHELTON WEALTH MANAGEMENT, LLC | $10 851 218 | 501 211 | 1,13% | Actions |
| NewEdge Advisors, LLC | $10 824 498 | 499 976 | 1,12% | Actions |
| ES4, LLC | $10 605 487 | 457 923 | 1,10% | Actions |
| Heartwood Wealth Advisors LLC | $9 661 399 | 446 254 | 1,00% | Actions |
| Waycross Investment Management Co | $9 594 695 | 443 173 | 1,00% | Actions |
| EIGHT 31 FINANCIAL, LLC | $9 451 589 | 436 563 | 0,98% | Actions |
| D.A. DAVIDSON & CO. | $8 287 577 | 382 798 | 0,86% | Actions |
| Robertson Stephens Wealth Management, LLC | $8 078 579 | 373 145 | 0,84% | Actions |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7 015 199 | 324 028 | 0,73% | Actions |
| SPRENG CAPITAL MANAGEMENT, INC. | $6 982 493 | 322 517 | 0,73% | Actions |
| FORONJY FINANCIAL LLC | $6 832 107 | 315 571 | 0,71% | Actions |
| FAGAN ASSOCIATES, INC. | $6 369 770 | 294 216 | 0,66% | Actions |
| OSAIC HOLDINGS, INC. | $6 262 111 | 289 073 | 0,65% | Actions |
| STIFEL FINANCIAL CORP | $5 972 878 | 275 882 | 0,62% | Actions |
| CENTRAL TRUST Co | $5 857 213 | 270 541 | 0,61% | Actions |
| REBALANCE, LLC | $5 854 912 | 270 435 | 0,61% | Actions |
| Baird Financial Group, Inc. | $5 618 067 | 259 495 | 0,58% | Actions |
| Stockman Wealth Management, Inc. | $5 541 066 | 255 938 | 0,58% | Actions |
| Baltimore-Washington Financial Advisors, Inc. | $5 493 233 | 253 729 | 0,57% | Actions |
| Asset Dedication, LLC | $5 365 477 | 247 828 | 0,56% | Actions |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $5 146 638 | 237 720 | 0,53% | Actions |
| Belpointe Asset Management LLC | $4 810 023 | 222 170 | 0,50% | Actions |
| Accretive Wealth Partners, LLC | $4 371 893 | 201 935 | 0,45% | Actions |
| Portland Global Advisors LLC | $3 873 986 | 178 937 | 0,40% | Actions |
| Financial Engines Advisors L.L.C. | $3 872 097 | 178 850 | 0,40% | Actions |
| HOWLAND CAPITAL MANAGEMENT LLC | $3 817 588 | 176 332 | 0,40% | Actions |
| Northstar Group, Inc. | $3 701 869 | 170 987 | 0,38% | Actions |
| SIGNATUREFD, LLC | $3 658 525 | 168 985 | 0,38% | Actions |
| RAYMOND JAMES FINANCIAL INC | $3 636 399 | 167 963 | 0,38% | Actions |
| ROYAL BANK OF CANADA | $3 545 000 | 163 726 | 0,37% | Actions |
| Parallel Advisors, LLC | $3 456 649 | 159 660 | 0,36% | Actions |
| MV CAPITAL MANAGEMENT, INC. | $3 090 711 | 142 758 | 0,32% | Actions |
| SCS Capital Management LLC | $2 870 140 | 132 570 | 0,30% | Actions |
| Cetera Investment Advisers | $2 835 548 | 130 972 | 0,29% | Actions |
| Sanctuary Advisors, LLC | $2 681 679 | 123 865 | 0,28% | Actions |
| Apella Capital, LLC | $2 667 138 | 123 650 | 0,28% | Actions |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $2 545 369 | 117 569 | 0,26% | Actions |
| Hughes Financial Services, LLC | $2 226 356 | 102 834 | 0,23% | Actions |
| Valmark Advisers, Inc. | $2 192 387 | 101 265 | 0,23% | Actions |
| TITLEIST ASSET MANAGEMENT, LLC | $2 153 829 | 99 482 | 0,22% | Actions |
| HighTower Advisors, LLC | $1 829 867 | 84 520 | 0,19% | Actions |
| Leo Wealth, LLC | $1 800 642 | 82 436 | 0,19% | Actions |
| Atria Investments, Inc | $1 775 368 | 82 003 | 0,18% | Actions |
| Allworth Financial LP | $1 712 927 | 79 119 | 0,18% | Actions |
| Midwest Professional Planners, LTD. | $1 661 075 | 76 724 | 0,17% | Actions |
| Associated Banc-Corp | $1 499 110 | 69 243 | 0,16% | Actions |
| SUMMITPOINT CAPITAL MANAGEMENT | $1 452 276 | 67 080 | 0,15% | Actions |
| IFP Advisors, Inc | $1 439 357 | 66 483 | 0,15% | Actions |
| CAPTRUST FINANCIAL ADVISORS | $1 425 826 | 65 858 | 0,15% | Actions |
| Reliant Wealth Planning | $1 327 469 | 61 315 | 0,14% | Actions |
| JIM SAULNIER & ASSOCIATES, LLC | $1 317 177 | 60 840 | 0,14% | Actions |
| GOLDMAN SACHS GROUP INC | $1 301 187 | 60 101 | 0,14% | Actions |
| KING LUTHER CAPITAL MANAGEMENT CORP | $1 290 557 | 59 610 | 0,13% | Actions |
| Foundry Financial Group, Inc. | $1 289 193 | 59 547 | 0,13% | Actions |
| Montecito Bank & Trust | $1 288 327 | 59 507 | 0,13% | Actions |
| BIP Wealth, LLC | $1 253 553 | 57 901 | 0,13% | Actions |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $1 223 334 | 56 505 | 0,13% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 075 875 | 49 694 | 0,11% | Actions |
| Snowden Capital Advisors LLC | $943 040 | 43 558 | 0,10% | Actions |
| Cerity Partners LLC | $926 393 | 42 790 | 0,10% | Actions |
| MOULTON WEALTH MANAGEMENT, INC | $914 733 | 42 408 | 0,10% | Actions |
| KFG WEALTH MANAGEMENT, LLC | $897 177 | 41 440 | 0,09% | Actions |
| Atlantic Private Wealth, LLC | $890 226 | 41 119 | 0,09% | Actions |
| Compass Ion Advisors, LLC | $824 673 | 38 091 | 0,09% | Actions |
| DUNCKER STREETT & CO INC | $817 078 | 37 740 | 0,08% | Actions |
| Great Diamond Partners, LLC | $802 674 | 37 075 | 0,08% | Actions |
| KOM Wealth Management Group, LLC | $771 510 | 35 636 | 0,08% | Actions |
| Chris Bulman Inc | $770 550 | 35 591 | 0,08% | Actions |
| Capital Investment Advisors, LLC | $720 295 | 33 270 | 0,07% | Actions |
| BENJAMIN EDWARDS INC | $711 429 | 32 860 | 0,07% | Actions |
| AQR CAPITAL MANAGEMENT LLC | $702 543 | 32 450 | 0,07% | 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 | 19,98% | 1 955 928 PA | 8 août 2026 | Quotidien |