IBTL iShares iBonds Dec 2031 Term Treasury ETF
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Détenteurs institutionnels (13F) 143 déclarants · $375.6M 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 (+4 vs T. préc.) | 12 (+1 vs T. préc.) | 67 (+1 vs T. préc.) | 21 (+3 vs T. préc.) | +2.2M |
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 |
|---|---|---|---|---|
| TRUE Private Wealth Advisors | $34 094 392 | 1 688 677 | 9,08% | Actions |
| BlackRock, Inc. | $26 402 322 | 1 307 693 | 7,03% | Actions |
| TITLEIST ASSET MANAGEMENT, LLC | $19 996 605 | 990 421 | 5,32% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $18 023 609 | 892 700 | 4,80% | Actions |
| Krilogy Financial LLC | $15 203 594 | 753 026 | 4,05% | Actions |
| MORGAN STANLEY | $14 365 710 | 711 526 | 3,82% | Actions |
| NewEdge Advisors, LLC | $13 664 135 | 676 777 | 3,64% | Actions |
| AMERIPRISE FINANCIAL INC | $13 238 642 | 655 984 | 3,52% | Actions |
| Probity Advisors, Inc. | $11 281 921 | 558 788 | 3,00% | Actions |
| SHELTON WEALTH MANAGEMENT, LLC | $10 838 093 | 536 805 | 2,89% | Actions |
| MERCER GLOBAL ADVISORS INC /ADV | $9 788 367 | 484 813 | 2,61% | Actions |
| WELLS FARGO & COMPANY/MN | $9 672 302 | 479 064 | 2,58% | Actions |
| Legacy Private Trust Co. | $9 125 597 | 451 986 | 2,43% | Actions |
| Snowden Capital Advisors LLC | $8 210 443 | 406 659 | 2,19% | Actions |
| Headland Capital, LLC | $8 185 863 | 405 441 | 2,18% | Actions |
| HighTower Advisors, LLC | $8 056 331 | 399 026 | 2,14% | Actions |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7 989 042 | 396 107 | 2,13% | Actions |
| RAYMOND JAMES FINANCIAL INC | $7 468 611 | 369 916 | 1,99% | Actions |
| FORONJY FINANCIAL LLC | $6 815 894 | 337 588 | 1,81% | Actions |
| SPRENG CAPITAL MANAGEMENT, INC. | $6 356 437 | 314 831 | 1,69% | Actions |
| FAGAN ASSOCIATES, INC. | $5 601 875 | 277 458 | 1,49% | Actions |
| Stockman Wealth Management, Inc. | $5 345 635 | 264 766 | 1,42% | Actions |
| Asset Dedication, LLC | $4 886 203 | 242 011 | 1,30% | Actions |
| Yoder Wealth Management, Inc. | $4 566 453 | 226 174 | 1,22% | Actions |
| UBS Group AG | $4 528 758 | 224 307 | 1,21% | Actions |
| BANK OF AMERICA CORP /DE/ | $4 474 245 | 221 607 | 1,19% | Actions |
| ROYAL BANK OF CANADA | $4 474 000 | 221 575 | 1,19% | Actions |
| Parallel Advisors, LLC | $4 343 941 | 215 153 | 1,16% | Actions |
| Accretive Wealth Partners, LLC | $4 140 666 | 205 085 | 1,10% | Actions |
| Whalen Wealth Management Inc. | $4 075 555 | 201 860 | 1,09% | Actions |
| CENTRAL TRUST Co | $3 776 358 | 187 041 | 1,01% | Actions |
| Signature Wealth Management Group | $3 702 398 | 181 499 | 0,99% | Actions |
| GOLDMAN SACHS GROUP INC | $3 424 466 | 169 612 | 0,91% | Actions |
| OneDigital Investment Advisors LLC | $3 398 522 | 168 327 | 0,90% | Actions |
| STIFEL FINANCIAL CORP | $3 195 807 | 158 287 | 0,85% | Actions |
| Integrated Wealth Concepts LLC | $2 746 406 | 136 028 | 0,73% | Actions |
| D.A. DAVIDSON & CO. | $2 698 918 | 133 676 | 0,72% | Actions |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2 569 018 | 127 242 | 0,68% | Actions |
| LPL Financial LLC | $1 869 587 | 92 600 | 0,50% | Actions |
| HOWLAND CAPITAL MANAGEMENT LLC | $1 747 667 | 86 561 | 0,47% | Actions |
| Valmark Advisers, Inc. | $1 690 125 | 83 711 | 0,45% | Actions |
| Cetera Investment Advisers | $1 674 544 | 82 940 | 0,45% | Actions |
| Smartleaf Asset Management LLC | $1 461 695 | 72 236 | 0,39% | Actions |
| EIGHT 31 FINANCIAL, LLC | $1 384 126 | 68 555 | 0,37% | Actions |
| L2 Asset Management, LLC | $1 335 729 | 66 158 | 0,36% | Actions |
| Allworth Financial LP | $1 244 997 | 61 664 | 0,33% | Actions |
| Financial Engines Advisors L.L.C. | $1 180 106 | 58 450 | 0,31% | Actions |
| Creative Planning | $1 179 722 | 58 431 | 0,31% | Actions |
| CWM, LLC | $1 176 690 | 57 684 | 0,31% | Actions |
| SIGNATUREFD, LLC | $1 163 994 | 57 652 | 0,31% | Actions |
| SHELTON CAPITAL MANAGEMENT | $1 146 206 | 56 771 | 0,31% | Actions |
| MOULTON WEALTH MANAGEMENT, INC | $995 414 | 49 511 | 0,27% | Actions |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $946 810 | 46 895 | 0,25% | Actions |
| JANE STREET GROUP, LLC | $921 835 | 45 658 | 0,25% | Actions |
| MONECO ADVISORS, LLC | $861 146 | 41 322 | 0,23% | Actions |
| Associated Banc-Corp | $769 016 | 38 089 | 0,20% | Actions |
| BENJAMIN EDWARDS INC | $728 954 | 36 105 | 0,19% | Actions |
| Montecito Bank & Trust | $717 371 | 35 531 | 0,19% | Actions |
| Kestra Advisory Services, LLC | $679 776 | 33 669 | 0,18% | Actions |
| JIM SAULNIER & ASSOCIATES, LLC | $676 457 | 33 505 | 0,18% | Actions |
| LANARK FINANCIAL, INC. | $673 215 | 33 344 | 0,18% | Actions |
| Cerity Partners LLC | $655 509 | 32 467 | 0,17% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $638 535 | 31 626 | 0,17% | Actions |
| AQR CAPITAL MANAGEMENT LLC | $598 371 | 29 637 | 0,16% | Actions |
| Old Port Advisors | $582 058 | 28 829 | 0,15% | Actions |
| Summit Wealth Partners, LLC | $578 201 | 28 638 | 0,15% | Actions |
| CITADEL ADVISORS LLC | $573 154 | 28 388 | 0,15% | Actions |
| Modern Wealth Management, LLC | $544 161 | 26 952 | 0,14% | Actions |
| Compass Ion Advisors, LLC | $528 595 | 26 181 | 0,14% | Actions |
| IFP Advisors, Inc | $512 947 | 25 406 | 0,14% | Actions |
| OSAIC HOLDINGS, INC. | $512 228 | 25 373 | 0,14% | Actions |
| Leo Wealth, LLC | $508 894 | 24 947 | 0,14% | Actions |
| Visionary Wealth Advisors | $501 399 | 24 834 | 0,13% | Actions |
| National Philanthropic Trust | $496 795 | 24 606 | 0,13% | Actions |
| Atlantic Private Wealth, LLC | $442 884 | 21 936 | 0,12% | Actions |
| DecisionMap Wealth Management, LLC | $435 640 | 21 577 | 0,12% | Actions |
| Granite Harbor Advisors, Inc. | $415 712 | 20 590 | 0,11% | Actions |
| Wealth Management Strategies, Inc. | $402 992 | 19 960 | 0,11% | Actions |
| Jacobi Capital Management LLC | $399 818 | 19 803 | 0,11% | Actions |
| COUNTRY CLUB BANK /GFN | $388 123 | 18 873 | 0,10% | Actions |
| CGN Advisors LLC | $382 883 | 18 964 | 0,10% | Actions |
| XY Planning Network, Inc. | $382 883 | 18 964 | 0,10% | Actions |
| HARBOUR INVESTMENTS, INC. | $376 193 | 18 633 | 0,10% | Actions |
| CARY STREET PARTNERS FINANCIAL LLC | $372 889 | 18 469 | 0,10% | Actions |
| Great Diamond Partners, LLC | $371 880 | 18 419 | 0,10% | Actions |
| CAPTRUST FINANCIAL ADVISORS | $365 610 | 18 108 | 0,10% | Actions |
| Kestra Investment Management, LLC | $361 736 | 17 917 | 0,10% | Actions |
| Reliant Wealth Planning | $341 170 | 16 898 | 0,09% | Actions |
| Single Point Partners, LLC | $330 975 | 16 393 | 0,09% | Actions |
| STAR Financial Bank | $320 213 | 15 860 | 0,09% | Actions |
| BIP Wealth, LLC | $315 065 | 15 605 | 0,08% | Actions |
| Capital Investment Advisors, LLC | $298 378 | 14 778 | 0,08% | Actions |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | $296 793 | 14 700 | 0,08% | Actions |
| Physician Wealth Advisors, Inc. | $284 654 | 14 099 | 0,08% | Actions |
| Guidance Point Advisors, LLC | $278 925 | 13 815 | 0,07% | Actions |
| Jaffetilchin Investment Partners, LLC | $274 361 | 13 450 | 0,07% | Actions |
| Vestmark Advisory Solutions, Inc. | $264 693 | 13 110 | 0,07% | Actions |
| HM PAYSON & CO | $250 680 | 12 416 | 0,07% | Actions |
| Lido Advisors, LLC | $239 978 | 11 886 | 0,06% | Actions |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $228 693 | 11 327 | 0,06% | 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 | 19,88% | 2 097 292 PA | 8 août 2026 | Quotidien |